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
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Gold Trust by WMS Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |