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iShares Gold Trust shares owned by W Advisors

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

Historical chart of W Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by W Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $724k 9.9k 72.77
2025-06-30 $492k 7.9k 62.36
2025-03-31 $514k 8.7k 58.96
2024-12-31 $228k 4.6k 49.51

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Merck & Co (MRK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for W Advisors

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust