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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

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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
2025-09-30 $20M 275k 72.77
2025-06-30 $17M 275k 62.36
2025-03-31 $17M 280k 58.96
2024-12-31 $4.2M 84k 49.51
2024-09-30 $247k 5.0k 49.70

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View all positions for Summit Financial

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