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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
26,029
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2023
Added 14.06%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
25,950
shares
|
$1.28 Million
0.7% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
25,942
shares
|
$1.28 Million
1.33% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
25,705
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25,589
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
25,568
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
25,499
shares
|
$1.26 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
25,196
shares
|
$1.25 Million
0.85% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
25,075
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
25,005
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
24,961
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
24,770
shares
|
$1.23 Million
2.49% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
24,759
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 56.77%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
24,753
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
24,713
shares
|
$1.22 Million
0.45% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
24,666
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
24,360
shares
|
$1.21 Million
3.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
24,228
shares
|
$1.2 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
24,146
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
24,105
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
23,998
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
23,671
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
23,486
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
23,423
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
23,391
shares
|
$1.16 Million
0.77% of portfolio
|
Q3 2024
Added 120.54%
|