iShares Gold Trust shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 81k | 49.70 |
| 2024-06-30 | $3.7M | 84k | 43.93 |
| 2024-03-31 | $4.0M | 96k | 42.01 |
| 2023-12-31 | $4.1M | 105k | 39.03 |
| 2023-09-30 | $3.8M | 109k | 34.99 |
| 2023-06-30 | $4.1M | 112k | 36.39 |
| 2023-03-31 | $4.7M | 125k | 37.37 |
| 2022-12-31 | $6.0M | 174k | 34.59 |
| 2022-09-30 | $20M | 620k | 31.53 |
| 2022-06-30 | $23M | 673k | 34.31 |
| 2022-03-31 | $34M | 909k | 36.83 |
| 2021-12-31 | $34M | 969k | 34.81 |