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 1,320 institutions that hold shares in the stock, with a total of 357 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,145
shares
|
$159,703
0.01% of portfolio
|
Q1 2024
Added 9.2%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
3,014
shares
|
$153,050
0.01% of portfolio
|
Q1 2024
Added 26.16%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$152,340
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,968
shares
|
$150,715
0.03% of portfolio
|
Q4 2023
Added 20.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,908
shares
|
$147,668
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,889
shares
|
$146,703
0.09% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,848
shares
|
$144,621
0.01% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,800
shares
|
$142,184
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,753
shares
|
$139,797
0.05% of portfolio
|
Q1 2022
Added 14.71%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,746
shares
|
$139,441
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,742
shares
|
$139,238
0.01% of portfolio
|
Q2 2024
Added 24.13%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,685
shares
|
$136,344
0.04% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,669
shares
|
$135,531
0.06% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
2,655
shares
|
$134,820
0.03% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,649
shares
|
$134,516
0.03% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,649
shares
|
$134,516
0.01% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,613
shares
|
$132,688
0.05% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,532
shares
|
$128,574
0.04% of portfolio
|
Q3 2024
Added 120.75%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,506
shares
|
$127,254
0.1% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,372
shares
|
$120,450
0.09% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,350
shares
|
$119,333
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,326
shares
|
$118,114
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,298
shares
|
$116,692
0.0% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,277
shares
|
$115,626
0.06% of portfolio
|
Q2 2024
Reduced 81.05%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,179
shares
|
$110,649
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|