Ownership history in WealthNavi Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which WealthNavi Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,089,248 | -41,295 | -0.6% | 5.09% | $575.4M | $81.17 |
| 2025 Q3 | ADDED | 7,130,543 | +559,413 | +8.5% | 4.81% | $518.9M | $72.77 |
| 2025 Q2 | ADDED | 6,571,130 | +521,530 | +8.6% | 4.13% | $409.8M | $62.36 |
| 2025 Q1 | ADDED | 6,049,600 | +125,599 | +2.1% | 3.97% | $356.7M | $58.96 |
| 2024 Q4 | ADDED | 5,924,001 | +141,211 | +2.4% | 3.41% | $293.3M | $49.51 |
| 2024 Q3 | ADDED | 5,782,790 | +233,999 | +4.2% | 3.29% | $287.4M | $49.70 |
| 2024 Q2 | ADDED | 5,548,791 | +299,364 | +5.7% | 3.09% | $243.8M | $43.93 |
| 2024 Q1 | ADDED | 5,249,427 | +834,759 | +18.9% | 2.94% | $220.5M | $42.01 |
| 2023 Q4 | ADDED | 4,414,668 | +505,352 | +12.9% | 2.50% | $172.3M | $39.03 |
| 2023 Q3 | ADDED | 3,909,316 | +1,588,425 | +68.4% | 2.22% | $136.8M | $34.99 |
As of 2025 Q4 — sorted by position size