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 |
|---|---|---|---|---|---|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
28,668
shares
|
$1.46 Million
1.14% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
28,613
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
28,607
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
28,590
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,462
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,458
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
28,286
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2022
Added 1.46%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
28,266
shares
|
$1.44 Million
0.54% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
28,246
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Nov 14, 2024 Q3 2024 |
28,000
shares
|
$1.43 Million
3.45% of portfolio
|
Q2 2021
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
27,882
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
27,826
shares
|
$1.42 Million
1.08% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
27,575
shares
|
$1.41 Million
0.14% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
27,187
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
27,162
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
27,020
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
26,957
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
26,929
shares
|
$1.38 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
26,880
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,789
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
26,656
shares
|
$1.36 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,390
shares
|
$1.35 Million
0.4% of portfolio
|
Q1 2023
Reduced 1.47%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
26,294
shares
|
$1.34 Million
1.42% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
26,029
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2023
Added 14.06%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
25,950
shares
|
$1.33 Million
0.7% of portfolio
|
Q3 2024
Added 0.39%
|