Ownership history in Ascent Group, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Ascent Group, LLC 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 Ascent Group, LLC outperformed the S&P 500 by +35.8% annually on this IAU position. Timing score: 75% (3/4 decisions correct). Average cost basis: $61.94. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 35.8% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $49.51 (2024 Q4) Β· Worst: $72.77 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
π Ascent Group, LLC has been actively increasing its IAU allocation β a bullish signal from insiders.
Currently 0.9% 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