iShares Gold Trust shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 658k | 49.70 |
| 2024-06-30 | $30M | 651k | 46.30 |
| 2024-03-31 | $29M | 663k | 43.30 |
| 2023-12-31 | $29M | 737k | 39.03 |
| 2023-09-30 | $15M | 437k | 34.99 |
| 2023-06-30 | $14M | 370k | 36.39 |
| 2023-03-31 | $12M | 319k | 37.37 |
| 2022-12-31 | $9.5M | 274k | 34.59 |
| 2022-09-30 | $197k | 6.2k | 31.51 |
| 2022-06-30 | $197k | 5.7k | 34.36 |
| 2022-03-31 | $254k | 6.9k | 36.77 |
| 2021-12-31 | $181k | 5.2k | 35.01 |
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