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 1,493 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
9,496
shares
|
$517,152
0.45% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
9,464
shares
|
$515,409
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,416
shares
|
$512,795
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
R.P. Boggs & Co.
|
Jan 29, 2025 Q4 2024 |
9,363
shares
|
$509,908
0.31% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
9,330
shares
|
$508,111
0.35% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
9,306
shares
|
$506,804
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
9,302
shares
|
$506,586
0.04% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,246
shares
|
$503,537
0.09% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
9,238
shares
|
$503,101
0.01% of portfolio
|
Q4 2024
Added 100.56%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,219
shares
|
$502,066
0.07% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
9,195
shares
|
$500,759
0.13% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
9,195
shares
|
$500,759
0.03% of portfolio
|
Q3 2024
Reduced 66.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,125
shares
|
$496,947
0.01% of portfolio
|
Q4 2024
Reduced 45.04%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,120
shares
|
$496,675
0.34% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,120
shares
|
$496,675
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,091
shares
|
$495,095
0.11% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
9,030
shares
|
$491,773
0.36% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
9,024
shares
|
$491,447
0.07% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
9,009
shares
|
$490,630
0.08% of portfolio
|
Q3 2024
Added 99.98%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
9,000
shares
|
$490,140
0.04% of portfolio
|
Q3 2022
Reduced 2.17%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
8,962
shares
|
$488,070
0.01% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
8,950
shares
|
$487,417
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
8,931
shares
|
$486,382
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,913
shares
|
$485,401
0.11% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,896
shares
|
$484,476
0.11% of portfolio
|
Q4 2024
Added 2.03%
|