SEC 13F Intelligence

Avory & Company, LLC / IAU

Avory & Company, LLC’s Ishares Gold Tr Position

Does Avory & Company, LLC own Ishares Gold Tr (IAU)? Yes20.0K shares worth $2M (+2.28% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
20.0K
% of Portfolio
+2.28%
Quarters Held
14
currently held

Position History IAU

Reported value by quarter
Q4 ’22: $311,310Q4 ’22Q1 ’23: $336,330Q2 ’23: $327,510Q2 ’23Q3 ’23: $314,910Q4 ’23: $780,600Q4 ’23Q1 ’24: $840,200Q2 ’24: $878,600Q2 ’24Q3 ’24: $994,000Q4 ’24: $990,200Q4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.0K$2M+2.28%
Q4 202520.0K$2M+1.04%
Q3 202520.0K$1M+0.88%
Q2 202520.0K$1M+0.76%
Q1 202520.0K$1M+0.78%
Q4 202420.0K$990,200+0.55%
Q3 202420.0K$994,000+0.60%
Q2 202420.0K$878,600+0.62%
Q1 202420.0K$840,200+0.57%
Q4 202320.0K$780,600+0.55%
Q3 20239.0K$314,910+0.27%
Q2 20239.0K$327,510+0.25%
Q1 20239.0K$336,330+0.23%
Q4 20229.0K$311,310+0.25%

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