iShares Gold Trust shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $32M | 807k | 39.03 |
| 2023-09-30 | $28M | 813k | 34.99 |
| 2023-06-30 | $33M | 892k | 36.39 |
| 2023-03-31 | $35M | 932k | 37.37 |
| 2022-12-31 | $41M | 1.2M | 34.59 |
| 2022-09-30 | $42M | 1.3M | 31.53 |
| 2022-06-30 | $49M | 1.4M | 34.31 |
| 2022-03-31 | $51M | 1.4M | 36.83 |
| 2021-12-31 | $45M | 1.3M | 34.81 |
| 2021-09-30 | $49M | 1.5M | 33.41 |
| 2021-06-30 | $83M | 2.5M | 33.71 |