IAU — ISHARES GOLD TR ISHARES

Ownership history in Fund Evaluation Group, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC 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
0.16% (2012 Q4)
Avg. % of fund
0.09%
First filed
2012 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,968 -1,126 -27.5% 0.01% $216K $72.77
2025 Q2 REDUCED 4,094 -19,816 -82.9% 0.01% $255K $62.36
2013 Q3 UNCHANGED 23,910 — 0% 0.12% $308K $25.78
2013 Q2 UNCHANGED 23,910 — 0% 0.12% $287K $23.98
2013 Q1 UNCHANGED 23,910 — 0% 0.13% $371K $31.04
2012 Q4 INITIATED 23,910 — — 0.16% $389K $32.56
% 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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