iShares Gold Trust shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 2.8k | 72.88 |
| 2025-03-31 | $327k | 5.5k | 58.96 |
| 2024-12-31 | $339k | 6.4k | 53.17 |
| 2024-09-30 | $316k | 6.4k | 49.70 |
| 2024-06-30 | $280k | 6.4k | 43.93 |
| 2024-03-31 | $268k | 6.4k | 42.01 |
| 2023-12-31 | $246k | 6.3k | 39.03 |
| 2023-09-30 | $235k | 6.3k | 37.27 |
| 2023-06-30 | $230k | 6.3k | 36.39 |
| 2023-03-31 | $236k | 6.3k | 37.37 |
| 2021-12-31 | $207k | 6.0k | 34.45 |
More positions owned by Summit Financial Wealth Advisors
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