iShares Gold Trust shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.5M | 57k | 43.93 |
| 2024-03-31 | $145k | 3.4k | 42.01 |
| 2023-12-31 | $119k | 3.1k | 39.03 |
| 2023-09-30 | $97k | 2.8k | 34.99 |
| 2023-06-30 | $52k | 1.4k | 36.39 |
| 2023-03-31 | $89k | 2.4k | 37.37 |
| 2022-12-31 | $69k | 2.0k | 34.59 |
| 2022-09-30 | $41k | 1.3k | 30.94 |
| 2022-06-30 | $201k | 5.9k | 34.22 |
| 2022-03-31 | $193k | 5.3k | 36.66 |