iShares Gold Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $164k | 1.9k | 88.16 |
| 2025-12-31 | $151k | 1.9k | 81.17 |
| 2025-09-30 | $105k | 1.4k | 72.77 |
| 2025-06-30 | $86k | 1.4k | 62.36 |
| 2025-03-31 | $35k | 593 | 58.96 |
| 2024-12-31 | $29k | 593 | 49.51 |