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 1,322 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 $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
147,686
shares
|
$7.31 Million
2.61% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
145,452
shares
|
$7.2 Million
1.46% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
145,326
shares
|
$7.19 Million
0.01% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
144,553
shares
|
$7.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
143,064
shares
|
$7.08 Million
1.48% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
142,064
shares
|
$7.03 Million
1.87% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
141,271
shares
|
$6.99 Million
1.45% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
140,730
shares
|
$6.97 Million
0.22% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
140,414
shares
|
$6.95 Million
0.12% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
139,933
shares
|
$6.93 Million
1.58% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
138,968
shares
|
$6.88 Million
1.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
137,235
shares
|
$6.79 Million
0.41% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
136,807
shares
|
$6.77 Million
1.55% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
136,791
shares
|
$6.77 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
136,383
shares
|
$6.75 Million
0.3% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
133,882
shares
|
$6.63 Million
3.21% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
130,511
shares
|
$6.46 Million
2.28% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
128,469
shares
|
$6.36 Million
2.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
128,459
shares
|
$6.36 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
127,102
shares
|
$6.29 Million
3.62% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
126,883
shares
|
$6.28 Million
0.38% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,744
shares
|
$6.27 Million
0.03% of portfolio
|
Q2 2023
Reduced 22.55%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
125,917
shares
|
$6.23 Million
3.43% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
124,843
shares
|
$6.18 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
124,762
shares
|
$6.18 Million
7.58% of portfolio
|
Q3 2024
Reduced 2.23%
|