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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
NavPoint Financial, Inc.69,425$3.44M2.72%-4813F-HRTimeline
Mengis Capital Management, Inc.69,351$3.43M0.7%-80013F-HRTimeline
Signify Wealth69,176$3.42M3.87%+4,49613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/69,150$3.42M0.19%013F-HRTimeline
Financial Sense Advisors, Inc.68,171$3.38M1.13%+2,28813F-HRTimeline
Rathbones Group PLC67,611$3.35M0.02%+62013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC67,598$3.35M1.7%+20,61113F-HRTimeline
Financial Alternatives, Inc67,579$3.35M2.36%-37013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67,476$3.34M0.03%+1,34813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co67,345$3.33M<0.01%-11,46313F-HRTimelineGroup
SIMPLEX TRADING, LLC67,330$3.33M0.09%new13F-HRTimeline
E Fund Management Co., Ltd.67,273$3.33M0.17%-9,40213F-HRTimeline
Fearless Solutions, LLC dba Best Invest66,861$3.31M2.53%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…66,404$3.29M0.07%-73113F-HRTimelineGroup
Parallel Advisors, LLC66,332$3.28M0.07%-3,44913F-HRTimeline
Icon Wealth Advisors, LLC66,233$3.28M0.27%new13F-HRTimeline
&PARTNERS66,191$3.28M0.04%-5,43513F-HRTimeline
U.S. Capital Wealth Advisors, LLC66,070$3.27M0.1%+57,81513F-HRTimeline
First Horizon Advisors, Inc.66,042$3.27M0.09%+14,23713F-HRTimeline
Eagle Strategies LLC64,486$3.19M0.55%+3,32013F-HRTimeline
Promus Capital, LLC64,363$3.19M2.44%13F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT64,359$3.19M0.05%-46313F-HRTimeline
Empowered Funds, LLC64,225$3.18M0.05%new13F-HRTimeline
TSFG, LLC64,210$3.18M0.65%+62,33713F-HRTimeline
Principia Wealth Advisory, LLC62,600$3.1M2.91%13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…62,417$3.09M0.09%013F-HRTimelineGroup
Sharkey, Howes & Javer62,042$3.07M0.43%new13F-HRTimeline
Aspect Partners, LLC61,935$3.07M1.77%-2,41913F-HRTimeline
Ausdal Financial Partners, Inc.61,208$3.03M0.26%-2,15613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…61,197$3.03M0.23%-5,53213F-HRTimeline
WHITTIER TRUST CO61,000$3.02M0.04%-8,83513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP60,963$3.02M0.02%+90613F-HRTimelineGroup
Wealthstar Advisors, LLC60,843$3.01M1.31%13F-HRTimeline
High Falls Advisors, Inc60,328$2.99M0.69%new13F-HRTimeline
Modera Wealth Management, LLC60,211$2.98M0.04%-3,91313F-HRTimeline
LifeWealth Investments, LLC60,058$2.97M1.97%13F-HRTimeline
Cercano Management LLC59,869$2.96M0.08%new13F-HRTimeline
Pettinga Financial Advisors LLC58,455$2.89M0.65%+52,95513F-HRTimeline
Towerpoint Wealth, LLC58,204$2.88M1.41%-1,38413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA54,758$2.86M0.14%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.57,617$2.85M0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd57,407$2.84M0.77%13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…57,389$2.84M0.1%+24,65313F-HRTimelineGroup
Carlson Capital Management57,334$2.84M0.12%+10013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC52,886$2.81M0.28%+1,94113F-HRTimeline
Geneos Wealth Management Inc.56,345$2.79M0.1%-1,23213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/55,435$2.74M0.58%-1,06513F-HRTimeline
One Capital Management, LLC55,293$2.74M0.09%-2,53313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO55,236$2.73M0.05%-19513F-HRTimeline
Asset Management One Co., Ltd.55,250$2.73M0.01%-9,90013F-HRTimeline
Security Financial Services, INC.54,918$2.72M0.55%new13F-HRTimeline
Pinnacle Financial Partners Inc54,553$2.71M0.05%-3,85313F-HRTimeline
Firestone Capital Management54,604$2.7M0.67%+1,34613F-HRTimeline
DAHRING | CUSMANO LLC54,516$2.7M2.45%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC54,482$2.7M0.04%013F-HRTimeline
Snowden Capital Advisors LLC54,309$2.69M0.08%+11,42613F-HRTimeline
Financial & Tax Architects, LLC53,933$2.67M0.68%-1,76013F-HRTimeline
Alpha Zero LLC53,855$2.67M2.04%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD53,600$2.65M0.01%+20013F-HRTimelineGroup
United Community Bankin group United Community Bank53,568$2.65M1.03%-1013F-HRTimelineGroup
COWA, LLC53,308$2.64M1.22%-5,04913F-HRTimeline
Independent Solutions Wealth Management…52,919$2.62M0.57%+48,56713F-HRTimeline
Trademark Financial Management, LLC52,538$2.6M2.07%-12713F-HRTimeline
LM Advisors LLC52,347$2.59M0.46%-113F-HR/ATimeline
Avior Wealth Management, LLC52,311$2.59M0.09%+3,09813F-HRTimeline
Merit Financial Group, LLC51,538$2.55M0.05%+32,97513F-HRTimeline
HARBOUR INVESTMENTS, INC.51,432$2.55M0.07%+4,83213F-HRTimeline
Lynx Investment Advisory50,889$2.52M1.72%013F-HRTimeline
NewSquare Capital LLC50,838$2.52M0.2%-48813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…50,435$2.5M0.37%+7,02113F-HRTimeline
Invst, LLC50,374$2.49M0.3%new13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC50,283$2.49M0.6%-10013F-HR/ATimeline
Strengthening Families & Communities, L…50,147$2.48M1.41%-74513F-HRTimeline
Westover Capital Advisors, LLC50,038$2.48M0.55%-36,23813F-HRTimeline
Trek Financial, LLC50,037$2.48M0.19%+15,43313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…47,410$2.47M0.14%+41,29813F-HRTimeline
Advisory Alpha, LLC49,756$2.46M0.09%-2,31013F-HRTimeline
Laidlaw Wealth Management LLC49,645$2.46M1.07%-81513F-HRTimeline
Smith Thornton Advisors LLC49,169$2.43M1.54%-32313F-HRTimeline
2UniFi Bank49,150$2.43M1.62%13F-HRTimeline
Farrell Financial LLC48,852$2.42M1.73%+36813F-HRTimeline
Generation Capital Management LLC48,286$2.39M2.05%13F-HRTimeline
SteelPeak Wealth, LLC48,165$2.38M0.1%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC47,605$2.36M0.03%+13,03213F-HRTimeline
Prospera Financial Services Inc47,436$2.35M0.05%+2,90513F-HRTimeline
Northside Capital Management, LLC47,422$2.35M0.62%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …47,254$2.34M0.19%new13F-HR/ATimeline
Compass Financial Group, Inc.46,385$2.3M1.1%-3,28213F-HRTimeline
BridgePort Financial Solutions, LLC42,341$2.29M1.04%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC46,347$2.29M0.97%new13F-HRTimeline
Cushing Capital Partners, LLC46,191$2.29M2.2%13F-HRTimeline
IHT Wealth Management, LLC46,179$2.29M0.07%-14,20713F-HRTimeline
Red Mountain Financial, LLC46,149$2.28M2.46%-16513F-HRTimeline
EQ LLC46,054$2.28M1.07%new13F-HRTimeline
Integrated Advisors Network LLC45,800$2.27M0.11%+8,09713F-HRTimeline
GUIDANCE CAPITAL, INC43,134$2.26M0.69%+10,60513F-HRTimeline
Kelly Financial Services LLC45,221$2.24M0.81%new13F-HR/ATimeline
FIRST MANHATTAN CO. LLC.45,204$2.24M0.01%013F-HRTimeline
Plan Group Financial, LLC44,558$2.21M1.17%+1,69013F-HRTimeline
Confluence Wealth Services, Inc.42,172$2.19M0.14%+78313F-HRTimeline
Lineweaver Wealth Advisors, LLC43,509$2.15M0.4%new13F-HRTimeline
Interchange Capital Partners, LLC43,069$2.13M0.77%-5,32113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.42,900$2.12M0.23%013F-HRTimeline
Knollwood Investment Advisory, LLC42,851$2.12M0.22%013F-HRTimeline
Buttonwood Financial Group, LLC40,551$2.12M1.17%new13F-HRTimeline
WEDBUSH SECURITIES INC42,782$2.12M0.08%+10,94513F-HRTimeline
Compagnie Lombard Odier SCmA42,772$2.12M0.03%+25,08713F-HRTimeline
VICUS CAPITAL42,714$2.11M0.19%-190,10813F-HRTimeline
Walkner Condon Financial Advisors LLC42,207$2.09M0.42%-73413F-HRTimeline
WORMSER FRERES GESTION41,403$2.08M1.24%+3,19213F-HRTimeline
Sachetta, LLC41,520$2.06M0.81%+1,45013F-HRTimeline
Stokes Family Office, LLC41,382$2.05M0.22%new13F-HRTimeline
Apeiron RIA LLC40,675$2.01M0.56%+1,19313F-HRTimeline
Cadent Capital Advisors, LLC40,290$1.99M0.7%-1,51813F-HRTimeline
Ipsen Advisor Group LLC39,993$1.98M1.69%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC39,801$1.97M0.01%-14,36013F-HRTimelineGroup
Whitener Capital Management, Inc.39,480$1.95M0.55%-30213F-HRTimeline
WBH ADVISORY INC39,425$1.95M0.18%-10313F-HRTimeline
Five Pine Wealth Management39,129$1.94M1.63%13F-HRTimeline
Inlet Private Wealth, LLC38,817$1.92M0.51%+3,03013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,964$1.92M0.18%-2,02313F-HRTimeline
Novak & Powell Financial Services, Inc.38,512$1.91M1.14%-47413F-HRTimeline
TRUST POINT INC.38,459$1.9M0.13%013F-HRTimeline
Red Door Wealth Management, LLC38,456$1.9M0.29%+5,85613F-HRTimeline
TRUE Private Wealth Advisors38,378$1.9M0.23%+1,73513F-HRTimeline
SCOTIA CAPITAL INC.38,184$1.89M0.01%-11,13513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC38,147$1.89M0.08%+3713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC38,140$1.89M0.03%013F-HRTimelineGroup
BRIGHTON JONES LLC37,649$1.86M0.05%new13F-HR/ATimeline
Mosley Wealth Management35,725$1.86M1.15%+2,03113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC37,445$1.85M0.31%+30,99913F-HRTimeline
M Holdings Securities, Inc.37,346$1.85M0.3%+26,19613F-HR/ATimeline
Perkins Coie Trust Co37,347$1.85M0.41%013F-HRTimeline
Strategic Blueprint, LLC37,174$1.84M0.11%new13F-HRTimeline
Bridgewealth Advisory Group, LLC33,079$1.83M0.52%+8,36613F-HRTimeline
TWO SIGMA SECURITIES, LLC36,743$1.82M0.33%+14,35713F-HRTimeline
Garde Capital, Inc.36,540$1.81M0.12%+10,51113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC36,527$1.81M0.38%013F-HRTimelineGroup
SignalPoint Asset Management, LLC36,508$1.81M0.44%-2,42413F-HRTimeline
Sunesis Advisors, LLC36,471$1.81M1.1%013F-HRTimeline
American Trust36,348$1.8M0.14%new13F-HRTimeline
United Asset Strategies, Inc.36,072$1.79M0.16%-1,72513F-HRTimeline
Valued Retirements, Inc.35,978$1.78M2.4%-2,46913F-HRTimeline
Family Manage LLC35,933$1.78M0.29%013F-HRTimeline
Regal Investment Advisors LLC35,921$1.78M0.13%+16,35413F-HRTimeline
BANK OZK35,794$1.77M0.73%-97613F-HRTimeline
Farther Finance Advisors, LLC35,677$1.77M0.06%+8,72013F-HRTimeline
Scarborough Advisors, LLC35,637$1.76M0.25%new13F-HRTimeline
Simplicity Wealth,LLC35,454$1.76M0.37%-10,45713F-HRTimeline
Strategic Investment Solutions, Inc. /IL41,907$1.75M0.59%-3,39313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC35,269$1.75M0.06%013F-HRTimeline
Columbus Macro, LLC35,209$1.74M0.24%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC34,952$1.73M0.57%+1,19613F-HRTimeline
New Republic Capital, LLC34,948$1.73M1.13%+24,68813F-HRTimeline
W1M Asset Management Ltd34,927$1.73M0.15%+6,46513F-HRTimeline
ONE Advisory Partners, LLC34,466$1.71M0.76%new13F-HRTimeline
Marks Group Wealth Management, Inc34,320$1.7M0.17%-20913F-HRTimeline
Virtus Family Office LLC33,996$1.68M2.11%-8,00813F-HRTimeline
JSF Financial, LLC33,929$1.68M0.45%-357,68013F-HRTimeline
OFC FINANCIAL PLANNING, LLC33,839$1.68M1.77%13F-HRTimeline
Wealth Quarterback LLC33,107$1.64M0.77%+12,51213F-HRTimeline
Holistic Financial Partners32,987$1.63M0.81%013F-HRTimeline
Wealthspire Advisors, LLC32,691$1.62M0.02%+2,62213F-HRTimeline
Sage Mountain Advisors LLC32,683$1.62M0.12%013F-HRTimeline
Triad Wealth Partners, LLC32,503$1.61M0.58%new13F-HRTimeline
Horst & Graben Wealth Management LLC32,337$1.6M0.28%new13F-HRTimeline
New England Private Wealth Advisors LLC32,255$1.6M0.25%+2,50013F-HRTimeline
Waterloo Capital, L.P.32,080$1.59M0.17%-4,17113F-HRTimeline
Connective Portfolio Management, LLC32,029$1.59M2.36%013F-HRTimeline
Flywheel Private Wealth LLC31,942$1.58M1.45%13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC31,842$1.58M0.36%-1,60413F-HRTimeline
EWG Elevate Inc.31,747$1.57M0.48%+1,96913F-HRTimeline
OAK FAMILY ADVISORS, LLC31,576$1.56M0.61%-1,08713F-HRTimeline
Relyea Zuckerberg Hanson LLC31,505$1.56M0.21%013F-HRTimeline
Global Retirement Partners, LLC31,470$1.56M0.04%+4,59013F-HRTimeline
Roundview Capital LLC31,256$1.55M0.11%+35013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC31,253$1.55M0.01%+6,49413F-HRTimelineGroup
Cardinal Strategic Wealth Guidance31,216$1.55M0.49%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,077$1.54M0.12%new13F-HRTimeline
Savvy Advisors, Inc.30,925$1.53M0.18%+9,71213F-HRTimeline
J.W. COLE ADVISORS, INC.30,895$1.53M0.06%-5,32113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,680$1.52M0.04%+16,38913F-HRTimelineGroup
Naviter Wealth, LLC30,679$1.52M0.18%+10013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC30,493$1.51M1.21%13F-HRTimeline
AVALON CAPITAL MANAGEMENT30,392$1.5M0.49%-4,40713F-HRTimeline
Main Street Financial Solutions, LLC30,246$1.5M0.15%-2,92313F-HRTimeline
BEACON FINANCIAL GROUP30,173$1.49M0.16%new13F-HRTimeline
Clearstead Advisors, LLC30,059$1.49M0.02%-1,03413F-HRTimeline
FFG Partners, LLC29,700$1.47M0.52%+40013F-HRTimeline
MassMutual Private Wealth & Trust, FSB29,670$1.47M0.04%+1,05713F-HRTimeline
Focus Financial Network, Inc.29,577$1.46M0.06%-20,56813F-HRTimeline
Bristlecone Advisors, LLC29,573$1.46M0.11%-1613F-HRTimeline
4J Wealth Management LLC29,562$1.46M1.18%new13F-HRTimeline
Clearstead Trust, LLC29,464$1.46M0.32%+30113F-HRTimeline
PFG Advisors29,140$1.44M0.09%+89413F-HRTimeline
Freedom Investment Management, Inc.29,058$1.44M0.12%-1,07313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC29,013$1.44M0.11%new13F-HRTimelineGroup
Comprehensive Money Management Services…28,873$1.43M1.18%13F-HRTimeline
MainStreet Investment Advisors LLC28,636$1.42M0.2%-81513F-HRTimeline
Sound View Wealth Advisors Group, LLC28,458$1.41M0.11%013F-HRTimeline