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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
47,410
shares
|
$2.58 Million
0.14% of portfolio
|
Q4 2024
Added 675.69%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
47,254
shares
|
$2.57 Million
0.19% of portfolio
|
Q4 2024
Added 1272.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
47,143
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
46,385
shares
|
$2.53 Million
1.18% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
46,347
shares
|
$2.52 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
46,191
shares
|
$2.52 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
46,179
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
46,149
shares
|
$2.51 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
46,054
shares
|
$2.51 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,977
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.34%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
45,221
shares
|
$2.46 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
45,204
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
44,592
shares
|
$2.43 Million
1.36% of portfolio
|
Q2 2022
Reduced 2.17%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
44,558
shares
|
$2.43 Million
1.18% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
43,509
shares
|
$2.37 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
43,134
shares
|
$2.35 Million
0.69% of portfolio
|
Q4 2024
Added 32.6%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
43,069
shares
|
$2.35 Million
0.8% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
42,900
shares
|
$2.34 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
42,851
shares
|
$2.33 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,818
shares
|
$2.33 Million
0.66% of portfolio
|
Q3 2023
Added 3.41%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
42,782
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
42,772
shares
|
$2.33 Million
0.03% of portfolio
|
Q4 2024
Added 141.85%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
42,714
shares
|
$2.33 Million
0.19% of portfolio
|
Q4 2024
Reduced 81.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
42,207
shares
|
$2.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
42,172
shares
|
$2.3 Million
0.15% of portfolio
|
Q4 2024
Added 1.89%
|