Oxbow Advisors, LLC

Position in IAU — Ishares Gold Trust

CIK 1564770 Austin, TX

Position in IAU

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$59,989,177

-$5,143,579 QoQ

Shares Held

680,458

-15.2% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

6.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,989,177	680,458	-15.2%	Shares	Sole	2026-04-27
2025-12-31	$65,132,756	802,424	-12.0%	Shares	Sole	2026-02-04
2025-09-30	$66,379,265	912,179	-3.6%	Shares	Sole	2025-10-31
2025-06-30	$59,006,778	946,228	-2.2%	Shares	Sole	2025-07-29
2025-03-31	$57,042,856	967,484	+0.3%	Shares	Sole	2025-05-01
2024-12-31	$47,763,039	964,715	-0.5%	Shares	Sole	2025-02-03
2024-09-30	$48,184,597	969,509	+0.5%	Shares	Sole	2024-11-01
2024-06-30	$42,357,701	964,209	+8.5%	Shares	Sole	2024-08-06
2024-03-31	$37,342,268	888,890	+5.6%	Shares	Sole	2024-05-06
2023-12-31	$32,849,677	841,652	-0.7%	Shares	Sole	2024-02-08
2023-09-30	$29,657,768	847,607	-1.2%	Shares	Sole	2023-11-14
2023-06-30	$31,219,017	857,901	+3.7%	Shares	Sole	2023-08-04
2023-03-31	$30,911,978	827,187	+12.1%	Shares	Sole	2023-04-26
2022-12-31	$25,520,882	737,811	+6.7%	Shares	Sole	2023-02-01
2022-09-30	$21,800,441	691,419	-27.3%	Shares	Sole	2022-11-03
2022-06-30	$32,646,994	951,530	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$35,023,525	950,951	+1.3%	Shares	Sole	2022-05-09
2021-12-31	$32,691,289	939,135	-0.8%	Shares	Sole	2022-02-09
2021-09-30	$31,638,267	946,970	+43.0%	Shares	Sole	2021-11-10
2021-06-30	$22,321,413	662,160	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.