iShares Gold Trust shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 22k | 72.77 |
| 2025-06-30 | $1.4M | 22k | 62.36 |
| 2025-03-31 | $1.6M | 27k | 58.96 |
| 2024-12-31 | $1.2M | 25k | 49.51 |
| 2024-09-30 | $1.2M | 25k | 49.70 |
| 2024-06-30 | $1.1M | 25k | 43.93 |
| 2024-03-31 | $1.1M | 25k | 42.01 |
| 2023-12-31 | $977k | 25k | 39.03 |
| 2023-09-30 | $975k | 28k | 34.99 |
| 2023-06-30 | $1.4M | 37k | 36.39 |
| 2023-03-31 | $932k | 25k | 37.37 |
| 2022-12-31 | $905k | 26k | 34.59 |
| 2022-09-30 | $796k | 25k | 31.55 |
| 2022-06-30 | $880k | 26k | 34.31 |
| 2022-03-31 | $906k | 25k | 36.82 |
| 2021-12-31 | $856k | 25k | 34.80 |
More positions owned by Forum Financial Management
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