IAU β€” ISHARES GOLD TR

Ownership history in DURANTE & WATERS, LLC  Β·  9 quarters on record

AI Ownership Summary

DURANTE & WATERS, LLC reported ISHARES GOLD TR (IAU) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows IAU at 0.42% 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 DURANTE & WATERS, 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 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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 DURANTE & WATERS, 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 ADDED 7,380 +180 +2.5% 0.42% $599K 2026-02-14 (Est.) $94.75
2025 Q3 UNCHANGED 7,200 β€” 0% 0.39% $524K 2025-11-05 $75.05
2025 Q2 UNCHANGED 7,200 β€” 0% 0.35% $449K 2025-07-30 $61.62
2025 Q1 ADDED 7,200 +215 +3.1% 0.36% $425K 2025-04-28 $63.23
2024 Q4 ADDED 6,985 +115 +1.7% 0.29% $346K 2025-02-06 $53.89
2024 Q3 UNCHANGED 6,870 β€” 0% 0.29% $341K 2024-10-28 $51.78
2024 Q2 ADDED 6,870 +210 +3.2% 0.27% $302K 2024-07-26 $45.08
2024 Q1 ADDED 6,660 +225 +3.5% 0.26% $280K 2024-04-29 $44.16
2023 Q4 INITIATED 6,435 β€” β€” 0.24% $251K 2024-01-22 $38.24

FAQ About DURANTE & WATERS, 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 DURANTE & WATERS, LLC reported owning IAU?

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

What was the largest reported IAU position in DURANTE & WATERS, LLC's portfolio?

The largest reported portfolio weight for IAU was 0.42% in 2025 Q4.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2025 Q4, when DURANTE & WATERS, LLC reported 7,380 shares, equal to 0.42% of portfolio, with an estimated market value of $599K.

What does the chart on this IAU ownership page compare?

The chart compares DURANTE & WATERS, 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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