iShares Gold Trust shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 4.7k | 72.77 |
| 2025-06-30 | $290k | 4.7k | 62.36 |
| 2025-03-31 | $274k | 4.7k | 58.96 |
| 2024-12-31 | $230k | 4.7k | 49.51 |
| 2024-09-30 | $231k | 4.7k | 49.70 |
| 2024-06-30 | $204k | 4.7k | 43.93 |
| 2022-12-31 | $300k | 8.7k | 34.59 |
| 2022-09-30 | $408k | 13k | 31.57 |
| 2022-06-30 | $250k | 7.3k | 34.36 |
| 2021-12-31 | $437k | 13k | 34.82 |
| 2021-09-30 | $545k | 16k | 33.44 |
| 2021-06-30 | $349k | 10k | 33.72 |
More positions owned by Hillcrest Wealth Advisors - NY
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