IAU β€” ISHARES GOLD TRUST ISHSGLD

Ownership history in CADINHA & CO LLC  Β·  57 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported ISHARES GOLD TRUST ISHSGLD (IAU) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.6% in 2025 Q4. The latest visible filing shows IAU at 6.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CADINHA & CO LLC's position in ISHARES GOLD TRUST ISHSGLD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IAU was reported at 6.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CADINHA & CO LLC held IAU β€” position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 526,701 -2,005 -0.4% 6.60% $42.8M 2026-02-14 (Est.) $94.75
2025 Q3 ADDED 528,706 +6,021 +1.2% 5.23% $38.5M 2025-10-17 $79.63
2025 Q2 ADDED 522,685 +5,509 +1.1% 5.41% $32.6M 2025-07-31 $62.01
2025 Q1 ADDED 517,176 +430,294 +495.3% 6.55% $30.5M 2025-04-04 $57.26
2024 Q4 REDUCED 86,882 -587,687 -87.1% 0.71% $4.3M 2025-01-16 $51.25
2024 Q3 ADDED 674,569 +13,682 +2.1% 5.73% $33.5M 2024-10-09 $49.27
2024 Q2 ADDED 660,887 +41,071 +6.6% 5.38% $29.0M 2024-07-31 $46.30
2024 Q1 REDUCED 619,816 -10,236 -1.6% 4.47% $26.0M 2024-05-02 $43.55
2023 Q4 ADDED 630,052 +1,396 +0.2% 3.93% $24.6M 2024-01-24 $38.08
48 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IAU

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.2% Hamrick Investment Counsel, llc 0.03%

FAQ About CADINHA & CO LLC and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CADINHA & CO LLC reported owning IAU?

CADINHA & CO LLC reported IAU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IAU position in CADINHA & CO LLC's portfolio?

The largest reported portfolio weight for IAU was 6.60% in 2025 Q4.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2025 Q4, when CADINHA & CO LLC reported 526,701 shares, equal to 6.60% of portfolio, with an estimated market value of $42.8M.

What does the chart on this IAU ownership page compare?

The chart compares CADINHA & CO LLC's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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