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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
507
shares
|
$25,096
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
496
shares
|
$24,552
0.0% of portfolio
|
Q2 2024
Reduced 51.84%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
484
shares
|
$23,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
460
shares
|
$22,770
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
457
shares
|
$22,621
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
450
shares
|
$22,275
0.01% of portfolio
|
Q4 2023
Reduced 52.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
433
shares
|
$21,433
0.0% of portfolio
|
Q3 2024
Reduced 66.87%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
424
shares
|
$20,988
0.01% of portfolio
|
Q3 2024
Reduced 50.47%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
400
shares
|
$19,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$19,800
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
400
shares
|
$19,800
0.02% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
385
shares
|
$19,057
0.01% of portfolio
|
Q4 2023
Reduced 16.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
384
shares
|
$19,008
0.02% of portfolio
|
Q3 2024
Reduced 42.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
381
shares
|
$18,859
0.0% of portfolio
|
Q1 2024
Reduced 55.7%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
375
shares
|
$18,562
0.0% of portfolio
|
Q2 2022
Reduced 51.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
355
shares
|
$17,572
0.01% of portfolio
|
Q4 2023
Reduced 21.98%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
343
shares
|
$16,978
0.01% of portfolio
|
Q2 2024
Added 96.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
338
shares
|
$16,731
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
337
shares
|
$16,681
0.01% of portfolio
|
Q1 2024
Added 381.43%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
336
shares
|
$16,632
0.01% of portfolio
|
Q3 2024
Reduced 90.19%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
335
shares
|
$16,582
0.0% of portfolio
|
Q2 2024
Reduced 19.47%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
335
shares
|
$16,582
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
335
shares
|
$16,582
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
334
shares
|
$16,533
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
326
shares
|
$16,137
0.0% of portfolio
|
Q3 2024
New holding
|