MBL Wealth »

iShares Gold Trust shares owned by MBL Wealth

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $504k 12k 42.01
2023-12-31 $465k 12k 39.03
2023-09-30 $415k 12k 34.99
2023-06-30 $409k 11k 36.39
2023-03-31 $363k 9.7k 37.37
2022-12-31 $335k 9.7k 34.56
2022-09-30 $319k 10k 31.54
2022-06-30 $391k 11k 34.30
2022-03-31 $365k 9.9k 36.87