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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
69,672
shares
|
$3.43 Million
0.82% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
69,473
shares
|
$3.42 Million
2.78% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
69,316
shares
|
$3.42 Million
3.39% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
69,150
shares
|
$3.41 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
69,057
shares
|
$3.4 Million
0.59% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
68,365
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
67,949
shares
|
$3.35 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
67,135
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
66,991
shares
|
$3.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
66,729
shares
|
$3.29 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
66,700
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
66,128
shares
|
$3.26 Million
0.03% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
65,883
shares
|
$3.25 Million
1.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
65,572
shares
|
$3.23 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
65,150
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 78.77%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
65,014
shares
|
$3.2 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
64,822
shares
|
$3.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
64,797
shares
|
$3.19 Million
1.21% of portfolio
|
Q1 2023
Added 2.86%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
64,680
shares
|
$3.19 Million
4.14% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
64,354
shares
|
$3.17 Million
1.8% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
64,124
shares
|
$3.16 Million
0.04% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
63,364
shares
|
$3.12 Million
0.35% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
62,417
shares
|
$3.08 Million
0.08% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
62,112
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
61,166
shares
|
$3.01 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.38%
|