Ownership history in AlTi Global, Inc. Β· 9 quarters on record
This page tracks every 13F SEC filing in which AlTi Global, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π AlTi Global, Inc. outperformed the S&P 500 by +23.1% annually on this IAU position. Timing score: 57% (4/7 decisions correct). Average cost basis: $57.54. Maximum drawdown during holding period: β0.4%.
π₯ Exceptional β beat the S&P 500 by 23.1% per year on this position.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $43.93 (2024 Q2) Β· Worst: $81.17 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π AlTi Global, Inc. has been actively increasing its IAU allocation β a bullish signal from insiders.
Currently 2.76% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size