Skip to content
Disclosery

IAU ISHARES GOLD TR

Follow

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
INSIGNEO ADVISORY SERVICES, LLC28,446$1.41M0.15%+87113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC28,266$1.4M0.51%013F-HRTimeline
Stone House Investment Management, LLC28,162$1.39M0.35%+26,70313F-HRTimeline
TPG Advisors LLC28,025$1.39M1.08%+19913F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC28,000$1.39M2.86%013F-HRTimeline
Ifrah Financial Services, Inc.27,973$1.38M0.38%-77713F-HRTimeline
Western Wealth Management, LLC27,947$1.38M0.09%-3,89713F-HR/ATimeline
Midwest Capital Advisors, LLC27,895$1.38M1.01%13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…27,283$1.36M<0.01%-1,32413F-HRTimelineGroup
TSA Wealth Managment LLC27,212$1.35M0.55%new13F-HRTimeline
Robertson Stephens Wealth Management, L…27,130$1.34M0.05%+9,01313F-HRTimeline
Alesco Advisors, LLC, An ESL Co27,037$1.34M0.04%-12513F-HRTimeline
S.A. Mason LLC27,034$1.34M0.7%+10513F-HRTimeline
WCG Wealth Advisors LLC26,998$1.34M0.09%-88413F-HRTimeline
Perennial Investment Advisors, LLC26,971$1.34M0.16%+17,29613F-HRTimeline
Moors & Cabot, Inc.26,936$1.33M0.06%+6,29513F-HRTimeline
EASTERN BANK26,923$1.33M0.02%-4,56813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,807$1.33M0.05%+17,67813F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…26,703$1.32M1.34%+40913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC26,668$1.32M1.34%+72613F-HRTimeline
Cypress Wealth Services, LLC26,510$1.31M0.26%+18,82513F-HRTimeline
Forthright Family Wealth Advisory LLC26,467$1.31M0.85%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC26,125$1.29M1.19%13F-HRTimeline
MYECFO, LLC25,950$1.28M0.69%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25,807$1.28M0.04%-3,00313F-HRTimeline
PBMares Wealth Management LLC25,752$1.27M0.26%-90413F-HRTimeline
TME FINANCIAL, INC.25,611$1.27M1.19%13F-HRTimeline
Sterling Capital Management LLC25,589$1.27M0.02%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC25,456$1.26M0.02%-24913F-HRTimelineGroup
Accredited Wealth Management, LLC25,451$1.26M1.1%13F-HRTimeline
PFG Investments, LLC25,437$1.26M0.08%+2,01413F-HRTimeline
Greenhouse Wealth Management, LLC25,196$1.25M0.82%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP25,181$1.25M0.02%+10613F-HR/ATimelineGroup
Austin Private Wealth, LLC25,152$1.25M0.12%-3,43813F-HRTimeline
Americana Partners, LLC25,119$1.24M0.05%+15813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…25,112$1.24M0.02%+2,83413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.22,269$1.23M0.1%-85413F-HRTimeline
Glass Jacobson Investment Advisors llc24,826$1.23M0.4%-67313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CW Advisors, LLC24,819$1.23M0.02%-74913F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,800$1.23M0.03%+80213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24,666$1.22M0.01%013F-HRTimelineGroup
COUNTRY CLUB BANK24,753$1.22M0.08%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding24,603$1.22M+1,812Timeline
Montis Financial, LLC24,524$1.21M0.38%-48113F-HRTimeline
WealthBridge Capital Management, LLC24,282$1.2M0.33%+17713F-HRTimeline
ETF Store, Inc.24,230$1.2M1.49%+213F-HRTimeline
REGATTA CAPITAL GROUP, LLC24,196$1.2M0.23%+5013F-HRTimeline
Provenance Wealth Advisors, LLC24,151$1.2M0.15%-67,37013F-HRTimeline
Cobblestone Asset Management LLC23,956$1.19M0.77%new13F-HRTimeline
Citizens National Bank Trust Department23,885$1.18M0.25%+2,55313F-HRTimeline
Sharper & Granite LLC23,715$1.17M0.52%+13,81013F-HRTimeline
J. W. Coons Advisors, LLC23,691$1.17M0.3%+2013F-HRTimeline
EP Wealth Advisors, LLC23,619$1.17M0.01%+6,91913F-HRTimeline
BCGM Wealth Management, LLC23,373$1.16M0.37%new13F-HRTimeline
Spectrum Wealth Counsel, LLC23,354$1.16M0.14%+21,18613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA23,132$1.15M0.22%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,083$1.14M<0.01%+6,16413F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC22,710$1.12M0.37%13F-HRTimeline
TAP Consulting, LLC22,637$1.12M0.23%+1,32413F-HRTimeline
Sageworth Trust Co22,496$1.11M0.07%013F-HRTimeline
IFG Advisory, LLC22,434$1.11M0.06%+3,23613F-HRTimeline
Quantinno Capital Management LP22,431$1.11M0.01%+2,54313F-HRTimeline
Tradewinds Capital Management, LLC22,386$1.11M0.29%-337,85713F-HRTimeline
Simmons Bankin group Simmons Bank22,380$1.11M0.08%-47513F-HRTimelineGroup
Midwest Financial Group LLC22,308$1.1M0.63%+18513F-HRTimeline
SIGNATUREFD, LLC22,264$1.1M0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding22,205$1.1M+982Timeline
ShoreHaven Wealth Partners, LLC22,149$1.1M0.52%new13F-HRTimeline
Blossom Wealth Management21,984$1.09M2.09%-2,78613F-HRTimeline
BURNS J W & CO INC/NY21,983$1.09M0.14%+5513F-HRTimeline
Sharp Wealth Advisory, LLC21,938$1.09M0.82%+2,66913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,921$1.09M0.03%+6,59113F-HRTimelineGroup
Terra Nova Asset Management LLC21,766$1.08M0.82%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,550$1.07M0.03%+35713F-HRTimelineGroup
Belvedere Trading LLC21,488$1.06M0.08%+97913F-HRTimeline
Bensler, LLC21,420$1.06M0.13%new13F-HRTimeline
Port Capital LLC21,350$1.06M0.05%013F-HRTimeline
STOCK YARDS BANK & TRUST CO21,307$1.05M0.04%+14513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,307$1.05M0.02%+6,77513F-HRTimelineGroup
Vise Technologies, Inc.21,306$1.05M0.09%+5,06513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC21,270$1.05M0.05%-2,21613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC21,244$1.05M0.89%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC21,240$1.05M0.29%+17,92513F-HRTimeline
Alpha Financial Partners LLC21,239$1.05M0.83%new13F-HRTimeline
Jacobi Capital Management LLC21,197$1.05M0.08%-37513F-HRTimeline
WESPAC Advisors, LLC21,152$1.05M0.77%new13F-HRTimeline
EWA, LLC21,132$1.05M0.39%+1,18113F-HRTimeline
China Universal Asset Management Co., L…21,000$1.04M0.1%-10,00013F-HRTimeline
Mraz, Amerine & Associates, Inc.20,962$1.04M0.18%+59513F-HR/ATimeline
Worth Financial Advisory Group, LLC20,793$1.03M0.63%-41613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,725$1.03M0.08%-28813F-HRTimeline
PAX Financial Group, LLC20,720$1.03M0.18%new13F-HRTimeline
Westside Investment Management, Inc.20,568$1.02M0.21%-60013F-HRTimeline
NewEdge Wealth, LLC20,237$1M0.02%+14,20113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,208$1M0.06%-8613F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP20,202$1M0.03%-19,79813F-HRTimelineGroup
Authentikos Wealth Advisory, LLC20,168$999K0.99%-1,20413F-HRTimeline
Avory & Company, LLC20,000$990K0.55%013F-HRTimeline
Compton Wealth Advisory Group, LLC19,915$986K0.25%-1,82513F-HRTimeline
Bradley & Co. Private Wealth Management…19,878$984K0.61%13F-HRTimeline
Venturi Wealth Management, LLC19,822$981K0.05%+5,95413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC19,779$979K0.08%-12513F-HRTimeline
LaSalle St. Investment Advisors, LLC19,766$978K0.3%+11,90713F-HRTimeline
Hamilton Capital, LLC19,707$976K0.07%013F-HRTimeline
EHRLICH FINANCIAL GROUP19,662$973K0.69%new13F-HRTimeline
DOHJ, LLC19,649$973K0.22%+1,20113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,620$971K<0.01%+54313F-HRTimelineGroup
Fort Point Capital Partners LLC19,108$946K0.11%+13713F-HRTimeline
Azimuth Capital Investment Management L…19,024$942K0.04%+2,00013F-HRTimeline
Worth Asset Management, LLC18,984$940K0.5%+13,80213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,948$938K0.36%-1213F-HRTimeline
Bleakley Financial Group, LLC18,911$936K0.03%-6113F-HRTimeline
Private Portfolio Partners LLC18,822$932K0.17%-5113F-HRTimeline
Summit X, LLC18,707$926K0.21%new13F-HRTimeline
Douglass Winthrop Advisors, LLC18,680$925K0.02%013F-HRTimeline
Wealthspire Retirement, LLC18,655$924K0.07%-99113F-HRTimeline
Jordan Park Trust Co LLC18,651$923K0.77%13F-HRTimeline
Braun-Bostich & Associates Inc.18,527$917K0.66%new13F-HRTimeline
DOLIVER ADVISORS, LP18,525$917K0.25%-92013F-HRTimeline
Noble Wealth Management PBC18,509$916K0.64%13F-HRTimeline
Centurion Wealth Management LLC18,486$915K0.29%+9,06113F-HRTimeline
PRIVATE TRUST CO NA18,421$912K0.09%+2,22013F-HRTimeline
Auxano Advisors, LLC18,374$910K0.23%-44013F-HRTimeline
Wealth Management Associates, Inc.18,368$909K0.39%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…18,437$909K<0.01%+1,80013F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,327$907K<0.01%+3,59713F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.18,286$905K0.57%-42613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST18,251$904K0.1%+4,25013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,211$902K0.11%013F-HRTimeline
Csenge Advisory Group18,110$897K0.05%+9,71013F-HRTimeline
Dynamic Advisor Solutions LLC18,108$897K0.04%+63113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd18,000$891K0.08%013F-HRTimelineGroup
SigFig Wealth Management, LLC18,054$889K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC17,891$886K0.01%+6,70713F-HR/ATimeline
Mayflower Financial Advisors, LLC17,886$886K0.13%+49713F-HRTimeline
CERTUITY, LLC17,884$885K0.1%-2,72313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC17,807$882K0.43%+2,99313F-HRTimeline
Hobbs Group Advisors, LLC17,783$880K0.33%-413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC17,741$878K0.66%+6,67013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC17,649$874K0.07%013F-HRTimeline
Verity Asset Management, Inc.17,643$874K0.49%-2,98013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,614$872K0.03%-9,57313F-HRTimelineGroup
Global Wealth Management, LLC17,513$867K0.55%new13F-HRTimeline
COURIER CAPITAL LLC17,451$864K0.06%new13F-HRTimeline
First National Trust Co17,447$864K0.03%013F-HRTimeline
Valeo Financial Advisors, LLC17,311$857K0.02%+37713F-HRTimeline
Independent Advisor Alliance17,303$857K0.01%+2,96813F-HRTimeline
Florida Trust Wealth Management Co17,304$857K0.03%013F-HRTimeline
True Vision MN LLC17,266$855K0.51%new13F-HRTimeline
CWA Asset Management Group, LLC17,246$854K0.04%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC17,242$854K0.08%-1,14813F-HRTimeline
West Wealth Group, LLC17,237$853K0.25%new13F-HRTimeline
BOK Financial Private Wealth, Inc.17,189$851K0.06%+7013F-HRTimeline
S&CO INC17,174$850K0.06%013F-HRTimeline
Riggs Asset Managment Co. Inc.17,269$850K0.23%+21213F-HRTimeline
Ballew Advisors, Inc16,910$850K0.54%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,082$846K<0.01%-5,77913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd17,049$844K0.07%new13F-HRTimelineGroup
Cascade Financial Partners, LLC16,942$839K0.11%-1,15013F-HRTimeline
PINKERTON WEALTH, LLC16,853$834K0.12%-12,27213F-HRTimeline
Mill Creek Capital Advisors, LLC16,821$833K0.02%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS16,793$831K0.02%013F-HRTimeline
Narus Financial Partners, LLC16,787$831K0.28%-1,36613F-HRTimeline
Bison Wealth, LLC16,778$831K0.18%+7,37913F-HRTimeline
BEAM WEALTH ADVISORS, INC.16,775$831K0.26%+59713F-HRTimeline
WEALTHGARDEN F.S. LLC16,709$827K0.77%+5,35513F-HRTimeline
NOVEM GROUP16,518$818K0.12%13F-HRTimeline
Principle Wealth Partners LLC16,459$815K0.06%013F-HRTimeline
Ellis Investment Partners, LLC16,357$810K0.16%+25713F-HRTimeline
Mirador Capital Partners LP16,298$807K0.15%-1213F-HRTimeline
Mill Capital Management, LLC16,250$805K0.06%013F-HRTimeline
Wescott Financial Advisory Group, LLC16,247$804K0.08%013F-HRTimeline
OLD NATIONAL BANCORP /IN/16,038$794K0.02%+4913F-HRTimeline
KCM INVESTMENT ADVISORS LLC15,915$788K0.03%+2,13213F-HRTimeline
MATHER GROUP, LLC.15,757$780K0.01%+5,91213F-HRTimeline
Sovran Advisors, LLC15,392$778K0.11%13F-HRTimeline
Capital Investment Advisors, LLC15,681$776K0.02%+1,16413F-HRTimeline
Arkadios Wealth Advisors15,635$774K0.04%+94813F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC15,535$769K0.25%013F-HRTimeline
Blue Fin Capital, Inc.15,508$768K0.14%013F-HRTimeline
Barnes Wealth Management Group, Inc15,157$750K0.5%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,126$749K0.01%+3,19613F-HRTimelineGroup
Horan Capital Advisors, LLC.15,085$747K0.25%013F-HRTimeline
Tarbox Family Office, Inc.15,000$743K0.12%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA14,994$742K<0.01%+5713F-HR/ATimelineGroup
Shared Vision Wealth Group LLC14,972$741K0.39%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC14,962$741K0.01%+59213F-HRTimeline
Aberdeen Wealth Management LLC14,912$738K0.51%013F-HRTimeline
Claro Advisors Inc.14,827$734K0.1%new13F-HRTimeline
Waverly Advisors, LLC14,768$731K0.01%+5,15413F-HRTimeline
Synergy Investment Management, LLC14,693$727K0.31%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…14,587$722K0.02%+41113F-HRTimelineGroup
Matrix Trust Co14,517$719K0.12%+12,49913F-HRTimeline
Marmo Financial Group, LLC14,401$713K0.39%013F-HRTimeline
Kilter Group LLC14,361$711K0.46%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding14,240$705K-9Timeline
CAPITAL ADVISORS INC/OK14,223$704K0.01%+3,25713F-HRTimeline
Maia Wealth LLC13,600$704K0.15%-8713F-HRTimeline
Hanson & Doremus Investment Management14,099$698K0.11%-95413F-HRTimeline
Access Investment Management LLC14,052$696K0.2%013F-HRTimeline