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iShares Gold Trust shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21k 507 42.01

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View all positions for Valued Wealth Advisors

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