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 |
|---|---|---|---|---|---|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
17,513
shares
|
$940,272
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
17,451
shares
|
$936,944
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
17,447
shares
|
$936,729
0.03% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,426
shares
|
$935,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
17,333
shares
|
$930,608
0.16% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,311
shares
|
$929,427
0.02% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,304
shares
|
$929,051
0.03% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
17,269
shares
|
$927,172
0.24% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
17,266
shares
|
$927,011
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
17,246
shares
|
$925,937
0.04% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
17,237
shares
|
$925,454
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,183
shares
|
$922,555
0.06% of portfolio
|
Q1 2022
Reduced 3.34%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
17,174
shares
|
$922,072
0.06% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
17,119
shares
|
$919,119
0.06% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
17,056
shares
|
$915,736
2.91% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
17,024
shares
|
$914,018
0.03% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
16,919
shares
|
$908,381
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
16,910
shares
|
$907,897
0.55% of portfolio
|
Q3 2024
Reduced 44.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
16,821
shares
|
$903,119
0.02% of portfolio
|
Q2 2023
Reduced 69.67%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
16,793
shares
|
$901,616
0.02% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
16,787
shares
|
$901,294
0.28% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
16,709
shares
|
$897,106
0.77% of portfolio
|
Q4 2024
Added 47.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,700
shares
|
$896,623
0.01% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
16,637
shares
|
$893,240
0.0% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
16,459
shares
|
$883,683
0.06% of portfolio
|
Q2 2024
Added 2.87%
|