iShares Gold Trust shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Capital Planning Advisors 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 Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $459k | 9.2k | 49.70 |
| 2024-06-30 | $418k | 9.5k | 43.93 |
| 2024-03-31 | $447k | 11k | 42.01 |
| 2023-12-31 | $426k | 11k | 39.03 |
| 2023-09-30 | $397k | 11k | 34.99 |
| 2023-06-30 | $407k | 11k | 36.39 |
| 2023-03-31 | $418k | 11k | 37.37 |
| 2022-12-31 | $399k | 12k | 34.59 |
| 2022-09-30 | $369k | 12k | 31.52 |
| 2022-06-30 | $446k | 13k | 34.29 |
| 2022-03-31 | $479k | 13k | 36.83 |
| 2021-12-31 | $442k | 13k | 34.78 |
| 2021-09-30 | $425k | 13k | 33.45 |
| 2021-06-30 | $429k | 13k | 33.69 |