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iShares Gold Trust shares owned by Summit Financial

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

Historical chart of Summit Financial investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 6.5k 42.01

More positions owned by Summit Financial

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Eafe Etf (EFA)
Summit Financial
Ishares Tr Core Us Aggbd Et (AGG)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
CSX Corporation (CSX)

View all positions for Summit Financial

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
LPL Financial
WealthNavi
Raymond James & Associates
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
HighTower Advisors

View all funds holding iShares Gold Trust