Who owns iShares Gold Trust?
- Ticker: IAU
- CUSIP Number: 464285204
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Gold Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Gold Trust stock
Who bought or sold iShares Gold Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 34M | $1.3B | -2% | Dec 2023 |
|
| Sumitomo Mitsui Trust Holdings | 21M | $893M | -1% | Mar 2024 |
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| Charles Schwab Investment Advisory | 20M | $798M | -1% | Dec 2023 |
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| Empower Advisory Group | 15M | $576M | 3% | Dec 2023 |
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| Jpmorgan Chase & Co | 12M | $481M | 20% | Dec 2023 |
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| Wells Fargo & Company | 12M | $452M | 4% | Dec 2023 |
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| Alliancebernstein | 10M | $389M | -4% | Dec 2023 |
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| UBS Group | 8.3M | $322M | -4% | Dec 2023 |
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| Bank Of Montreal | 7.0M | $272M | 5% | Dec 2023 |
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| Charles Schwab Investment Management | 6.1M | $237M | 226% | Dec 2023 |
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| WealthNavi | 5.2M | $221M | 19% | Mar 2024 |
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| Jane Street | 4.2M | $163M | 140% | Dec 2023 |
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| HighTower Advisors | 4.0M | $156M | -17% | Dec 2023 |
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| Raymond James & Associates | 3.8M | $162M | 4% | Mar 2024 |
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| Royal Bank of Canada | 3.6M | $142M | -6% | Dec 2023 |
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| Packer & Co | 3.6M | $151M | 0% | Mar 2024 |
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| HPM Partners | 3.1M | $120M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 3.0M | $118M | -3% | Dec 2023 |
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| Equitable Trust | 2.7M | $113M | 5% | Mar 2024 |
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| Tocqueville Asset Management | 2.3M | $91M | -1% | Dec 2023 |
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| Captrust Financial Advisors | 2.3M | $88M | 1% | Dec 2023 |
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| GM Advisory | 2.2M | $85M | 2% | Dec 2023 |
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| Baird Financial | 2.0M | $79M | 149% | Dec 2023 |
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| Advisor Group Holdings | 1.8M | $72M | -14% | Dec 2023 |
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| Arnhold | 1.8M | $71M | 0% | Dec 2023 |
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| Chevy Chase Trust Holdings | 1.7M | $66M | 58% | Dec 2023 |
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| Stifel Financial | 1.7M | $66M | 5% | Dec 2023 |
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| Moon Capital Management | 1.6M | $61M | 0% | Dec 2023 |
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| Central Trust & Investment | 1.5M | $65M | -2% | Mar 2024 |
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| First Command Advisory Services | 1.5M | $57M | 2% | Dec 2023 |
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| Paul Kendrigan | 1.4M | $57M | -1% | Mar 2024 |
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| Franklin Resources | 1.3M | $51M | -11% | Dec 2023 |
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| Diam | 1.3M | $51M | -21% | Dec 2023 |
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| Rockefeller Capital Management | 1.3M | $49M | 35% | Dec 2023 |
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| Neuberger Berman Group | 1.2M | $48M | 9% | Dec 2023 |
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| Tanglewood Wealth Management | 1.2M | $46M | 53% | Dec 2023 |
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| Mariner Wealth Advisors | 1.2M | $46M | 13% | Dec 2023 |
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| AlTi Global | 1.2M | $46M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 1.1M | $42M | 8% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.1M | $45M | 23% | Mar 2024 |
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| Beacon Investment Advisory Services | 1.1M | $41M | -1% | Dec 2023 |
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| CI Private Wealth | 985k | $38M | 12% | Dec 2023 |
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| Axxcess Wealth Management | 948k | $37M | -14% | Dec 2023 |
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| Pnc Financial Services | 940k | $37M | -1% | Dec 2023 |
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| MacKay Shields | 930k | $36M | 0% | Dec 2023 |
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| Mercer Global Advisors | 924k | $36M | -12% | Dec 2023 |
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| Bank of New York Mellon | 879k | $37M | -7% | Mar 2024 |
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| Capital Asset Advisory Services | 875k | $39M | 0% | Mar 2024 |
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| GenWealth Group | 846k | $36M | 5% | Mar 2024 |
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| Oxbow Advisors | 842k | $33M | -1% | Dec 2023 |
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| Creative Planning | 807k | $32M | -1% | Dec 2023 |
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| Circle Wealth Management | 792k | $31M | 347% | Dec 2023 |
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| Gladius Capital Management | 753k | $29M | 0% | Dec 2023 |
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| EverSource Wealth Advisors | 737k | $29M | 69% | Dec 2023 |
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| Cambridge Investment Research Advisors | 711k | $30M | -32% | Mar 2024 |
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| Narwhal Capital Management | 692k | $29M | 5% | Mar 2024 |
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| Ronald Blue Trust | 643k | $23M | -30% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 632k | $25M | 0% | Dec 2023 |
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| Cadinha & Co | 630k | $25M | 0% | Dec 2023 |
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| Carl Stuart Investment Advisor | 627k | $26M | 2% | Mar 2024 |
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| Strategic Point Investment Advisors | 626k | $24M | -1% | Dec 2023 |
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| West Family Investments | 621k | $24M | 0% | Dec 2023 |
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| K2 Principal Fund | 618k | $24M | 191% | Dec 2023 |
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| VPR Management | 609k | $24M | 0% | Dec 2023 |
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| Mirae Asset Global Investments | 592k | $23M | 104% | Dec 2023 |
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| Mader & Shannon Wealth Management | 584k | $23M | 1% | Dec 2023 |
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| Evoke Wealth | 583k | $23M | 187% | Dec 2023 |
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| Twin Focus Capital Partners | 560k | $22M | 16% | Dec 2023 |
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| Kaydan Wealth Management | 554k | $23M | 44% | Mar 2024 |
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| Gareth Morgan Investments Limited Partnership | 540k | $21M | 0% | Dec 2023 |
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| EPIQ Capital Group | 534k | $21M | 2% | Dec 2023 |
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| Checchi Capital Advisers | 512k | $22M | 15% | Mar 2024 |
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| Zhang Financial | 507k | $21M | -22% | Mar 2024 |
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| M^T Bank Corporation | 504k | $20M | -7% | Dec 2023 |
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| Sumitomo Mitsui Asset Management Company | 503k | $20M | 55% | Dec 2023 |
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| Quent Capital | 487k | $19M | 3% | Dec 2023 |
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| Sowa Financial Group | 485k | $19M | 0% | Mar 2024 |
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| Goldman Sachs Group | 476k | $19M | 71% | Dec 2023 |
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| Reuter James Wealth Management | 473k | $19M | 30% | Dec 2023 |
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| Foundations Investment Advisors | 473k | $18M | 16% | Dec 2023 |
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| SkyView Investment Advisors | 455k | $18M | 1905% | Dec 2023 |
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| WESCAP Management | 452k | $18M | -1% | Dec 2023 |
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| Cardinal Point Capital Management, ULC | 449k | $19M | 2% | Mar 2024 |
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| Independent Family Office | 434k | $17M | 0% | Dec 2023 |
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| Syon Capital | 431k | $17M | 18% | Dec 2023 |
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| Tiaa Trust, National Association | 428k | $17M | -49% | Dec 2023 |
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| TD Waterhouse Canada | 423k | $20M | 4% | Dec 2023 |
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| National Bank Of Canada /fi/ | 415k | $16M | 4% | Dec 2023 |
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| Spinnaker Trust | 415k | $16M | 4% | Dec 2023 |
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| NorthCrest Asset Manangement | 406k | $17M | 0% | Mar 2024 |
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| Beacon Pointe Advisors | 400k | $16M | 27% | Dec 2023 |
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| Parcion Private Wealth | 400k | $17M | -16% | Mar 2024 |
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| Chatham Capital Group | 399k | $17M | 1% | Mar 2024 |
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| Janney Montgomery Scott | 384k | $15M | 1% | Dec 2023 |
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| Atria Wealth Solutions | 383k | $15M | 3% | Dec 2023 |
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| Vision Capital Management | 373k | $15M | 2% | Dec 2023 |
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| James Investment Research | 372k | $15M | -3% | Dec 2023 |
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| Meridian Wealth Advisors | 368k | $14M | -3% | Dec 2023 |
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| Kestra Advisory Services | 364k | $14M | 10% | Dec 2023 |
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| Fielder Capital Group | 363k | $15M | -2% | Mar 2024 |
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| Assetmark | 361k | $14M | 6% | Dec 2023 |
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| Sterling Financial Planning | 346k | $14M | 0% | Dec 2023 |
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| Elm Partners Management | 342k | $13M | 51% | Dec 2023 |
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| AllGen Financial Advisors | 338k | $14M | 3% | Mar 2024 |
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| Sage Rhino Capital | 335k | $14M | 1% | Mar 2024 |
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| AE Wealth Management | 333k | $13M | -7% | Dec 2023 |
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| Graham Capital Wealth Management | 328k | $14M | -2% | Mar 2024 |
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| Modus Advisors | 324k | $13M | 0% | Dec 2023 |
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| Baldwin Brothers | 323k | $14M | -1% | Mar 2024 |
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| First Foundation Advisors | 321k | $13M | -4% | Dec 2023 |
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| Pamela Horwath | 318k | $12M | -1% | Dec 2023 |
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| Oakmont Partners | 318k | $13M | 0% | Mar 2024 |
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| BFSG | 313k | $13M | 3% | Mar 2024 |
|
| Cyndeo Wealth Partners | 309k | $13M | -3% | Mar 2024 |
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| Citadel Advisors | 309k | $12M | -37% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 307k | $12M | -9% | Dec 2023 |
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| Timber Creek Capital Management | 307k | $13M | -2% | Mar 2024 |
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| Citigroup | 305k | $12M | -21% | Dec 2023 |
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| Ohio Pers | 303k | $12M | 47% | Dec 2023 |
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| Kingsview Wealth Management | 298k | $12M | 45% | Dec 2023 |
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| Us Bancorp | 293k | $12M | -45% | Dec 2023 |
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| Chemistry Wealth Management | 292k | $12M | 3% | Mar 2024 |
|
| Legend Financial Advisors | 291k | $12M | 1% | Mar 2024 |
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| Brookstone Capital Management | 289k | $12M | -3% | Mar 2024 |
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| Ambassador Advisors | 288k | $11M | 2% | Dec 2023 |
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| IFP Advisors | 278k | $11M | 234% | Dec 2023 |
|
| Lvm Capital Management | 275k | $12M | -1% | Mar 2024 |
|
| William Blair $ Company | 274k | $11M | 4% | Dec 2023 |
|
| Van Hulzen Asset Management | 273k | $11M | 0% | Dec 2023 |
|
| Perigon Wealth Management | 273k | $11M | 0% | Dec 2023 |
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| New York State Common Retirement Fund | 271k | $11M | -2% | Dec 2023 |
|
| Wellington Management Company | 271k | $11M | -2% | Dec 2023 |
|
| Citizens Financial Group | 267k | $10M | 100% | Dec 2023 |
|
| Townsend & Associates | 263k | $12M | 1% | Mar 2024 |
|
| Steward Partners Investment Advisory | 260k | $10M | 34% | Dec 2023 |
|
| Aveo Capital Partners | 258k | $10M | 18% | Dec 2023 |
|
| Sunbelt Securities | 255k | $11M | -33% | Mar 2024 |
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| Executive Wealth Management | 254k | $9.9M | 127% | Dec 2023 |
|
| Rogco | 253k | $9.9M | -1% | Dec 2023 |
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| Parkside Investments | 252k | $11M | -11% | Mar 2024 |
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| Wallington Asset Management | 250k | $11M | 2% | Mar 2024 |
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| Arlington Capital Management | 250k | $11M | -2% | Mar 2024 |
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| Nottingham Advisors | 250k | $6.1M | -26% | Dec 2023 |
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| Fifth Third Securities | 249k | $11M | -15% | Mar 2024 |
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| Morton Capital Management | 245k | $10M | 0% | Mar 2024 |
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| American Investment Services | 245k | $9.5M | -3% | Dec 2023 |
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| Umb Bank N A | 244k | $10M | -1% | Mar 2024 |
|
| Cutler | 242k | $151k | -46% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 240k | $10M | 188% | Mar 2024 |
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| Resonant Capital Advisors | 231k | $9.0M | -34% | Dec 2023 |
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| Spectrum Asset Management | 230k | $9.7M | -6% | Mar 2024 |
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| Permanens Capital | 199k | $7.8M | -22% | Dec 2023 |
|
| Nomura Asset Management | 128k | $5.0M | -47% | Dec 2023 |
|
| Bank Julius Baer & Co. Ltd, Zurich | 114k | $4.5M | -67% | Dec 2023 |
|
| Great Valley Advisor Group | 80k | $3.1M | -84% | Dec 2023 |
|
| DT Investment Partners | 2.1k | $79k | -99% | Dec 2023 |
|
Who sold out of iShares Gold Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brave Asset Management | Sep 2023 | 377k | $13M |
| Twin Tree Management | Sep 2023 | 254k | $8.9M |