iShares Gold Trust shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $800k | 9.9k | 81.17 |
| 2025-09-30 | $764k | 11k | 72.77 |
| 2025-06-30 | $654k | 11k | 62.36 |
| 2025-03-31 | $558k | 9.5k | 58.96 |
| 2024-12-31 | $482k | 9.7k | 49.51 |
| 2024-09-30 | $654k | 13k | 49.70 |
| 2024-06-30 | $381k | 8.7k | 43.93 |
| 2024-03-31 | $356k | 8.5k | 42.01 |
| 2023-12-31 | $363k | 9.3k | 39.03 |
| 2023-09-30 | $320k | 9.2k | 34.99 |
| 2023-06-30 | $334k | 9.2k | 36.39 |
| 2023-03-31 | $402k | 11k | 37.37 |
| 2022-12-31 | $380k | 11k | 34.59 |
| 2022-09-30 | $350k | 11k | 31.53 |
| 2022-06-30 | $267k | 7.8k | 34.25 |
| 2022-03-31 | $12M | 320k | 36.83 |
| 2021-12-31 | $11M | 301k | 34.81 |
| 2021-09-30 | $10M | 302k | 33.41 |
| 2021-06-30 | $9.8M | 290k | 33.71 |