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iShares Gold Trust shares owned by Rogco

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

Historical chart of Rogco investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Rogco

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 207k 72.77
2025-06-30 $13M 211k 62.36
2025-03-31 $13M 214k 58.96
2024-12-31 $11M 218k 49.51
2024-09-30 $11M 227k 49.70
2024-06-30 $11M 242k 43.93
2024-03-31 $10M 249k 42.01
2023-12-31 $9.9M 253k 39.03
2023-09-30 $8.9M 256k 34.99

More positions owned by Rogco

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)
iShares Gold Trust Ishares New (IAU)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Principal Spectrum Pref Secs Actv ETF Spectrum Pfd (PREF)
T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research Etf Us Equity Resear (TSPA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lincoln Electric Holdings (LECO)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)

View all positions for Rogco

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust