iShares Gold Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.3M | 77k | 81.17 |
| 2025-09-30 | $5.3M | 73k | 72.77 |
| 2025-06-30 | $3.1M | 50k | 62.36 |
| 2025-03-31 | $4.8M | 82k | 58.96 |
| 2024-12-31 | $6.4M | 130k | 49.51 |
| 2024-09-30 | $8.3M | 168k | 49.70 |
| 2024-06-30 | $0 | 182k | 0.00 |
| 2024-03-31 | $6.3M | 150k | 42.01 |
| 2023-12-31 | $13M | 333k | 38.18 |
| 2023-09-30 | $13M | 357k | 34.99 |
| 2023-06-30 | $17M | 457k | 36.39 |
| 2023-03-31 | $13M | 350k | 37.37 |
| 2022-12-31 | $9.7M | 280k | 34.59 |
| 2022-09-30 | $6.8M | 217k | 31.53 |
| 2022-06-30 | $6.7M | 195k | 34.31 |
| 2021-12-31 | $9.6M | 276k | 34.81 |
| 2021-09-30 | $10M | 307k | 33.41 |
| 2021-06-30 | $8.3M | 246k | 33.71 |