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iShares Gold Trust shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $146k 3.3k 43.93
2024-03-31 $151k 3.6k 42.01
2023-09-30 $128k 3.7k 34.99
2023-06-30 $171k 4.7k 36.39
2023-03-31 $196k 5.2k 37.37

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Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding iShares Gold Trust

Bank of America Corporation
Twin Tree Management
FMR
Morgan Stanley
Charles Schwab Investment Management
Sumitomo Mitsui Trust Holdings
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
Bank Of Montreal
LPL Financial
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust