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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
6,885
shares
|
$340,807
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
6,870
shares
|
$340,065
0.29% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
6,852
shares
|
$339,174
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
6,829
shares
|
$338,035
0.23% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,796
shares
|
$336,402
0.01% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,796
shares
|
$336,402
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
6,766
shares
|
$334,917
0.14% of portfolio
|
Q1 2023
Reduced 45.13%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
6,764
shares
|
$334,818
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
6,748
shares
|
$334,026
0.23% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
6,672
shares
|
$330,264
0.08% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
6,663
shares
|
$329,818
0.26% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
6,646
shares
|
$328,977
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
6,641
shares
|
$328,729
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,544
shares
|
$323,928
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
6,535
shares
|
$323,482
0.13% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,506
shares
|
$322,047
0.01% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
6,504
shares
|
$321,948
0.24% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
6,500
shares
|
$321,750
0.05% of portfolio
|
Q4 2021
Reduced 7.14%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
6,500
shares
|
$321,750
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
6,457
shares
|
$319,621
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
6,446
shares
|
$319,077
0.06% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,437
shares
|
$318,631
0.02% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
6,425
shares
|
$318,037
0.04% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
6,409
shares
|
$317,245
0.01% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,367
shares
|
$315,166
0.06% of portfolio
|
Q1 2024
Added 0.95%
|