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iShares Gold Trust shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $336k 6.8k 49.51
2024-09-30 $335k 6.7k 49.70
2024-03-31 $265k 6.3k 42.01
2022-12-31 $224k 6.5k 34.59

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment 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