IAU — ISHARES GOLD TR

Ownership history in SOFI WEALTH, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, 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
1.12% (2025 Q4)
Avg. % of fund
0.86%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 277,571 +12,465 +4.7% 1.12% $22.5M $81.17
2025 Q3 ADDED 265,106 +154,755 +140.2% 1.04% $19.3M $72.77
2025 Q2 INITIATED 110,351 — — 0.42% $6.9M $62.36
% 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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