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Ishares Gold Tr shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Gold Tr by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 1.5k 20.60
2023-09-30 $27k 1.5k 18.45

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Ishares Gold Tr

Jane Street
Alaska Permanent Fund Corp
Adventist Health System Sunbelt Healthcare Corp
Sumitomo Mitsui Trust Holdings
AE Wealth Management
Teacher Retirement System Of Texas
Bank Of Montreal
Bank of America Corporation
Greenline Partners
Jpmorgan Chase & Co
Fifth Third Bancorp
MorganRosel Wealth Management
Theory Financial
Fielder Capital Group
RFG Advisory

View all funds holding Ishares Gold Tr