IAU — ISHARES GOLD TRUST

Ownership history in Sharp Wealth Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, 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
1.42% (2025 Q4)
Avg. % of fund
0.98%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 34,750 +1,473 +4.4% 1.42% $2.8M $81.17
2025 Q3 ADDED 33,277 +2,866 +9.4% 1.32% $2.4M $72.77
2025 Q2 ADDED 30,411 +8,951 +41.7% 1.22% $1.9M $62.36
2025 Q1 REDUCED 21,460 -478 -2.2% 0.97% $1.3M $58.96
3 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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