iShares Gold Trust shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Gold Trust by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $500k | 13k | 39.03 |
2023-09-30 | $451k | 13k | 34.99 |
2023-06-30 | $469k | 13k | 36.39 |
2023-03-31 | $481k | 13k | 37.37 |
2022-12-31 | $447k | 13k | 34.59 |
2022-06-30 | $536k | 16k | 34.31 |
2022-03-31 | $595k | 16k | 36.81 |
2021-12-31 | $631k | 18k | 34.82 |
2021-09-30 | $620k | 19k | 33.40 |
2021-06-30 | $621k | 18k | 33.73 |
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