SEC 13F Intelligence

Packer & Co Ltd / IAU

Packer & Co Ltd’s Ishares Gold Tr Position

Does Packer & Co Ltd own Ishares Gold Tr (IAU)? Not currently — the last reported position was 1.83M shares worth $149M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$149M
Q4 2025
Shares
1.83M
% of Portfolio
+39.55%
Quarters Held
14
position exited

Position History IAU

Reported value by quarter
Q3 ’21: $157MQ3 ’21Q1 ’22: $173MQ2 ’22: $161MQ2 ’22Q3 ’22: $161MQ4 ’22: $162MQ4 ’22Q3 ’23: $125MQ4 ’23: $140MQ4 ’23Q1 ’24: $151MQ2 ’24: $157MQ2 ’24Q3 ’24: $178MQ4 ’24: $177MQ4 ’24Q1 ’25: $139MQ3 ’25: $156MQ3 ’25Q4 ’25: $149Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.83M$149M+39.55%
Q3 20252.15M$156M+43.24%
Q1 20252.35M$139M+42.10%
Q4 20243.59M$177M+56.73%
Q3 20243.59M$178M+60.45%
Q2 20243.59M$157M+53.63%
Q1 20243.59M$151M+52.74%
Q4 20233.59M$140M+51.77%
Q3 20233.59M$125M+48.46%
Q4 20224.69M$162M+56.38%
Q3 20224.69M$161M+63.99%
Q2 20224.69M$161M+68.29%
Q1 20224.69M$173M+66.71%
Q3 20214.69M$157M+71.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Packer & Co Ltd’s full portfolio or all institutional holders of IAU.