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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

Tip: Access up to 7 years of quarterly data

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

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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
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