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Ishares Gold Tr shares owned by CWM

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

Historical chart of CWM investment in Ishares Gold Tr

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

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Quarterly reported holdings in Ishares Gold Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $127k 3.3k 38.37
2025-06-30 $48k 1.5k 33.10
2025-03-31 $60k 1.9k 31.27
2024-12-31 $38k 1.5k 26.21
2022-12-31 $2.0k 92 21.74

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
Adventist Health System Sunbelt Healthcare Corp
Alaska Permanent Fund Corp
School Employees Retirement Board Of Ohio
Ronald Blue Trust
AlTi Global
Teacher Retirement System Of Texas
PFG Financial Advisors
Jpmorgan Chase & Co
Vident Advisory
Fifth Third Bancorp
Heck Capital Advisors
Myriad Asset Management US
AlphaCore Capital
Sanctuary Advisors

View all funds holding Ishares Gold Tr