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iShares Gold Trust shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 2.6k 81.17
2025-09-30 $370k 5.1k 72.77
2025-06-30 $314k 5.0k 62.36
2025-03-31 $294k 5.0k 58.96

More positions owned by WJ Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Capital Group International SHS (CGIE)
Harbor Etf Trust Long Term Grower (WINN)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Global X Fds Defense Tech Etf (SHLD)
Tcw Etf Trust Transform System (PWRD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for WJ Wealth Management

Top funds holding iShares Gold Trust

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

View all funds holding iShares Gold Trust