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Ishares Gold Tr shares owned by Castle Wealth Management

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

Historical chart of Castle Wealth Management investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Gold Tr by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 152k 20.60
2023-09-30 $2.7M 148k 18.45
2023-06-30 $2.6M 135k 19.18

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Ishares Tr Core S&p Mcp Etf (IJH)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Matthews Asia Fds Emerging Markets (MEMX)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Ishares Gold Tr

Jane Street
Alaska Permanent Fund Corp
Adventist Health System Sunbelt Healthcare Corp
Sumitomo Mitsui Trust Holdings
AE Wealth Management
Teacher Retirement System Of Texas
Bank Of Montreal
Bank of America Corporation
Greenline Partners
Jpmorgan Chase & Co
Fifth Third Bancorp
MorganRosel Wealth Management
Theory Financial
Fielder Capital Group
RFG Advisory

View all funds holding Ishares Gold Tr