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iShares Gold Trust shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 67k 72.77
2025-06-30 $3.8M 61k 62.36
2025-03-31 $3.3M 56k 58.96
2024-12-31 $1.1M 22k 49.51
2021-06-30 $247k 7.3k 33.68

More positions owned by ShoreHaven Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Series Trust SPDR S&P1500VL (VLU)
Ishares Tr U S Equity Factr (LRGF)

View all positions for ShoreHaven Wealth Partners

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