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iShares Gold Trust shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 4.1k 49.51
2024-09-30 $206k 4.1k 49.70

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Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Alliancebernstein
UBS Group
WealthNavi
Ameriprise Financial
Raymond James Financial

View all funds holding iShares Gold Trust