Ken Fisher's IAU Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,557 shares of iShares Gold Trust (IAU) worth $258,867, representing 0.00% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IAU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 4,632 shares. Largest reduction occurred in Q3 2025, reducing 6,530 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Gold Trust (IAU) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Gold Trust (IAU) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +14,918 | New Buy | 14,918 | $34.79 |
| Q1 2022 | -5,649 | Reduce 37.87% | 9,269 | $36.79 |
| Q2 2022 | -3,434 | Reduce 37.05% | 5,835 | $34.28 |
| Q3 2022 | -5,835 | Sold Out | 5,835 | $0.00 |
| Q2 2023 | +7,373 | New Buy | 7,373 | $36.39 |
| Q3 2023 | -7,373 | Sold Out | 7,373 | $0.00 |
| Q4 2023 | +9,147 | New Buy | 9,147 | $39.03 |
| Q1 2024 | -2,589 | Reduce 28.30% | 6,558 | $42.01 |
| Q2 2024 | -839 | Reduce 12.79% | 5,719 | $43.94 |
| Q3 2024 | +4,632 | Add 80.99% | 10,351 | $49.70 |
| Q4 2024 | -87 | Reduce 0.84% | 10,264 | $49.51 |
| Q1 2025 | +2,803 | Add 27.31% | 13,067 | $58.96 |
| Q2 2025 | -2,980 | Reduce 22.81% | 10,087 | $62.37 |
| Q3 2025 | -6,530 | Reduce 64.74% | 3,557 | $72.78 |
Ken Fisher's iShares Gold Trust Investment FAQs
Ken Fisher first purchased iShares Gold Trust (IAU) in Q4 2021, acquiring 14,918 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares Gold Trust (IAU) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares Gold Trust (IAU) was in Q4 2021, adding 14,918 shares worth $519,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,557 shares of iShares Gold Trust (IAU), valued at approximately $258,867. 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 0.00% of Ken Fisher'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.
Ken Fisher's peak holding in iShares Gold Trust (IAU) was 14,918 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.