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
Malcolm Migel@Phoenix Wealth Advisors
Recent Activity
Decreased -0.07%
0.27%
$618,429
12,491 shares@ 49.51 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -20.4%
0.25%
$613,351
12,388 shares@ 49.52 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Decreased -0.03%
0.16%
$541,293
10,933 shares@ 49.52 avg price
James Jones@Sterling Investment Advisors Llc Adv
Recent Activity
Decreased -12.1%
0.32%
$534,728
10,800 shares@ 49.52 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Decreased -14.45%
0.17%
$512,775
10,357 shares@ 49.51 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Decreased -17.79%
0.12%
$455,244
9,195 shares@ 49.51 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Decreased -8.41%
0.07%
$419,053
8,464 shares@ 49.52 avg price
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
Recent Activity
Decreased -9.06%
0.23%
$374,593
7,566 shares@ 49.52 avg price
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Decreased -51.36%
0.06%
$337,707
6,822 shares@ 49.51 avg price
Becki Goebel@Tcp Asset Management, Llc
Recent Activity
Decreased -0.74%
0.08%
$327,855
6,622 shares@ 49.51 avg price