Confluence Investment Management »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Confluence Investment 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 Confluence Investment Management

Quarter filed Position value Share count Share price at filing
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