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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
25,005
shares
|
$1.34 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
24,800
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
24,753
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
24,713
shares
|
$1.33 Million
0.45% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
24,666
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
24,360
shares
|
$1.31 Million
3.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
24,282
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
24,228
shares
|
$1.3 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
24,196
shares
|
$1.3 Million
0.24% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
23,956
shares
|
$1.29 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
23,885
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
23,715
shares
|
$1.27 Million
0.52% of portfolio
|
Q4 2024
Added 139.42%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
23,691
shares
|
$1.27 Million
0.31% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
23,391
shares
|
$1.26 Million
0.77% of portfolio
|
Q3 2024
Added 120.54%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
23,373
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
23,354
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 977.21%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
23,132
shares
|
$1.24 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
23,123
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
23,097
shares
|
$1.24 Million
3.19% of portfolio
|
Q3 2024
Added 87.6%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
22,861
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 70.69%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
22,860
shares
|
$1.23 Million
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
22,496
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
22,432
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2022
Reduced 38.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
22,395
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
22,386
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 93.79%
|