iShares Gold Trust shares owned by WMS Partners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.7M | 94k | 49.51 |
| 2024-09-30 | $4.7M | 94k | 49.70 |
| 2024-06-30 | $4.1M | 94k | 43.93 |
| 2024-03-31 | $4.2M | 100k | 42.01 |
| 2023-12-31 | $3.6M | 92k | 39.03 |
| 2023-09-30 | $3.2M | 92k | 34.99 |
| 2023-06-30 | $3.3M | 92k | 36.39 |
| 2023-03-31 | $3.0M | 82k | 37.37 |
| 2022-12-31 | $2.4M | 68k | 34.59 |
| 2022-09-30 | $2.5M | 78k | 31.53 |
| 2022-06-30 | $2.5M | 72k | 34.31 |
| 2022-03-31 | $3.1M | 85k | 36.83 |
| 2021-12-31 | $2.6M | 75k | 34.80 |
| 2021-09-30 | $2.5M | 76k | 33.41 |
| 2021-06-30 | $2.1M | 63k | 33.71 |