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Ishares Gold Tr shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $40k 860 46.70

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Ishares Gold Tr

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

View all funds holding Ishares Gold Tr