iShares Gold Trust shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 37k | 77.28 |
| 2025-06-30 | $1.6M | 26k | 62.01 |
| 2025-03-31 | $1.8M | 30k | 58.96 |
| 2024-12-31 | $741k | 15k | 49.51 |
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