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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,128,650
shares
|
$59 Million
0.08% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,093,761
shares
|
$57.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,040,264
shares
|
$54.4 Million
1.32% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,034,938
shares
|
$54.1 Million
2.54% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,024,450
shares
|
$53.6 Million
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
971,468
shares
|
$50.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
969,509
shares
|
$50.7 Million
5.41% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
950,390
shares
|
$49.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
936,197
shares
|
$49 Million
2.02% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Mackay Shields LLC
|
Oct 31, 2024 Q3 2024 |
929,500
shares
|
$48.6 Million
7.95% of portfolio
|
Q2 2021
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
867,947
shares
|
$45.4 Million
1.53% of portfolio
|
Q2 2023
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
860,540
shares
|
$45 Million
0.11% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
855,260
shares
|
$44.7 Million
8.75% of portfolio
|
Q3 2024
Added 44.2%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
846,589
shares
|
$44.3 Million
2.3% of portfolio
|
Q2 2023
Added 2.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
819,106
shares
|
$42.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
811,127
shares
|
$42.4 Million
0.11% of portfolio
|
Q4 2024
Added 136.36%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
802,790
shares
|
$42 Million
0.07% of portfolio
|
Q3 2024
Added 26.86%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
797,191
shares
|
$41.7 Million
9.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
797,061
shares
|
$41.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Vcu Investment Management CO
Richmond, VA |
Oct 31, 2023 Q3 2023 |
792,658
shares
|
$41.5 Million
100.0% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
792,348
shares
|
$41.4 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
788,800
shares
|
$41.3 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
787,305
shares
|
$41.2 Million
6.26% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
754,464
shares
|
$39.5 Million
0.02% of portfolio
|
Q3 2024
Added 29.06%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
727,779
shares
|
$38.1 Million
6.39% of portfolio
|
Q3 2024
Added 0.68%
|