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iShares Gold Trust shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 28k 72.77
2025-06-30 $1.1M 18k 63.10
2025-03-31 $1.3M 22k 60.94
2024-12-31 $513k 10k 49.51

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)

View all positions for Twin Peaks Wealth Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust