iShares Gold Trust shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $327k | 4.0k | 81.17 |
| 2025-09-30 | $313k | 4.3k | 72.77 |
| 2025-03-31 | $232k | 3.9k | 58.96 |