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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
705,078
shares
|
$35.1 Million
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
703,863
shares
|
$35 Million
0.1% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
701,134
shares
|
$34.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 88.7%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
681,154
shares
|
$33.9 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
678,640
shares
|
$33.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
674,569
shares
|
$33.6 Million
5.74% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
672,812
shares
|
$33.5 Million
0.22% of portfolio
|
Q3 2024
Added 10279.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
669,074
shares
|
$33.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
661,721
shares
|
$32.9 Million
0.36% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
658,548
shares
|
$32.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
658,428
shares
|
$32.8 Million
2.22% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
653,360
shares
|
$32.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Oct 21, 2024 Q3 2024 |
622,549
shares
|
$31 Million
17.4% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
587,833
shares
|
$29.3 Million
1.09% of portfolio
|
Q3 2024
Added 55.09%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
584,025
shares
|
$29.1 Million
0.88% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
580,005
shares
|
$28.9 Million
0.02% of portfolio
|
Q3 2024
Added 72.93%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
576,205
shares
|
$28.7 Million
2.97% of portfolio
|
Q3 2024
Added 29.59%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
556,502
shares
|
$27.7 Million
6.31% of portfolio
|
Q2 2024
Added 101.13%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
545,151
shares
|
$27.1 Million
0.61% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
542,943
shares
|
$27 Million
4.45% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
539,660
shares
|
$26.9 Million
16.69% of portfolio
|
Q4 2021
Added 11.66%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
534,645
shares
|
$26.6 Million
5.55% of portfolio
|
Q3 2022
Reduced 15.95%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
533,097
shares
|
$26.5 Million
1.39% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
532,914
shares
|
$26.5 Million
9.22% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
530,480
shares
|
$26.4 Million
9.29% of portfolio
|
Q3 2024
Reduced 9.86%
|