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iShares Gold Trust shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $341k 4.2k 81.17
2022-06-30 $202k 5.9k 34.26
2021-12-31 $294k 8.4k 34.80
2021-09-30 $8.8M 264k 33.41
2021-06-30 $9.1M 262k 34.56

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Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)
Ishares Russell 1000 Growth Etf Etf (IWF)
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Accenture Plc Ireland Shs Class A Stock (ACN)
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State Street Spdr S&p Dividend Etf Etf (SDY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)

View all positions for Regent Peak Wealth Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust