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iShares Gold Trust shares owned by Provenance Wealth Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Provenance Wealth Advisors from 13F filings

Historical chart of Provenance Wealth Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 15k 81.17
2025-09-30 $1.1M 15k 72.77
2025-06-30 $954k 15k 62.36
2025-03-31 $827k 14k 58.96
2024-12-31 $1.2M 24k 49.51
2024-09-30 $4.5M 92k 49.70
2024-06-30 $4.0M 92k 43.93
2024-03-31 $3.9M 93k 42.01
2023-12-31 $3.5M 89k 39.03
2023-09-30 $3.1M 88k 34.99