iShares Gold Trust shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Encompass Wealth Advisors 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 Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $687k | 14k | 49.70 |
| 2024-06-30 | $607k | 14k | 43.93 |
| 2024-03-31 | $581k | 14k | 42.01 |
| 2023-09-30 | $484k | 14k | 34.99 |
| 2023-06-30 | $503k | 14k | 36.39 |
| 2023-03-31 | $517k | 14k | 37.37 |
| 2022-12-31 | $478k | 14k | 34.59 |
| 2022-09-30 | $436k | 14k | 31.54 |
| 2022-06-30 | $474k | 14k | 34.29 |
| 2022-03-31 | $509k | 14k | 36.82 |
| 2021-12-31 | $481k | 14k | 34.79 |
| 2021-09-30 | $461k | 14k | 33.35 |
| 2021-06-30 | $466k | 14k | 33.71 |