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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
42,714
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Reduced 81.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
42,207
shares
|
$2.27 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
42,172
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
42,004
shares
|
$2.26 Million
2.78% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
41,520
shares
|
$2.23 Million
0.81% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
40,675
shares
|
$2.18 Million
0.58% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,551
shares
|
$2.18 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
40,290
shares
|
$2.16 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$2.15 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
39,863
shares
|
$2.14 Million
0.1% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
39,480
shares
|
$2.12 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
39,425
shares
|
$2.12 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
39,129
shares
|
$2.1 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
38,986
shares
|
$2.09 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
38,964
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
38,904
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2023
Added 9.29%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
38,817
shares
|
$2.08 Million
0.54% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
38,459
shares
|
$2.06 Million
0.13% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
38,456
shares
|
$2.06 Million
0.31% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
38,447
shares
|
$2.06 Million
2.63% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
38,147
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
38,140
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2023
Reduced 26.49%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
37,799
shares
|
$2.03 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
37,703
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
37,702
shares
|
$2.02 Million
1.66% of portfolio
|
Q3 2022
Reduced 7.9%
|