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 1,524 institutions that hold shares in the stock, with a total of 382 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
12,466
shares
|
$716,919
0.06% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,428
shares
|
$714,734
0.0% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
12,421
shares
|
$714,331
0.04% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
12,402
shares
|
$713,239
0.03% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
12,402
shares
|
$713,239
0.16% of portfolio
|
Q4 2024
Added 147.3%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
12,397
shares
|
$712,951
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
12,388
shares
|
$712,433
0.26% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
12,340
shares
|
$709,673
0.34% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
12,332
shares
|
$709,213
0.01% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,181
shares
|
$700,529
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
12,098
shares
|
$695,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$690,120
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
12,000
shares
|
$690,120
0.07% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
11,831
shares
|
$680,400
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
11,820
shares
|
$679,768
0.2% of portfolio
|
Q4 2024
Reduced 48.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,747
shares
|
$675,569
0.04% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,671
shares
|
$671,199
0.15% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,665
shares
|
$670,854
0.03% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
11,658
shares
|
$670,451
0.21% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
11,655
shares
|
$670,279
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
11,606
shares
|
$667,461
0.3% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
11,599
shares
|
$667,058
0.07% of portfolio
|
Q4 2024
Reduced 48.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
11,591
shares
|
$666,598
0.03% of portfolio
|
Q4 2024
Reduced 95.06%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
11,575
shares
|
$665,678
0.01% of portfolio
|
Q1 2024
Reduced 29.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
11,537
shares
|
$663,492
0.02% of portfolio
|
Q2 2024
Added 15.24%
|