SEC 13F Intelligence

One Advisory Partners, LLC / IAU*

One Advisory Partners, LLC’s Ishares Gold Tr Position

Does One Advisory Partners, LLC own Ishares Gold Tr (IAU*)? Yes — 38.2K shares worth $3M (+1.04% of its 13F portfolio) as of Q1 2026, down from 102.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
38.2K
% of Portfolio
+1.04%
Quarters Held
6
currently held

Position History IAU*

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.2K$3M+1.04%
Q4 2025102.2K$8M+2.50%
Q3 2025106.2K$8M+2.52%
Q2 202575.7K$5M+1.62%
Q1 202577.5K$5M+1.95%
Q4 202434.5K$2M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See One Advisory Partners, LLC’s full portfolio or all institutional holders of IAU*.