iShares Gold Trust shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $415k | 11k | 36.39 |
| 2023-03-31 | $451k | 12k | 37.37 |
| 2022-12-31 | $418k | 12k | 34.59 |
| 2022-09-30 | $421k | 13k | 31.54 |
| 2022-06-30 | $458k | 13k | 34.31 |
| 2022-03-31 | $492k | 13k | 36.86 |
| 2021-12-31 | $502k | 14k | 34.81 |
| 2021-09-30 | $460k | 14k | 33.42 |
| 2021-06-30 | $450k | 13k | 33.71 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management