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iShares Gold Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $38M 526k 72.77
2025-06-30 $6.0M 96k 62.36
2025-03-31 $3.0M 50k 58.96
2024-12-31 $1.5M 31k 49.51
2024-09-30 $710k 14k 49.70
2024-06-30 $515k 12k 43.93
2024-03-31 $330k 7.8k 42.01
2023-12-31 $289k 7.4k 39.03