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 1,390 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 $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
51,277
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Added 542.89%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
50,945
shares
|
$2.71 Million
0.31% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
50,889
shares
|
$2.71 Million
1.82% of portfolio
|
Q2 2024
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
50,383
shares
|
$2.68 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
50,147
shares
|
$2.67 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
49,756
shares
|
$2.65 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
49,726
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2023
Reduced 2.22%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
49,667
shares
|
$2.64 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
49,645
shares
|
$2.64 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
49,434
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 105.8%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
49,319
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
49,248
shares
|
$2.62 Million
0.43% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
49,169
shares
|
$2.61 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
49,150
shares
|
$2.61 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
48,852
shares
|
$2.6 Million
1.73% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
48,677
shares
|
$2.59 Million
0.06% of portfolio
|
Q4 2023
Added 16.18%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
48,390
shares
|
$2.57 Million
0.86% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
48,274
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
48,165
shares
|
$2.56 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
47,422
shares
|
$2.52 Million
0.63% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
47,254
shares
|
$2.51 Million
0.19% of portfolio
|
Q4 2024
Added 1272.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
47,143
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
46,987
shares
|
$2.5 Million
1.7% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
46,600
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
46,347
shares
|
$2.46 Million
0.97% of portfolio
|
Q4 2024
New holding
|