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iShares Gold Trust shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6M 194k 39.03
2023-09-30 $6.6M 188k 34.99
2023-06-30 $6.8M 187k 36.39
2023-03-31 $5.2M 139k 37.37

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Twin Tree Management
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
LPL Financial
Bank Of Montreal
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust