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 1,425 institutions that hold shares in the stock, with a total of 365 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
34,573
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
34,466
shares
|
$1.86 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
34,320
shares
|
$1.85 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
33,929
shares
|
$1.83 Million
0.49% of portfolio
|
Q4 2024
Reduced 91.34%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
33,839
shares
|
$1.83 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
33,694
shares
|
$1.82 Million
1.18% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
33,665
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 91.8%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
33,169
shares
|
$1.79 Million
0.15% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
33,107
shares
|
$1.79 Million
0.77% of portfolio
|
Q4 2024
Added 60.75%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
32,987
shares
|
$1.78 Million
0.83% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
32,691
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
32,683
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
32,503
shares
|
$1.75 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
32,337
shares
|
$1.75 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
32,255
shares
|
$1.74 Million
0.26% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,029
shares
|
$1.73 Million
2.54% of portfolio
|
Q1 2024
Reduced 52.22%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
31,942
shares
|
$1.72 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
31,844
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Added 93.4%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
31,842
shares
|
$1.72 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
31,837
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
31,747
shares
|
$1.71 Million
0.52% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,576
shares
|
$1.7 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
31,505
shares
|
$1.7 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31,470
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Added 17.08%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
31,253
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 26.23%
|