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Ishares Gold Tr shares owned by Betterment

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Gold Tr

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All positions including Ishares Gold Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Betterment

Quarter filed Position value Share count Share price at filing
2026-03-31 $820k 18k 46.72
2025-12-31 $227k 5.3k 42.98

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
School Employees Retirement Board Of Ohio
Alaska Permanent Fund Corp
Bank of America Corporation
Vident Advisory
Ronald Blue Trust
Adventist Health System Sunbelt Healthcare Corp
Diam
AlTi Global
Milestone Group
Quadrature Capital
AlphaCore Capital
BlackRock
Fifth Third Bancorp
Myriad Asset Management Advisors

View all funds holding Ishares Gold Tr