iShares Gold Trust shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 16k | 72.77 |
| 2025-06-30 | $1.0M | 17k | 62.36 |
| 2025-03-31 | $989k | 17k | 58.96 |
| 2024-12-31 | $541k | 11k | 49.51 |
| 2024-09-30 | $544k | 11k | 49.70 |
| 2022-06-30 | $483k | 14k | 34.28 |
| 2022-03-31 | $550k | 15k | 36.82 |