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Ishares Gold Tr shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 8.8k 38.50

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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
Ancora Advisors

View all funds holding Ishares Gold Tr