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iShares Gold Trust shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Kfg 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 Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 3.4k 72.77
2025-06-30 $221k 3.5k 62.36
2025-03-31 $201k 3.4k 58.96

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)

View all positions for Kfg 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