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iShares Gold Trust shares owned by Values First Advisors

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

Historical chart of Values First Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $98k 2.0k 49.70
2023-03-31 $76k 2.0k 37.38

More positions owned by Values First Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ensign (ENSG)
Emergent BioSolutions (EBS)
Monolithic Power Systems (MPWR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Mid-America Apartment (MAA)
National Retail Properties (NNN)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vaalco Energy Com New (EGY)
LeMaitre Vascular (LMAT)
Alnylam Pharmaceuticals (ALNY)

View all positions for Values First 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