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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
157,746
shares
|
$9.1 Million
0.25% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
157,155
shares
|
$9.06 Million
0.3% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
155,843
shares
|
$8.99 Million
2.46% of portfolio
|
Q4 2024
Reduced 70.4%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
155,371
shares
|
$8.96 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
155,268
shares
|
$8.96 Million
0.11% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
154,437
shares
|
$8.91 Million
0.05% of portfolio
|
Q4 2024
Added 148.64%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
154,383
shares
|
$8.9 Million
7.06% of portfolio
|
Q4 2023
Reduced 1.47%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
152,679
shares
|
$8.81 Million
2.17% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
151,396
shares
|
$8.73 Million
0.13% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
151,377
shares
|
$8.73 Million
3.39% of portfolio
|
Q4 2024
Reduced 39.38%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
151,084
shares
|
$8.71 Million
0.09% of portfolio
|
Q4 2024
Added 73.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
150,354
shares
|
$8.67 Million
0.25% of portfolio
|
Q4 2024
Added 304.01%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
149,217
shares
|
$8.61 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
145,548
shares
|
$8.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
145,081
shares
|
$8.37 Million
1.9% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
143,729
shares
|
$8.29 Million
1.05% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
142,921
shares
|
$8.24 Million
2.45% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
142,295
shares
|
$8.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
141,356
shares
|
$8.15 Million
0.21% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
140,531
shares
|
$8.11 Million
3.51% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
140,267
shares
|
$8.09 Million
0.4% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
139,891
shares
|
$8.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
139,579
shares
|
$8.05 Million
0.27% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
138,148
shares
|
$7.97 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
138,043
shares
|
$7.96 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.35%
|