Ishares Gold Tr shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Ishares Gold Tr
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Quarterly reported holdings in Ishares Gold Tr by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $931k | 24k | 38.74 |
| 2025-06-30 | $786k | 24k | 33.47 |
| 2025-03-31 | $680k | 22k | 30.27 |
| 2024-12-31 | $647k | 25k | 26.42 |
| 2024-09-30 | $665k | 25k | 26.37 |
| 2024-06-30 | $636k | 26k | 24.38 |
| 2024-03-31 | $632k | 28k | 22.75 |
| 2023-12-31 | $542k | 27k | 20.33 |
| 2023-09-30 | $497k | 25k | 19.76 |
| 2023-06-30 | $432k | 23k | 19.16 |
| 2023-03-31 | $350k | 18k | 20.02 |
| 2022-12-31 | $300k | 17k | 18.23 |