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iShares Gold Trust shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 4.9k 72.77
2025-06-30 $1.6M 26k 62.36

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View all positions for WealthPlan Investment Management

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