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iShares Gold Trust shares owned by Petersen Hastings Wealth Advisors

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

Historical chart of Petersen Hastings Wealth Advisors investment in iShares Gold Trust

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All positions including iShares Gold Trust held by Petersen Hastings 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 Petersen Hastings Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $545k 7.2k 75.51
2026-03-31 $637k 7.2k 88.16

More positions owned by Petersen Hastings Wealth Advisors

Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for Petersen Hastings Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
UBS Group
FMR
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust