iShares Gold Trust shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.0M | 102k | 49.51 |
| 2024-09-30 | $4.3M | 87k | 49.70 |
| 2024-06-30 | $4.1M | 93k | 43.93 |
| 2024-03-31 | $2.8M | 66k | 42.01 |
| 2023-12-31 | $2.6M | 67k | 39.03 |
| 2023-09-30 | $2.8M | 80k | 34.99 |
| 2023-06-30 | $3.5M | 96k | 36.39 |
| 2023-03-31 | $5.3M | 141k | 37.37 |
| 2022-12-31 | $3.9M | 113k | 34.59 |
| 2022-09-30 | $4.3M | 137k | 31.53 |
| 2022-06-30 | $3.0M | 89k | 34.31 |
| 2022-03-31 | $998k | 27k | 36.81 |
| 2021-12-31 | $686k | 20k | 34.83 |
| 2021-09-30 | $544k | 16k | 33.43 |
| 2021-06-30 | $451k | 13k | 33.70 |
More positions owned by Pacific Capital Wealth Advisors
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