iShares Gold Trust shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $556k | 11k | 49.73 |
| 2024-06-30 | $508k | 12k | 43.96 |
| 2024-03-31 | $541k | 13k | 42.05 |
| 2023-12-31 | $463k | 12k | 39.01 |
| 2023-09-30 | $354k | 10k | 35.01 |
| 2023-06-30 | $385k | 11k | 36.42 |
| 2023-03-31 | $340k | 9.1k | 37.38 |
| 2022-12-31 | $306k | 8.8k | 34.61 |
| 2022-09-30 | $271k | 8.6k | 31.52 |
| 2022-06-30 | $283k | 8.2k | 34.34 |
| 2022-03-31 | $278k | 7.5k | 36.89 |
| 2021-12-31 | $274k | 7.9k | 34.82 |
| 2021-09-30 | $270k | 8.1k | 33.47 |
| 2021-06-30 | $256k | 7.6k | 33.67 |