iShares Gold Trust shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $26M | 346k | 75.50 |
| 2026-03-31 | $25M | 281k | 89.71 |
| 2025-12-31 | $24M | 291k | 81.17 |
| 2025-09-30 | $16M | 214k | 72.77 |
| 2025-06-30 | $10M | 167k | 62.36 |
| 2025-03-31 | $10M | 174k | 58.96 |
| 2024-12-31 | $7.5M | 152k | 49.50 |
| 2024-09-30 | $6.3M | 127k | 49.70 |
| 2024-06-30 | $5.5M | 126k | 43.93 |
| 2024-03-31 | $5.3M | 125k | 42.01 |