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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
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