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iShares Gold Trust shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 46k 81.17
2025-09-30 $3.2M 44k 72.77
2025-06-30 $2.1M 34k 62.36
2025-03-31 $2.0M 34k 58.96

More positions owned by One Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for One Wealth Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust