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iShares Gold Trust shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Intercontinental Wealth Advisors from 13F filings

Historical chart of Intercontinental Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.8M 49k 36.39
2023-03-31 $1.9M 50k 37.37

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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
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Meta Platforms Cl A (META)
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View all positions for Intercontinental Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
LPL Financial
WealthNavi
Ameriprise Financial
Raymond James & Associates
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company

View all funds holding iShares Gold Trust