Vault-13

ISHARES GOLD TRUST IAU

ISHARES · ETP · CUSIP 464285105

13 institutional holders -1 vs Q3 2022
4,754,4514.8m shares reported held*
$164.5mreported value*
0 new 6 added 3 reduced 2 sold out net sold ≈ $34.2m (-989.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.60.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 14Q4 22: 1313Q3 22Q4 22
Numbers
QuarterHolders
Q3 202214
Q4 202213

Biggest buyers

White Lighthouse Investment Management Inc. Added +14,456+14.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +2,671+2.7k
Your Advocates Ltd., LLP Added +1,545+1.5k
BROOKS, MOORE & ASSOCIATES, INC. Added +1,315+1.3k
Newman & Schimel, LLC Added +1,175+1.2k
Retirement Group, LLC Added +722+722

Biggest sellers

NorthCrest Asset Manangement, LLC Sold out -449,938-449.9k
Money Design Co.,Ltd. Reduced -443,566-443.6k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -109,809-109.8k
HOLLENCREST CAPITAL MANAGEMENT Sold out -7,612-7.6k
Compass Financial Group, Inc. Reduced -28-28

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Money Design Co.,Ltd. 4.24% of their portfolio TOKYO, M0 3,590,1823.6m $124.2m $124.2m 4.24% Reduced -443.6k -443,566
2 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.09% of their portfolio BOSTON, MA 654,659654.7k $22.6m $22.6m 1.09% Reduced -109.8k -109,809
3 White Lighthouse Investment Management Inc. 2.32% of their portfolio BEDFORD, MA 246,852246.9k $8.5m $8.5m 2.32% Added +14.5k +14,456
4 Kades & Cheifetz LLC 3.71% of their portfolio Berwyn, PA 128,448128.4k $4.4m $4.4m 3.71% First filing
5 Compass Financial Group, Inc. 1.18% of their portfolio DEERFIELD BEACH, FL 52,51752.5k $1.8m $1.8m 1.18% Reduced -28 -28
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 25,94125.9k $945.3k $945.3k 0.01% Added +2.7k +2,671
7 VALICENTI ADVISORY SERVICES INC 0.23% of their portfolio ELMIRA, NY 18,07518.1k $625.0k $625.0k 0.23% Unchanged
8 Your Advocates Ltd., LLP 0.23% of their portfolio HOUSTON, TX 11,64211.6k $402.7k $402.7k 0.23% Added +1.5k +1,545
9 BROOKS, MOORE & ASSOCIATES, INC. 0.29% of their portfolio CHATTANOOGA, TN 11,61511.6k $402.0k $402.0k 0.29% Added +1.3k +1,315
10 Newman & Schimel, LLC 0.13% of their portfolio DEERFIELD, IL 8,6168.6k $298.0k $298.0k 0.13% Added +1.2k +1,175
11 Red Cedar Capital, LLC 0.10% of their portfolio OMAHA, NE 4,6194.6k $160.0k $160.0k 0.10% Unchanged
12 Retirement Group, LLC 0.02% of their portfolio SAN DIEGO, CA 1,2851.3k $44.0k $44.0k 0.02% Added +722 +722
13 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $18 $18 0.00% Unchanged