Golden Road Advisors »

iShares S&P 100 Index shares owned by Golden Road Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Golden Road Advisors from 13F filings

Historical chart of Golden Road Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Golden Road Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by Golden Road Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $798k 2.8k 288.85
2024-09-30 $905k 3.3k 276.76
2024-06-30 $891k 3.3k 272.52
2024-03-31 $809k 3.3k 247.41
2023-12-31 $730k 3.3k 223.39

More positions owned by Golden Road Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Golden Road Advisors

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Cresset Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth

View all funds holding iShares S&P 100 Index