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iShares Gold Trust shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 22k 72.77
2025-06-30 $1.3M 22k 62.36

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Sax Wealth Advisors

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