iShares Gold Trust shares owned by Confluence Investment Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $714k | 14k | 49.70 |
| 2024-06-30 | $601k | 14k | 43.93 |
| 2024-03-31 | $559k | 13k | 42.01 |
| 2023-12-31 | $533k | 14k | 39.03 |
| 2023-09-30 | $440k | 13k | 34.99 |
| 2023-06-30 | $681k | 19k | 36.39 |
| 2023-03-31 | $809k | 22k | 37.37 |
| 2022-12-31 | $6.9M | 198k | 34.59 |
| 2022-09-30 | $12M | 364k | 31.53 |
| 2022-06-30 | $17M | 495k | 34.31 |
| 2022-03-31 | $18M | 477k | 36.83 |
| 2021-12-31 | $23M | 663k | 34.81 |
| 2021-09-30 | $21M | 626k | 33.41 |
| 2021-06-30 | $20M | 600k | 33.71 |
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