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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,515
shares
|
$383,866
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
7,510
shares
|
$383,610
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,468
shares
|
$381,465
0.05% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,450
shares
|
$380,546
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
7,372
shares
|
$376,561
0.2% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,330
shares
|
$374,416
0.02% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
7,264
shares
|
$371,045
0.35% of portfolio
|
Q2 2024
Reduced 12.89%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
7,255
shares
|
$370,585
0.2% of portfolio
|
Q2 2022
Reduced 9.14%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
7,245
shares
|
$370,074
0.01% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
7,230
shares
|
$369,308
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,196
shares
|
$367,571
0.01% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
7,193
shares
|
$367,418
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,139
shares
|
$364,660
0.03% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
7,139
shares
|
$364,660
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
7,118
shares
|
$363,587
0.03% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
7,112
shares
|
$363,280
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
7,087
shares
|
$362,003
0.1% of portfolio
|
Q3 2023
Reduced 20.82%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
6,996
shares
|
$357,355
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
6,952
shares
|
$355,108
0.08% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,929
shares
|
$353,933
0.01% of portfolio
|
Q2 2024
Reduced 30.59%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
6,896
shares
|
$352,247
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
6,889
shares
|
$351,890
0.0% of portfolio
|
Q1 2024
Reduced 67.42%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
6,885
shares
|
$351,685
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
6,870
shares
|
$350,919
0.29% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
6,852
shares
|
$350,000
0.04% of portfolio
|
Q2 2023
New holding
|