iShares Gold Trust shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 33k | 42.01 |
| 2023-12-31 | $1.3M | 33k | 39.03 |
| 2023-09-30 | $1.2M | 33k | 34.99 |
| 2023-06-30 | $1.2M | 33k | 36.39 |
| 2023-03-31 | $1.2M | 33k | 37.37 |
| 2022-12-31 | $1.1M | 33k | 34.59 |
| 2022-09-30 | $1.0M | 33k | 31.52 |
| 2022-06-30 | $1.1M | 33k | 34.30 |
| 2022-03-31 | $1.2M | 33k | 36.84 |
| 2021-12-31 | $1.2M | 33k | 34.81 |
| 2021-09-30 | $1.1M | 33k | 33.42 |
| 2021-06-30 | $1.1M | 33k | 33.70 |
More positions owned by Holistic Financial Partners
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