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 |
|---|---|---|---|---|---|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
10,777
shares
|
$619,785
0.28% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,777
shares
|
$619,785
0.2% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
10,650
shares
|
$612,481
0.09% of portfolio
|
Q4 2024
Added 38.47%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,650
shares
|
$612,481
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,538
shares
|
$606,040
0.03% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,512
shares
|
$604,545
0.05% of portfolio
|
Q3 2024
Reduced 47.99%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
10,458
shares
|
$601,439
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
10,450
shares
|
$600,979
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,386
shares
|
$597,298
0.12% of portfolio
|
Q4 2024
Added 70.74%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
10,357
shares
|
$595,631
0.17% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
10,352
shares
|
$595,343
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
10,264
shares
|
$590,282
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
10,250
shares
|
$589,477
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,233
shares
|
$588,499
0.05% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
10,225
shares
|
$588,039
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,153
shares
|
$583,899
0.07% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
10,129
shares
|
$582,518
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
10,126
shares
|
$582,346
0.01% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$575,100
0.05% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,856
shares
|
$566,818
0.03% of portfolio
|
Q4 2024
Added 30.1%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,831
shares
|
$565,380
0.02% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
9,825
shares
|
$565,035
0.25% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
9,819
shares
|
$564,690
0.01% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
9,787
shares
|
$562,850
0.4% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
9,773
shares
|
$562,045
0.02% of portfolio
|
Q2 2024
Added 0.52%
|