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
Download as csv Download as ExcelQuarterly 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 |