iShares Gold Trust shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 191k | 72.77 |
| 2025-06-30 | $10M | 165k | 62.36 |
| 2025-03-31 | $8.3M | 140k | 58.96 |
| 2024-12-31 | $518k | 11k | 49.51 |
| 2024-09-30 | $521k | 11k | 49.70 |
| 2024-06-30 | $432k | 9.8k | 43.93 |
| 2024-03-31 | $415k | 9.9k | 42.01 |
| 2023-12-31 | $385k | 9.9k | 39.03 |
| 2023-09-30 | $263k | 7.5k | 34.99 |
| 2023-06-30 | $598k | 16k | 36.39 |
| 2023-03-31 | $495k | 13k | 37.37 |
| 2022-12-31 | $293k | 8.5k | 34.58 |
| 2022-09-30 | $282k | 9.0k | 31.48 |
| 2022-06-30 | $506k | 15k | 34.29 |
| 2021-12-31 | $621k | 18k | 34.68 |
| 2021-09-30 | $5.5M | 163k | 33.50 |
| 2021-06-30 | $9.7M | 288k | 33.71 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners