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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
17,304
shares
|
$856,548
0.03% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
17,246
shares
|
$853,677
0.05% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,183
shares
|
$850,558
0.06% of portfolio
|
Q1 2022
Reduced 3.34%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
17,174
shares
|
$850,113
0.06% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
17,119
shares
|
$847,390
0.06% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
17,057
shares
|
$844,321
0.24% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
17,056
shares
|
$844,272
2.91% of portfolio
|
Q4 2023
Reduced 1.93%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
17,024
shares
|
$842,688
0.03% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,934
shares
|
$838,233
0.02% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
16,919
shares
|
$837,490
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
16,910
shares
|
$837,045
0.57% of portfolio
|
Q3 2024
Reduced 44.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
16,821
shares
|
$832,639
0.02% of portfolio
|
Q2 2023
Reduced 69.67%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
16,793
shares
|
$831,253
0.02% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,700
shares
|
$826,650
0.01% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
16,637
shares
|
$823,531
0.0% of portfolio
|
Q1 2024
Reduced 8.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
16,604
shares
|
$821,898
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
16,459
shares
|
$814,720
0.06% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,432
shares
|
$813,384
0.12% of portfolio
|
Q1 2023
Reduced 6.17%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
16,310
shares
|
$807,345
0.15% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
16,250
shares
|
$804,375
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,247
shares
|
$804,226
0.1% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
16,241
shares
|
$803,929
0.1% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
16,201
shares
|
$801,949
0.08% of portfolio
|
Q3 2024
Reduced 24.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
16,178
shares
|
$800,811
0.25% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,100
shares
|
$796,950
0.16% of portfolio
|
Q3 2024
Added 2.56%
|