IAU — ISHARES GOLD TR ISHARES

Ownership history in First Command Advisory Services, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in ISHARES GOLD TR 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
0.74% (2025 Q1)
Avg. % of fund
0.55%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,100,749 -87,439 -7.4% 0.62% $89.3M $81.17
2025 Q3 REDUCED 1,188,188 -41,948 -3.4% 0.63% $86.5M $72.77
2025 Q2 REDUCED 1,230,136 -78,783 -6.0% 0.66% $76.7M $62.36
2025 Q1 REDUCED 1,308,919 -69,268 -5.0% 0.74% $77.2M $58.96
8 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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