iShares Gold Trust shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares Gold Trust
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All positions including iShares Gold Trust held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Gold Trust by HHM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $249k | 5.0k | 49.70 |
2024-06-30 | $220k | 5.0k | 43.93 |
2024-03-31 | $211k | 5.0k | 42.01 |
2023-09-30 | $221k | 6.3k | 34.99 |
2023-06-30 | $230k | 6.3k | 36.39 |
2023-03-31 | $236k | 6.3k | 37.37 |
2022-09-30 | $324k | 10k | 31.51 |
2022-06-30 | $263k | 7.7k | 34.31 |
2022-03-31 | $374k | 10k | 36.80 |
2021-12-31 | $17k | 500 | 34.00 |
2021-09-30 | $17k | 500 | 34.00 |