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Ishares Gold Tr shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Gold Tr by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 5.8k 38.50

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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