iShares Gold Trust shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $785k | 11k | 72.77 |
| 2025-06-30 | $685k | 11k | 62.36 |
| 2025-03-31 | $648k | 11k | 58.96 |
| 2024-12-31 | $618k | 13k | 49.51 |
| 2024-09-30 | $621k | 13k | 49.70 |
| 2024-06-30 | $570k | 13k | 43.93 |
| 2024-03-31 | $510k | 12k | 42.01 |
| 2023-12-31 | $466k | 12k | 38.94 |
| 2023-09-30 | $432k | 12k | 34.99 |
| 2023-06-30 | $441k | 12k | 36.39 |
| 2023-03-31 | $464k | 12k | 37.37 |
| 2022-12-31 | $394k | 11k | 34.59 |
| 2022-09-30 | $340k | 11k | 31.50 |
| 2022-06-30 | $372k | 11k | 34.33 |
| 2022-03-31 | $372k | 10k | 36.53 |
| 2021-12-31 | $278k | 8.0k | 34.81 |
| 2021-09-30 | $332k | 9.9k | 33.38 |
| 2021-06-30 | $336k | 9.8k | 34.22 |