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 1,534 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 $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
353,503
shares
|
$20.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
350,500
shares
|
$20.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
345,198
shares
|
$20.4 Million
0.46% of portfolio
|
Q2 2021
Reduced 2.45%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
343,729
shares
|
$20.3 Million
6.7% of portfolio
|
Q2 2022
Reduced 6.96%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
343,322
shares
|
$20.2 Million
0.17% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
341,891
shares
|
$20.2 Million
0.65% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
334,431
shares
|
$19.7 Million
2.91% of portfolio
|
Q3 2022
Reduced 0.81%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
332,788
shares
|
$19.6 Million
1.7% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
326,120
shares
|
$19.2 Million
0.38% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
325,899
shares
|
$19.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
325,591
shares
|
$19.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.86%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
324,755
shares
|
$19.1 Million
0.2% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
317,621
shares
|
$18.7 Million
2.08% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
314,431
shares
|
$18.5 Million
5.91% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
314,305
shares
|
$18.5 Million
6.34% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
311,793
shares
|
$18.4 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
308,115
shares
|
$18.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
304,513
shares
|
$18 Million
3.38% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
303,607
shares
|
$17.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
303,233
shares
|
$17.9 Million
0.03% of portfolio
|
Q4 2024
Added 37.47%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
301,586
shares
|
$17.8 Million
3.71% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
298,295
shares
|
$17.6 Million
0.84% of portfolio
|
Q4 2024
Added 4996.45%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
296,011
shares
|
$17.5 Million
0.4% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
295,728
shares
|
$17.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
294,730
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.3%
|