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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
11,658
shares
|
$639,791
0.21% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,598
shares
|
$636,498
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
11,591
shares
|
$636,114
0.03% of portfolio
|
Q4 2024
Reduced 95.06%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
11,575
shares
|
$635,236
0.01% of portfolio
|
Q1 2024
Reduced 29.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,537
shares
|
$633,150
0.03% of portfolio
|
Q2 2024
Added 15.24%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,501
shares
|
$631,174
0.45% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
11,401
shares
|
$625,686
0.09% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,392
shares
|
$625,192
0.04% of portfolio
|
Q2 2023
Reduced 5.65%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
11,289
shares
|
$619,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
11,257
shares
|
$617,784
0.08% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,240
shares
|
$616,851
0.03% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
11,234
shares
|
$616,521
0.13% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,204
shares
|
$614,875
0.29% of portfolio
|
Q4 2024
Added 50.39%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
11,150
shares
|
$611,912
0.14% of portfolio
|
Q2 2024
Reduced 70.34%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
11,073
shares
|
$607,686
0.04% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
11,037
shares
|
$605,710
0.06% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
11,018
shares
|
$604,667
0.02% of portfolio
|
Q4 2023
Reduced 30.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
11,015
shares
|
$604,503
0.13% of portfolio
|
Q4 2018
Reduced 57.39%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,933
shares
|
$600,003
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,914
shares
|
$598,960
0.04% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
10,900
shares
|
$598,192
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
10,887
shares
|
$597,478
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
10,876
shares
|
$596,874
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
10,836
shares
|
$594,679
0.18% of portfolio
|
Q4 2024
New holding
|