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iShares Gold Trust shares owned by Wilkerson Advisory Group

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

Historical chart of Wilkerson Advisory Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Wilkerson Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $44k 497 88.16

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
FMR
UBS Group
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust