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iShares Gold Trust shares owned by Summit Place Financial Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Summit Place Financial Advisors from 13F filings

Historical chart of Summit Place Financial Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Summit Place Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 83k 49.70
2024-06-30 $3.8M 88k 43.93
2024-03-31 $3.7M 89k 42.01
2023-12-31 $2.7M 71k 39.03
2023-09-30 $2.4M 69k 34.99
2023-06-30 $2.5M 69k 36.39
2023-03-31 $2.6M 69k 37.37
2022-12-31 $2.7M 77k 34.59
2022-09-30 $2.5M 79k 31.53
2022-06-30 $2.7M 78k 34.32
2022-03-31 $3.0M 80k 36.83