Institutional Ownership Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU). We have compiled data on the 1,357 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
124,348
shares
|
$6.5 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
123,965
shares
|
$6.48 Million
0.31% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
123,732
shares
|
$6.47 Million
2.8% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
117,748
shares
|
$6.16 Million
2.86% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
117,202
shares
|
$6.13 Million
0.09% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
115,540
shares
|
$6.04 Million
0.64% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
115,325
shares
|
$6.03 Million
1.69% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
114,377
shares
|
$5.98 Million
2.55% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
113,792
shares
|
$5.95 Million
2.8% of portfolio
|
Q1 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
113,749
shares
|
$5.95 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
113,702
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
113,654
shares
|
$5.95 Million
0.34% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
113,100
shares
|
$5.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
112,692
shares
|
$5.89 Million
1.53% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
111,582
shares
|
$5.84 Million
6.49% of portfolio
|
Q4 2024
Reduced 64.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
111,400
shares
|
$5.83 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
110,016
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
107,946
shares
|
$5.65 Million
0.9% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
107,626
shares
|
$5.63 Million
2.3% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
107,546
shares
|
$5.63 Million
1.04% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
106,904
shares
|
$5.59 Million
2.74% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
106,340
shares
|
$5.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
106,291
shares
|
$5.56 Million
2.37% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
105,693
shares
|
$5.53 Million
4.7% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
104,431
shares
|
$5.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.4%
|