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iShares Gold Trust shares owned by Lineweaver Wealth Advisors

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

Historical chart of Lineweaver Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 95k 72.77
2025-06-30 $5.8M 93k 62.36
2025-03-31 $5.1M 86k 58.96
2024-12-31 $2.2M 44k 49.53

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)

View all positions for Lineweaver Wealth Advisors

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