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 |
---|---|---|---|---|---|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Apr 23, 2024 Q1 2024 |
327,585
shares
|
$14.4 Million
25.7% of portfolio
|
Q1 2024
Added 164.08%
|
|
Modus Advisors, LLC
|
Apr 02, 2024 Q1 2024 |
324,789
shares
|
$14.3 Million
5.11% of portfolio
|
Q1 2024
Added 0.11%
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
323,096
shares
|
$14.2 Million
1.03% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
317,562
shares
|
$14 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
313,256
shares
|
$13.8 Million
1.77% of portfolio
|
Q1 2024
Added 2.61%
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
311,792
shares
|
$13.7 Million
0.54% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
309,042
shares
|
$13.6 Million
0.04% of portfolio
|
Q1 2024
Added 12.84%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
309,004
shares
|
$13.6 Million
1.09% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 14, 2024 Q1 2024 |
306,679
shares
|
$13.5 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
Timber Creek Capital Management LLC
|
Apr 03, 2024 Q1 2024 |
306,643
shares
|
$13.5 Million
4.21% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
Xr Securities LLC
|
May 08, 2024 Q1 2024 |
305,864
shares
|
$13.4 Million
0.4% of portfolio
|
Q1 2024
Added 331.59%
|
|
Howland Capital Management LLC
|
May 03, 2024 Q1 2024 |
303,080
shares
|
$13.3 Million
0.62% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
300,093
shares
|
$13.2 Million
0.23% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2024 Q1 2024 |
299,036
shares
|
$13.1 Million
1.54% of portfolio
|
Q1 2024
Added 50.55%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
296,520
shares
|
$13 Million
0.19% of portfolio
|
Q1 2024
Reduced 15.06%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
292,082
shares
|
$12.8 Million
2.25% of portfolio
|
Q1 2024
Added 1.58%
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 15, 2024 Q1 2024 |
291,691
shares
|
$12.8 Million
3.43% of portfolio
|
Q1 2024
Added 2.51%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
290,865
shares
|
$12.8 Million
8.85% of portfolio
|
Q1 2024
Added 0.62%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
288,620
shares
|
$12.7 Million
0.24% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
283,290
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
277,478
shares
|
$12.2 Million
0.53% of portfolio
|
Q4 2023
Added 234.34%
|
|
Tmd Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
276,687
shares
|
$12.2 Million
3.34% of portfolio
|
Q1 2024
Added 6.79%
|
|
Lvm Capital Management LTD
|
Apr 15, 2024 Q1 2024 |
275,112
shares
|
$12.1 Million
1.37% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Van Hulzen Asset Management, LLC
|
May 06, 2024 Q1 2024 |
273,391
shares
|
$12 Million
0.76% of portfolio
|
Q1 2024
Added 0.15%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
272,117
shares
|
$12 Million
0.33% of portfolio
|
Q1 2024
Added 13.95%
|