IAU — iShares Gold Trust

Ownership history in FIRST FOUNDATION ADVISORS  ·  26 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS 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
5.17% (2020 Q1)
Avg. % of fund
2.27%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 341,898 +10,503 +3.2% 1.05% $27.8M $81.17
2025 Q3 REDUCED 331,395 -22,318 -6.3% 0.89% $24.1M $72.77
2025 Q2 REDUCED 353,713 -17,806 -4.8% 0.82% $22.1M $62.36
2025 Q1 ADDED 371,519 +29,628 +8.7% 0.89% $21.9M $58.96
22 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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