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iShares Gold Trust shares owned by Sar Wealth Management Group

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

Historical chart of Sar 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 Sar 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 3.3k 72.77
2025-06-30 $208k 3.3k 62.36

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group International SHS (CGIC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

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