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 1,524 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 $21.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,350
shares
|
$129,955
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,326
shares
|
$128,627
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,277
shares
|
$125,918
0.06% of portfolio
|
Q2 2024
Reduced 81.05%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,223
shares
|
$122,931
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2,195
shares
|
$121,383
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
2,155
shares
|
$119,171
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$110,600
0.02% of portfolio
|
Q1 2024
Reduced 18.37%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$110,600
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$110,600
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,920
shares
|
$106,176
0.04% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,902
shares
|
$105,180
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,881
shares
|
$104,019
0.01% of portfolio
|
Q4 2024
Added 393.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,812
shares
|
$100,203
0.01% of portfolio
|
Q2 2023
Added 392.39%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,752
shares
|
$96,885
0.01% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,698
shares
|
$93,899
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
1,608
shares
|
$88,922
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,599
shares
|
$88,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,590
shares
|
$87,927
0.02% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,565
shares
|
$86,544
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,535
shares
|
$84,885
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,531
shares
|
$84,664
0.0% of portfolio
|
Q3 2022
Reduced 20.92%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,525
shares
|
$84,332
0.04% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,517
shares
|
$83,890
0.01% of portfolio
|
Q4 2024
Reduced 44.76%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,510
shares
|
$83,503
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,509
shares
|
$83,447
0.05% of portfolio
|
Q4 2024
New holding
|