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