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
2024 Q2 ADDED 30,244 +2,773 +10.1% 0.49% $1.3M $43.93
2024 Q1 ADDED 27,471 +504 +1.9% 0.44% $1.2M $42.01
2023 Q4 ADDED 26,967 +2,913 +12.1% 0.44% $1.1M $39.03
2023 Q3 ADDED 24,054 +954 +4.1% 0.38% $842K $34.99
2023 Q2 ADDED 23,100 +439 +1.9% 0.35% $841K $36.39
2023 Q1 ADDED 22,661 +953 +4.4% 0.36% $847K $37.37
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)
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