iShares Gold Trust shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 5.3k | 72.77 |
| 2025-06-30 | $352k | 5.6k | 62.36 |
| 2025-03-31 | $336k | 5.7k | 58.96 |
| 2024-12-31 | $278k | 5.6k | 49.51 |
| 2024-09-30 | $274k | 5.5k | 49.70 |
| 2024-06-30 | $242k | 5.5k | 43.93 |
| 2024-03-31 | $232k | 5.5k | 42.01 |
| 2023-12-31 | $217k | 5.6k | 39.03 |
| 2023-06-30 | $201k | 5.5k | 36.39 |
| 2023-03-31 | $206k | 5.5k | 37.37 |
| 2022-03-31 | $203k | 5.5k | 36.83 |