IAU — ISHARES GOLD TR

Ownership history in VPR Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which VPR Management 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
14.9% (2025 Q1)
Avg. % of fund
8.68%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 395,430 -27,500 -6.5% 14.30% $32.1M $81.17
2025 Q3 UNCHANGED 422,930 — 0% 13.98% $30.8M $72.77
2025 Q2 REDUCED 422,930 -97,550 -18.7% 12.38% $26.4M $62.36
2025 Q1 UNCHANGED 520,480 — 0% 14.90% $30.7M $58.96
13 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% Independent Family Office, LLC 3Y 13.11%
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