iShares Gold Trust shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $295k | 3.6k | 81.17 |
| 2025-03-31 | $260k | 4.4k | 58.96 |
| 2024-09-30 | $377k | 7.6k | 49.70 |
| 2024-06-30 | $312k | 7.1k | 43.93 |