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iShares Gold Trust shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $67k 825 81.17
2025-09-30 $60k 825 72.77
2025-06-30 $27k 430 62.36
2025-03-31 $6.5k 110 58.96

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust