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 1,526 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 $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
792,245
shares
|
$46.7 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
782,214
shares
|
$46.1 Million
6.7% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
767,970
shares
|
$45.3 Million
0.16% of portfolio
|
Q4 2024
Added 2182.7%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
763,532
shares
|
$45 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
758,504
shares
|
$44.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
753,522
shares
|
$44.4 Million
0.64% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
724,566
shares
|
$42.7 Million
6.27% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
722,196
shares
|
$42.6 Million
0.11% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
717,417
shares
|
$42.3 Million
0.12% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
702,795
shares
|
$41.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mackay Shields LLC
|
Feb 03, 2025 Q4 2024 |
690,000
shares
|
$40.7 Million
6.85% of portfolio
|
Q4 2024
Reduced 25.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
687,728
shares
|
$40.5 Million
2.06% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
682,854
shares
|
$40.3 Million
0.35% of portfolio
|
Q4 2024
Added 6538.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
681,760
shares
|
$40.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
681,649
shares
|
$40.2 Million
0.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
680,464
shares
|
$40.1 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
651,039
shares
|
$38.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
648,598
shares
|
$38.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
647,899
shares
|
$38.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.76%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
631,665
shares
|
$37.2 Million
3.36% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Feb 10, 2025 Q4 2024 |
617,752
shares
|
$36.4 Million
16.52% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
598,862
shares
|
$35.3 Million
0.61% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
556,502
shares
|
$32.8 Million
6.31% of portfolio
|
Q2 2024
Added 101.13%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
544,716
shares
|
$32.1 Million
4.4% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
539,660
shares
|
$31.8 Million
16.69% of portfolio
|
Q4 2021
Added 11.66%
|