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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
104,183
shares
|
$5.45 Million
0.62% of portfolio
|
Q3 2024
Reduced 22.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
103,746
shares
|
$5.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
101,920
shares
|
$5.33 Million
0.58% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
101,918
shares
|
$5.33 Million
0.84% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
100,631
shares
|
$5.26 Million
0.11% of portfolio
|
Q3 2024
Added 137.44%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
100,000
shares
|
$5.23 Million
2.06% of portfolio
|
Q2 2021
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
99,731
shares
|
$5.22 Million
2.09% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
99,560
shares
|
$5.21 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
98,143
shares
|
$5.13 Million
0.65% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
97,724
shares
|
$5.11 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
97,050
shares
|
$5.08 Million
2.46% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
97,004
shares
|
$5.07 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
96,920
shares
|
$5.07 Million
2.21% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
96,690
shares
|
$5.06 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
96,690
shares
|
$5.06 Million
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
95,649
shares
|
$5 Million
1.23% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
95,207
shares
|
$4.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
94,742
shares
|
$4.96 Million
0.15% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
94,377
shares
|
$4.94 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
94,298
shares
|
$4.93 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
94,185
shares
|
$4.93 Million
2.43% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
92,080
shares
|
$4.82 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
91,876
shares
|
$4.81 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
91,804
shares
|
$4.8 Million
0.07% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
91,474
shares
|
$4.79 Million
0.12% of portfolio
|
Q4 2024
Added 1.41%
|