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 |
---|---|---|---|---|---|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
267,968
shares
|
$11.8 Million
5.46% of portfolio
|
Q1 2023
Added 76.1%
|
|
White Lighthouse Investment Management Inc.
|
May 07, 2024 Q1 2024 |
265,371
shares
|
$11.7 Million
2.27% of portfolio
|
Q1 2024
New holding
|
|
Townsend & Associates, Inc
|
Apr 24, 2024 Q1 2024 |
263,359
shares
|
$11.6 Million
1.25% of portfolio
|
Q1 2024
Added 0.85%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
262,711
shares
|
$11.5 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
258,953
shares
|
$11.4 Million
1.23% of portfolio
|
Q1 2024
Added 0.22%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
255,094
shares
|
$11.2 Million
1.28% of portfolio
|
Q1 2024
Reduced 33.36%
|
|
Parkside Investments, LLC
|
Apr 12, 2024 Q1 2024 |
251,551
shares
|
$11.1 Million
1.69% of portfolio
|
Q1 2024
Reduced 11.2%
|
|
Wallington Asset Management, LLC
|
Apr 19, 2024 Q1 2024 |
250,154
shares
|
$11 Million
1.65% of portfolio
|
Q1 2024
Added 1.56%
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2024 Q1 2024 |
250,000
shares
|
$11 Million
3.68% of portfolio
|
Q1 2024
Added 478.7%
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Apr 24, 2024 Q1 2024 |
249,925
shares
|
$11 Million
9.55% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
249,607
shares
|
$11 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
249,366
shares
|
$11 Million
1.03% of portfolio
|
Q1 2024
Reduced 14.51%
|
|
Rogco, LP
Claremore, OK |
May 08, 2024 Q1 2024 |
248,516
shares
|
$10.9 Million
4.27% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
Sentinel Trust CO Lba
Houston, TX |
May 15, 2024 Q1 2024 |
247,486
shares
|
$10.9 Million
1.35% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
First American Trust, Fsb
|
May 13, 2024 Q1 2024 |
247,446
shares
|
$10.9 Million
1.1% of portfolio
|
Q1 2024
Added 7.46%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 12, 2024 Q1 2024 |
245,326
shares
|
$10.8 Million
2.78% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
244,333
shares
|
$10.7 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
244,234
shares
|
$10.7 Million
1.28% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
241,433
shares
|
$10.6 Million
2.69% of portfolio
|
Q1 2024
Added 5.45%
|
|
American Investment Services, Inc.
|
May 13, 2024 Q1 2024 |
241,126
shares
|
$10.6 Million
1.83% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 18, 2024 Q1 2024 |
240,083
shares
|
$10.5 Million
2.61% of portfolio
|
Q1 2024
Added 188.24%
|
|
Signet Investment Advisory Group, Inc.
|
Apr 29, 2024 Q1 2024 |
233,196
shares
|
$10.2 Million
5.36% of portfolio
|
Q1 2024
Added 3.77%
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
231,017
shares
|
$10.1 Million
0.83% of portfolio
|
Q1 2024
Added 0.17%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
230,098
shares
|
$10.1 Million
0.29% of portfolio
|
Q4 2023
Reduced 90.57%
|
|
Spectrum Asset Management, Inc.
|
Apr 23, 2024 Q1 2024 |
229,793
shares
|
$10.1 Million
4.24% of portfolio
|
Q1 2024
Reduced 6.02%
|