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
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 5.2k | 72.77 |
| 2025-06-30 | $313k | 5.0k | 62.36 |
| 2025-03-31 | $296k | 5.0k | 58.96 |
| 2024-12-31 | $248k | 5.0k | 49.51 |
| 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 |