iShares Gold Trust shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 64k | 42.01 |
| 2023-12-31 | $2.6M | 66k | 39.03 |
| 2023-09-30 | $2.3M | 66k | 34.99 |
| 2023-06-30 | $2.3M | 62k | 36.39 |
| 2023-03-31 | $1.4M | 37k | 37.37 |
| 2022-12-31 | $1.3M | 38k | 34.59 |
| 2022-09-30 | $1.2M | 38k | 31.52 |
| 2022-06-30 | $1.2M | 36k | 34.32 |
| 2022-03-31 | $1.3M | 35k | 36.83 |
| 2021-12-31 | $1.0M | 29k | 34.79 |
| 2021-09-30 | $955k | 29k | 33.40 |
| 2021-06-30 | $957k | 28k | 33.70 |