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iShares Gold Trust shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $33k 454 72.77
2025-06-30 $28k 454 62.36
2025-03-31 $27k 454 58.96

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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