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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
27,575
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
27,407
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
27,187
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
27,162
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
27,130
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 49.75%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
27,034
shares
|
$1.45 Million
0.72% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
27,020
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
26,957
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
26,923
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,789
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
26,703
shares
|
$1.43 Million
1.47% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
26,668
shares
|
$1.43 Million
1.4% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
26,510
shares
|
$1.42 Million
0.28% of portfolio
|
Q4 2024
Added 244.96%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,390
shares
|
$1.42 Million
0.4% of portfolio
|
Q1 2023
Reduced 1.47%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
26,125
shares
|
$1.4 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
26,029
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2023
Added 14.06%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
25,950
shares
|
$1.39 Million
0.69% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
25,752
shares
|
$1.38 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
25,705
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25,589
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
25,568
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
25,499
shares
|
$1.37 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
25,437
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
25,196
shares
|
$1.35 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
25,152
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.03%
|