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iShares Gold Trust shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $454k 5.6k 81.17
2025-09-30 $400k 5.5k 72.77
2025-06-30 $63k 1.0k 62.36
2025-03-31 $53k 900 58.96
2021-12-31 $1.0k 19 52.63

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Tortoise Investment Management

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust