IAU — ISHARES GOLD TRUST

Ownership history in EWG Elevate Inc.  ·  23 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES GOLD TRUST (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
0.88% (2025 Q1)
Avg. % of fund
0.43%
First filed
2019 Q4
Last filed
2025 Q2
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 40,623 +581 +1.5% 0.78% $2.5M $62.36
2025 Q1 ADDED 40,042 +8,295 +26.1% 0.88% $2.4M $58.96
2024 Q4 ADDED 31,747 +1,969 +6.6% 0.48% $1.6M $49.51
2024 Q3 REDUCED 29,778 -466 -1.5% 0.59% $1.5M $49.70
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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