iShares Gold Trust shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $166k | 3.3k | 49.70 |
| 2024-06-30 | $146k | 3.3k | 43.93 |
| 2024-03-31 | $151k | 3.6k | 42.01 |
| 2023-09-30 | $128k | 3.7k | 34.99 |
| 2023-06-30 | $171k | 4.7k | 36.39 |
| 2023-03-31 | $196k | 5.2k | 37.37 |
| 2022-12-31 | $6.2M | 180k | 34.59 |
| 2022-09-30 | $5.7M | 180k | 31.53 |
| 2022-06-30 | $6.3M | 184k | 34.31 |
| 2022-03-31 | $6.6M | 180k | 36.83 |