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 |
|---|---|---|---|---|---|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2024 Q3 2024 |
527,949
shares
|
$26.1 Million
15.26% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
526,536
shares
|
$26.1 Million
6.38% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
524,644
shares
|
$26 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
524,135
shares
|
$25.9 Million
4.21% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
511,382
shares
|
$25.3 Million
0.07% of portfolio
|
Q3 2022
Reduced 18.86%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
503,710
shares
|
$24.9 Million
2.87% of portfolio
|
Q3 2022
Reduced 27.28%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
501,345
shares
|
$24.8 Million
7.52% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
498,757
shares
|
$24.7 Million
4.62% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
495,243
shares
|
$24.5 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
494,263
shares
|
$24.5 Million
4.08% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
492,500
shares
|
$24.4 Million
0.03% of portfolio
|
Q3 2024
Added 76.52%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
491,495
shares
|
$24.3 Million
0.05% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
488,305
shares
|
$24.2 Million
1.36% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
487,462
shares
|
$24.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
486,700
shares
|
$24.1 Million
0.11% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
483,483
shares
|
$23.9 Million
0.07% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
480,574
shares
|
$23.8 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
476,473
shares
|
$23.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
475,781
shares
|
$23.6 Million
4.76% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
474,191
shares
|
$23.5 Million
0.24% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
469,900
shares
|
$23.3 Million
0.52% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
461,244
shares
|
$22.8 Million
2.41% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
458,445
shares
|
$22.7 Million
3.8% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
450,505
shares
|
$22.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
445,783
shares
|
$22.1 Million
5.08% of portfolio
|
Q1 2023
Added 7.24%
|