CPR Investments Inc. IAU — ISHARES GOLD TR

Ownership history in CPR Investments Inc.  ·  6 quarters on record

AI Ownership Summary

CPR Investments Inc. reported ISHARES GOLD TR (IAU) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.43% in 2026 Q1. The latest visible filing shows IAU at 6.43% 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.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CPR Investments Inc.'s position in ISHARES GOLD TR, 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
2026 Q1

IAU was reported at 6.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.43% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

IAU stock page CPR Investments Inc. fund profile CPR Investments Inc. full holdings
How CPR Investments Inc. held IAU — position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 109,312 +39,349 +56.2% 6.43% $9.6M 2026-04-16 $90.16
2025 Q4 ADDED — — — 69,963 +2,117 +3.1% 3.81% $5.7M 2026-01-14 $87.23
2025 Q3 ADDED — — — 67,846 +1,167 +1.8% 3.40% $4.9M 2025-10-14 $78.03
2025 Q2 ADDED — — — 66,679 +29,234 +78.1% 3.23% $4.2M 2025-07-22 $64.70
2025 Q1 ADDED — — — 37,445 +23,933 +177.1% 1.96% $2.2M 2025-04-10 $59.81
2024 Q4 INITIATED — — — 13,512 — — 0.60% $669K 2025-01-14 $50.53

🏢 Other funds also holding IAU

As of 2026 Q1 — sorted by position size

STUART INVESTMENT ADVISORS, INC. 3Y 20.37% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 17.58% LIFE LINE WEALTH MANAGEMENT LLC 17.03% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.58% Sowa Financial Group, Inc. 3Y 12.97% STEPHEN J. GARRY & ASSOCIATES, LLC 11.35% Connective Portfolio Management, LLC 3Y 11.23% Broussard Financial Group LLC 11.08% Argos Wealth Advisors, LLC 10.91% Legend Financial Advisors, Inc. 3Y 9.98%

FAQ About CPR Investments Inc. and IAU

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

How long has CPR Investments Inc. reported owning IAU?

CPR Investments Inc. reported IAU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IAU position in CPR Investments Inc.'s portfolio?

The largest reported portfolio weight for IAU was 6.43% in 2026 Q1.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2026 Q1, when CPR Investments Inc. reported 109,312 shares, equal to 6.43% of portfolio, with an estimated market value of $9.6M.

What does the chart on this IAU ownership page compare?

The chart compares CPR Investments Inc.'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.

How well did CPR Investments Inc. time their IAU position?

Based on 13F filing dates vs. subsequent IAU price moves, CPR Investments Inc. correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on IAU relative to SPY over the holding period was +35.3%.

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