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iShares Gold Trust shares owned by Novak Financial Planning

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Novak Financial Planning from 13F filings

Historical chart of Novak Financial Planning investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Novak Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $4.1M 123k 33.71

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

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
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company

View all funds holding iShares Gold Trust