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iShares Gold Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in iShares Gold Trust

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All positions including iShares Gold Trust held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 139k 72.77
2025-06-30 $8.0M 128k 62.36
2025-03-31 $12M 206k 58.96
2024-12-31 $5.5M 112k 49.51
2024-09-30 $1.7M 34k 49.70
2024-06-30 $690k 16k 43.93
2023-12-31 $513k 13k 39.03
2023-09-30 $455k 13k 34.99
2023-06-30 $490k 14k 36.39
2023-03-31 $564k 15k 37.37
2022-12-31 $536k 16k 34.59
2022-09-30 $1.4M 45k 31.54
2022-06-30 $1.5M 45k 33.52
2022-03-31 $1.4M 37k 36.83
2021-12-31 $1.1M 33k 34.71
2021-09-30 $582k 17k 33.43
2021-06-30 $537k 16k 33.70