iShares Gold Trust shares owned by LM Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by LM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 55k | 72.76 |
| 2025-06-30 | $3.5M | 56k | 62.36 |
| 2025-03-31 | $3.3M | 56k | 58.96 |
| 2024-12-31 | $2.6M | 52k | 49.52 |
| 2024-09-30 | $2.6M | 52k | 49.71 |
| 2024-03-31 | $2.2M | 53k | 42.01 |
| 2023-12-31 | $2.1M | 53k | 39.03 |