Moulton Wealth Management »

iShares Gold Trust shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 92k 38.40
2023-09-30 $2.0M 56k 35.40
2023-06-30 $2.6M 71k 36.39
2022-06-30 $5.8M 159k 36.54
2022-03-31 $5.8M 159k 36.54
2021-12-31 $4.8M 140k 34.52
2021-09-30 $6.6M 199k 33.49