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 $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
238,828
shares
|
$11.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
237,986
shares
|
$11.9 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
234,037
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 4843.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
233,665
shares
|
$11.7 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
233,568
shares
|
$11.7 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
232,822
shares
|
$11.6 Million
1.04% of portfolio
|
Q2 2024
Added 387.99%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
232,636
shares
|
$11.6 Million
5.72% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
230,864
shares
|
$11.6 Million
0.27% of portfolio
|
Q2 2024
Added 116.88%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
230,462
shares
|
$11.5 Million
2.26% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
228,381
shares
|
$11.4 Million
9.86% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
226,987
shares
|
$11.4 Million
4.42% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
226,770
shares
|
$11.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
225,905
shares
|
$11.3 Million
1.74% of portfolio
|
Q4 2021
Reduced 0.3%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
225,081
shares
|
$11.3 Million
1.72% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
224,221
shares
|
$11.2 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
224,151
shares
|
$11.2 Million
5.8% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
223,753
shares
|
$11.2 Million
1.13% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
222,540
shares
|
$11.1 Million
2.97% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
220,620
shares
|
$11 Million
1.59% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
220,300
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 16, 2024 Q3 2024 |
215,933
shares
|
$10.8 Million
11.63% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
215,464
shares
|
$10.8 Million
0.22% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
210,467
shares
|
$10.5 Million
4.79% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
210,096
shares
|
$10.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
209,426
shares
|
$10.5 Million
0.15% of portfolio
|
Q3 2024
Added 2.31%
|