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iShares Gold Trust shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 4.1k 49.70
2021-06-30 $238k 7.1k 33.66

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Alphabet Cap Stk Cl C (GOOG)
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View all positions for TruWealth Advisors

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