iShares Gold Trust shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in iShares Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including iShares Gold Trust held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Gold Trust by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 291k | 42.01 |
| 2023-12-31 | $11M | 289k | 39.03 |
| 2023-09-30 | $10M | 297k | 34.99 |
| 2023-06-30 | $11M | 297k | 36.39 |
| 2023-03-31 | $12M | 314k | 37.37 |
| 2022-12-31 | $11M | 321k | 34.59 |
| 2022-09-30 | $10M | 324k | 31.53 |
| 2022-06-30 | $12M | 334k | 34.31 |
| 2022-03-31 | $22M | 652k | 33.41 |
| 2021-12-31 | $10M | 299k | 34.81 |
| 2021-09-30 | $22M | 652k | 33.41 |
| 2021-06-30 | $21M | 613k | 33.71 |