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iShares Gold Trust shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 133k 85.53
2025-09-30 $9.5M 134k 70.63
2025-06-30 $8.1M 133k 60.52
2025-03-31 $7.2M 125k 57.11
2024-12-31 $6.0M 126k 47.97