EverSource Wealth Advisors, LLC
Holdings in IAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,578,115 | 721,672 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $53,073,343 | 729,330 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $45,655,190 | 732,123 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $42,052,217 | 713,233 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $33,944,204 | 685,603 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $32,723,870 | 658,428 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $7,687 | 175 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $27,756,175 | 660,704 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $28,779,472 | 737,368 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $15,215,541 | 434,854 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $73,398 | 2,017 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $11,910,229 | 318,711 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $69,768 | 2,017 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $196,684 | 6,238 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $69,203 | 2,017 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $156,269 | 4,243 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $179,618 | 5,160 | Shares | Sole | 2022-02-17 |