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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

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Quarterly 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