IAU β€” ISHARES GOLD TRUST ISHARES

Ownership history in Gateway Advisory, LLC  Β·  27 quarters on record

AI Ownership Summary

Gateway Advisory, LLC reported ISHARES GOLD TRUST ISHARES (IAU) in 27 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 1.46% in 2024 Q3. The latest visible filing shows IAU at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gateway Advisory, LLC's position in ISHARES GOLD TRUST ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

IAU was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gateway Advisory, LLC held IAU β€” position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 181,878 -8,792 -4.6% 1.46% $9.0M 2024-11-14 (Est.) $48.46
2024 Q2 ADDED 190,670 +9,292 +5.1% 1.42% $8.4M 2024-08-14 $46.23
2024 Q1 ADDED 181,378 +4,780 +2.7% 1.34% $7.6M 2024-05-15 $45.13
2023 Q4 REDUCED 176,598 -7,043 -3.8% 1.32% $6.9M 2024-02-07 $38.49
2023 Q3 ADDED 183,641 +8,373 +4.8% 1.31% $6.4M 2023-11-14 $37.18
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gateway Advisory, LLC and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gateway Advisory, LLC reported owning IAU?

Gateway Advisory, LLC reported IAU across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported IAU position in Gateway Advisory, LLC's portfolio?

The largest reported portfolio weight for IAU was 1.46% in 2024 Q3.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2024 Q3, when Gateway Advisory, LLC reported 181,878 shares, equal to 1.46% of portfolio, with an estimated market value of $9.0M.

What does the chart on this IAU ownership page compare?

The chart compares Gateway Advisory, LLC's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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