Wealth Group »

iShares Gold Trust shares owned by Wealth Group

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

Historical chart of Wealth Group investment in iShares Gold Trust

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001206.998k206.9985k206.999k206.9995k207k41824,182.541834,183.54184
Value ($)Share countHistorical IAU position of Wealth Group Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 4.2k 49.49

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
TJX Companies (TJX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
Truist Financial Corp equities (TFC)
Mastercard Incorporated Cl A (MA)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Duke Energy Corp Com New (DUK)
Costco Wholesale Corporation (COST)
Home Depot (HD)

View all positions for Wealth Group

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