Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ISHARES GOLD TRUST (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 723,987 | -5,343 | -0.7% | 2.16% | $58.8M | $81.17 |
| 2025 Q3 | REDUCED | 729,330 | -2,793 | -0.4% | 2.10% | $53.1M | $72.77 |
| 2025 Q2 | ADDED | 732,123 | +18,890 | +2.6% | 2.06% | $45.7M | $62.36 |
| 2025 Q1 | ADDED | 713,233 | +25,505 | +3.7% | 2.31% | $42.1M | $58.96 |
| 2024 Q4 | ADDED | 687,728 | +29,300 | +4.4% | 1.91% | $34.0M | $49.51 |
| 2024 Q3 | ADDED | 658,428 | +7,059 | +1.1% | 2.07% | $32.7M | $49.70 |
| 2024 Q2 | REDUCED | 651,369 | -85,999 | -11.7% | 2.00% | $30.2M | $43.93 |
| 2024 Q1 | UNCHANGED | 737,368 | — | 0% | 2.64% | $28.8M | $42.01 |
| 2023 Q4 | ADDED | 737,368 | +300,497 | +68.8% | 2.64% | $28.8M | $39.03 |
| 2023 Q3 | ADDED | 436,871 | +66,862 | +18.1% | 1.62% | $15.3M | $34.99 |
As of 2025 Q4 — sorted by position size