Vault-13

ISHARES GOLD TRUST IAU

ISHARES · ETP · CUSIP 464285105

8 institutional holders +0 vs Q4 2023
1,654,5001.7m shares reported held*
$69.5mreported value*
1 new 1 added 4 reduced 1 sold out net sold ≈ $30.2m (-718.0k 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 ≈ $42.01.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 14Q4 22: 13Q1 23: 12Q2 23: 10Q3 23: 8Q4 23: 8Q1 24: 88Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202214
Q4 202213
Q1 202312
Q2 202310
Q3 20238
Q4 20238
Q1 20248

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 23Q1 24: 2 bought or addedQ1 24: 5 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202265
Q1 202357
Q2 202326
Q3 202335
Q4 202323
Q1 202425

Biggest buyers

FSA Wealth Management LLC New +174+174
Retirement Group, LLC Added +88+88

Biggest sellers

White Lighthouse Investment Management Inc. Sold out -253,976-254.0k
Money Design Co.,Ltd. Reduced -233,957-234.0k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -229,571-229.6k
VALICENTI ADVISORY SERVICES INC Reduced -400-400
Your Advocates Ltd., LLP Reduced -342-342

Insider purchases and sales in Q1 2024

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 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Money Design Co.,Ltd. 3.61% of their portfolio TOKYO, M0 1,579,4061.6m $66.4m $66.4m 3.61% Reduced -234.0k -233,957
2 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.05% of their portfolio BOSTON, MA 42,08842.1k $1.8m $1.8m 0.05% Reduced -229.6k -229,571
3 VALICENTI ADVISORY SERVICES INC 0.19% of their portfolio ELMIRA, NY 16,47516.5k $692.0k $692.0k 0.19% Reduced -400 -400
4 BROOKS, MOORE & ASSOCIATES, INC. 0.27% of their portfolio CHATTANOOGA, TN 10,09310.1k $424.0k $424.0k 0.27% Unchanged
5 Your Advocates Ltd., LLP 0.07% of their portfolio HOUSTON, TX 4,1344.1k $173.7k $173.7k 0.07% Reduced -342 -342
6 Retirement Group, LLC 0.03% of their portfolio SAN DIEGO, CA 2,1302.1k $89.5k $89.5k 0.03% Added +88 +88
7 FSA Wealth Management LLC 0.00% of their portfolio Needham, MA 174174 $7.3k $7.3k 0.00% New
8 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $18 $18 0.00% Unchanged