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 |
|---|---|---|---|---|---|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,350
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
21,313
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
21,307
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
21,307
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 46.62%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
21,270
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
21,244
shares
|
$1.15 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
21,239
shares
|
$1.15 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
21,213
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
21,209
shares
|
$1.14 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
21,204
shares
|
$1.14 Million
0.38% of portfolio
|
Q4 2023
Reduced 20.68%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
21,197
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,152
shares
|
$1.14 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
21,000
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 32.26%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
20,962
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
20,725
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
20,568
shares
|
$1.11 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,294
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
20,237
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 235.27%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
20,168
shares
|
$1.09 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Avory & Company, LLC
Miami, FL |
Feb 06, 2025 Q4 2024 |
20,000
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2023
Added 122.22%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
19,951
shares
|
$1.08 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
19,915
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,888
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
19,878
shares
|
$1.07 Million
0.62% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,822
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 42.93%
|