IAU β€” ISHARES GOLD TR

Ownership history in DAHRING | CUSMANO LLC  Β·  5 quarters on record

AI Ownership Summary

DAHRING | CUSMANO LLC reported ISHARES GOLD TR (IAU) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.94% in 2025 Q3. The latest visible filing shows IAU at 2.80% 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 DAHRING | CUSMANO LLC'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
2025 Q4

IAU was reported at 2.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2025 Q3

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 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 DAHRING | CUSMANO LLC held IAU β€” position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 49,638 -6,337 -11.3% 2.80% $4.0M 2026-02-14 (Est.) $94.75
2025 Q3 REDUCED 55,975 -711 -1.3% 2.94% $4.1M 2025-11-07 $75.43
2025 Q2 ADDED 56,686 +722 +1.3% 2.75% $3.5M 2025-08-05 $63.69
2025 Q1 ADDED 55,964 +1,448 +2.7% 2.84% $3.3M 2025-05-05 $62.79
2024 Q4 INITIATED 54,516 β€” β€” 2.45% $2.7M 2025-02-03 $53.17

FAQ About DAHRING | CUSMANO 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 DAHRING | CUSMANO LLC reported owning IAU?

DAHRING | CUSMANO LLC reported IAU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IAU position in DAHRING | CUSMANO LLC's portfolio?

The largest reported portfolio weight for IAU was 2.94% in 2025 Q3.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2025 Q4, when DAHRING | CUSMANO LLC reported 49,638 shares, equal to 2.80% of portfolio, with an estimated market value of $4.0M.

What does the chart on this IAU ownership page compare?

The chart compares DAHRING | CUSMANO 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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