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iShares Gold Trust shares owned by Milestone Asset Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $728k 9.0k 81.17
2025-09-30 $604k 8.3k 72.77
2025-06-30 $404k 6.5k 62.36
2025-03-31 $2.4M 41k 58.96
2022-12-31 $211k 5.8k 36.62

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View all positions for Milestone Asset Management

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