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 1,320 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 $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
9,773
shares
|
$491,484
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
9,728
shares
|
$489,221
0.02% of portfolio
|
Q4 2023
Added 23.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,675
shares
|
$486,555
0.06% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
9,643
shares
|
$484,946
0.04% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,638
shares
|
$484,695
0.05% of portfolio
|
Q3 2024
Reduced 45.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,614
shares
|
$483,488
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
9,600
shares
|
$482,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
9,584
shares
|
$481,979
0.08% of portfolio
|
Q2 2024
Reduced 16.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,566
shares
|
$481,074
0.02% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
9,545
shares
|
$480,018
0.03% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,517
shares
|
$478,609
0.01% of portfolio
|
Q4 2021
Reduced 5.83%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
9,496
shares
|
$477,553
0.44% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,484
shares
|
$476,950
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,425
shares
|
$473,983
0.15% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,399
shares
|
$472,675
0.08% of portfolio
|
Q3 2024
Reduced 26.05%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
9,374
shares
|
$471,418
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
R.P. Boggs & Co.
|
Oct 18, 2024 Q3 2024 |
9,363
shares
|
$470,865
0.32% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
9,328
shares
|
$469,105
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,269
shares
|
$466,138
0.13% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
9,260
shares
|
$465,685
0.13% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,246
shares
|
$464,981
0.09% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
9,242
shares
|
$464,780
0.07% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,219
shares
|
$463,623
0.07% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
9,195
shares
|
$462,416
0.3% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
9,195
shares
|
$462,416
0.03% of portfolio
|
Q3 2024
Reduced 66.37%
|