iShares Gold Trust shares owned by Montis Financial
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 24k | 72.77 |
| 2025-06-30 | $1.5M | 24k | 62.36 |
| 2025-03-31 | $1.4M | 24k | 58.96 |
| 2024-12-31 | $1.2M | 25k | 49.51 |
| 2024-09-30 | $1.2M | 25k | 49.70 |
| 2024-06-30 | $1.2M | 28k | 43.93 |
| 2024-03-31 | $1.3M | 32k | 42.01 |
| 2023-12-31 | $950k | 24k | 39.03 |
| 2023-09-30 | $858k | 25k | 34.99 |
| 2023-06-30 | $892k | 25k | 36.39 |
| 2023-03-31 | $913k | 24k | 37.37 |
| 2022-12-31 | $845k | 24k | 34.59 |
| 2022-09-30 | $771k | 24k | 31.55 |
| 2022-06-30 | $613k | 18k | 34.33 |
| 2022-03-31 | $355k | 9.6k | 36.82 |