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 1,498 institutions that hold shares in the stock, with a total of 381 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
125
shares
|
$6,807
0.0% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
124
shares
|
$6,753
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
121
shares
|
$6,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
103
shares
|
$5,609
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
96
shares
|
$5,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
91
shares
|
$4,955
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
87
shares
|
$4,738
0.0% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
87
shares
|
$4,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
80
shares
|
$4,356
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
80
shares
|
$4,356
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
80
shares
|
$4,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
57
shares
|
$3,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
55
shares
|
$2,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
54
shares
|
$2,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
53
shares
|
$2,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
40
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
40
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
38
shares
|
$2,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
33
shares
|
$1,797
0.0% of portfolio
|
Q3 2023
Reduced 93.9%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
32
shares
|
$1,742
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
32
shares
|
$1,742
0.0% of portfolio
|
Q4 2024
Reduced 81.5%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
31
shares
|
$1,688
0.0% of portfolio
|
Q4 2024
Reduced 78.47%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
27
shares
|
$1,470
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
25
shares
|
$1,361
0.0% of portfolio
|
Q3 2021
Reduced 97.38%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
22
shares
|
$1,198
0.0% of portfolio
|
Q4 2023
Reduced 96.57%
|