ISHARES GOLD TRUST IAU
ISHARES · ETP · CUSIP 464285105
- SectorFinancials
- IndustryCommodity Contracts Brokers & Dealers
- HeadquartersSan Francisco, CA
- FilingsSEC EDGAR
6
institutional holders
+0 vs Q3 2024
1.7m
shares reported held*
$85.6mreported value*
0 new
2 added
2 reduced
0 sold out
net sold ≈ $8.8m (-177.3k 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 ≈ $49.23.
Trends to Q4 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 |
| Q4 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 |
|---|---|---|
| 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 |
| Q4 2024 | 2 | 2 |
Biggest buyers
| Money Design Co.,Ltd. | Added | +49.1k |
| BROOKS, MOORE & ASSOCIATES, INC. | Added | +500 |
Biggest sellers
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Reduced | -225.0k |
| Your Advocates Ltd., LLP | Reduced | -1.9k |
Insider purchases and sales in Q4 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 Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Money Design Co.,Ltd. 4.22% of their portfolio | 1.7m $82.3m | Added +49.1k |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.06% of their portfolio | 42.1k $2.1m | Reduced -225.0k |
| VALICENTI ADVISORY SERVICES INC 0.15% of their portfolio | 12.1k $598.0k | Unchanged |
| BROOKS, MOORE & ASSOCIATES, INC. 0.32% of their portfolio | 11.1k $549.2k | Added +500 |
| Your Advocates Ltd., LLP 0.02% of their portfolio | 1.1k $55.5k | Reduced -1.9k |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $18 | Unchanged |