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iShares Gold Trust shares owned by Kozak & Associates

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7k 91 84.89
2023-12-31 $1.0k 27 38.41
2022-06-30 $2.0k 71 28.17
2022-03-31 $6.0k 166 36.14
2021-12-31 $6.0k 166 36.14

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Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust