Ownership history in WEALTHSPAN PARTNERS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, 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 | 118,348 | -1,189 | -1.0% | 3.49% | $9.6M | $81.17 |
| 2025 Q3 | REDUCED | 119,537 | -176 | -0.1% | 3.32% | $8.7M | $72.77 |
| 2025 Q2 | REDUCED | 119,713 | -458 | -0.4% | 3.09% | $7.5M | $62.36 |
| 2025 Q1 | ADDED | 120,171 | +2,423 | +2.1% | 3.27% | $7.1M | $58.96 |
| 2024 Q4 | ADDED | 117,748 | +2,533 | +2.2% | 2.78% | $5.8M | $49.51 |
| 2024 Q3 | ADDED | 115,215 | +1,052 | +0.9% | 2.83% | $5.7M | $49.70 |
| 2024 Q2 | ADDED | 114,163 | +2,681 | +2.4% | 2.77% | $5.0M | $43.93 |
| 2024 Q1 | ADDED | 111,482 | +3,774 | +3.5% | 2.76% | $4.7M | $42.01 |
| 2023 Q4 | ADDED | 107,708 | +1,033 | +1.0% | 2.94% | $4.2M | $39.03 |
| 2023 Q3 | REDUCED | 106,675 | -3,981 | -3.6% | 2.95% | $3.7M | $34.99 |
As of 2025 Q4 — sorted by position size