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iShares Gold Trust shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $490k 5.6k 88.16

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Kraneshares Trust Mount Lucas Etf (KMLM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Simplify Exchange Traded Fun Managed Futures (CTA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Timothy Plan U S Sm Cp Core (TPSC)

View all positions for Sound Financial Strategies Group

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
UBS Group
FMR
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust