iShares Gold Trust shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $779k | 9.6k | 81.17 |
| 2025-09-30 | $695k | 9.6k | 72.77 |
| 2025-06-30 | $694k | 11k | 62.36 |
| 2025-03-31 | $665k | 11k | 58.96 |
| 2024-03-31 | $134k | 3.2k | 42.01 |
| 2023-12-31 | $109k | 3.2k | 34.59 |
| 2023-09-30 | $111k | 3.2k | 34.99 |
| 2023-06-30 | $116k | 3.2k | 36.39 |
| 2023-03-31 | $118k | 3.2k | 37.37 |
| 2022-12-31 | $109k | 3.2k | 34.59 |
| 2022-09-30 | $100k | 3.2k | 31.53 |
| 2022-06-30 | $108k | 3.2k | 34.31 |
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