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 1,523 institutions that hold shares in the stock, with a total of 382 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
534,779
shares
|
$30.5 Million
9.37% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
534,645
shares
|
$30.5 Million
5.55% of portfolio
|
Q3 2022
Reduced 15.95%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
533,097
shares
|
$30.4 Million
1.39% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
530,556
shares
|
$30.2 Million
7.69% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
528,696
shares
|
$30.1 Million
0.26% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
526,562
shares
|
$30 Million
0.07% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
521,274
shares
|
$29.7 Million
0.83% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Vpr Management LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
520,480
shares
|
$29.7 Million
13.5% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
520,151
shares
|
$29.6 Million
4.81% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
518,559
shares
|
$29.5 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
513,450
shares
|
$29.3 Million
0.16% of portfolio
|
Q4 2024
Added 166.15%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
511,382
shares
|
$29.1 Million
0.07% of portfolio
|
Q3 2022
Reduced 18.86%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
511,310
shares
|
$29.1 Million
15.65% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
508,591
shares
|
$29 Million
17.52% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
507,185
shares
|
$28.9 Million
0.86% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
503,710
shares
|
$28.7 Million
2.87% of portfolio
|
Q3 2022
Reduced 27.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
495,243
shares
|
$28.2 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
494,263
shares
|
$28.2 Million
4.08% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
486,700
shares
|
$27.7 Million
0.09% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
484,522
shares
|
$27.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
475,781
shares
|
$27.1 Million
4.76% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
474,936
shares
|
$27.1 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
473,052
shares
|
$26.9 Million
4.33% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
471,564
shares
|
$26.9 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
470,926
shares
|
$26.8 Million
0.3% of portfolio
|
Q4 2024
Added 3.68%
|