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 1,320 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 $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
11,616
shares
|
$578,244
0.03% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
11,598
shares
|
$577,348
0.01% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
11,575
shares
|
$576,203
0.01% of portfolio
|
Q1 2024
Reduced 29.95%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,572
shares
|
$576,054
0.03% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,537
shares
|
$574,311
0.03% of portfolio
|
Q2 2024
Added 15.24%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
11,501
shares
|
$572,519
0.45% of portfolio
|
Q3 2022
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
11,489
shares
|
$571,922
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
11,401
shares
|
$567,541
0.09% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,392
shares
|
$567,093
0.04% of portfolio
|
Q2 2023
Reduced 5.65%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
11,257
shares
|
$560,373
0.08% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
11,234
shares
|
$559,228
0.13% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
11,194
shares
|
$557,237
0.42% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
11,186
shares
|
$556,839
0.16% of portfolio
|
Q1 2024
Reduced 76.17%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,184
shares
|
$556,739
0.01% of portfolio
|
Q3 2024
Added 36.91%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
11,181
shares
|
$556,590
0.04% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
11,150
shares
|
$555,047
0.14% of portfolio
|
Q2 2024
Reduced 70.34%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
11,071
shares
|
$551,114
0.41% of portfolio
|
Q1 2023
Reduced 0.71%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
11,018
shares
|
$548,476
0.02% of portfolio
|
Q4 2023
Reduced 30.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
11,015
shares
|
$548,326
0.13% of portfolio
|
Q4 2018
Reduced 57.39%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
10,966
shares
|
$545,887
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
10,937
shares
|
$544,443
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,914
shares
|
$543,298
0.04% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
10,865
shares
|
$540,859
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,822
shares
|
$538,719
0.0% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
10,812
shares
|
$538,221
0.03% of portfolio
|
Q2 2024
Added 0.23%
|