iShares Gold Trust shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 63k | 72.77 |
| 2025-06-30 | $3.9M | 63k | 62.36 |
| 2024-12-31 | $1.9M | 37k | 49.44 |
| 2024-09-30 | $320k | 6.4k | 49.64 |
| 2024-06-30 | $288k | 6.5k | 43.98 |
| 2024-03-31 | $291k | 6.9k | 42.03 |
| 2023-12-31 | $589k | 9.9k | 59.27 |
| 2023-09-30 | $1.5M | 42k | 35.00 |
| 2023-06-30 | $1.5M | 42k | 36.38 |
| 2023-03-31 | $2.0M | 53k | 37.11 |
| 2022-09-30 | $1.9M | 61k | 31.52 |
| 2022-06-30 | $2.1M | 60k | 34.30 |
| 2022-03-31 | $2.2M | 60k | 36.94 |
| 2021-12-31 | $2.6M | 74k | 34.75 |
| 2021-09-30 | $3.1M | 87k | 35.28 |
| 2021-06-30 | $104M | 3.5M | 29.69 |