iShares Gold Trust shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 20k | 72.77 |
| 2025-06-30 | $1.3M | 21k | 62.36 |
| 2025-03-31 | $974k | 17k | 58.96 |
| 2024-12-31 | $857k | 17k | 49.51 |
| 2024-09-30 | $842k | 17k | 49.70 |
| 2024-06-30 | $679k | 16k | 43.93 |
| 2024-03-31 | $413k | 9.8k | 42.01 |
| 2023-12-31 | $374k | 9.6k | 39.03 |
| 2023-09-30 | $342k | 9.8k | 34.99 |
| 2023-06-30 | $355k | 9.7k | 36.39 |
| 2023-03-31 | $382k | 10k | 37.37 |
| 2022-12-31 | $398k | 12k | 34.59 |
| 2022-09-30 | $398k | 13k | 31.55 |
| 2022-06-30 | $485k | 14k | 34.30 |
| 2022-03-31 | $524k | 14k | 36.86 |
| 2021-12-31 | $485k | 14k | 34.80 |
| 2021-09-30 | $383k | 12k | 33.44 |
| 2021-06-30 | $363k | 11k | 33.70 |