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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,883
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
42,868
shares
|
$2.12 Million
1.14% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
42,851
shares
|
$2.12 Million
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,818
shares
|
$2.12 Million
0.66% of portfolio
|
Q3 2023
Added 3.41%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
42,004
shares
|
$2.08 Million
2.78% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
41,808
shares
|
$2.07 Million
0.65% of portfolio
|
Q3 2024
Added 95.01%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
41,389
shares
|
$2.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
40,987
shares
|
$2.03 Million
0.23% of portfolio
|
Q3 2024
Added 182.32%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
40,070
shares
|
$1.98 Million
0.79% of portfolio
|
Q3 2024
Added 255.23%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
39,863
shares
|
$1.97 Million
0.1% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
39,782
shares
|
$1.97 Million
0.57% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
39,528
shares
|
$1.96 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
39,482
shares
|
$1.95 Million
0.57% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
38,986
shares
|
$1.93 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
38,932
shares
|
$1.93 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
38,904
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2023
Added 9.29%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
38,459
shares
|
$1.9 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
38,447
shares
|
$1.9 Million
2.63% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
38,259
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Added 42.82%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
38,140
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2023
Reduced 26.49%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
38,110
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
37,799
shares
|
$1.87 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
37,797
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
37,703
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.87%
|