IAU — ISHARES GOLD TRUST

Ownership history in NKCFO LLC · 29 quarters on record

This page tracks every 13F SEC filing in which NKCFO LLC 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

10.75% (2020 Q2)

Avg. % of fund

2.44%

First filed

2018 Q4

Last filed

2025 Q4

Quarters held

29

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	UNCHANGED	279,400	—	0%	6.56%	$22.7M	$81.17
2025 Q3	ADDED	279,400	+50,200	+21.9%	6.12%	$20.3M	$72.77
2025 Q2	UNCHANGED	229,200	—	0%	5.97%	$14.3M	$62.36
2025 Q1	UNCHANGED	229,200	—	0%	6.29%	$13.5M	$58.96

% 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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