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iShares Gold Trust shares owned by Financial Alternatives

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Financial Alternatives from 13F filings

Historical chart of Financial Alternatives investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Financial Alternatives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Financial Alternatives

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 70k 42.01
2023-09-30 $2.5M 71k 34.99
2023-06-30 $2.6M 71k 36.39
2023-03-31 $2.5M 68k 37.37
2022-12-31 $2.5M 72k 34.59

More positions owned by Financial Alternatives

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Growth Etf (VUG)
Eaton Vance Risk Managed Diversified (ETJ)
Vanguard Index Fds Large Cap Etf (VV)
Home Depot (HD)

View all positions for Financial Alternatives

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