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 ExcelQuarterly reported holdings in iShares Gold Trust by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |