IAU ISHARES GOLD TRUST

Ownership history in Aspect Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in ISHARES GOLD TRUST (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.51% (2025 Q4)
Avg. % of fund
1.91%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,569 +738 +1.1% 2.51% $5.7M $81.17
2025 Q3 ADDED 69,831 +2,710 +4.0% 2.31% $5.1M $72.77
2025 Q2 ADDED 67,121 +2,530 +3.9% 2.06% $4.2M $62.36
2025 Q1 ADDED 64,591 +2,656 +4.3% 2.18% $3.8M $58.96
2024 Q4 REDUCED 61,935 -2,419 -3.8% 1.77% $3.1M $49.51
2024 Q3 ADDED 64,354 +9,536 +17.4% 1.80% $3.2M $49.70
2024 Q2 ADDED 54,818 +292 +0.5% 1.43% $2.4M $43.93
2024 Q1 ADDED 54,526 +1,290 +2.4% 1.81% $2.3M $42.01
2023 Q4 INITIATED 53,236 1.34% $2.1M
% of Fund (quarterly)    IAU price (monthly, adj. close)
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