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iShares Gold Trust shares owned by Ridgeline Wealth Planning

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Ridgeline Wealth Planning from 13F filings

Historical chart of Ridgeline Wealth Planning investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Ridgeline Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 23k 81.17

More positions owned by Ridgeline Wealth Planning

Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Msci Emrg Chn (EMXC)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
MGIC Investment (MTG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Ridgeline Wealth Planning

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