IAU iShares Gold Trust

Ownership history in ROGCO, LP  ·  10 quarters on record

This page tracks every 13F SEC filing in which ROGCO, LP 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
5.7% (2025 Q4)
Avg. % of fund
4.71%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 212,044 +4,921 +2.4% 5.70% $17.2M $81.17
2025 Q3 REDUCED 207,123 -4,019 -1.9% 5.29% $15.1M $72.77
2025 Q2 REDUCED 211,142 -2,614 -1.2% 4.96% $13.2M $62.36
2025 Q1 REDUCED 213,756 -3,773 -1.7% 5.05% $12.6M $58.96
2024 Q4 REDUCED 217,529 -9,458 -4.2% 4.39% $10.8M $49.51
2024 Q3 REDUCED 226,987 -15,275 -6.3% 4.42% $11.3M $49.70
2024 Q2 REDUCED 242,262 -6,254 -2.5% 4.34% $10.6M $43.93
2024 Q1 REDUCED 248,516 -4,082 -1.6% 4.27% $10.4M $42.01
2023 Q4 REDUCED 252,598 -3,086 -1.2% 4.31% $9.9M $39.03
2023 Q3 INITIATED 255,684 4.42% $8.9M
% of Fund (quarterly)    IAU price (monthly, adj. close)
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