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 |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
101,918
shares
|
$5.55 Million
0.84% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
100,993
shares
|
$5.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
100,879
shares
|
$5.49 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
100,659
shares
|
$5.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
100,000
shares
|
$5.44 Million
2.79% of portfolio
|
Q2 2021
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
99,560
shares
|
$5.42 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
98,182
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
97,770
shares
|
$5.32 Million
2.25% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
97,201
shares
|
$5.29 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
97,050
shares
|
$5.28 Million
2.46% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
97,004
shares
|
$5.28 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
96,690
shares
|
$5.26 Million
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
94,993
shares
|
$5.17 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
94,542
shares
|
$5.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
94,347
shares
|
$5.14 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
94,185
shares
|
$5.13 Million
2.43% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
94,061
shares
|
$5.12 Million
5.96% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
94,041
shares
|
$5.12 Million
0.72% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
92,080
shares
|
$5.01 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
91,876
shares
|
$5 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
91,474
shares
|
$4.98 Million
0.12% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
91,342
shares
|
$4.97 Million
3.23% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
91,137
shares
|
$4.96 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
90,627
shares
|
$4.93 Million
0.4% of portfolio
|
Q4 2024
Added 71.62%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
90,571
shares
|
$4.93 Million
0.05% of portfolio
|
Q4 2024
Added 70.44%
|