Evercore Wealth Management, LLC
Holdings in IAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $50,789,610 | 625,719 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $45,080,651 | 619,495 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $39,658,153 | 635,955 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $37,216,730 | 631,220 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $32,112,086 | 648,598 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $32,471,992 | 653,360 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $29,553,599 | 672,743 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $28,445,726 | 677,118 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $26,788,552 | 686,358 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $23,883,089 | 682,569 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $25,137,119 | 690,770 | Shares | Defined | 2023-08-04 |
| 2023-03-31 | $25,853,948 | 691,837 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $24,026,627 | 694,612 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $21,810,151 | 691,727 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $23,776,039 | 692,977 | Shares | Other | 2022-08-15 |
| 2022-03-31 | $25,499,801 | 692,365 | Shares | Other | 2022-05-16 |
| 2021-12-31 | $23,672,922 | 680,061 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $23,443,662 | 701,696 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $21,945,343 | 651,004 | Shares | Sole | 2021-08-16 |