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 1,400 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
73,271
shares
|
$3.96 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
72,981
shares
|
$3.94 Million
0.21% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
72,604
shares
|
$3.92 Million
0.38% of portfolio
|
Q4 2024
Added 26.84%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
72,417
shares
|
$3.91 Million
0.86% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
71,626
shares
|
$3.87 Million
0.07% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
71,320
shares
|
$3.85 Million
0.17% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
70,804
shares
|
$3.82 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
69,895
shares
|
$3.78 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
69,835
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
69,781
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
69,425
shares
|
$3.75 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
69,351
shares
|
$3.75 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
69,316
shares
|
$3.74 Million
3.39% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
69,309
shares
|
$3.74 Million
2.2% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
69,150
shares
|
$3.74 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
69,057
shares
|
$3.73 Million
0.59% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
68,365
shares
|
$3.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
68,171
shares
|
$3.68 Million
1.37% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
67,949
shares
|
$3.67 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
67,135
shares
|
$3.63 Million
0.09% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
66,991
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
66,128
shares
|
$3.57 Million
0.03% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
66,070
shares
|
$3.57 Million
0.11% of portfolio
|
Q4 2024
Added 700.36%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
66,042
shares
|
$3.57 Million
0.09% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
65,572
shares
|
$3.54 Million
1.69% of portfolio
|
Q3 2022
New holding
|