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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,844
shares
|
$704,878
0.05% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,839
shares
|
$704,604
0.09% of portfolio
|
Q1 2024
Added 1.65%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
12,793
shares
|
$702,079
0.19% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
12,758
shares
|
$700,159
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
12,745
shares
|
$699,445
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
12,592
shares
|
$691,048
0.02% of portfolio
|
Q1 2022
Reduced 58.15%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
12,583
shares
|
$690,555
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
12,500
shares
|
$686,000
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
12,491
shares
|
$685,506
0.27% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
12,477
shares
|
$684,737
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
12,466
shares
|
$684,134
0.06% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,428
shares
|
$682,048
0.0% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,421
shares
|
$681,664
0.04% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
12,402
shares
|
$680,621
0.02% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
12,402
shares
|
$680,621
0.16% of portfolio
|
Q4 2024
Added 147.3%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
12,397
shares
|
$680,347
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
12,388
shares
|
$679,853
0.26% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,181
shares
|
$668,493
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,025
shares
|
$659,932
0.09% of portfolio
|
Q4 2023
Reduced 12.16%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$658,560
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
12,000
shares
|
$658,560
0.07% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
11,993
shares
|
$658,175
0.35% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,930
shares
|
$654,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,671
shares
|
$640,504
0.15% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,665
shares
|
$640,175
0.03% of portfolio
|
Q4 2024
Added 0.8%
|