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Disclosery

IAU ISHARES GOLD TR

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COM (fund), issuer CIK 1278680

1,400 managers (1,413 13F filers) reported a position in IAU shares at 2024-12-31, 373,803,810 shares in all. 144 filers opened a position and 46 filers sold out during the quarter.

Managers
1,400
13F filers
1,413
New
144
Added
501
Reduced
380
Sold out
46
Shares held by filers
373,803,810

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Forza Wealth Management, LLC212,840$10.5M4.8%+2,37313F-HRTimeline
Clear Harbor Asset Management, LLC210,839$10.4M0.84%+3,97313F-HRTimeline
Fore Capital, LLC208,000$10.3M12.71%+30,00013F-HRTimeline
Private Harbour Investment Management &…207,877$10.3M11.27%-8,05613F-HRTimeline
EVOKE WEALTH, LLC207,704$10.3M0.29%-16,51713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC207,610$10.3M0.27%13F-HRTimeline
Morton Capital Management LLC/CA207,348$10.3M1.94%+6,61513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC204,149$10.1M0.58%-5,94713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.203,301$10.1M0.49%+6,44713F-HRTimeline
Wealth Management Partners, LLC202,402$10M4.32%+1,72313F-HRTimeline
American Investment Services, Inc.200,657$9.93M1.76%-4,30913F-HR/ATimeline
Advisory Services Network, LLC197,601$9.78M0.18%+41,19813F-HRTimeline
Three Bridge Wealth Advisors, LLC197,524$9.78M3.42%+80013F-HRTimeline
NOTTINGHAM ADVISORS, INC.196,576$9.73M1.23%-36,99213F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…196,270$9.72M0.06%-80,37513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC193,471$9.58M0.32%+13,61013F-HRTimeline
NTV Asset Management LLC191,980$9.5M1.25%+1,37713F-HRTimeline
OKABENA INVESTMENT SERVICES INC190,441$9.43M2.62%+98913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC189,398$9.38M0.01%+12,69613F-HRTimelineGroup
Silverleafe Capital Partners, LLC188,431$9.33M2.96%+68913F-HRTimeline
SAPIENT CAPITAL LLC185,642$9.19M0.18%+2,59013F-HRTimeline
JB Capital LLC185,598$9.19M0.51%+179,49213F-HRTimeline
LifePlan Financial, LLC180,918$8.96M7.91%-8,52113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC180,100$8.92M0.01%+170,50013F-HRTimeline
Stonebridge Financial Group, LLC178,235$8.82M0.97%13F-HRTimeline
Gimbal Financial176,524$8.74M7.15%-166,82013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)174,500$8.64M0.09%-25013F-HRTimelineGroup
CSS LLC/IL174,370$8.63M0.51%+2,97013F-HRTimeline
Lifeworks Advisors, LLC171,742$8.5M1.54%+26,29013F-HRTimeline
Stablepoint Partners, LLC171,262$8.48M1.56%+28013F-HRTimeline
Insight Wealth Partners, LLC169,800$8.41M5.32%+6,07613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC168,923$8.36M0.01%-4,92213F-HRTimelineGroup
Lowe Wealth Advisors, LLC168,404$8.34M3.55%+32813F-HRTimeline
MFA WEALTH ADVISORS, LLC167,155$8.28M2.12%+15,83313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC166,980$8.27M0.04%+10,23413F-HRTimelineGroup
JNBA Financial Advisors165,999$8.22M0.84%-3,86013F-HRTimeline
Regency Capital Management Inc.\DE165,998$8.22M4.45%+1,98813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP158,243$8.19M1.26%-33,97013F-HRTimeline
CAPE ANN SAVINGS BANK165,373$8.19M4.82%-1,02713F-HRTimeline
Greenline Partners, LLC164,182$8.13M1.14%-2,01513F-HRTimeline
Altiora Financial Group, LLC163,963$8.12M1.77%+7,53313F-HRTimeline
B. Riley Wealth Advisors, Inc.163,806$8.11M0.27%-181,70813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK163,743$8.11M0.05%+84113F-HRTimelineGroup
Private Advisor Group, LLC163,738$8.11M0.05%+19,18513F-HRTimeline
Executive Wealth Management, LLC163,439$8.09M0.63%-113,44513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding162,835$8.06M+5,779Timeline
Ariston Services Group161,712$8.01M6.94%+41513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC161,093$7.98M0.18%+2,45413F-HRTimelineGroup
Impact Investors, Inc159,694$7.91M6.13%13F-HRTimeline
Well Done, LLC158,873$7.9M1.45%013F-HRTimeline
DSG Capital Advisors, LLC159,004$7.87M1.43%13F-HRTimeline
Sigma Planning Corp157,746$7.81M0.25%+17,01613F-HRTimeline
Plum Street Advisors, LLC156,998$7.77M3.84%-5,15413F-HRTimeline
BRAVE ASSET MANAGEMENT INC155,843$7.72M2.45%-370,69313F-HRTimeline
GFS Advisors, LLC155,371$7.69M1.17%-1,18913F-HRTimeline
FINANCIAL COUNSELORS INC155,268$7.69M0.11%+80813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.154,437$7.65M0.05%+92,32513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC154,383$7.64M7.06%+2,39213F-HRTimeline
Old Port Advisors152,679$7.56M2.17%+4,02313F-HRTimeline
Modern Wealth Management, LLC152,030$7.53M0.28%+25,14713F-HR/ATimeline
Spectrum Asset Management, Inc. (NB/CA)151,377$7.49M3.37%-98,32013F-HRTimeline
Williams Jones Wealth Management, LLC.151,084$7.48M0.09%+63,77813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC150,354$7.44M0.23%+113,13913F-HRTimelineGroup
Mutual Advisors, LLC141,356$7.24M0.21%+33,29513F-HRTimeline
Systelligence, LLC145,081$7.18M1.77%+3,01713F-HRTimeline
Foguth Wealth Management, LLC.136,820$7.16M1.87%+52,08413F-HRTimeline
BSW Wealth Partners143,729$7.12M1.04%+4,76113F-HRTimeline
Highland Financial Advisors, LLC142,921$7.08M2.45%-4,76513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC142,295$7.05M0.01%-3,03113F-HRTimelineGroup
MBA Advisors LLC140,531$6.96M3.53%+6,64913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…140,267$6.94M0.36%+3,03213F-HRTimeline
Ballentine Partners, LLC139,891$6.93M0.12%-52313F-HRTimeline
MGO ONE SEVEN LLC139,579$6.91M0.27%+3,19613F-HRTimeline
PATTON FUND MANAGEMENT, INC.138,148$6.84M1.34%-4,91613F-HRTimeline
Towneley Capital Management, Inc / DE138,043$6.83M1.62%-1,89013F-HRTimeline
Rehmann Capital Advisory Group137,982$6.82M0.43%-8,36513F-HRTimeline
Omnia Family Wealth, LLC136,791$6.77M2.8%013F-HR/ATimeline
SENTINEL TRUST CO LBA135,264$6.7M0.77%-30,72013F-HRTimeline
JP Wealth Management, Inc.134,982$6.68M4.91%13F-HRTimeline
Cranbrook Wealth Management, LLC134,087$6.64M1.54%-2,72013F-HRTimeline
Global Wealth Strategies & Associates133,502$6.61M2.07%+5,03313F-HRTimeline
WealthCare Investment Partners, LLC130,752$6.56M2.86%+7,02013F-HRTimeline
Hamilton Point Investment Advisors, LLC130,553$6.46M1.17%+2,09413F-HRTimeline
AE Wealth Management LLC129,820$6.43M0.05%-38,02913F-HRTimeline
Kades & Cheifetz LLC127,620$6.32M3.23%+51813F-HRTimeline
Weil Company, Inc.127,203$6.3M2.18%-3,30813F-HRTimeline
Advocacy Wealth Management, LLC126,942$6.28M0.48%new13F-HRTimeline
Maltin Wealth Management, Inc.126,631$6.27M3.08%+71413F-HRTimeline
Atria Investments, Inc126,471$6.26M0.08%+58,10613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.125,976$6.24M1.86%+1,13313F-HRTimeline
Orion Porfolio Solutions, LLC124,920$6.18M0.06%+29,71313F-HRTimeline
Orion Portfolio Solutions, LLC124,920$6.18M0.06%+29,71313F-HRTimeline
Coastal Bridge Advisors, LLC124,791$6.18M1.56%+44313F-HRTimeline
Compound Planning, Inc.123,965$6.14M0.31%+15,71713F-HRTimeline
Roehl & Yi Investment Advisors, LLC126,033$6.05M3.33%13F-HRTimeline
Bigelow Investment Advisors, LLC121,645$6.02M2.83%+15,35413F-HRTimeline
Prairie Wealth Advisors, Inc.121,525$6.02M2.89%+7,73313F-HRTimeline
ABLE Financial Group, LLC120,721$5.98M1.77%+67,12113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group118,702$5.88M0.72%+16,78213F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC117,748$5.83M2.78%+2,53313F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC117,380$5.81M4.36%new13F-HRTimeline
Southeast Asset Advisors, LLC115,540$5.72M0.7%013F-HRTimeline
Twelve Points Wealth Management LLC115,325$5.71M1.64%+1,82113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …114,538$5.67M0.26%+88413F-HRTimelineGroup
Wills Financial Group, Inc.114,462$5.67M2.45%+8513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV113,036$5.6M3.22%+9,13013F-HRTimeline
Ackerman Capital Advisors, LLC112,645$5.58M1.46%-1,10413F-HRTimeline
Callan Family Office, LLC112,213$5.56M0.35%+4,26713F-HRTimeline
WEALTH ALLIANCE, LLC112,134$5.55M0.66%+17,83613F-HRTimeline
World Investment Advisors111,591$5.52M0.15%+77,92613F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC111,582$5.52M4.76%-199,52213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC111,234$5.51M0.03%-1,86613F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.111,113$5.5M2.32%+11,38213F-HRTimeline
FineMark National Bank & Trust110,791$5.49M0.19%+6,36013F-HRTimeline
Briaud Financial Planning Inc107,672$5.33M2.17%+76813F-HRTimeline
Fermata Advisors, LLC107,546$5.32M0.99%-33,72513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,658$5.28M0.01%+57,22413F-HRTimelineGroup
Accretive Wealth Partners, LLC105,456$5.22M2.22%-2,17013F-HRTimeline
FDx Advisors, Inc.104,698$5.18M1.52%-7,99413F-HRTimeline
D.A. DAVIDSON & CO.103,895$5.14M0.04%+60,13113F-HRTimeline
Battery Global Advisors, LLC103,252$5.11M2.73%+14,23713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC102,488$5.07M1.26%+6,83913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,460$5.07M<0.01%+56,49013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.101,918$5.05M0.84%+14,94913F-HRTimeline
Wellspring Financial Advisors, LLC100,993$5M0.52%-3,19013F-HRTimeline
Bulltick Wealth Management, LLC100,879$4.99M1.18%new13F-HRTimeline
CHOREO, LLC100,659$4.98M0.07%-16,54313F-HRTimeline
DCF Advisers, LLC100,000$4.95M2.5%013F-HRTimeline
STABLEFORD CAPITAL II LLC99,560$4.93M1.95%-1,78713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC98,182$4.86M0.01%+45813F-HRTimelineGroup
Madden Advisory Services, Inc.97,770$4.84M2.25%+85013F-HRTimeline
SBI Securities Co., Ltd.97,201$4.81M0.15%13F-HRTimeline
Deane Retirement Strategies, Inc.97,050$4.8M2.42%+1,86813F-HRTimeline
AdvisorNet Financial, Inc97,004$4.8M0.4%-9,05113F-HRTimeline
Pekin Hardy Strauss, Inc.94,993$4.7M0.6%-3,15013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC94,542$4.68M0.14%-20013F-HRTimeline
WMS Partners, LLC94,347$4.67M0.26%-3013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC91,876$4.67M1.02%-4,12813F-HRTimeline
Alhambra Investment Management LLC94,185$4.66M2.39%-3,33113F-HRTimeline
KITCHING PARTNERS, LLC94,061$4.66M5.96%+4,73013F-HRTimeline
CAMDEN NATIONAL BANK94,041$4.66M0.7%+11,19913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gradient Investments LLCin group Gradient Investments LLC91,474$4.53M0.09%+1,27213F-HRTimelineGroup
RiverGlades Family Offices LLC91,342$4.52M3.23%+47013F-HRTimeline
Avestar Capital, LLC90,627$4.49M0.41%+37,82113F-HRTimeline
Integrated Wealth Concepts LLC90,571$4.48M0.05%+37,43213F-HRTimeline
Signal Advisors Wealth, LLC89,684$4.44M0.5%-1,43813F-HRTimeline
Welch & Forbes LLC88,908$4.4M0.06%-79613F-HRTimeline
Southern Style Financial, Inc.88,145$4.36M3.53%13F-HRTimeline
J2 Capital Management Inc88,080$4.36M4.09%13F-HRTimeline
IEQ CAPITAL, LLC87,914$4.35M0.04%-2,46113F-HRTimeline
Versant Capital Management, Inc87,836$4.35M0.94%-11,31313F-HRTimeline
NVWM, LLC87,762$4.35M1.1%-1713F-HRTimeline
TriaGen Wealth Management LLC87,665$4.34M1.46%+74213F-HRTimeline
CADINHA & CO LLC86,882$4.3M0.71%-587,68713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …84,666$4.3M0.24%-5,73313F-HRTimelineGroup
Gibson Capital, LLC86,670$4.29M0.88%-47513F-HRTimeline
Davies Financial Advisors, Inc.85,705$4.24M3.61%+95113F-HRTimeline
Riggs Capital Management LLC84,875$4.2M4.12%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC84,798$4.2M0.75%+29,96513F-HRTimeline
SYNOVUS FINANCIAL CORP84,504$4.18M0.05%+2,32013F-HRTimeline
Argent Trust Co84,457$4.18M0.17%-71013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co84,169$4.17M0.06%-7,63513F-HRTimelineGroup
Summit Financial, LLC84,118$4.16M0.15%+79,14513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC83,356$4.13M0.1%+17913F-HRTimeline
Hilltop National Bank83,134$4.12M1.24%-69513F-HRTimeline
Summit Place Financial Advisors, LLC82,717$4.1M2.33%-15313F-HRTimeline
Fortis Group Advisors, LLC82,436$4.08M0.76%-182,81813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC82,410$4.08M<0.01%-31,29213F-HR/ATimelineGroup
Tikvah Management LLCin group Tikvah Management LLC82,230$4.07M1.11%013F-HRTimelineGroup
Blue Investment Partners LLC81,703$4.05M1.48%+2,75413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC81,701$4.05M3.11%-3,27013F-HRTimeline
Ashton Thomas Private Wealth, LLC81,161$4.02M0.16%+36,43013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC81,048$4.01M0.08%-19,58313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…81,044$4.01M0.17%+4,41313F-HRTimeline
DELTA FINANCIAL ADVISORS LLC80,257$3.97M1.48%-1,95613F-HRTimeline
HB Wealth Management, LLC79,967$3.96M0.04%+8,11013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.79,857$3.95M0.01%+13,15713F-HRTimelineGroup
Allie Family Office LLC79,560$3.94M2.19%+2,67613F-HRTimeline
Altman Advisors, Inc.87,796$3.93M1.67%+7,85213F-HRTimeline
Amplius Wealth Advisors, LLC78,940$3.91M0.4%-1,61313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC78,894$3.91M3.7%13F-HRTimeline
waypoint wealth counsel78,597$3.89M2.54%-27713F-HRTimeline
Patriot Financial Group Insurance Agenc…78,514$3.89M0.52%+22,72113F-HRTimeline
SEEDS INVESTOR LLC78,262$3.87M1.1%+62,19113F-HRTimeline
Crescent Grove Advisors, LLC77,959$3.86M0.38%+6,96213F-HRTimeline
MOTCO77,389$3.83M0.39%-77813F-HRTimeline
TrinityPoint Wealth, LLC76,359$3.78M0.53%+38,56013F-HRTimeline
Robinson Value Management, Ltd.76,086$3.77M2.49%-2,36513F-HRTimeline
F/m Investments LLC76,026$3.76M0.14%-20,66413F-HRTimeline
Sepio Capital, LP75,188$3.72M0.3%013F-HRTimeline
Pacific Point Advisors, LLC68,862$3.7M2.25%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…73,891$3.66M0.58%+58613F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC73,808$3.65M3.51%13F-HRTimeline
Arax Advisory Partners73,271$3.63M0.23%-3,30913F-HRTimeline
Financial Advocates Investment Manageme…72,981$3.61M0.21%+3,24013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC72,417$3.61M0.75%+2,74513F-HRTimeline
Nadler Financial Group, Inc.72,604$3.59M0.38%+15,36513F-HRTimeline
LifePlan Investment Advisors, Inc.72,056$3.57M2.21%+2,74713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC70,804$3.51M0.53%-23813F-HRTimeline
D. SCOTT NEAL, INC.69,895$3.46M1.9%-76313F-HRTimeline