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iShares Gold Trust shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by MA Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 157k 81.17
2025-09-30 $12M 158k 72.77
2025-06-30 $8.9M 143k 62.36
2025-03-31 $229k 3.9k 58.96

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for MA Private Wealth

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