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 1,318 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 $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
32,683
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
32,663
shares
|
$1.67 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
32,600
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
32,529
shares
|
$1.66 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
32,029
shares
|
$1.64 Million
1.86% of portfolio
|
Q1 2024
Reduced 52.22%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
31,844
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2024
Added 93.4%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
31,837
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
31,505
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
31,491
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
31,093
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
31,000
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
30,906
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
30,825
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
30,579
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
30,131
shares
|
$1.54 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,069
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
29,778
shares
|
$1.52 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
29,755
shares
|
$1.52 Million
0.24% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
29,719
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Added 316.47%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,589
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
29,451
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 34.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
29,163
shares
|
$1.49 Million
0.39% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
29,125
shares
|
$1.49 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
28,810
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
28,750
shares
|
$1.47 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.39%
|