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 1,322 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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
429,190
shares
|
$21.1 Million
7.97% of portfolio
|
Q3 2024
Added 70.11%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
428,975
shares
|
$21.1 Million
14.59% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
425,942
shares
|
$21 Million
3.95% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
425,857
shares
|
$21 Million
10.73% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
423,694
shares
|
$20.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
413,576
shares
|
$20.4 Million
5.2% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
410,064
shares
|
$20.2 Million
1.26% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
409,344
shares
|
$20.2 Million
1.8% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
403,803
shares
|
$19.9 Million
6.51% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
399,778
shares
|
$19.7 Million
0.73% of portfolio
|
Q2 2024
Added 9.76%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
397,570
shares
|
$19.6 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
396,547
shares
|
$19.5 Million
2.61% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
391,609
shares
|
$19.3 Million
5.12% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
384,789
shares
|
$19 Million
5.64% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
381,760
shares
|
$18.8 Million
0.16% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
377,084
shares
|
$18.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
371,899
shares
|
$18.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
370,544
shares
|
$18.3 Million
2.18% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
368,180
shares
|
$18.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
367,567
shares
|
$18.1 Million
2.63% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
363,948
shares
|
$17.9 Million
8.05% of portfolio
|
Q3 2024
Added 222.74%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
360,494
shares
|
$17.8 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
360,243
shares
|
$17.7 Million
4.81% of portfolio
|
Q3 2024
Reduced 41.31%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
360,063
shares
|
$17.7 Million
1.51% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
345,514
shares
|
$17 Million
0.49% of portfolio
|
Q3 2024
Added 49.66%
|