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iShares Gold Trust shares owned by Sofi Wealth

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

Historical chart of Sofi Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $23M 278k 81.17
2025-09-30 $19M 265k 72.77
2025-06-30 $6.9M 110k 62.36

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Global X Fds Defense Tech Etf (SHLD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Sofi Wealth

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Branch Banking & Trust Company
Empower Advisory Group
BlackRock
Raymond James Financial

View all funds holding iShares Gold Trust