SEC 13F Intelligence

Blue Investment Partners LLC / IAU

Blue Investment Partners LLC’s Ishares Gold Tr Position

Does Blue Investment Partners LLC own Ishares Gold Tr (IAU)? Yes — 86.1K shares worth $5M (+1.88% of its 13F portfolio) as of Q2 2025, up from 83.7K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
86.1K
% of Portfolio
+1.88%
Quarters Held
11
currently held

Position History IAU

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202586.1K$5M+1.88%
Q1 202583.7K$5M+1.86%
Q4 202481.7K$4M+1.48%
Q3 202478.9K$4M+1.62%
Q2 202478.5K$3M+1.56%
Q1 202478.0K$3M+1.71%
Q4 202377.4K$3M+1.97%
Q3 202374.9K$3M+2.08%
Q2 202371.8K$3M+1.99%
Q1 202358.7K$2M+2.21%
Q4 202247.5K$2M+2.04%

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