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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$49.39 +0.12 (+0.24%)
(As of 12/24/2024 05:19 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Gold Trust (NYSEARCA:IAU)

Current
Institutional Ownership
Percentage
59.67%
Number of
Institutional Buyers
(last 12 months)
689
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
521
Total
Institutional Outflows
(last 12 months)
$1.74B
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IAU Institutional Buying and Selling by Quarter

iShares Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC4,352$216K0.0%N/A0.001%
12/13/2024 B. Riley Wealth Advisors Inc.345,514$17.25M0.5%+49.7%0.052%
12/9/2024 FFG Partners LLC29,300$1.46M0.5%+0.9%0.004%
11/27/2024 Franklin Resources Inc.1,256,447$62.95M0.0%+0.7%0.188%
11/25/2024 Synovus Financial Corp82,184$4.09M0.0%+97.8%0.012%
11/25/2024 Tidal Investments LLC51,277$2.55M0.0%+542.9%0.008%
11/25/2024 Wilmington Savings Fund Society FSB7,816$388K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC33,665$1.80M0.0%+114.2%0.005%
11/25/2024 Sanctuary Advisors LLC788,800$40.29M0.3%+33.6%0.119%
11/21/2024 SkyView Investment Advisors LLC494,263$24.54M4.1%+1.9%0.074%
11/19/2024 McIlrath & Eck LLC1,335$66K0.0%+34.3%0.000%
11/19/2024 M&T Bank Corp343,894$17.09M0.1%-4.7%0.052%
11/18/2024 Rehmann Capital Advisory Group146,347$7.27M0.5%-1.9%0.022%
11/18/2024 TD Private Client Wealth LLC28,810$1.43M0.0%+5.1%0.004%
11/18/2024 Arete Wealth Advisors LLC53,473$2.65M0.2%+547.3%0.008%
11/18/2024 Sunbelt Securities Inc.302,725$15.05M1.5%+9.7%0.046%
11/18/2024 Twin Lakes Capital Management LLC6,829$339K0.2%-6.1%0.001%
11/18/2024 Ashford Capital Management Inc.8,711$433K0.1%+5.4%0.001%
11/15/2024 Valued Retirements Inc.38,447$1.91M2.6%N/A0.006%
11/15/2024 M&T Bank Corp343,894$17.09M0.0%-4.7%0.053%
11/15/2024 Executive Wealth Management LLC276,884$13.76M1.1%N/A0.042%
11/15/2024 Barclays PLC113,702$5.65M0.0%-26.2%0.017%
11/15/2024 Continuum Advisory LLC3,918$190K0.0%+25.5%0.001%
11/15/2024 Public Employees Retirement System of Ohio486,700$24.19M0.1%+7.0%0.074%
11/15/2024 SGL Investment Advisors Inc.12,758$618K0.3%N/A0.002%
11/15/2024 EWA LLC19,951$967K0.3%N/A0.003%
11/15/2024 Nomura Asset Management Co. Ltd.53,400$2.65M0.0%+3.3%0.008%
11/15/2024 Glass Jacobson Investment Advisors llc25,499$1.27M0.4%-1.8%0.004%
11/15/2024 MML Investors Services LLC524,644$26.08M0.1%-4.1%0.080%
11/15/2024 Orion Portfolio Solutions LLC95,207$4.73M0.1%-7.6%0.015%
11/15/2024 World Investment Advisors LLC410,311$20.39M0.1%+2,511.0%0.063%
11/15/2024 National Bank of Canada FI705,078$35.04M0.0%+0.1%0.108%
11/15/2024 EP Wealth Advisors LLC16,700$830K0.0%-7.6%0.003%
11/15/2024 Insigneo Advisory Services LLC27,575$1.37M0.1%+12.7%0.004%
11/15/2024 Kovitz Investment Group Partners LLC672,812$33.13M0.2%+10,279.7%0.103%
11/15/2024 WESCAP Management Group Inc.413,576$20.56M5.1%-7.7%0.063%
11/15/2024 Stifel Financial Corp1,706,096$84.79M0.1%+3.6%0.261%
11/15/2024 Swmg LLC9,940$483K0.2%N/A0.002%
11/15/2024 SageView Advisory Group LLC4,673$232K0.0%-4.6%0.001%
11/15/2024 Quadrature Capital Ltd1,927,978$95.80M2.2%N/A0.295%
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11/15/2024 Quantinno Capital Management LP19,888$988K0.0%+6.6%0.003%
11/15/2024 Parker Investment Management LLC524,135$26.05M4.1%N/A0.080%
11/15/2024 IHT Wealth Management LLC60,386$3.01M0.1%+31.9%0.009%
11/15/2024 Independent Family Office LLC425,857$21.16M10.6%+4.1%0.065%
11/15/2024 Hilltop Holdings Inc.20,294$1.01M0.1%+2.9%0.003%
11/15/2024 Chevy Chase Trust Holdings LLC1,703,211$84.65M0.3%+4.1%0.260%
11/15/2024 Beacon Investment Advisory Services Inc.1,033,901$51.39M2.1%-1.5%0.158%
11/15/2024 Benjamin Edwards Inc.11,930$593K0.0%N/A0.002%
11/14/2024 Timber Creek Capital Management LLC239,333$11.90M3.3%-0.9%0.037%
11/14/2024 Kitching Partners LLC89,331$4.44M6.0%+20.7%0.014%
11/14/2024 TRUE Private Wealth Advisors36,643$1.82M0.2%-3.7%0.006%
11/14/2024 Captrust Financial Advisors2,182,410$108.47M0.3%+5.3%0.337%
11/14/2024 Atlantic Union Bankshares Corp4,329$215K0.0%N/A0.001%
11/14/2024 Rockefeller Capital Management L.P.1,493,820$74.24M0.2%+12.4%0.230%
11/14/2024 Financial Counselors Inc.154,460$7.68M0.1%+13.8%0.024%
11/14/2024 Fiduciary Trust Co91,804$4.56M0.1%+3.0%0.014%
11/14/2024 CreativeOne Wealth LLC37,215$1.85M0.1%+24.6%0.006%
11/13/2024 RiverGlades Family Offices LLC90,872$4.52M3.2%+0.9%0.014%
11/13/2024 Glenmede Trust Co. NA22,861$1.14M0.0%+70.7%0.004%
11/13/2024 Freedom Investment Management Inc.30,131$1.50M0.1%-1.3%0.005%
11/13/2024 Insight Wealth Partners LLC163,724$8.14M1.6%+3.4%0.025%
11/13/2024 Townsquare Capital LLC34,573$1.72M0.0%+6.0%0.005%
11/13/2024 Avestar Capital LLC52,806$2.62M0.3%-6.4%0.008%
11/13/2024 D.A. Davidson & CO.43,764$2.18M0.0%-3.9%0.007%
11/13/2024 FMR LLC23,065,092$1.15B0.1%+0.3%3.558%
11/13/2024 Blue Investment Partners LLC78,949$3.92M1.6%+0.6%0.012%
11/13/2024 Bank of Montreal Can701,134$35.12M0.0%-7.5%0.108%
11/13/2024 Private Trust Co. NA16,201$805K0.1%-24.3%0.002%
11/13/2024 Boston Family Office LLC12,421$617K0.0%-20.2%0.002%
11/13/2024 Independent Advisor Alliance14,335$712K0.0%-2.8%0.002%
11/13/2024 Harvest Fund Management Co. Ltd113,654$5.65M0.3%+22.8%0.018%
11/13/2024 Davis R M Inc.5,004$249K0.0%N/A0.001%
11/13/2024 Douglass Winthrop Advisors LLC18,680$928K0.0%N/A0.003%
11/13/2024Fisher Asset Management LLC10,351$514K0.0%+81.0%0.002%
11/12/2024 Pekin Hardy Strauss Inc.98,143$4.88M0.6%+0.5%0.015%
11/12/2024 Summit Trail Advisors LLC183,389$9.11M0.2%+27.0%0.028%
11/12/2024 Wescott Financial Advisory Group LLC16,247$807K0.1%-2.6%0.003%
11/12/2024 Mader & Shannon Wealth Management Inc.527,949$26.24M15.3%-4.0%0.081%
11/12/2024 KKM Financial LLC8,683$432K0.2%-33.7%0.001%
11/12/2024 Kingsview Wealth Management LLC469,900$23.35M0.5%+48.0%0.072%
11/12/2024 Cerity Partners LLC3,244,343$161.24M0.4%+4.2%0.500%
11/12/2024 Great Valley Advisor Group Inc.67,135$3.34M0.1%+12.7%0.010%
11/12/2024 Flagstar Advisors Inc.95,649$4.75M1.2%+3.1%0.015%
11/12/2024 Camden National Bank82,842$4.12M0.6%+3.2%0.013%
11/12/2024 Nwam LLC12,271$610K0.0%N/A0.002%
11/12/2024 Meridian Wealth Management LLC11,631$578K0.0%N/A0.002%
11/12/2024 GM Advisory Group LLC2,014,927$100.14M6.0%+0.2%0.311%
11/12/2024 Biltmore Family Office LLC727,779$36.17M6.2%+0.7%0.112%
11/12/2024 Accretive Wealth Partners LLC107,626$5.35M2.2%-4.8%0.017%
11/12/2024 Citigroup Inc.580,005$28.83M0.0%+72.9%0.089%
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11/12/2024 Raymond James Trust N.A.56,942$2.83M0.1%-0.8%0.009%
11/12/2024 Altiora Financial Group LLC156,430$7.78M1.7%-6.9%0.024%
11/12/2024 Charles Schwab Investment Management Inc.78,808$3.92M0.0%-99.6%0.012%
11/12/2024 Smithfield Trust Co3,276$164K0.0%+254.2%0.001%
11/12/2024 Integrated Investment Consultants LLC48,474$2.41M0.1%+388.9%0.007%
11/9/2024 Cypress Capital Group101,920$5.07M0.6%+5.7%0.016%
11/8/2024 King Luther Capital Management Corp21,298$1.06M0.0%-11.3%0.003%
11/8/2024 Citizens Financial Group Inc. RI22,278$1.11M0.0%+346.1%0.003%
11/8/2024 EverSource Wealth Advisors LLC658,428$32.72M2.1%+1.1%0.102%
11/8/2024 Moors & Cabot Inc.20,641$1.03M0.1%+13.2%0.003%
(Data available from 1/1/2016 forward)

IAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAU shares?

During the previous two years, 1,220 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were FMR LLC ($1.15B), Sumitomo Mitsui Trust Group Inc. ($902.18M), Charles Schwab Investment Advisory Inc. ($855.95M), Sumitomo Mitsui Trust Holdings Inc. ($791.18M), Morgan Stanley ($781.36M), Empower Advisory Group LLC ($741.61M), and Personal Capital Advisors Corp ($471.12M).Learn more on IAU's institutional investors.

What percentage of iShares Gold Trust stock is owned by institutional investors?

59.67% of iShares Gold Trust stock is owned by institutional investors. Learn more on IAU's institutional investor holdings.

Which institutional investors have been buying iShares Gold Trust stock?

Of the 1,037 institutional investors that purchased iShares Gold Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($689.87M), Empower Advisory Group LLC ($14.29M), Charles Schwab Investment Management Inc. ($7.98M), Gateway Advisory LLC ($6.52M), Mizuho Bank Ltd. ($6M), Bank of Montreal Can ($4.72M), and WealthNavi Inc. ($4.65M).

How much institutional buying is happening at iShares Gold Trust?

Institutional investors have bought a total of 826,994,616 shares in the last 24 months. This purchase volume represents approximately $30.35B in transactions.

Which iShares Gold Trust major shareholders have been selling company stock?

Of the 786 institutional investors that sold iShares Gold Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($24.00M), Northwestern Mutual Wealth Management Co. ($18.14M), FMR LLC ($16.41M), Sumitomo Mitsui Trust Holdings Inc. ($11.05M), Citigroup Inc. ($6.99M), Bank of Montreal Can ($4.20M), and Ronald Blue Trust Inc. ($2.92M).

How much institutional selling is happening at iShares Gold Trust?

Institutional investors have sold a total of 144,051,229 shares in the last 24 months. This volume of shares sold represents approximately $5.50B in transactions.


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This page (NYSEARCA:IAU) was last updated on 12/25/2024 by MarketBeat.com Staff
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