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iShares Gold Trust shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $748k 10k 72.77
2025-06-30 $692k 11k 62.44
2025-03-31 $1.1M 18k 59.00
2024-12-31 $517k 11k 49.47

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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