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 1,523 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 $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Feb 27, 2025 Q4 2024 |
136,791
shares
|
$7.45 Million
2.81% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
135,264
shares
|
$7.36 Million
0.77% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
134,982
shares
|
$7.35 Million
4.91% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
134,087
shares
|
$7.3 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
133,502
shares
|
$7.27 Million
2.07% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
130,752
shares
|
$7.12 Million
2.96% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
130,553
shares
|
$7.11 Million
1.16% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
129,820
shares
|
$7.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.66%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
127,620
shares
|
$6.95 Million
3.23% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
127,203
shares
|
$6.92 Million
2.35% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
126,942
shares
|
$6.91 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,744
shares
|
$6.9 Million
0.03% of portfolio
|
Q2 2023
Reduced 22.55%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
126,631
shares
|
$6.89 Million
3.48% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
126,471
shares
|
$6.88 Million
0.08% of portfolio
|
Q4 2024
Added 84.99%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
125,976
shares
|
$6.86 Million
1.89% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
124,920
shares
|
$6.8 Million
0.06% of portfolio
|
Q4 2024
Added 31.21%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
124,791
shares
|
$6.79 Million
1.79% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
124,762
shares
|
$6.79 Million
7.58% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
123,965
shares
|
$6.75 Million
0.31% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
121,645
shares
|
$6.62 Million
2.84% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
121,525
shares
|
$6.61 Million
2.89% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
120,721
shares
|
$6.57 Million
1.77% of portfolio
|
Q4 2024
Added 125.23%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
118,702
shares
|
$6.46 Million
0.74% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
117,748
shares
|
$6.41 Million
2.86% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
117,380
shares
|
$6.39 Million
4.37% of portfolio
|
Q4 2024
New holding
|