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 1,369 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 $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
425,857
shares
|
$22.2 Million
10.73% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
425,357
shares
|
$22.2 Million
7.89% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
423,694
shares
|
$22.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
413,576
shares
|
$21.6 Million
5.2% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
410,064
shares
|
$21.4 Million
1.26% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
409,344
shares
|
$21.4 Million
1.8% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
408,083
shares
|
$21.3 Million
3.21% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
406,994
shares
|
$21.2 Million
8.55% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
403,803
shares
|
$21.1 Million
6.51% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
399,778
shares
|
$20.9 Million
0.73% of portfolio
|
Q2 2024
Added 9.76%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
397,570
shares
|
$20.7 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
396,547
shares
|
$20.7 Million
2.61% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
381,760
shares
|
$19.9 Million
0.16% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
377,488
shares
|
$19.7 Million
0.59% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
371,899
shares
|
$19.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
370,544
shares
|
$19.3 Million
2.18% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
368,180
shares
|
$19.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
365,746
shares
|
$19.1 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
360,494
shares
|
$18.8 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
360,243
shares
|
$18.8 Million
4.81% of portfolio
|
Q3 2024
Reduced 41.31%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
360,063
shares
|
$18.8 Million
1.51% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
359,676
shares
|
$18.8 Million
0.38% of portfolio
|
Q4 2024
Reduced 23.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
345,514
shares
|
$18 Million
0.49% of portfolio
|
Q3 2024
Added 49.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
345,198
shares
|
$18 Million
0.46% of portfolio
|
Q2 2021
Reduced 2.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
344,602
shares
|
$18 Million
0.05% of portfolio
|
Q3 2024
Added 7.19%
|