Lavelle Capital »

iShares Gold Trust shares owned by Lavelle Capital

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

Historical chart of Lavelle Capital investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Lavelle Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $419k 4.8k 88.16
2025-12-31 $386k 4.8k 81.17

More positions owned by Lavelle Capital

Tesla Motors (TSLA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Msci World Etf (URTH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Strategy Cl A New (MSTR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Lavelle Capital

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust