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iShares Gold Trust shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Summit Financial Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 6.3k 39.03
2023-09-30 $235k 6.3k 37.27
2023-06-30 $230k 6.3k 36.39
2023-03-31 $236k 6.3k 37.37
2021-12-31 $207k 6.0k 34.45

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Empower Advisory Group
Jpmorgan Chase & Co
Wells Fargo & Company
Alliancebernstein
UBS Group
Bank Of Montreal
Charles Schwab Investment Management
WealthNavi
Jane Street
HighTower Advisors
Raymond James & Associates
Royal Bank of Canada

View all funds holding iShares Gold Trust