Circle Wealth Management »

iShares Gold Trust shares owned by Circle Wealth Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 792k 49.70
2024-06-30 $35M 792k 43.93
2024-03-31 $33M 792k 42.01
2023-12-31 $31M 792k 39.03
2023-09-30 $6.2M 177k 34.99