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iShares Gold Trust shares owned by Jeppson Wealth Management

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

Historical chart of Jeppson Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 3.4k 72.77
2025-06-30 $210k 3.4k 62.36

More positions owned by Jeppson Wealth Management

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Ishares 0-5 Year Tips Bond Etf Etf (STIP)
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Lockheed Martin Corp Stock (LMT)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Oracle Corp Stock (ORCL)
Microsoft Corp Stock (MSFT)
Exxon Mobil Corp Stock (XOM)
Amazon Stock (AMZN)
Disney Walt Stock (DIS)
At&t Stock (T)
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Broadcom Stock (AVGO)
American Elec Pwr Stock (AEP)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Jeppson Wealth Management

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust