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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

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Quarterly 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