iShares Gold Trust shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 437k | 72.77 |
| 2025-06-30 | $18M | 283k | 62.36 |
| 2025-03-31 | $24M | 403k | 58.96 |
| 2024-12-31 | $11M | 220k | 49.51 |
| 2024-09-30 | $710k | 14k | 49.70 |
| 2024-06-30 | $622k | 14k | 43.93 |
| 2024-03-31 | $705k | 17k | 42.01 |
| 2023-12-31 | $757k | 19k | 39.03 |
| 2023-09-30 | $1.1M | 31k | 34.99 |
| 2023-06-30 | $1.3M | 35k | 36.39 |
| 2023-03-31 | $1.8M | 48k | 37.37 |
| 2022-12-31 | $1.6M | 46k | 34.59 |
| 2022-09-30 | $1.6M | 52k | 31.53 |
| 2022-06-30 | $2.0M | 58k | 34.31 |
| 2022-03-31 | $2.1M | 58k | 36.82 |
| 2021-12-31 | $2.1M | 59k | 34.82 |
| 2021-09-30 | $2.4M | 71k | 33.42 |
| 2021-06-30 | $2.1M | 63k | 33.71 |
More positions owned by United Capital Financial Advisers
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