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 |
|---|---|---|---|---|---|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
37,702
shares
|
$1.87 Million
1.66% of portfolio
|
Q3 2022
Reduced 7.9%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
37,596
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
37,404
shares
|
$1.85 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
37,347
shares
|
$1.85 Million
0.43% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
37,215
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
36,770
shares
|
$1.82 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
36,643
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
36,527
shares
|
$1.81 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
36,471
shares
|
$1.81 Million
1.1% of portfolio
|
Q2 2024
Reduced 14.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
36,251
shares
|
$1.79 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
36,216
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
35,933
shares
|
$1.78 Million
0.3% of portfolio
|
Q2 2024
Added 59.47%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
35,787
shares
|
$1.77 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
35,269
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
34,799
shares
|
$1.72 Million
0.54% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,604
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
34,573
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
34,529
shares
|
$1.71 Million
0.17% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
33,756
shares
|
$1.67 Million
0.56% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
33,694
shares
|
$1.67 Million
1.18% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
33,665
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 91.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
33,643
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
33,446
shares
|
$1.66 Million
0.37% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
33,169
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
32,987
shares
|
$1.63 Million
0.8% of portfolio
|
Q3 2023
Reduced 0.4%
|