Ownership history in Signify Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth reported a position in ISHARES GOLD TR (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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 69,176 | +4,496 | +7.0% | 3.87% | $3.4M | $49.51 |
| 2024 Q3 | ADDED | 64,680 | +6,373 | +10.9% | 3.94% | $3.2M | $49.70 |
| 2024 Q2 | REDUCED | 58,307 | -1,934 | -3.2% | 3.69% | $2.6M | $43.93 |
| 2024 Q1 | ADDED | 60,241 | +7,746 | +14.8% | 4.20% | $2.5M | $42.01 |
| 2023 Q4 | ADDED | 52,495 | +17,829 | +51.4% | 3.09% | $2.0M | $39.03 |
| 2023 Q3 | INITIATED | 34,666 | — | — | 1.63% | $1.2M | — |
As of 2025 Q4 — sorted by position size