iShares Gold Trust shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 42k | 42.01 |
| 2023-12-31 | $1.6M | 41k | 39.03 |
| 2023-09-30 | $1.4M | 41k | 34.99 |
| 2023-06-30 | $1.6M | 45k | 36.39 |
| 2023-03-31 | $1.7M | 45k | 37.37 |
| 2022-12-31 | $1.6M | 46k | 34.59 |
| 2022-09-30 | $1.3M | 41k | 31.51 |
| 2022-06-30 | $1.4M | 41k | 33.88 |
| 2022-03-31 | $1.3M | 35k | 36.82 |
| 2021-12-31 | $1.2M | 35k | 34.79 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services