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 1,357 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
700
shares
|
$36,617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
697
shares
|
$36,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
695
shares
|
$36,355
0.0% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
675
shares
|
$35,309
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
594
shares
|
$31,072
0.01% of portfolio
|
Q3 2024
Added 813.85%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
582
shares
|
$30,444
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
579
shares
|
$30,287
0.02% of portfolio
|
Q1 2024
Added 15.8%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
575
shares
|
$30,078
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
550
shares
|
$28,770
0.01% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
530
shares
|
$27,724
0.0% of portfolio
|
Q3 2024
Reduced 45.75%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
496
shares
|
$25,945
0.0% of portfolio
|
Q2 2024
Reduced 51.84%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
484
shares
|
$25,318
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
463
shares
|
$24,219
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
460
shares
|
$24,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
457
shares
|
$23,905
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
450
shares
|
$23,539
0.01% of portfolio
|
Q4 2023
Reduced 52.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
433
shares
|
$22,650
0.0% of portfolio
|
Q3 2024
Reduced 66.87%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
424
shares
|
$22,179
0.01% of portfolio
|
Q3 2024
Reduced 50.47%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$20,924
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
400
shares
|
$20,924
0.02% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
385
shares
|
$20,139
0.01% of portfolio
|
Q4 2023
Reduced 16.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
384
shares
|
$20,087
0.02% of portfolio
|
Q3 2024
Reduced 42.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
381
shares
|
$19,930
0.0% of portfolio
|
Q1 2024
Reduced 55.7%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
375
shares
|
$19,616
0.0% of portfolio
|
Q2 2022
Reduced 51.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
355
shares
|
$18,570
0.01% of portfolio
|
Q4 2023
Reduced 21.98%
|