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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
291,209
shares
|
$16.6 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
290,431
shares
|
$16.5 Million
1.55% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
282,766
shares
|
$16.1 Million
2.54% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
275,398
shares
|
$15.7 Million
0.23% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
272,954
shares
|
$15.6 Million
0.34% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
269,453
shares
|
$15.4 Million
9.41% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
268,962
shares
|
$15.3 Million
4.15% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
268,579
shares
|
$15.3 Million
1.92% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
267,968
shares
|
$15.3 Million
5.46% of portfolio
|
Q1 2023
Added 76.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
266,862
shares
|
$15.2 Million
0.08% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
262,919
shares
|
$15 Million
0.04% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
259,246
shares
|
$14.8 Million
5.97% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
257,314
shares
|
$14.7 Million
3.13% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
252,262
shares
|
$14.4 Million
1.22% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
252,188
shares
|
$14.4 Million
2.88% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
251,625
shares
|
$14.3 Million
10.76% of portfolio
|
Q4 2024
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
250,000
shares
|
$14.2 Million
4.04% of portfolio
|
Q1 2024
Added 478.7%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
247,594
shares
|
$14.1 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
247,330
shares
|
$14.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
246,958
shares
|
$14.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
245,960
shares
|
$14 Million
0.9% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
243,168
shares
|
$13.9 Million
0.91% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
239,264
shares
|
$13.6 Million
1.38% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
238,969
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
237,390
shares
|
$13.5 Million
3.91% of portfolio
|
Q4 2024
Reduced 38.31%
|