WESPAC Advisors »

iShares Gold Trust shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by WESPAC Advisors 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 27k 72.77
2025-06-30 $1.6M 26k 62.36
2025-03-31 $1.5M 25k 58.96
2024-12-31 $1.0M 21k 49.51

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
At&t (T)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Telecom Etf (IYZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Select Sector Spdr Tr Technology (XLK)

View all positions for WESPAC 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