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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
9,763
shares
|
$561,470
0.33% of portfolio
|
Q4 2024
Reduced 58.26%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,739
shares
|
$560,089
0.01% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
9,710
shares
|
$558,422
0.03% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,670
shares
|
$556,121
0.13% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
9,668
shares
|
$556,006
0.2% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
9,648
shares
|
$554,856
0.02% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
9,644
shares
|
$554,626
0.07% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
9,643
shares
|
$554,568
0.04% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
9,570
shares
|
$550,370
0.13% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
9,520
shares
|
$547,495
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
9,517
shares
|
$547,322
0.01% of portfolio
|
Q4 2021
Reduced 5.83%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,515
shares
|
$547,207
0.11% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
9,496
shares
|
$546,114
0.45% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
9,464
shares
|
$544,274
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,416
shares
|
$541,514
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
R.P. Boggs & Co.
|
Jan 29, 2025 Q4 2024 |
9,363
shares
|
$538,466
0.31% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
9,330
shares
|
$536,568
0.35% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
9,306
shares
|
$535,188
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
9,302
shares
|
$534,958
0.04% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
9,285
shares
|
$533,980
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,246
shares
|
$531,737
0.09% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
9,238
shares
|
$531,277
0.01% of portfolio
|
Q4 2024
Added 100.56%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,219
shares
|
$530,184
0.07% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
9,195
shares
|
$528,804
0.13% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
9,195
shares
|
$528,804
0.03% of portfolio
|
Q3 2024
Reduced 66.37%
|