Joel Greenblatt's IAU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 280,413 shares of iShares Gold Trust (IAU) worth $20.41 M, representing 0.09% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in IAU, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 115,173 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Gold Trust (IAU) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Gold Trust (IAU) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +165,240 | New Buy | 165,240 | $62.36 |
| Q3 2025 | +115,173 | Add 69.70% | 280,413 | $72.77 |
Joel Greenblatt's iShares Gold Trust Investment FAQs
Joel Greenblatt first purchased iShares Gold Trust (IAU) in Q2 2025, acquiring 165,240 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Gold Trust (IAU) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares Gold Trust (IAU) was in Q2 2025, adding 165,240 shares worth $10.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 280,413 shares of iShares Gold Trust (IAU), valued at approximately $20.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Gold Trust (IAU) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares Gold Trust (IAU) was 280,413 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.