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iShares Gold Trust shares owned by Surevest

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

Historical chart of Surevest investment in iShares Gold Trust

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

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Quarterly reported holdings in iShares Gold Trust by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $73k 2.3k 31.38
2022-06-30 $80k 2.3k 34.39
2021-12-31 $64k 1.8k 35.05

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View all positions for Surevest

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