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 1,201 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
399,697
shares
|
$17.6 Million
1.5% of portfolio
|
Q1 2024
Reduced 15.93%
|
|
Chatham Capital Group, Inc.
|
Apr 17, 2024 Q1 2024 |
398,820
shares
|
$17.5 Million
3.09% of portfolio
|
Q1 2024
Added 0.73%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
398,135
shares
|
$17.5 Million
1.09% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2024 Q1 2024 |
396,021
shares
|
$17.4 Million
2.07% of portfolio
|
Q1 2022
Added 41.65%
|
|
Cambridge Associates LLC
Boston, MA |
May 14, 2024 Q1 2024 |
394,510
shares
|
$17.3 Million
0.89% of portfolio
|
Q1 2024
Added 7.11%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
394,508
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2024
Added 10.93%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
388,572
shares
|
$17.1 Million
0.19% of portfolio
|
Q1 2024
Added 1.42%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
386,853
shares
|
$17 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
375,538
shares
|
$16.5 Million
0.05% of portfolio
|
Q1 2024
Added 3.93%
|
|
Vision Capital Management, Inc.
Portland, OR |
May 09, 2024 Q1 2024 |
372,298
shares
|
$16.4 Million
2.38% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Meridian Wealth Advisors, LLC
|
May 10, 2024 Q1 2024 |
370,552
shares
|
$16.3 Million
3.23% of portfolio
|
Q1 2024
Added 0.81%
|
|
Elm Partners Management LLC
|
Apr 30, 2024 Q1 2024 |
370,268
shares
|
$16.3 Million
1.23% of portfolio
|
Q1 2024
Added 8.34%
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 15, 2024 Q1 2024 |
366,800
shares
|
$16.1 Million
0.06% of portfolio
|
Q1 2024
Added 21.26%
|
|
James Investment Research Inc
|
May 01, 2024 Q1 2024 |
363,209
shares
|
$16 Million
1.84% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Fielder Capital Group LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
362,482
shares
|
$15.9 Million
6.81% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
Sterling Financial Planning, Inc.
|
May 06, 2024 Q1 2024 |
348,104
shares
|
$15.3 Million
6.06% of portfolio
|
Q1 2024
Added 0.68%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
345,198
shares
|
$15.2 Million
0.46% of portfolio
|
Q2 2021
Reduced 2.45%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
343,729
shares
|
$15.1 Million
6.7% of portfolio
|
Q2 2022
Reduced 6.96%
|
|
Verger Capital Management LLC
|
May 13, 2024 Q1 2024 |
343,669
shares
|
$15.1 Million
7.38% of portfolio
|
Q1 2024
Added 43.71%
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Apr 23, 2024 Q1 2024 |
337,657
shares
|
$14.8 Million
5.77% of portfolio
|
Q1 2024
Added 2.59%
|
|
Sage Rhino Capital LLC
|
Apr 26, 2024 Q1 2024 |
334,525
shares
|
$14.7 Million
3.42% of portfolio
|
Q1 2024
Added 0.61%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
334,431
shares
|
$14.7 Million
2.91% of portfolio
|
Q3 2022
Reduced 0.81%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
331,671
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 13.55%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
331,351
shares
|
$14.6 Million
0.01% of portfolio
|
Q1 2024
Added 8.67%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
328,648
shares
|
$14.4 Million
0.37% of portfolio
|
Q1 2024
Added 10.34%
|