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iShares Gold Trust shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 34k 81.17
2025-09-30 $2.1M 29k 72.77
2025-06-30 $590k 9.5k 62.36
2025-03-31 $657k 11k 58.96
2024-12-31 $486k 9.8k 49.51
2024-09-30 $435k 8.8k 49.70
2024-06-30 $305k 6.9k 43.93
2024-03-31 $254k 6.0k 42.01
2023-12-31 $507k 13k 39.03
2023-09-30 $244k 7.0k 34.99
2023-06-30 $342k 9.4k 36.39
2023-03-31 $693k 19k 37.37
2022-12-31 $1.0B 29M 34.59
2022-09-30 $221k 7.0k 31.53
2022-06-30 $221k 6.4k 34.31
2022-03-31 $205k 5.6k 36.83
2021-12-31 $235k 6.8k 34.81
2021-09-30 $230k 6.9k 33.41