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 1,357 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,076
shares
|
$265,525
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,012
shares
|
$262,177
0.03% of portfolio
|
Q1 2024
Reduced 20.53%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,004
shares
|
$261,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,001
shares
|
$261,602
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$261,550
0.08% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$261,550
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$261,550
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,973
shares
|
$260,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,943
shares
|
$258,568
0.1% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
4,916
shares
|
$257,155
0.04% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
4,880
shares
|
$255,272
0.06% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
4,878
shares
|
$255,168
0.06% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,867
shares
|
$254,592
0.11% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
4,867
shares
|
$254,592
0.35% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4,799
shares
|
$251,035
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,792
shares
|
$250,669
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,785
shares
|
$250,303
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,746
shares
|
$248,263
0.02% of portfolio
|
Q4 2024
Reduced 97.97%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,729
shares
|
$247,373
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,704
shares
|
$246,066
0.09% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,684
shares
|
$245,020
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,673
shares
|
$244,444
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
4,650
shares
|
$243,241
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,636
shares
|
$242,509
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,622
shares
|
$241,776
0.07% of portfolio
|
Q2 2024
New holding
|