iShares Gold Trust shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares Gold Trust
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All positions including iShares Gold Trust held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 211k | 72.77 |
| 2025-06-30 | $11M | 169k | 62.36 |
| 2025-03-31 | $9.6M | 163k | 58.96 |
| 2024-12-31 | $7.5M | 151k | 49.51 |
| 2024-09-30 | $7.4M | 148k | 49.70 |
| 2024-06-30 | $6.3M | 144k | 43.93 |
| 2024-03-31 | $5.9M | 141k | 42.01 |
| 2023-12-31 | $5.6M | 143k | 39.03 |
| 2023-09-30 | $5.2M | 148k | 34.99 |
| 2023-06-30 | $5.5M | 151k | 36.39 |
| 2023-03-31 | $4.7M | 127k | 37.37 |
| 2022-12-31 | $2.5M | 72k | 34.59 |
| 2022-09-30 | $2.4M | 76k | 31.52 |
| 2022-06-30 | $2.4M | 69k | 34.31 |
| 2022-03-31 | $2.9M | 78k | 36.83 |
| 2021-12-31 | $2.0M | 58k | 34.81 |
| 2021-09-30 | $1.0M | 31k | 33.42 |
| 2021-06-30 | $706k | 21k | 33.71 |
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