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 $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
117,380
shares
|
$6.72 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
115,540
shares
|
$6.62 Million
0.71% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
115,325
shares
|
$6.6 Million
1.69% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
114,538
shares
|
$6.56 Million
0.26% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
114,462
shares
|
$6.56 Million
2.65% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
112,645
shares
|
$6.45 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
112,213
shares
|
$6.43 Million
0.35% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
112,134
shares
|
$6.42 Million
0.68% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
111,591
shares
|
$6.39 Million
0.16% of portfolio
|
Q4 2024
Added 231.47%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
111,582
shares
|
$6.39 Million
6.49% of portfolio
|
Q4 2024
Reduced 64.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
111,400
shares
|
$6.38 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
111,234
shares
|
$6.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
111,113
shares
|
$6.36 Million
2.32% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
110,791
shares
|
$6.35 Million
0.19% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
107,672
shares
|
$6.17 Million
2.17% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
107,546
shares
|
$6.16 Million
1.04% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
106,658
shares
|
$6.11 Million
0.01% of portfolio
|
Q4 2024
Added 115.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
106,340
shares
|
$6.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
105,693
shares
|
$6.05 Million
4.7% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
105,456
shares
|
$6.04 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
104,698
shares
|
$6 Million
1.52% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
104,093
shares
|
$5.96 Million
0.12% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
103,895
shares
|
$5.95 Million
0.04% of portfolio
|
Q4 2024
Added 137.4%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
103,252
shares
|
$5.91 Million
2.76% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
102,488
shares
|
$5.87 Million
1.29% of portfolio
|
Q4 2024
Added 7.15%
|