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iShares Gold Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 150k 42.01
2023-12-31 $13M 333k 38.18
2023-09-30 $13M 357k 34.99
2023-06-30 $17M 457k 36.39
2023-03-31 $13M 350k 37.37
2022-12-31 $9.7M 280k 34.59
2022-09-30 $6.8M 217k 31.53
2022-06-30 $6.7M 195k 34.31
2021-12-31 $9.6M 276k 34.81
2021-09-30 $10M 307k 33.41
2021-06-30 $8.3M 246k 33.71