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iShares Gold Trust shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 22k 81.17
2025-09-30 $1.7M 23k 72.77
2025-06-30 $1.5M 24k 62.36
2021-06-30 $267k 7.9k 33.67

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tyler Technologies (TYL)

View all positions for Latitude Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust