iShares Gold Trust shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 840 | 72.77 |
| 2025-06-30 | $52k | 840 | 62.36 |
| 2025-03-31 | $50k | 840 | 58.96 |
| 2024-12-31 | $42k | 840 | 49.51 |
| 2024-09-30 | $25k | 507 | 49.70 |
| 2024-06-30 | $22k | 507 | 43.93 |
| 2024-03-31 | $21k | 507 | 42.01 |