iShares Gold Trust shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 15k | 72.77 |
| 2025-06-30 | $958k | 15k | 62.36 |
| 2025-03-31 | $761k | 13k | 58.96 |
| 2024-12-31 | $637k | 13k | 49.51 |
| 2024-09-30 | $642k | 13k | 49.70 |
| 2024-06-30 | $579k | 13k | 43.93 |
| 2024-03-31 | $560k | 13k | 42.01 |
| 2023-12-31 | $500k | 13k | 39.03 |
| 2023-09-30 | $451k | 13k | 34.99 |
| 2023-06-30 | $469k | 13k | 36.39 |
| 2023-03-31 | $481k | 13k | 37.37 |
| 2022-12-31 | $447k | 13k | 34.59 |
| 2022-06-30 | $536k | 16k | 34.31 |
| 2022-03-31 | $595k | 16k | 36.81 |
| 2021-12-31 | $631k | 18k | 34.82 |
| 2021-09-30 | $620k | 19k | 33.40 |
| 2021-06-30 | $621k | 18k | 33.73 |
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