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Disclosery

IAU ISHARES GOLD TR

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COM (fund), issuer CIK 1278680

1,532 managers (1,549 13F filers) reported a position in IAU shares at 2025-03-31, 405,890,844 shares in all. 194 filers opened a position and 47 filers sold out during the quarter.

Managers
1,532
13F filers
1,549
New
194
Added
638
Reduced
404
Sold out
47
Shares held by filers
405,890,844

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Legend Financial Advisors, Inc.239,050$14.1M10.35%-30,40313F-HRTimeline
Signet Investment Advisory Group, Inc.238,496$14.1M7.09%+1,91613F-HRTimeline
Advisory Services Network, LLC238,421$14.1M0.27%+40,82013F-HRTimeline
Ashton Thomas Private Wealth, LLC237,131$14M0.54%+155,97013F-HRTimeline
White Lighthouse Investment Management …236,508$13.9M2.49%-11,08613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding236,134$13.9M+19,266Timeline
Timber Creek Capital Management LLC233,227$13.8M3.67%-2,16613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.233,026$13.7M0.68%+29,72513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich232,496$13.7M0.04%-30,42313F-HR/ATimeline
Merit Financial Group, LLC231,497$13.6M0.2%+179,95913F-HRTimeline
UMB Bank, n.a.229,784$13.5M0.22%-17,17413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NKCFO LLC229,200$13.5M6.29%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC228,771$13.5M0.82%-3,48113F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…231,500$13.5M0.01%-119,00013F-HRTimelineGroup
Forza Wealth Management, LLC227,991$13.4M6.04%+15,15113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding224,609$13.2M+61,774Timeline
Private Advisor Group, LLC223,303$13.2M0.08%+59,56513F-HRTimeline
Upper Left Wealth Management, LLC223,151$13.2M9.44%-6,91013F-HRTimeline
Sowell Financial Services LLC219,377$12.9M0.59%+50113F-HRTimeline
Arkos Global Advisors219,245$12.9M1.9%-15613F-HRTimeline
EFG Private Wealth Management (Americas…218,708$12.9M2.61%-4,17113F-HRTimeline
Clear Harbor Asset Management, LLC216,872$12.8M1.01%+6,03313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC215,800$12.7M0.02%+35,70013F-HRTimeline
Parkside Investments, LLC214,566$12.7M1.86%-7,97113F-HRTimeline
ROGCO, LP213,756$12.6M5.05%-3,77313F-HRTimeline
Spectrum Wealth Counsel, LLC209,790$12.4M1.49%+186,43613F-HRTimeline
Coastal Bridge Advisors, LLC208,183$12.3M1.11%+83,39213F-HR/ATimeline
Fore Capital, LLC208,000$12.3M14.66%013F-HRTimeline
EVOKE WEALTH, LLC207,704$12.2M0.32%013F-HRTimeline
World Investment Advisors206,232$12.2M0.32%+94,64113F-HRTimeline
Wealth Management Partners, LLC204,605$12.1M5.59%+2,20313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC204,028$12M0.02%+14,63013F-HRTimelineGroup
Lifeworks Advisors, LLC202,965$12M1.99%+31,22313F-HRTimeline
Private Harbour Investment Management &…199,461$11.8M13.05%-8,41613F-HRTimeline
Three Bridge Wealth Advisors, LLC197,714$11.7M4.06%+19013F-HRTimeline
DT Investment Partners, LLC197,692$11.7M1.12%+195,13013F-HRTimeline
B. Riley Wealth Advisors, Inc.197,319$11.6M0.35%+33,51313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC197,307$11.6M0.67%-6,84213F-HRTimeline
HB Wealth Management, LLC196,034$11.6M0.1%+116,06713F-HRTimeline
NTV Asset Management LLC194,382$11.5M1.53%+2,40213F-HRTimeline
Sigma Planning Corp193,360$11.4M0.36%+35,61413F-HRTimeline
Bulltick Wealth Management, LLC189,269$11.2M2.96%+88,39013F-HRTimeline
Morton Capital Management LLC/CA188,912$11.1M2.15%-18,43613F-HRTimeline
OKABENA INVESTMENT SERVICES INC187,951$11.1M2.79%-2,49013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group186,135$11M1.44%+67,43313F-HRTimelineGroup
SAPIENT CAPITAL LLC185,871$11M0.22%+22913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP186,839$10.9M0.01%+80,18113F-HR/ATimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding181,117$10.7MnewTimeline
Regency Capital Management Inc.\DE179,156$10.6M6.31%+13,15813F-HRTimeline
Stonebridge Financial Group, LLC179,016$10.6M1.12%+78113F-HRTimeline
LifePlan Financial, LLC176,273$10.4M9.06%-4,64513F-HRTimeline
CSS LLC/IL174,370$10.3M0.72%013F-HRTimeline
Modern Wealth Management, LLC174,051$10.3M0.33%+22,02113F-HR/ATimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)173,916$10.3M0.11%-58413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK169,273$9.98M0.06%+5,53013F-HRTimelineGroup
American Investment Services, Inc.168,839$9.95M1.75%-31,81813F-HRTimeline
Silverleafe Capital Partners, LLC167,748$9.89M3.4%-20,68313F-HRTimeline
Lowe Wealth Advisors, LLC167,225$9.86M4.19%-1,17913F-HRTimeline
Hamilton Point Investment Advisors, LLC165,396$9.75M1.75%+34,84313F-HRTimeline
Stablepoint Partners, LLC164,061$9.67M1.75%-7,20113F-HRTimeline
MGO ONE SEVEN LLC163,612$9.65M0.37%+24,03313F-HRTimeline
Mutual Advisors, LLC153,715$9.58M0.27%+12,35913F-HRTimeline
Ariston Services Group160,524$9.46M7.91%-1,18813F-HRTimeline
Impact Investors, Inc160,173$9.44M7.35%+47913F-HRTimeline
JNBA Financial Advisors160,052$9.44M0.98%-5,94713F-HRTimeline
Insight Wealth Partners, LLC159,906$9.43M5.67%-9,89413F-HRTimeline
DSG Capital Advisors, LLC159,255$9.39M1.9%+25113F-HRTimeline
Ballentine Partners, LLC158,942$9.37M0.16%+19,05113F-HRTimeline
SIMPLEX TRADING, LLC158,432$9.34M0.33%+91,10213F-HRTimeline
MFA WEALTH ADVISORS, LLC157,881$9.31M2.3%-9,27413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC157,343$9.28M0.21%-3,75013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…156,988$9.26M1.51%new13F-HRTimeline
Fortis Group Advisors, LLC156,952$9.25M1.8%+74,51613F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC156,568$9.23M8.63%+2,18513F-HRTimeline
FINANCIAL COUNSELORS INC156,209$9.21M0.14%+94113F-HRTimeline
Farther Finance Advisors, LLC156,418$9.21M0.23%+120,74113F-HRTimeline
Icon Wealth Advisors, LLC155,825$9.19M0.76%+89,59213F-HRTimeline
CAPE ANN SAVINGS BANK155,150$9.15M5.74%-10,22313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC155,106$9.15M0.01%+12,81113F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP155,048$9.14M1.47%-3,19513F-HRTimeline
BRAVE ASSET MANAGEMENT INC154,706$9.12M2.87%-1,13713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)154,380$9.1M4.04%+3,00313F-HRTimeline
Orion Porfolio Solutions, LLC154,103$9.09M0.09%+29,18313F-HRTimeline
Orion Portfolio Solutions, LLC154,103$9.09M0.09%+29,18313F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…153,235$9.03M0.48%+12,96813F-HRTimeline
NOTTINGHAM ADVISORS, INC.150,172$8.85M1.35%-46,40413F-HRTimeline
Old Port Advisors150,107$8.85M2.63%-2,57213F-HRTimeline
BSW Wealth Partners149,779$8.83M1.34%+6,05013F-HRTimeline
WEALTH ALLIANCE, LLC142,878$8.42M1.02%+30,74413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management141,579$8.35M0.27%+119,65813F-HRTimelineGroup
Towneley Capital Management, Inc / DE141,321$8.33M1.95%+3,27813F-HRTimeline
Shepherd Financial Partners LLC140,023$8.26M0.97%+129,56513F-HRTimeline
MBA Advisors LLC139,438$8.22M4.07%-1,09313F-HRTimeline
Sharkey, Howes & Javer138,373$8.16M1.17%+76,33113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC144,046$8.14M0.04%-22,93413F-HRTimelineGroup
SAGE PRIVATE WEALTH GROUP, LLC136,782$8.06M6.11%+19,40213F-HRTimeline
Omnia Family Wealth, LLC136,741$8.06M3.37%-5013F-HRTimeline
Plum Street Advisors, LLC136,196$8.03M3.87%-20,80213F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…135,608$8M0.05%-60,66213F-HRTimelineGroup
WealthCare Investment Partners, LLC123,285$7.96M3.38%-7,46713F-HRTimeline
Cranbrook Wealth Management, LLC133,369$7.86M1.83%-71813F-HRTimeline
Well Done, LLC158,783$7.86M1.43%-9013F-HRTimeline
Bigelow Investment Advisors, LLC133,228$7.86M3.73%+11,58313F-HRTimeline
GFS Advisors, LLC132,680$7.82M1.57%-22,69113F-HRTimeline
Highland Financial Advisors, LLC132,273$7.8M2.79%-10,64813F-HRTimeline
Maltin Wealth Management, Inc.130,615$7.7M3.62%+3,98413F-HRTimeline
JP Wealth Management, Inc.130,376$7.69M6.19%-4,60613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV130,297$7.68M3.95%+17,26113F-HRTimeline
Rehmann Capital Advisory Group130,256$7.68M0.48%-7,72613F-HRTimeline
Greenline Partners, LLC129,996$7.66M1.19%-34,18613F-HRTimeline
Global Wealth Strategies & Associates127,916$7.54M2.29%-5,58613F-HRTimeline
PATTON FUND MANAGEMENT, INC.126,556$7.46M1.81%-11,59213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC126,142$7.44M2.49%+103,43213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.125,976$7.43M2.19%013F-HRTimeline
SENTINEL TRUST CO LBA125,556$7.4M0.87%-9,70813F-HRTimeline
Trek Financial, LLC125,335$7.39M0.53%+75,29813F-HRTimeline
Security Financial Services, INC.124,952$7.37M1.46%+70,03413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…143,380$7.31M0.02%-73,43313F-HR/ATimelineGroup
Prairie Wealth Advisors, Inc.123,527$7.28M3.58%+2,00213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC123,374$7.27M0.27%+96,56713F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC125,221$7.15M3.88%-81213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC120,486$7.1M0.24%-72,98513F-HRTimeline
WEALTHSPAN PARTNERS, LLC120,171$7.09M3.27%+2,42313F-HRTimeline
Systelligence, LLC120,090$7.08M1.7%-24,99113F-HRTimeline
Accretive Wealth Partners, LLC109,551$7.07M2.5%+4,09513F-HRTimeline
Geneos Wealth Management Inc.119,564$7.05M0.1%+63,21913F-HRTimeline
Buttonwood Financial Group, LLC115,699$6.92M4.06%+75,14813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC117,291$6.92M0.03%+77,49013F-HRTimelineGroup
Compound Planning, Inc.117,280$6.91M0.32%-6,68513F-HRTimeline
High Falls Advisors, Inc117,251$6.91M1.62%+56,92313F-HRTimeline
TSFG, LLC117,217$6.91M1.41%+53,00713F-HRTimeline
FineMark National Bank & Trust117,091$6.9M0.25%+6,30013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…115,923$6.83M0.31%+34,87913F-HRTimeline
Weil Company, Inc.115,773$6.83M2.04%-11,43013F-HRTimeline
Southeast Asset Advisors, LLC115,540$6.81M0.84%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC115,511$6.81M0.04%+4,27713F-HRTimelineGroup
Wills Financial Group LLC115,117$6.79M3.01%13F-HRTimeline
Battery Global Advisors, LLC113,816$6.71M3.74%+10,56413F-HRTimeline
SteelPeak Wealth, LLC112,631$6.64M0.28%+64,46613F-HRTimeline
Callan Family Office, LLC112,327$6.62M0.5%+11413F-HRTimeline
ABLE Financial Group, LLC111,934$6.6M1.85%-8,78713F-HRTimeline
Ackerman Capital Advisors, LLC111,790$6.59M1.74%-85513F-HRTimeline
Palisades Hudson Asset Management, L.P.111,113$6.55M2.97%013F-HRTimeline
Savvy Advisors, Inc.110,805$6.53M0.66%+79,88013F-HRTimeline
Rochester Wealth Strategies, LLC110,199$6.5M5.16%13F-HRTimeline
SBI Securities Co., Ltd.109,064$6.43M0.21%+11,86313F-HRTimeline
Twelve Points Wealth Management LLC108,695$6.41M1.74%-6,63013F-HRTimeline
Stone House Investment Management, LLC107,778$6.35M1.29%+79,61613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …101,294$6.35M0.4%+16,62813F-HRTimelineGroup
Briaud Financial Planning Inc106,846$6.3M2.5%-82613F-HRTimeline
STABLEFORD CAPITAL II LLC99,559$6.24M2.64%-113F-HRTimeline
Kelly Financial Services LLC105,563$6.22M2.16%+60,34213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding105,308$6.21M+31,417Timeline
NewEdge Wealth, LLC104,929$6.19M0.11%+84,69213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…104,619$6.17M0.12%+79,50713F-HRTimelineGroup
Summit Place Financial Advisors, LLC103,210$6.09M3.44%+20,49313F-HRTimeline
Baker Avenue Asset Management, LP103,200$6.08M0.19%+94,23813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC103,089$6.08M1.55%+60113F-HRTimelineGroup
Wellspring Financial Advisors, LLC102,734$6.06M0.68%+1,74113F-HRTimeline
Strategic Blueprint, LLC102,707$6.06M0.33%+65,53313F-HRTimeline
KITCHING PARTNERS, LLC101,963$6.01M6.92%+7,90213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.101,879$6.01M1.04%-3913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …101,768$5.99M0.47%+54,51413F-HRTimeline
Fermata Advisors, LLC100,971$5.95M1.08%-6,57513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …100,358$5.92M0.29%-14,18013F-HRTimelineGroup
DCF Advisers, LLC100,000$5.9M3.17%013F-HRTimeline
Deane Retirement Strategies, Inc.99,722$5.88M2.8%+2,67213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC98,101$5.87M1.28%+6,22513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC99,127$5.84M0.01%+94513F-HRTimelineGroup
SEEDS INVESTOR LLC98,330$5.8M1.63%+20,06813F-HRTimeline
Altiora Financial Group, LLC97,822$5.77M1.23%-66,14113F-HRTimeline
AdvisorNet Financial, Inc97,479$5.75M0.43%+47513F-HRTimeline
TBH Global Asset Management, LLC96,903$5.71M1.1%new13F-HRTimeline
Madden Advisory Services, Inc.96,536$5.69M2.65%-1,23413F-HRTimeline
CHOREO, LLC96,214$5.67M0.09%-4,44513F-HRTimeline
Pettinga Financial Advisors LLC95,850$5.65M1.33%+37,39513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC95,396$5.62M1.08%+10,59813F-HRTimeline
Pekin Hardy Strauss, Inc.95,193$5.61M0.68%+20013F-HRTimeline
New Millennium Group LLC94,684$5.58M3.66%+93,22013F-HRTimeline
CAMDEN NATIONAL BANK94,284$5.56M0.83%+24313F-HRTimeline
D.A. DAVIDSON & CO.92,794$5.47M0.04%-11,10113F-HRTimeline
FDx Advisors, Inc.92,788$5.47M1.78%-11,91013F-HRTimeline
Avestar Capital, LLC92,647$5.46M0.52%+2,02013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC91,849$5.42M0.11%+37513F-HRTimelineGroup
Kure Advisory, LLC91,598$5.4M4.08%13F-HRTimeline
LifeWealth Investments, LLC91,512$5.4M2.59%+31,45413F-HR/ATimeline
RiverGlades Family Offices LLC91,287$5.38M3.87%-5513F-HRTimeline
Stokes Family Office, LLC91,048$5.37M0.6%+49,66613F-HRTimeline
Argent Trust Co89,145$5.26M0.22%+4,68813F-HRTimeline
Welch & Forbes LLC88,302$5.21M0.07%-60613F-HRTimeline
Davies Financial Advisors, Inc.88,030$5.19M4.42%+2,32513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.86,957$5.13M0.02%+7,10013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co86,742$5.11M0.07%+2,57313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC86,520$5.1M0.13%+3,16413F-HRTimeline
Alhambra Investment Management LLC86,252$5.09M2.62%-7,93313F-HRTimeline
Lineweaver Wealth Advisors, LLC86,227$5.08M0.87%+42,71813F-HRTimeline
U.S. Capital Wealth Advisors, LLC86,115$5.08M0.16%+20,04513F-HRTimeline
Versant Capital Management, Inc86,058$5.07M0.85%-1,77813F-HRTimeline
Gibson Capital, LLC85,049$5.01M1.06%-1,62113F-HR/ATimeline
Wealthspire Advisors, LLC84,530$4.98M0.03%+51,83913F-HRTimeline