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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,635
shares
|
$858,048
0.05% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15,622
shares
|
$857,335
0.07% of portfolio
|
Q2 2023
Added 5.5%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
15,535
shares
|
$852,560
0.25% of portfolio
|
Q2 2024
Added 23.93%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
15,512
shares
|
$851,298
0.06% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
15,508
shares
|
$851,079
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
15,392
shares
|
$844,712
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,304
shares
|
$839,883
0.61% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
15,085
shares
|
$827,864
0.25% of portfolio
|
Q4 2021
Reduced 0.77%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
15,012
shares
|
$823,858
0.8% of portfolio
|
Q4 2022
Reduced 15.18%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
15,000
shares
|
$823,200
0.12% of portfolio
|
Q4 2022
Reduced 8.1%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
14,972
shares
|
$821,663
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
14,962
shares
|
$821,114
0.01% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
14,937
shares
|
$819,742
0.0% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
14,912
shares
|
$818,370
0.5% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
14,827
shares
|
$813,705
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
14,747
shares
|
$809,315
0.96% of portfolio
|
Q4 2022
Added 159.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,730
shares
|
$808,382
0.0% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
14,693
shares
|
$806,351
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
14,587
shares
|
$800,534
0.02% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
14,517
shares
|
$796,692
0.12% of portfolio
|
Q4 2024
Added 619.38%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
14,401
shares
|
$790,326
0.39% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,294
shares
|
$784,454
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
14,223
shares
|
$780,558
0.01% of portfolio
|
Q4 2024
Added 29.7%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
14,099
shares
|
$773,753
0.11% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
14,052
shares
|
$771,173
0.21% of portfolio
|
Q4 2023
New holding
|