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iShares Gold Trust shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $164k 2.6k 62.36
2025-03-31 $155k 2.6k 58.96

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock
Raymond James Financial

View all funds holding iShares Gold Trust