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 1,524 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
236,580
shares
|
$13.6 Million
5.98% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
235,393
shares
|
$13.6 Million
3.54% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
232,636
shares
|
$13.4 Million
5.74% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
232,432
shares
|
$13.4 Million
4.1% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
232,252
shares
|
$13.4 Million
0.68% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
230,061
shares
|
$13.3 Million
10.2% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
229,200
shares
|
$13.2 Million
4.99% of portfolio
|
Q4 2024
Added 49.27%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
225,905
shares
|
$13 Million
1.74% of portfolio
|
Q4 2021
Reduced 0.3%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
224,151
shares
|
$12.9 Million
5.8% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
222,879
shares
|
$12.9 Million
2.17% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
222,540
shares
|
$12.8 Million
2.97% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
222,537
shares
|
$12.8 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
222,211
shares
|
$12.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
220,710
shares
|
$12.7 Million
0.16% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
220,128
shares
|
$12.7 Million
0.09% of portfolio
|
Q4 2024
Added 1440.0%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
219,401
shares
|
$12.7 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
218,876
shares
|
$12.6 Million
0.58% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
217,529
shares
|
$12.5 Million
4.39% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
216,813
shares
|
$12.5 Million
0.02% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
215,570
shares
|
$12.4 Million
0.22% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
212,840
shares
|
$12.3 Million
4.8% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
210,839
shares
|
$12.2 Million
0.85% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Fore Capital, LLC
|
Feb 10, 2025 Q4 2024 |
208,000
shares
|
$12 Million
5.59% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Feb 11, 2025 Q4 2024 |
207,877
shares
|
$12 Million
11.57% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
207,872
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Added 0.44%
|