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iShares Gold Trust shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Magnolia 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 3.1k 81.17

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia 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