iShares Gold Trust shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 103k | 72.77 |
| 2025-06-30 | $6.4M | 103k | 62.36 |
| 2025-03-31 | $6.1M | 103k | 58.96 |
| 2024-12-31 | $5.0M | 101k | 49.51 |
| 2024-09-30 | $5.2M | 104k | 49.70 |
| 2024-06-30 | $5.9M | 135k | 43.93 |
| 2024-03-31 | $5.9M | 141k | 42.01 |
| 2023-09-30 | $5.7M | 163k | 34.99 |
| 2023-06-30 | $6.0M | 165k | 36.39 |
| 2023-03-31 | $6.5M | 175k | 37.37 |
| 2022-12-31 | $6.1M | 175k | 34.59 |
| 2022-09-30 | $6.1M | 193k | 31.53 |
| 2022-06-30 | $7.0M | 204k | 34.31 |
| 2022-03-31 | $10M | 280k | 36.83 |
| 2021-12-31 | $8.5M | 245k | 34.66 |
| 2021-09-30 | $8.1M | 243k | 33.27 |
| 2021-06-30 | $8.3M | 247k | 33.57 |
More positions owned by Wellspring Financial Advisors
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