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iShares Gold Trust shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $892k 10k 88.16

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Spdr Series Trust State Street Spd (SPYM)
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Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
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Ab Active Etfs Tax Aware Interm (TAFM)
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Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LVW Advisors

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