Vault-13

ISHARES GOLD TRUST IAU

ISHARES · ETP · CUSIP 464285105

8 institutional holders +0 vs Q3 2023
2,372,4842.4m shares reported held*
$92.6mreported value*
0 new 2 added 3 reduced 0 sold out net sold ≈ $5.8m (-149.6k 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 ≈ $39.03.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 14Q4 22: 13Q1 23: 12Q2 23: 10Q3 23: 8Q4 23: 88Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202214
Q4 202213
Q1 202312
Q2 202310
Q3 20238
Q4 20238

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 23Q2 23: 2 bought or addedQ2 23: 6 cut or sold outQ2 23Q3 23: 3 bought or addedQ3 23: 5 cut or sold outQ3 23Q4 23: 2 bought or addedQ4 23: 3 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 202265
Q1 202357
Q2 202326
Q3 202335
Q4 202323

Biggest buyers

White Lighthouse Investment Management Inc. Added +5,105+5.1k
Retirement Group, LLC Added +42+42

Biggest sellers

PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -83,005-83.0k
Money Design Co.,Ltd. Reduced -66,393-66.4k
Your Advocates Ltd., LLP Reduced -5,357-5.4k

Insider purchases and sales in Q4 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 Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Money Design Co.,Ltd. 4.00% of their portfolio TOKYO, M0 1,813,3631.8m $70.8m $70.8m 4.00% Reduced -66.4k -66,393
2 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.23% of their portfolio BOSTON, MA 271,659271.7k $10.6m $10.6m 0.23% Reduced -83.0k -83,005
3 White Lighthouse Investment Management Inc. 2.17% of their portfolio BEDFORD, MA 253,976254.0k $9.9m $9.9m 2.17% Added +5.1k +5,105
4 VALICENTI ADVISORY SERVICES INC 0.20% of their portfolio ELMIRA, NY 16,87516.9k $659.0k $659.0k 0.20% Unchanged
5 BROOKS, MOORE & ASSOCIATES, INC. 0.27% of their portfolio CHATTANOOGA, TN 10,09310.1k $393.9k $393.9k 0.27% Unchanged
6 Your Advocates Ltd., LLP 0.07% of their portfolio HOUSTON, TX 4,4764.5k $174.7k $174.7k 0.07% Reduced -5.4k -5,357
7 Retirement Group, LLC 0.03% of their portfolio SAN DIEGO, CA 2,0422.0k $79.7k $79.7k 0.03% Added +42 +42
8 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $18 $18 0.00% Unchanged