iShares Gold Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $18M | 234k | 75.51 |
| 2026-03-31 | $4.6M | 52k | 88.16 |
| 2025-12-31 | $3.5M | 43k | 81.17 |
| 2025-06-30 | $1.7M | 28k | 62.36 |
| 2025-03-31 | $1.6M | 27k | 58.96 |
| 2024-12-31 | $1.2M | 24k | 49.51 |
| 2024-09-30 | $830k | 17k | 49.70 |
| 2024-06-30 | $794k | 18k | 43.93 |
| 2024-03-31 | $783k | 19k | 42.01 |
| 2023-12-31 | $717k | 18k | 39.03 |
| 2023-09-30 | $679k | 19k | 34.99 |
| 2023-06-30 | $1.8M | 41k | 42.90 |
| 2023-03-31 | $50k | 35k | 1.44 |
| 2022-12-31 | $469k | 14k | 34.59 |
| 2022-09-30 | $467k | 15k | 31.56 |
| 2022-06-30 | $416k | 12k | 34.32 |
| 2022-03-31 | $413k | 11k | 36.86 |
| 2021-12-31 | $455k | 13k | 34.78 |
| 2021-09-30 | $445k | 37k | 11.91 |
| 2021-06-30 | $473k | 14k | 33.74 |