iShares Gold Trust shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $877k | 18k | 49.70 |
| 2024-06-30 | $803k | 18k | 43.93 |
| 2024-03-31 | $768k | 18k | 42.01 |
| 2023-12-31 | $713k | 18k | 39.03 |
| 2023-09-30 | $622k | 18k | 34.99 |
| 2023-06-30 | $687k | 19k | 36.39 |
| 2023-03-31 | $706k | 19k | 37.37 |
| 2022-12-31 | $653k | 19k | 34.59 |
| 2022-09-30 | $595k | 19k | 31.52 |
| 2022-06-30 | $674k | 20k | 34.29 |
| 2022-03-31 | $724k | 20k | 36.84 |
| 2021-12-31 | $684k | 20k | 34.80 |
More positions owned by Phillips Financial Management
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