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 1,432 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,183
shares
|
$943,003
0.06% of portfolio
|
Q1 2022
Reduced 3.34%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,174
shares
|
$942,509
0.06% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
17,056
shares
|
$936,033
2.91% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
17,024
shares
|
$934,277
0.03% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
16,942
shares
|
$929,776
0.11% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
16,919
shares
|
$928,514
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
16,910
shares
|
$928,020
0.55% of portfolio
|
Q3 2024
Reduced 44.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
16,821
shares
|
$923,136
0.02% of portfolio
|
Q2 2023
Reduced 69.67%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
16,793
shares
|
$921,599
0.02% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
16,787
shares
|
$921,270
0.28% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
16,775
shares
|
$920,612
0.27% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
16,709
shares
|
$916,989
0.77% of portfolio
|
Q4 2024
Added 47.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,700
shares
|
$916,496
0.01% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
16,637
shares
|
$913,038
0.0% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
16,459
shares
|
$903,269
0.06% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,432
shares
|
$901,788
0.12% of portfolio
|
Q1 2023
Reduced 6.17%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,357
shares
|
$897,672
0.16% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
16,298
shares
|
$894,434
0.15% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,250
shares
|
$891,800
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,247
shares
|
$891,635
0.1% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
16,241
shares
|
$891,306
0.1% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
16,071
shares
|
$881,976
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
16,038
shares
|
$880,165
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
15,757
shares
|
$864,744
0.01% of portfolio
|
Q4 2024
Added 60.05%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,681
shares
|
$860,573
0.02% of portfolio
|
Q4 2024
Added 8.02%
|