SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO IAUM — ISHARES GOLD TR

Ownership history in SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO  ·  9 quarters on record

AI Ownership Summary

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO reported ISHARES GOLD TR (IAUM) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 57.17% in 2026 Q2. The latest visible filing shows IAUM at 57.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAUM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's position in ISHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAUM was reported at 57.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
57.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAUM stock page SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO fund profile SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO full holdings
How SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO held IAUM — position size vs. price
% of Fund (quarterly)    IAUM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,965,691 +1,089,942 +37.9% 57.17% $158.7M 2026-07-13 $39.88
2026 Q1 ADDED — — — 2,875,749 +302,425 +11.8% 54.75% $134.3M 2026-04-24 $47.03
2025 Q4 UNCHANGED — — — 2,573,324 — 0% 54.04% $110.6M 2026-02-10 $50.13
2025 Q3 ADDED — — — 2,573,324 +299,240 +13.2% 51.08% $99.1M 2025-11-14 $40.75
2025 Q2 UNCHANGED — — — 2,274,084 — 0% 42.88% $75.0M 2025-07-17 $33.30
2025 Q1 UNCHANGED — — — 2,274,084 — 0% 41.09% $70.9M 2025-04-15 $32.22
2024 Q4 ADDED — — — 2,274,084 +379,649 +20.0% 30.94% $59.5M 2025-02-03 $28.10
2024 Q3 ADDED — — — 1,894,435 +406,892 +27.4% 28.30% $49.7M 2024-10-22 $27.41
2024 Q2 INITIATED — — — 1,487,543 — — 29.12% $34.5M 2024-07-09 $23.58

🏢 Other funds also holding IAUM

As of 2026 Q3 — sorted by position size

Alaska Permanent Fund Corp 3Y 13.75% SFM, LLC d/b/a Sweeney Financial Advisors 4.52% M Wealth Management, LLC 2.47% Maltin Wealth Management, Inc. 3Y 1.92% Heck Capital Advisors, LLC 1.46% Versant Capital Management, Inc 3Y 7Y 1.11% FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.82% Tactive Advisors, LLC 0.57% Weil Company, Inc. 3Y 7Y 0.2% Womack Financial LLC 0.18%

FAQ About SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO and IAUM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO reported owning IAUM?

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO reported IAUM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IAUM position in SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's portfolio?

The largest reported portfolio weight for IAUM was 57.17% in 2026 Q2.

What is the latest reported IAUM position on this page?

The most recent filing on this page is 2026 Q2, when SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO reported 3,965,691 shares, equal to 57.17% of portfolio, with an estimated market value of $158.7M.

What does the chart on this IAUM ownership page compare?

The chart compares SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO's quarterly IAUM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO time their IAUM position?

Based on 13F filing dates vs. subsequent IAUM price moves, SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IAUM relative to SPY over the holding period was +185.4%.

← Back to SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Holdings