iShares Gold Trust shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $723k | 17k | 43.93 |
| 2024-03-31 | $672k | 16k | 42.01 |
| 2023-12-31 | $625k | 16k | 39.03 |
| 2023-09-30 | $560k | 16k | 34.99 |
| 2023-06-30 | $582k | 16k | 36.39 |
| 2023-03-31 | $598k | 16k | 37.37 |
| 2022-12-31 | $553k | 16k | 34.59 |
| 2022-09-30 | $508k | 16k | 31.51 |
| 2022-06-30 | $581k | 17k | 34.32 |
| 2022-03-31 | $623k | 17k | 36.81 |
| 2021-12-31 | $589k | 17k | 34.80 |
| 2021-09-30 | $566k | 17k | 33.44 |
| 2021-06-30 | $571k | 17k | 33.73 |