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iShares Gold Trust shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Monograph 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 Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 5.2k 49.70
2024-06-30 $230k 5.2k 43.93
2024-03-31 $220k 5.2k 42.01
2022-12-31 $294k 8.5k 34.59

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DFA US Small Cap ETF Etf (DFAS)
DFA Intl Value ETF Etf (DFIV)
Vanguard Total Market Index ETF Etf (VTI)
Kimberly-Clark Corporation (KMB)

View all positions for Monograph Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
LPL Financial
WealthNavi
Ameriprise Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
BlackRock

View all funds holding iShares Gold Trust