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 |
|---|---|---|---|---|---|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
12,397
shares
|
$665,594
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
12,388
shares
|
$665,111
0.26% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
12,191
shares
|
$654,534
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,181
shares
|
$653,997
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,025
shares
|
$645,622
0.09% of portfolio
|
Q4 2023
Reduced 12.16%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$644,280
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
12,000
shares
|
$644,280
0.07% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
11,993
shares
|
$643,904
0.35% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,930
shares
|
$640,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,671
shares
|
$626,615
0.15% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,665
shares
|
$626,293
0.03% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
11,658
shares
|
$625,918
0.21% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,631
shares
|
$624,468
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,598
shares
|
$622,696
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
11,591
shares
|
$622,320
0.03% of portfolio
|
Q4 2024
Reduced 95.06%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
11,575
shares
|
$621,461
0.01% of portfolio
|
Q1 2024
Reduced 29.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,537
shares
|
$619,421
0.03% of portfolio
|
Q2 2024
Added 15.24%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,501
shares
|
$617,488
0.45% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
11,401
shares
|
$612,119
0.09% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,392
shares
|
$611,636
0.04% of portfolio
|
Q2 2023
Reduced 5.65%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
11,257
shares
|
$604,388
0.08% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
11,234
shares
|
$603,153
0.13% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,204
shares
|
$601,542
0.29% of portfolio
|
Q4 2024
Added 50.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,184
shares
|
$600,468
0.01% of portfolio
|
Q3 2024
Added 36.91%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
11,150
shares
|
$598,643
0.14% of portfolio
|
Q2 2024
Reduced 70.34%
|