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 1,320 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 $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
283,254
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
281,934
shares
|
$14 Million
2.47% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
278,215
shares
|
$13.9 Million
9.55% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
276,884
shares
|
$13.8 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
273,527
shares
|
$13.6 Million
4.49% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
267,971
shares
|
$13.3 Million
1.46% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
267,968
shares
|
$13.3 Million
5.46% of portfolio
|
Q1 2023
Added 76.1%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
267,339
shares
|
$13.3 Million
1.85% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
265,254
shares
|
$13.2 Million
2.44% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
260,517
shares
|
$13 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
259,837
shares
|
$12.9 Million
6.24% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
258,550
shares
|
$12.9 Million
11.54% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
258,550
shares
|
$12.9 Million
11.54% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
253,613
shares
|
$12.6 Million
2.27% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
252,719
shares
|
$12.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
252,595
shares
|
$12.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 15, 2024 Q3 2024 |
250,000
shares
|
$12.4 Million
5.91% of portfolio
|
Q1 2024
Added 478.7%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
249,697
shares
|
$12.4 Million
5.24% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
246,516
shares
|
$12.3 Million
2.92% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
245,256
shares
|
$12.2 Million
0.91% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
244,416
shares
|
$12.2 Million
2.8% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
240,178
shares
|
$12 Million
3.8% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
239,917
shares
|
$11.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 54.58%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
239,333
shares
|
$11.9 Million
3.56% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
238,829
shares
|
$11.9 Million
5.94% of portfolio
|
Q3 2024
Added 1.3%
|