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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
14,291
shares
|
$707,404
0.02% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14,176
shares
|
$701,712
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
14,052
shares
|
$695,574
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
14,027
shares
|
$694,336
0.1% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
14,001
shares
|
$693,049
0.09% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,965
shares
|
$691,267
0.02% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
13,930
shares
|
$689,535
0.17% of portfolio
|
Q3 2024
Added 56.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
13,868
shares
|
$686,466
0.04% of portfolio
|
Q2 2024
Added 11.12%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13,825
shares
|
$684,337
0.25% of portfolio
|
Q2 2021
New holding
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
13,801
shares
|
$683,149
0.34% of portfolio
|
Q3 2024
Reduced 48.51%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
13,783
shares
|
$682,258
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
13,746
shares
|
$680,427
0.07% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
13,700
shares
|
$678,150
0.02% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
13,687
shares
|
$677,506
0.17% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
13,537
shares
|
$670,081
0.2% of portfolio
|
Q3 2024
Reduced 60.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
13,425
shares
|
$664,537
0.09% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
13,324
shares
|
$659,538
0.06% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
13,155
shares
|
$651,172
0.01% of portfolio
|
Q3 2024
Added 51.52%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
13,073
shares
|
$647,113
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,054
shares
|
$646,173
0.11% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,000
shares
|
$643,500
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
12,996
shares
|
$643,302
0.66% of portfolio
|
Q3 2022
Reduced 37.98%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,961
shares
|
$641,569
0.08% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
12,950
shares
|
$641,025
0.19% of portfolio
|
Q3 2024
Added 65.09%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
12,930
shares
|
$640,035
0.53% of portfolio
|
Q3 2024
Added 35.66%
|