Kathleen S. Wright Associates »

iShares Gold Trust shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $288k 5.8k 49.51
2024-09-30 $284k 5.7k 49.70
2024-06-30 $251k 5.7k 43.93
2024-03-31 $246k 5.9k 42.01

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Alliancebernstein
UBS Group
WealthNavi
Ameriprise Financial
Raymond James Financial

View all funds holding iShares Gold Trust