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iShares Gold Trust shares owned by KWMG

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

Historical chart of KWMG investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 3.0k 72.77

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

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