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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
238,828
shares
|
$12.5 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
237,390
shares
|
$12.4 Million
3.91% of portfolio
|
Q4 2024
Reduced 38.31%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
233,568
shares
|
$12.2 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
232,822
shares
|
$12.2 Million
1.04% of portfolio
|
Q2 2024
Added 387.99%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
232,636
shares
|
$12.2 Million
5.72% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
230,462
shares
|
$12.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
230,061
shares
|
$12 Million
10.2% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
226,987
shares
|
$11.9 Million
4.42% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
226,770
shares
|
$11.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
225,905
shares
|
$11.8 Million
1.74% of portfolio
|
Q4 2021
Reduced 0.3%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
224,221
shares
|
$11.7 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
224,151
shares
|
$11.7 Million
5.8% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
223,753
shares
|
$11.7 Million
1.13% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
222,540
shares
|
$11.6 Million
2.97% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
222,537
shares
|
$11.6 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
220,620
shares
|
$11.5 Million
1.59% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
220,588
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 16, 2024 Q3 2024 |
215,933
shares
|
$11.3 Million
11.63% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
215,464
shares
|
$11.3 Million
0.22% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
212,840
shares
|
$11.1 Million
4.8% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
210,839
shares
|
$11 Million
0.85% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
209,426
shares
|
$11 Million
0.15% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
207,348
shares
|
$10.8 Million
1.93% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
206,962
shares
|
$10.8 Million
0.08% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
205,538
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.42%
|