Walser Wealth Management Company, A Ltd Liability »

iShares Gold Trust shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2025-12-31 $536k 6.6k 81.17

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
NVIDIA Corporation (NVDA)
Goldman Sachs Physical Gold Unit (AAAU)
Microsoft Corporation (MSFT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Tesla Motors (TSLA)
Vaneck Etf Trust Uranium And Nucl (NLR)
Apple (AAPL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Global X Fds Global X Uranium (URA)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust