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Ishares Gold Tr shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Efficient 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $74k 1.9k 39.78
2024-06-30 $999 62 16.13

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Vanguard Bd Index Fds Vanguard Ultra (VUSB)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
School Employees Retirement Board Of Ohio
Alaska Permanent Fund Corp
Bank of America Corporation
BlackRock
Diam
Ronald Blue Trust
AlTi Global
AlphaCore Capital
Raymond James Financial
Fifth Third Bancorp
Milestone Group
Mirae Asset Global Investments
Vident Advisory
Heck Capital Advisors

View all funds holding Ishares Gold Tr