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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,857
shares
|
$656,735
0.15% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,839
shares
|
$655,816
0.09% of portfolio
|
Q1 2024
Added 1.65%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
12,830
shares
|
$655,356
0.33% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
12,793
shares
|
$653,466
0.18% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
12,758
shares
|
$651,678
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
12,592
shares
|
$643,199
0.02% of portfolio
|
Q1 2022
Reduced 58.15%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
12,583
shares
|
$642,739
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
12,501
shares
|
$638,551
0.29% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
12,477
shares
|
$637,325
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,421
shares
|
$634,464
0.04% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
12,402
shares
|
$633,494
0.02% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
12,400
shares
|
$633,392
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
12,288
shares
|
$627,671
0.35% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,271
shares
|
$626,802
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,271
shares
|
$626,802
0.04% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
12,191
shares
|
$622,716
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,181
shares
|
$622,205
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
12,107
shares
|
$618,425
0.16% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,025
shares
|
$614,237
0.09% of portfolio
|
Q4 2023
Reduced 12.16%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
12,000
shares
|
$612,960
0.06% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
11,993
shares
|
$612,602
0.35% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,930
shares
|
$609,384
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
11,675
shares
|
$596,359
0.15% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,631
shares
|
$594,111
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
11,616
shares
|
$593,345
0.03% of portfolio
|
Q3 2024
Reduced 2.1%
|