IAU ISHARES GOLD TR

Ownership history in Robinson Value Management, Ltd.  ·  18 quarters on record

This page tracks every 13F SEC filing in which Robinson Value Management, Ltd. reported a position in ISHARES GOLD TR (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
2.63% (2025 Q1)
Avg. % of fund
2.02%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 59,842 -786 -1.3% 2.63% $4.9M $81.17
2025 Q3 ADDED 60,628 +1,211 +2.0% 2.56% $4.4M $72.77
2025 Q2 REDUCED 59,417 -9,618 -13.9% 2.33% $3.7M $62.36
2025 Q1 REDUCED 69,035 -7,051 -9.3% 2.63% $4.1M $58.96
2024 Q4 REDUCED 76,086 -2,365 -3.0% 2.49% $3.8M $49.51
2024 Q3 ADDED 78,451 +2,451 +3.2% 2.53% $3.9M $49.70
2024 Q2 REDUCED 76,000 -293 -0.4% 2.33% $3.3M $43.93
2024 Q1 REDUCED 76,293 -608 -0.8% 2.15% $3.2M $42.01
2023 Q4 REDUCED 76,901 -263 -0.3% 1.97% $3.0M $39.03
2023 Q3 ADDED 77,164 +3,480 +4.7% 2.01% $2.7M $34.99
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)
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