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 1,493 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
88,908
shares
|
$4.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
88,145
shares
|
$4.8 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
88,080
shares
|
$4.8 Million
4.24% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
87,914
shares
|
$4.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
87,836
shares
|
$4.78 Million
0.96% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
87,796
shares
|
$4.78 Million
1.74% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
87,762
shares
|
$4.78 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
87,665
shares
|
$4.77 Million
1.56% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
86,882
shares
|
$4.73 Million
0.72% of portfolio
|
Q4 2024
Reduced 87.12%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
86,670
shares
|
$4.72 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
86,464
shares
|
$4.71 Million
0.25% of portfolio
|
Q3 2023
Reduced 23.68%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
85,705
shares
|
$4.67 Million
3.61% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
84,875
shares
|
$4.62 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
84,798
shares
|
$4.62 Million
0.77% of portfolio
|
Q4 2024
Added 54.65%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
84,666
shares
|
$4.61 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
84,504
shares
|
$4.6 Million
0.05% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
84,457
shares
|
$4.6 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
84,169
shares
|
$4.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
84,118
shares
|
$4.58 Million
0.15% of portfolio
|
Q4 2024
Added 1591.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
83,356
shares
|
$4.54 Million
0.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
83,134
shares
|
$4.53 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
82,717
shares
|
$4.5 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
82,436
shares
|
$4.49 Million
0.76% of portfolio
|
Q4 2024
Reduced 68.92%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
82,410
shares
|
$4.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.52%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
82,230
shares
|
$4.48 Million
1.18% of portfolio
|
Q2 2022
Added 63.64%
|