ISHARES GOLD TRUST IAU
ISHARES · ETP · CUSIP 464285105
- SectorFinancials
- IndustryCommodity Contracts Brokers & Dealers
- HeadquartersSan Francisco, CA
- FilingsSEC EDGAR
6
institutional holders
-1 vs Q2 2024
1.9m
shares reported held*
$95.2mreported value*
0 new
0 added
2 reduced
1 sold out
net sold ≈ $407.2k (-15.1k 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 ≈ $49.70.
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 14 |
| Q4 2022 | 13 |
| Q1 2023 | 12 |
| Q2 2023 | 10 |
| Q3 2023 | 8 |
| Q4 2023 | 8 |
| Q1 2024 | 8 |
| Q2 2024 | 7 |
| Q3 2024 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 6 | 5 |
| Q1 2023 | 5 | 7 |
| Q2 2023 | 2 | 6 |
| Q3 2023 | 3 | 5 |
| Q4 2023 | 2 | 3 |
| Q1 2024 | 2 | 5 |
| Q2 2024 | 3 | 2 |
| Q3 2024 | 0 | 3 |
Biggest buyers
| None |
Biggest sellers
| Strategic Investment Solutions, Inc. /IL | Sold out | -10.9k |
| Money Design Co.,Ltd. | Reduced | -3.9k |
| Your Advocates Ltd., LLP | Reduced | -290 |
Insider purchases and sales in Q3 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 Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Money Design Co.,Ltd. 4.01% of their portfolio | 1.6m $80.6m | Reduced -3.9k |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.21% of their portfolio | 267.1k $13.3m | Unchanged |
| VALICENTI ADVISORY SERVICES INC 0.15% of their portfolio | 12.1k $600.0k | Unchanged |
| BROOKS, MOORE & ASSOCIATES, INC. 0.31% of their portfolio | 10.6k $526.5k | Unchanged |
| Your Advocates Ltd., LLP 0.06% of their portfolio | 3.0k $148.4k | Reduced -290 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $18 | Unchanged |