IAU — ISHARES GOLD TR

Ownership history in CSS LLC/IL · 9 quarters on record

This page tracks every 13F SEC filing in which CSS LLC/IL 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 — sourced directly from SEC EDGAR 13F filings.

Peak position

0.71% (2025 Q4)

Avg. % of fund

0.42%

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	197,260	+12,020	+6.5%	0.71%	$16.0M	$81.17
2025 Q3	ADDED	185,240	+8,400	+4.8%	0.60%	$13.5M	$72.77
2025 Q2	ADDED	176,840	+2,470	+1.4%	0.51%	$11.0M	$62.36
2025 Q1	UNCHANGED	174,370	—	0%	0.56%	$10.3M	$58.96

% of Fund (quarterly) IAU price (monthly, adj. close)

Other funds also holding IAU

As of 2025 Q4 — sorted by position size

MOON CAPITAL MANAGEMENT LP 3Y 7Y 78.76% VCU Investment Management Co 3Y 7Y 72.64% CARL STUART INVESTMENT ADVISOR, INC 3Y 41.07% Packer & Co Ltd 3Y 7Y 39.55% LIFE LINE WEALTH MANAGEMENT LLC 20.0% CRCM LP 3Y 7Y 19.74% Sowa Financial Group, Inc. 3Y 16.76% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 15.76% Mader & Shannon Wealth Management, Inc. 3Y 7Y 14.46% VPR Management LLC 3Y 14.3%

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