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iShares Gold Trust shares owned by Theory Financial

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

Historical chart of Theory Financial investment in iShares Gold Trust

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

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Quarterly reported holdings in iShares Gold Trust by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $403k 4.2k 95.18
2025-09-30 $345k 4.2k 82.50
2025-06-30 $207k 3.3k 62.01

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
BlackRock
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Branch Banking & Trust Company
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust