IAU — ISHARES GOLD TRUST ISHARES

Ownership history in FIFTH THIRD SECURITIES, INC.  ·  19 quarters on record

This page tracks every 13F SEC filing in which FIFTH THIRD SECURITIES, INC. reported a position in ISHARES GOLD TRUST ISHARES (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
1.64% (2025 Q4)
Avg. % of fund
1.19%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 309,046 -1,599 -0.5% 1.64% $25.1M $81.17
2025 Q3 ADDED 310,645 +61,122 +24.5% 1.54% $22.6M $72.77
2025 Q2 REDUCED 249,523 -7,551 -2.9% 1.17% $15.6M $62.36
2025 Q1 ADDED 257,074 +18,105 +7.6% 1.28% $15.2M $58.96
15 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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