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
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Summit Place Financial Advisors
View all positions for Summit Place Financial Advisors