Joel Greenblatt's IAU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 796,388 shares of iShares Gold Trust (IAU) worth $64.64 M, representing 0.24% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IAU for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 515,975 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +515,975 | Add 184.01% | 796,388 | $81.17 |
| Q3 2025 | +115,173 | Add 69.70% | 280,413 | $72.77 |
| Q2 2025 | +165,240 | New Buy | 165,240 | $62.36 |
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 3 quarters since Q2 2025.
Joel Greenblatt's largest addition to iShares Gold Trust (IAU) was in Q4 2025, adding 796,388 shares worth $64.64 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 796,388 shares of iShares Gold Trust (IAU), valued at approximately $64.64 M.
As of the Q4 2025 filing, iShares Gold Trust (IAU) represents approximately 0.24% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Gold Trust (IAU) was 796,388 shares, as reported at the end of Q4 2025.