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Ishares Gold Tr shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $540k 14k 38.50
2025-06-30 $463k 14k 32.99

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Lockheed Martin Corporation (LMT)
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View all positions for Walled Lake Planning & Wealth Management

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