Shade Tree Advisors »

iShares Gold Trust shares owned by Shade Tree Advisors

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

Historical chart of Shade Tree Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Shade Tree Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.1M 27k 78.10

More positions owned by Shade Tree Advisors

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Target Corporation (TGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
Wells Fargo & Company (WFC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)

View all positions for Shade Tree Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
LPL Financial
Envestnet Asset Management
BlackRock
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
SCHF
Jpmorgan Chase & Co
Raymond James Financial
Northern Trust

View all funds holding iShares Gold Trust