iShares Gold Trust shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 24k | 72.77 |
| 2025-06-30 | $1.4M | 22k | 62.36 |
| 2025-03-31 | $1.4M | 23k | 58.90 |
| 2024-12-31 | $1.5M | 31k | 49.51 |
| 2024-06-30 | $836k | 19k | 43.93 |
| 2024-03-31 | $799k | 19k | 42.01 |
| 2023-12-31 | $762k | 20k | 39.03 |
| 2023-09-30 | $434k | 6.4k | 67.49 |
| 2023-06-30 | $1.4M | 38k | 36.39 |