IAU — iShares Gold Trust

Ownership history in Packer & Co Ltd · 17 quarters on record

This page tracks every 13F SEC filing in which Packer & Co Ltd 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

71.35% (2021 Q3)

Avg. % of fund

54.6%

First filed

2020 Q3

Last filed

2025 Q4

Quarters held

17

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	1,830,100	-320,000	-14.9%	39.55%	$148.5M	$81.17
2025 Q3	REDUCED	2,150,100	-200,000	-8.5%	43.24%	$156.5M	$72.77
2025 Q1	REDUCED	2,350,100	-1,235,000	-34.4%	42.10%	$138.6M	$58.96
2024 Q4	UNCHANGED	3,585,100	—	0%	56.73%	$177.5M	$49.51

% 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% 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% Independent Family Office, LLC 3Y 13.11%

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