iShares Gold Trust shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 22k | 55.28 |
| 2024-09-30 | $1.1M | 23k | 49.70 |
| 2024-06-30 | $1.1M | 25k | 43.95 |
| 2024-03-31 | $1.1M | 25k | 42.01 |
| 2023-12-31 | $862k | 22k | 39.03 |
| 2023-09-30 | $757k | 22k | 34.99 |
| 2023-06-30 | $774k | 21k | 36.39 |
| 2023-03-31 | $782k | 21k | 37.37 |
| 2022-12-31 | $361k | 10k | 34.59 |
| 2022-09-30 | $359k | 11k | 31.53 |
| 2022-06-30 | $443k | 13k | 34.31 |
| 2022-03-31 | $523k | 14k | 36.86 |
| 2021-12-31 | $664k | 19k | 34.82 |
| 2021-09-30 | $1.2M | 35k | 33.41 |