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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
10,812
shares
|
$535,194
0.03% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,795
shares
|
$534,352
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,666
shares
|
$527,967
0.01% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
10,664
shares
|
$527,868
0.04% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
10,650
shares
|
$527,175
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
10,639
shares
|
$526,630
0.3% of portfolio
|
Q4 2022
Reduced 1.85%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,595
shares
|
$524,452
0.04% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,564
shares
|
$522,918
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
10,487
shares
|
$519,106
0.06% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
10,471
shares
|
$518,314
0.04% of portfolio
|
Q2 2024
Added 25.46%
|
|
|
Crcm LP
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,445
shares
|
$517,027
0.34% of portfolio
|
Q3 2024
Reduced 98.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
10,351
shares
|
$512,374
0.0% of portfolio
|
Q3 2024
Added 80.99%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
10,286
shares
|
$509,157
0.01% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
10,260
shares
|
$507,870
0.29% of portfolio
|
Q3 2024
Added 40.82%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,233
shares
|
$506,533
0.05% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
10,153
shares
|
$502,573
0.07% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
10,128
shares
|
$501,336
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$495,000
0.05% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
9,940
shares
|
$492,030
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
9,931
shares
|
$491,584
0.0% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
9,921
shares
|
$491,089
0.25% of portfolio
|
Q3 2024
Reduced 74.12%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
9,905
shares
|
$490,297
0.22% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
9,845
shares
|
$487,327
0.01% of portfolio
|
Q3 2024
Reduced 41.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
9,817
shares
|
$485,941
0.04% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
9,773
shares
|
$483,763
0.02% of portfolio
|
Q2 2024
Added 0.52%
|