iShares Gold Trust shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $808k | 16k | 49.70 |
| 2024-06-30 | $733k | 17k | 43.93 |
| 2024-03-31 | $701k | 17k | 42.01 |
| 2023-09-30 | $605k | 17k | 34.99 |
| 2023-06-30 | $636k | 18k | 36.39 |
| 2023-03-31 | $653k | 18k | 37.37 |
| 2022-12-31 | $605k | 18k | 34.59 |
| 2022-09-30 | $551k | 18k | 31.52 |
| 2022-06-30 | $465k | 14k | 34.34 |
| 2022-03-31 | $499k | 14k | 36.85 |
| 2021-12-31 | $471k | 14k | 34.78 |
| 2021-09-30 | $452k | 14k | 33.38 |
| 2021-06-30 | $466k | 14k | 34.41 |
More positions owned by Wescott Financial Advisory Group
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