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iShares Gold Trust shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 85k 49.70
2024-06-30 $3.6M 82k 43.93
2024-03-31 $460k 11k 42.01