iShares Gold Trust shares owned by Oak Family Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 37k | 72.77 |
| 2025-06-30 | $2.0M | 33k | 62.36 |
| 2025-03-31 | $2.3M | 39k | 58.96 |
| 2024-12-31 | $1.6M | 32k | 49.51 |
| 2024-09-30 | $1.6M | 33k | 49.70 |
| 2024-06-30 | $1.4M | 33k | 43.93 |
| 2024-03-31 | $1.1M | 26k | 42.01 |
| 2023-12-31 | $930k | 24k | 39.03 |
| 2023-09-30 | $819k | 23k | 34.99 |
| 2023-06-30 | $839k | 23k | 36.39 |
| 2023-03-31 | $947k | 25k | 37.37 |
| 2022-12-31 | $868k | 25k | 34.59 |
| 2022-09-30 | $801k | 25k | 31.54 |
| 2022-06-30 | $834k | 24k | 34.30 |
| 2022-03-31 | $868k | 24k | 36.82 |
| 2021-12-31 | $857k | 25k | 34.82 |
| 2021-09-30 | $773k | 23k | 33.42 |
| 2021-06-30 | $789k | 23k | 33.73 |