IAU — ISHARES GOLD TR

Ownership history in Shared Vision Wealth Group LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC 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
1.43% (2025 Q4)
Avg. % of fund
0.96%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,119 -156 -0.4% 1.43% $3.5M $81.17
2025 Q3 ADDED 37,275 +11,521 +44.7% 1.22% $2.9M $72.77
2025 Q2 REDUCED 25,754 -4,667 -15.3% 0.80% $1.6M $62.36
2025 Q1 ADDED 30,421 +15,449 +103.2% 0.98% $1.8M $58.96
2024 Q4 INITIATED 14,972 — — 0.39% $741K $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% 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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