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Ishares Gold Tr shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Ishares Gold Tr

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

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Quarterly reported holdings in Ishares Gold Tr by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5M 97k 46.70

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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