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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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All positions including Ishares Gold Tr held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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