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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.4M | 74k | 72.77 |
| 2025-06-30 | $5.3M | 86k | 62.36 |
| 2025-03-31 | $5.2M | 88k | 58.96 |
| 2024-12-31 | $4.2M | 86k | 49.51 |
| 2024-09-30 | $4.2M | 85k | 49.70 |
| 2024-06-30 | $3.6M | 82k | 43.93 |
| 2024-03-31 | $460k | 11k | 42.01 |