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 1,523 institutions that hold shares in the stock, with a total of 382 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,076
shares
|
$290,702
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
5,058
shares
|
$289,671
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,012
shares
|
$287,037
0.03% of portfolio
|
Q1 2024
Reduced 20.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,003
shares
|
$286,521
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$286,350
0.08% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$286,350
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
4,925
shares
|
$282,054
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
4,905
shares
|
$280,909
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
4,880
shares
|
$279,477
0.06% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
4,878
shares
|
$279,363
0.06% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
4,873
shares
|
$279,076
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,867
shares
|
$278,733
0.11% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
4,829
shares
|
$276,556
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,818
shares
|
$275,926
0.1% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
4,812
shares
|
$275,583
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,792
shares
|
$274,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,785
shares
|
$274,036
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
4,759
shares
|
$272,547
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,746
shares
|
$271,803
0.02% of portfolio
|
Q4 2024
Reduced 97.97%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,740
shares
|
$271,459
0.09% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,736
shares
|
$271,230
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
4,729
shares
|
$270,829
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,725
shares
|
$270,600
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,650
shares
|
$266,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
4,650
shares
|
$266,305
0.11% of portfolio
|
Q2 2024
New holding
|