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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,965
shares
|
$766,399
0.02% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
13,861
shares
|
$760,691
0.08% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
13,783
shares
|
$756,411
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,724
shares
|
$753,173
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,600
shares
|
$746,368
0.15% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
13,589
shares
|
$745,764
0.06% of portfolio
|
Q4 2024
Added 114.54%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
13,512
shares
|
$741,538
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
13,431
shares
|
$737,093
0.18% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
13,336
shares
|
$731,879
0.14% of portfolio
|
Q4 2024
Added 193.68%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
13,291
shares
|
$729,410
0.09% of portfolio
|
Q4 2024
Reduced 87.69%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
13,252
shares
|
$727,269
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
13,182
shares
|
$723,428
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
13,132
shares
|
$720,684
0.03% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,113
shares
|
$719,641
0.05% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,054
shares
|
$716,403
0.1% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
12,998
shares
|
$713,330
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
12,996
shares
|
$713,220
0.66% of portfolio
|
Q3 2022
Reduced 37.98%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,993
shares
|
$713,055
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,925
shares
|
$709,324
0.04% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
12,893
shares
|
$707,567
0.05% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
12,874
shares
|
$706,525
0.03% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
12,874
shares
|
$706,525
0.06% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
12,873
shares
|
$706,470
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
12,873
shares
|
$706,470
0.17% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,857
shares
|
$705,592
0.15% of portfolio
|
Q3 2024
Reduced 0.54%
|