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iShares Gold Trust shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $783k 19k 42.01
2023-12-31 $713k 18k 39.03
2023-09-30 $672k 19k 34.99
2023-06-30 $675k 19k 36.39
2023-03-31 $741k 20k 37.37

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View all positions for Strategic Financial Concepts

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