IAU

Ishares Gold Trust

Latest period2024 - Q4Total superinvestors230

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 230 superinvestors own shares of Ishares Gold Trust (IAU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Gold Trust (IAU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Gold Trust (IAU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Gold Trust (IAU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 6538.68%
0.35%
$33.808M
682,854 shares@ 49.51 avg price
Daniel Sowa@Sowa Financial Group, Inc.
Recent Activity
Increased 18.56%
15.77%
$25.18M
508,591 shares@ 49.51 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
Increased 0.11%
0.57%
$18.761M
377,488 shares@ 49.7 avg price
Cheung Chan@Chemistry Wealth Management Llc
Recent Activity
Increased 0.83%
3.51%
$14.932M
301,586 shares@ 49.52 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Increased 1.85%
1.55%
$14.379M
290,431 shares@ 49.51 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 9.03%
0.2%
$13.635M
275,398 shares@ 49.52 avg price
John C. Swhear@Wallington Asset Management, Llc
Recent Activity
Increased 0.47%
1.93%
$13.297M
268,579 shares@ 49.51 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Increased 3.18%
2.88%
$12.486M
252,188 shares@ 49.51 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.14%
0.03%
$10.964M
220,688 shares@ 49.69 avg price
Timothy J Videnka@Forza Wealth Management, Llc
Recent Activity
Increased 1.13%
4.81%
$10.538M
212,840 shares@ 49.51 avg price