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 |
|---|---|---|---|---|---|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
85,705
shares
|
$4.7 Million
3.61% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
85,167
shares
|
$4.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
84,666
shares
|
$4.65 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
83,177
shares
|
$4.56 Million
0.11% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
83,134
shares
|
$4.56 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
82,717
shares
|
$4.54 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
82,436
shares
|
$4.52 Million
0.76% of portfolio
|
Q4 2024
Reduced 68.92%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
82,230
shares
|
$4.51 Million
1.3% of portfolio
|
Q2 2022
Added 63.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
82,184
shares
|
$4.51 Million
0.05% of portfolio
|
Q3 2024
Added 97.82%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
81,701
shares
|
$4.48 Million
3.14% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
81,161
shares
|
$4.45 Million
0.16% of portfolio
|
Q4 2024
Added 81.44%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
80,257
shares
|
$4.4 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
79,967
shares
|
$4.39 Million
0.04% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
79,944
shares
|
$4.39 Million
1.77% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
79,857
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
78,949
shares
|
$4.33 Million
1.71% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
78,940
shares
|
$4.33 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
78,894
shares
|
$4.33 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
78,597
shares
|
$4.31 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
78,514
shares
|
$4.31 Million
0.55% of portfolio
|
Q4 2024
Added 40.72%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
77,959
shares
|
$4.28 Million
0.4% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
77,389
shares
|
$4.25 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
76,884
shares
|
$4.22 Million
2.06% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
76,631
shares
|
$4.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
76,086
shares
|
$4.18 Million
2.55% of portfolio
|
Q4 2024
Reduced 3.01%
|