iShares Gold Trust shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 20k | 81.17 |
| 2025-03-31 | $1.2M | 21k | 58.96 |
| 2024-12-31 | $1.0M | 21k | 49.51 |
| 2024-09-30 | $1.1M | 21k | 49.70 |
| 2024-06-30 | $950k | 22k | 43.93 |
| 2024-03-31 | $920k | 22k | 42.01 |
| 2023-12-31 | $846k | 22k | 39.03 |
| 2023-09-30 | $751k | 22k | 34.99 |
| 2023-06-30 | $740k | 20k | 36.39 |
| 2023-03-31 | $779k | 21k | 37.37 |
More positions owned by Worth Financial Advisory Group
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