iShares Gold Trust shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 178k | 72.77 |
| 2025-06-30 | $11M | 174k | 62.36 |
| 2025-03-31 | $14M | 240k | 58.96 |
| 2024-12-31 | $13M | 257k | 49.51 |
| 2024-09-30 | $12M | 247k | 49.70 |
| 2024-06-30 | $11M | 245k | 43.93 |
| 2024-03-31 | $10M | 241k | 42.01 |
| 2023-12-31 | $8.9M | 229k | 39.03 |
| 2023-03-31 | $9.4M | 253k | 37.37 |
| 2022-06-30 | $9.3M | 270k | 34.31 |
| 2022-03-31 | $9.9M | 269k | 36.83 |
More positions owned by Beacon Harbor Wealth Advisors
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