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 1,432 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
94,542
shares
|
$5.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
94,377
shares
|
$5.18 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
94,185
shares
|
$5.17 Million
2.43% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
94,041
shares
|
$5.16 Million
0.72% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
92,080
shares
|
$5.05 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
91,876
shares
|
$5.04 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
91,804
shares
|
$5.04 Million
0.07% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
91,474
shares
|
$5.02 Million
0.12% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
91,137
shares
|
$5 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
90,872
shares
|
$4.99 Million
3.24% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
90,627
shares
|
$4.97 Million
0.4% of portfolio
|
Q4 2024
Added 71.62%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
89,684
shares
|
$4.92 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
89,331
shares
|
$4.9 Million
5.95% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
89,015
shares
|
$4.89 Million
2.44% of portfolio
|
Q3 2024
Added 27544.41%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
88,908
shares
|
$4.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
88,145
shares
|
$4.84 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
88,080
shares
|
$4.83 Million
4.24% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
87,914
shares
|
$4.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
87,836
shares
|
$4.82 Million
0.96% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
87,762
shares
|
$4.82 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
87,665
shares
|
$4.81 Million
1.56% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
87,306
shares
|
$4.79 Million
0.05% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
87,145
shares
|
$4.78 Million
0.94% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
86,882
shares
|
$4.77 Million
0.72% of portfolio
|
Q4 2024
Reduced 87.12%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
86,464
shares
|
$4.75 Million
0.25% of portfolio
|
Q3 2023
Reduced 23.68%
|