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 1,318 institutions that hold shares in the stock, with a total of 357 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
344,602
shares
|
$17.6 Million
0.05% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
343,894
shares
|
$17.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
343,729
shares
|
$17.6 Million
6.7% of portfolio
|
Q2 2022
Reduced 6.96%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
343,344
shares
|
$17.5 Million
11.52% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
343,179
shares
|
$17.5 Million
0.05% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
338,866
shares
|
$17.3 Million
3.84% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
334,431
shares
|
$17.1 Million
2.91% of portfolio
|
Q3 2022
Reduced 0.81%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
332,092
shares
|
$17 Million
0.03% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
329,906
shares
|
$16.9 Million
6.23% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
327,851
shares
|
$16.7 Million
1.64% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
327,625
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 25.49%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
323,765
shares
|
$16.5 Million
0.16% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
323,309
shares
|
$16.5 Million
5.44% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
321,540
shares
|
$16.4 Million
0.37% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
320,379
shares
|
$16.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
316,334
shares
|
$16.2 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
313,595
shares
|
$16 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
312,342
shares
|
$16 Million
1.11% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
311,104
shares
|
$15.9 Million
18.31% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
306,735
shares
|
$15.7 Million
0.14% of portfolio
|
Q3 2024
Added 26.66%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
302,812
shares
|
$15.5 Million
0.27% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
302,725
shares
|
$15.5 Million
1.63% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
299,122
shares
|
$15.3 Million
3.74% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
292,128
shares
|
$14.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
285,170
shares
|
$14.6 Million
1.63% of portfolio
|
Q2 2024
Added 3.66%
|