iShares Gold Trust shares owned by AllGen Financial Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by AllGen Financial Advisors
from 13F filings
Historical chart of AllGen Financial Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by AllGen Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 366k | 72.77 |
| 2025-06-30 | $23M | 361k | 62.36 |
| 2025-03-31 | $22M | 368k | 58.96 |
| 2024-12-31 | $20M | 395k | 49.51 |
| 2024-09-30 | $20M | 404k | 49.70 |
| 2024-06-30 | $18M | 397k | 43.93 |
| 2024-03-31 | $14M | 338k | 42.01 |
| 2023-12-31 | $13M | 329k | 39.03 |
| 2022-09-30 | $8.7M | 299k | 29.02 |
| 2022-06-30 | $6.9M | 213k | 32.30 |
| 2021-06-30 | $15M | 440k | 33.71 |
| 2021-03-31 | $15M | 942k | 16.26 |
| 2020-12-31 | $17M | 931k | 18.13 |