Vault-13

ISHARES GOLD TRUST IAU

ISHARES · ETP · CUSIP 464285105

12 institutional holders -1 vs Q4 2022
2,706,8802.7m shares reported held*
$101.2mreported value*
2 new 3 added 6 reduced 1 sold out net sold ≈ $76.0m (-2.0m 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 ≈ $37.37.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 14Q4 22: 13Q1 23: 1212Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202214
Q4 202213
Q1 202312

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 6 bought or addedQ4 22: 5 cut or sold outQ4 22Q1 23: 5 bought or addedQ1 23: 7 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202265
Q1 202357

Biggest buyers

Blueprint Investment Partners LLC New +364,072+364.1k
ARKANSAS FINANCIAL GROUP, INC. New +5,665+5.7k
Retirement Group, LLC Added +715+715
Kades & Cheifetz LLC Added +654+654
Compass Financial Group, Inc. Added +198+198

Biggest sellers

Money Design Co.,Ltd. Reduced -1,752,155-1.8m
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -612,571-612.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -25,941-25.9k
White Lighthouse Investment Management Inc. Reduced -11,562-11.6k
BROOKS, MOORE & ASSOCIATES, INC. Reduced -1,622-1.6k
VALICENTI ADVISORY SERVICES INC Reduced -1,100-1.1k
Your Advocates Ltd., LLP Reduced -689-689

Insider purchases and sales in Q1 2023

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 Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Money Design Co.,Ltd. 4.05% of their portfolio TOKYO, M0 1,838,0271.8m $68.7m $68.7m 4.05% Reduced -1.8m -1,752,155
2 Blueprint Investment Partners LLC 3.11% of their portfolio GREENSBORO, NC 364,072364.1k $13.6m $13.6m 3.11% New
3 White Lighthouse Investment Management Inc. 2.22% of their portfolio BEDFORD, MA 235,290235.3k $8.8m $8.8m 2.22% Reduced -11.6k -11,562
4 Kades & Cheifetz LLC 3.80% of their portfolio Berwyn, PA 129,102129.1k $4.8m $4.8m 3.80% Added +654 +654
5 Compass Financial Group, Inc. 1.24% of their portfolio DEERFIELD BEACH, FL 52,71552.7k $2.0m $2.0m 1.24% Added +198 +198
6 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.07% of their portfolio BOSTON, MA 42,08842.1k $1.6m $1.6m 0.07% Reduced -612.6k -612,571
7 VALICENTI ADVISORY SERVICES INC 0.21% of their portfolio ELMIRA, NY 16,97517.0k $634.0k $634.0k 0.21% Reduced -1.1k -1,100
8 Your Advocates Ltd., LLP 0.22% of their portfolio HOUSTON, TX 10,95311.0k $409.3k $409.3k 0.22% Reduced -689 -689
9 BROOKS, MOORE & ASSOCIATES, INC. 0.27% of their portfolio CHATTANOOGA, TN 9,99310.0k $373.0k $373.0k 0.27% Reduced -1.6k -1,622
10 ARKANSAS FINANCIAL GROUP, INC. 0.04% of their portfolio LITTLE ROCK, AR 5,6655.7k $211.7k $211.7k 0.04% New
11 Retirement Group, LLC 0.03% of their portfolio SAN DIEGO, CA 2,0002.0k $75.0k $75.0k 0.03% Added +715 +715
12 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $18 $18 0.00% Unchanged