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 1,386 institutions that hold shares in the stock, with a total of 358 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,500
shares
|
$290,785
0.07% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,499
shares
|
$290,732
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
5,498
shares
|
$290,679
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,418
shares
|
$286,449
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
5,374
shares
|
$284,123
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
5,371
shares
|
$283,964
0.11% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,342
shares
|
$282,431
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
5,340
shares
|
$282,325
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
5,328
shares
|
$281,691
0.18% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,250
shares
|
$277,567
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,250
shares
|
$277,567
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,246
shares
|
$277,356
0.07% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,232
shares
|
$276,615
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
5,218
shares
|
$275,875
0.03% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,195
shares
|
$274,659
0.01% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,193
shares
|
$274,553
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
5,192
shares
|
$274,501
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
5,167
shares
|
$273,179
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
5,096
shares
|
$269,425
0.11% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,080
shares
|
$268,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
5,078
shares
|
$268,473
0.07% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,076
shares
|
$268,368
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,012
shares
|
$264,984
0.03% of portfolio
|
Q1 2024
Reduced 20.53%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,004
shares
|
$264,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,001
shares
|
$264,402
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|