iShares Gold Trust shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $27M | 353k | 75.51 |
| 2026-03-31 | $9.6M | 109k | 88.16 |
| 2025-12-31 | $7.5M | 93k | 81.17 |
| 2025-09-30 | $1.1M | 15k | 72.77 |
| 2025-06-30 | $859k | 14k | 62.36 |
| 2025-03-31 | $854k | 15k | 58.96 |
| 2024-12-31 | $731k | 15k | 49.51 |
| 2024-09-30 | $478k | 9.6k | 49.70 |
| 2024-06-30 | $421k | 9.6k | 43.93 |
| 2024-03-31 | $396k | 9.4k | 42.01 |
| 2023-12-31 | $320k | 8.2k | 39.03 |
| 2023-09-30 | $336k | 9.6k | 34.99 |
| 2023-06-30 | $355k | 9.7k | 36.39 |
More positions owned by Warren Averett Asset Management
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