Principle Wealth Partners »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
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