IAU — ISHARES GOLD TRUST

Ownership history in Private Advisor Group, LLC  ·  50 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, 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
0.18% (2014 Q3)
Avg. % of fund
0.07%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,500 -255,274 -99.4% 0.00% $10K $81.17
2025 Q4 ADDED 256,774 +256,274 +51254.8% 0.10% $20.8M $81.17
2025 Q3 REDUCED 500 -311,614 -99.8% 0.00% $385 $72.77
2025 Q3 ADDED 312,114 +66,473 +27.1% 0.11% $22.7M $72.77
46 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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