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iShares Gold Trust shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 4.4k 81.17
2025-09-30 $250k 3.4k 72.77
2022-06-30 $171k 5.0k 34.40
2021-09-30 $188k 5.6k 33.39
2021-06-30 $210k 6.2k 33.78