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 1,524 institutions that hold shares in the stock, with a total of 382 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
468,965
shares
|
$27.3 Million
0.14% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
455,867
shares
|
$26.5 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
445,783
shares
|
$25.9 Million
5.08% of portfolio
|
Q1 2023
Added 7.24%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
430,157
shares
|
$25 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
425,357
shares
|
$24.7 Million
7.89% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
419,357
shares
|
$24.4 Million
10.95% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
417,654
shares
|
$24.3 Million
1.32% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
408,083
shares
|
$23.7 Million
3.21% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
406,994
shares
|
$23.7 Million
8.55% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
406,745
shares
|
$23.6 Million
3.38% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
395,101
shares
|
$23 Million
6.57% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
394,533
shares
|
$22.9 Million
0.22% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
393,505
shares
|
$22.9 Million
0.16% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
390,044
shares
|
$22.7 Million
4.77% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
384,548
shares
|
$22.4 Million
1.71% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
373,251
shares
|
$21.7 Million
0.21% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
370,603
shares
|
$21.5 Million
2.19% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
369,706
shares
|
$21.5 Million
0.02% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
366,257
shares
|
$21.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
365,746
shares
|
$21.3 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
365,300
shares
|
$21.2 Million
0.16% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
359,864
shares
|
$20.9 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
359,676
shares
|
$20.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 23.46%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
359,347
shares
|
$20.9 Million
0.03% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
353,503
shares
|
$20.5 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.82%
|