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iShares Gold Trust shares owned by Wealth Care

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

Historical chart of Wealth Care investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Wealth Care

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.3M 105k 88.16

More positions owned by Wealth Care

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400vl Etf (IJJ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wealth Care

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust