IAU β€” ISHARES GOLD TR

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.

πŸ” Peak position
2.76% (2025 Q4)
πŸ“Š Avg. % of fund
1.96%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

AlTi Global, Inc. Γ— IAU AI Analytics

πŸ“ˆ 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: –0.4%.

πŸ“ˆ Position Alpha vs SPY
+23.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.1% per year on this position.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$57.54
+41.1% vs current ($81.17)

Best entry: $43.93 (2024 Q2)  Β·  Worst: $81.17 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
78%
buy-side decisions

7 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ AlTi Global, Inc. has been actively increasing its IAU allocation β€” a bullish signal from insiders.
Currently 2.76% of portfolio

⚠ 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.

% of Fund (quarterly)    IAU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,588,244 +63,182 +4.1% 2.76% $128.9M $81.17
2025 Q3 REDUCED 1,525,062 -42,724 -2.7% 2.60% $111.0M $72.77
2025 Q2 ADDED 1,567,786 +19,544 +1.3% 2.45% $97.8M $62.36
2025 Q1 ADDED 1,548,242 +183,798 +13.5% 2.39% $91.3M $58.96
2024 Q4 ADDED 1,364,444 +87,311 +6.8% 1.63% $67.6M $49.51
2024 Q3 ADDED 1,277,133 +36,861 +3.0% 1.53% $63.5M $49.70
2024 Q2 ADDED 1,240,272 +62,911 +5.3% 1.46% $54.5M $43.93
2024 Q1 REDUCED 1,177,361 -1,456 -0.1% 1.38% $49.5M $42.01
2023 Q4 INITIATED 1,178,817 β€” β€” 1.41% $46.0M β€”
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