iShares Gold Trust shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 28k | 49.71 |
| 2024-06-30 | $1.2M | 28k | 43.94 |
| 2024-03-31 | $1.4M | 33k | 42.01 |
| 2023-12-31 | $1.1M | 27k | 39.02 |
| 2023-09-30 | $998k | 28k | 35.15 |
| 2023-06-30 | $616k | 17k | 36.36 |
| 2023-03-31 | $581k | 16k | 37.39 |
| 2022-12-31 | $579k | 17k | 34.59 |
| 2022-09-30 | $512k | 16k | 31.51 |
| 2022-06-30 | $270k | 4.2k | 63.60 |