Ownership history in Wealth Quarterback LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in ISHARES COMEX GOLD TR ISHARES (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 201,247 | +555 | +0.3% | 5.88% | $16.3M | $81.17 |
| 2025 Q3 | ADDED | 200,692 | +129,946 | +183.7% | 5.65% | $14.6M | $72.77 |
| 2025 Q2 | ADDED | 70,746 | +22,520 | +46.7% | 2.09% | $4.4M | $62.36 |
| 2025 Q1 | ADDED | 48,226 | +15,119 | +45.7% | 1.60% | $2.8M | $58.96 |
| 2024 Q4 | ADDED | 33,107 | +12,512 | +60.8% | 0.77% | $1.6M | $49.51 |
| 2024 Q3 | REDUCED | 20,595 | -383 | -1.8% | 0.53% | $1.0M | $49.70 |
| 2024 Q2 | ADDED | 20,978 | +1,410 | +7.2% | 0.52% | $922K | $43.93 |
| 2024 Q1 | ADDED | 19,568 | +742 | +3.9% | 0.46% | $822K | $42.01 |
| 2023 Q4 | REDUCED | 18,826 | -3,977 | -17.4% | 0.45% | $735K | $39.03 |
| 2023 Q3 | REDUCED | 22,803 | -2,888 | -11.2% | 0.69% | $798K | $34.99 |
As of 2025 Q4 — sorted by position size