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iShares Gold Trust shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.6M 45k 58.96
2024-12-31 $660k 13k 49.51
2024-09-30 $226k 4.5k 49.70

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Tcw Etf Trust Transform System (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
Morgan Stanley
FMR
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Alliancebernstein
UBS Group
WealthNavi
Ameriprise Financial
Raymond James Financial

View all funds holding iShares Gold Trust