Ishares Gold Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Gold Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Gold Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Gold Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 524k | 38.50 |
| 2025-06-30 | $15M | 450k | 32.99 |
| 2025-03-31 | $9.9M | 317k | 31.17 |
| 2024-12-31 | $7.0M | 267k | 26.17 |
| 2024-09-30 | $3.9M | 149k | 26.25 |
| 2024-06-30 | $10M | 444k | 23.20 |
| 2024-03-31 | $11M | 504k | 22.17 |
| 2023-12-31 | $29M | 1.4M | 20.14 |
| 2023-09-30 | $35M | 1.9M | 18.45 |
| 2023-06-30 | $33M | 1.7M | 19.18 |
| 2023-03-31 | $38M | 1.9M | 19.69 |
| 2022-12-31 | $33M | 1.8M | 18.21 |
| 2022-09-30 | $20M | 1.2M | 16.59 |
| 2022-06-30 | $5.8M | 319k | 18.06 |