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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
MONECO ADVISORS, LLC14,031$695K0.07%+60613F-HR/ATimeline
Carnegie Investment Counsel13,724$679K0.02%+2413F-HRTimeline
SGL Investment Advisors, Inc.12,340$676K0.34%-41813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,552$671K0.17%+3,63113F-HR/ATimeline
CPR Investments Inc.13,512$669K0.6%new13F-HRTimeline
AA Financial Advisors, LLC13,431$665K0.18%+48113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,444$662K0.06%+7,42013F-HR/ATimeline
UNIQUE WEALTH, LLC13,336$660K0.14%+8,79513F-HRTimeline
Grove Bank & Trust13,291$658K0.09%-94,69913F-HRTimeline
Northwest Capital Management Inc13,252$656K0.28%new13F-HRTimeline
SWP FINANCIAL LLC13,182$653K0.39%new13F-HRTimeline
CX Institutional13,132$650K0.03%+3,00413F-HRTimeline
Certus Wealth Management, LLC11,831$649K0.43%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC13,113$649K0.05%+11313F-HRTimelineGroup
Thompson David Blair13,071$647K0.47%13F-HRTimeline
Aprio Wealth Management, LLC13,054$646K0.09%013F-HRTimeline
WealthShield Partners, LLC12,998$644K0.09%new13F-HRTimeline
Clear Creek Financial Management, LLC12,993$643K0.07%+3213F-HRTimeline
NWAM LLC12,925$640K0.04%+65413F-HRTimeline
FFT WEALTH MANAGEMENT LLC12,893$638K0.05%+2,42213F-HRTimeline
Avidian Wealth Enterprises, LLC12,874$637K0.03%+1,38513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,873$637K0.01%-3913F-HRTimeline
Riverpoint Wealth Management Holdings, …12,873$637K0.17%-20013F-HRTimeline
SlateStone Wealth, LLC12,874$637K0.06%-45013F-HRTimeline
Mission Creek Capital Partners, Inc.12,857$637K0.14%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,844$636K0.05%+2,24913F-HRTimeline
Intrua Financial, LLC12,800$634K0.1%-97313F-HRTimeline
Cordgrass Capital Advisors, LLC12,793$633K0.18%013F-HRTimeline
5T Wealth, LLC12,745$631K0.35%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT12,517$620K0.05%-6613F-HRTimeline
Ameliora Wealth Management Ltd.12,500$619K0.23%new13F-HRTimeline
Phoenix Wealth Advisors12,491$618K0.27%-1013F-HRTimeline
Community Bank, N.A.12,477$618K0.08%013F-HRTimeline
PDS Planning, Inc12,466$617K0.05%+27513F-HRTimeline
DAVENPORT & Co LLC12,428$615K<0.01%+1,86413F-HRTimeline
BOSTON FAMILY OFFICE LLC12,421$615K0.04%013F-HRTimeline
Gateway Wealth Partners, LLC12,402$614K0.16%+7,38713F-HRTimeline
Hirtle & Co., LLC12,402$614K0.03%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC12,397$614K0.31%13F-HRTimeline
Independent Wealth Network Inc.12,388$613K0.25%-3,17613F-HRTimeline
PINNACLE ASSOCIATES LTD12,332$611K0.01%+73413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,181$603K0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.12,098$599K<0.01%new13F-HRTimeline
Armbruster Capital Management, Inc.12,000$594K0.12%new13F-HRTimeline
Nova Wealth Management, Inc.11,915$590K0.51%13F-HRTimeline
Colony Family Offices, LLC11,820$585K0.18%-11,04013F-HRTimeline
Arete Wealth Advisors, LLC11,747$582K0.04%-41,72613F-HRTimeline
MBL Wealth, LLC11,700$579K0.06%-30013F-HRTimeline
Grey Ledge Advisors, LLC11,671$578K0.15%-413F-HRTimeline
Gladstone Institutional Advisory LLC11,665$578K0.03%+9313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC11,658$577K0.21%-74213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV11,655$577K0.03%13F-HR/ATimeline
Integrated Investment Consultants, LLC16,425$575K0.12%-32,04913F-HR/ATimeline
Arrowroot Family Office, LLC11,606$575K0.3%-38713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,599$574K0.07%-10,79613F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,591$574K0.03%-2513F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …11,575$573K0.01%013F-HRTimelineGroup
Texas Yale Capital Corp.11,537$571K0.02%013F-HRTimeline
Elyxium Wealth, LLC11,490$569K0.35%new13F-HRTimeline
CoreCap Advisors, LLC11,394$564K0.03%+1,91013F-HRTimeline
First Heartland Consultants, Inc.11,389$564K0.06%+5,79613F-HRTimeline
Keel Point, LLC11,298$559K0.04%+5,88013F-HRTimeline
Glenview Trust Co11,289$559K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,255$557K0.01%+58913F-HRTimelineGroup
Meridian Wealth Management, LLC11,240$556K0.03%-39113F-HRTimeline
Werba Rubin Papier Wealth Management11,234$556K0.13%013F-HRTimeline
5th Street Advisors, LLC11,204$555K0.29%+3,75413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,172$553K0.08%-8513F-HRTimeline
Keebeck Wealth Management11,146$552K0.08%-87913F-HRTimeline
APPLETON PARTNERS INC/MA11,073$548K0.04%-10813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…11,037$546K0.06%-2,70913F-HRTimeline
Betterment LLC11,021$546K<0.01%+19913F-HRTimeline
HANCOCK WHITNEY CORP11,018$546K0.02%013F-HRTimeline
Hoxton Planning & Management, LLC11,015$545K0.21%new13F-HRTimeline
Outlook Wealth Advisors, LLC10,933$541K0.16%-413F-HRTimeline
Lantz Financial LLC10,900$540K0.14%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.10,887$539K0.08%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,876$538K0.1%+1113F-HRTimeline
Bay Harbor Wealth Management, LLC10,836$536K0.17%new13F-HRTimeline
Bogart Wealth, LLC10,812$535K0.03%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV10,800$535K0.31%-1,48813F-HRTimeline
Viewpoint Capital Management LLC10,777$534K0.28%+13813F-HRTimeline
Global Financial Private Client, LLC10,777$534K0.2%+1,76313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.10,650$527K0.09%+2,95913F-HRTimeline
True North Advisors, LLC10,650$527K0.12%013F-HRTimeline
Keystone Financial Group10,512$520K0.05%new13F-HRTimeline
Shepherd Financial Partners LLC10,458$518K0.06%-2913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,450$517K0.04%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.10,386$514K0.12%+4,30313F-HRTimeline
Pinnacle Bancorp, Inc.10,357$513K0.17%-1,75013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,352$513K0.22%new13F-HRTimeline
Fisher Asset Management, LLC10,264$508K<0.01%-8713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,153$508K0.07%013F-HRTimeline
Towne Trust Company, N.A10,250$507K0.18%new13F-HRTimeline
Tradition Wealth Management, LLC10,233$507K0.04%013F-HRTimeline
Atala Financial Inc10,225$506K0.36%13F-HRTimeline
SWMG, LLC9,668$503K0.2%-27213F-HRTimeline
North Forty Two & Co.10,129$501K0.58%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,126$501K0.01%+79813F-HRTimeline
Belpointe Asset Management LLC10,538$498K0.03%-37613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC10,000$495K0.05%013F-HRTimeline
Advance Capital Management, Inc.9,856$488K0.02%+2,28013F-HRTimeline
Laird Norton Wetherby Wealth Management…9,831$487K0.02%+2,50113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,819$486K0.01%+1,06213F-HRTimeline
DMC Group, LLC9,787$485K0.39%-3,14313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,773$484K0.02%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC9,763$483K0.33%-13,62813F-HRTimeline
Valmark Advisers, Inc.9,739$482K0.01%-3,41613F-HRTimeline
PATTEN & PATTEN INC/TN9,710$481K0.03%+16513F-HRTimeline
EPG Wealth Management LLC9,670$479K0.13%-1,12513F-HRTimeline
STALEY CAPITAL ADVISERS INC9,648$478K0.02%-8013F-HRTimeline
Black Diamond Financial, LLC9,644$477K0.07%+6013F-HRTimeline
Sonora Investment Management Group, LLC9,643$477K0.04%013F-HRTimeline
Berkeley Capital Partners, LLC9,570$474K0.13%+31013F-HRTimeline
ISTHMUS PARTNERS, LLC9,520$471K0.06%new13F-HRTimeline
Choate Investment Advisors9,517$471K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.9,515$471K0.11%-1,50013F-HRTimeline
Williams & Novak Wealth Management, LLC9,496$470K0.45%013F-HRTimeline
4WEALTH ADVISORS, INC.9,464$469K0.48%13F-HRTimeline
GREENLEAF TRUST9,416$466K<0.01%-51513F-HRTimeline
Catawba River Capital9,363$464K0.28%013F-HRTimeline
Endowment Wealth Management, Inc.9,330$462K0.31%+33913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,306$461K0.01%-6813F-HRTimeline
XML Financial, LLC9,302$461K0.04%+3,60013F-HRTimeline
Three Cord True Wealth Management, LLC9,285$460K0.4%13F-HRTimeline
FARMERS TRUST CO9,246$458K0.09%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,238$457K0.01%+4,63213F-HRTimeline
Callan Capital, LLC9,195$455K0.03%013F-HRTimeline
Winch Advisory Services, LLC9,195$455K0.12%-1,99113F-HRTimeline
RFG Advisory, LLC9,125$452K0.01%-7,47913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,120$452K0.33%-7513F-HRTimeline
Beckerman Institutional, LLC9,030$447K0.36%+2,03413F-HRTimeline
Redhawk Wealth Advisors, Inc.9,024$447K0.06%+33713F-HRTimeline
Tyler-Stone Wealth Management9,009$446K0.08%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,000$446K0.04%013F-HRTimeline
Helium Advisors LLC8,985$445K0.35%13F-HRTimeline
Baker Avenue Asset Management, LP8,962$444K0.01%+1,44513F-HRTimeline
Dynamic Financial Group8,959$444K0.45%13F-HRTimeline
Councilor Wealth, LLC8,950$443K0.21%013F-HRTimeline
Strategic Financial Concepts, LLC8,931$442K0.08%new13F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,896$440K0.11%+17713F-HRTimelineGroup
Fairvoy Private Wealth, LLC8,884$440K0.12%13F-HRTimeline
Quintet Private Bank (Europe) S.A.8,825$437K0.02%new13F-HRTimeline
GeoWealth Management, LLC8,780$435K0.01%+1,58413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,777$435K0.41%13F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC8,711$431K0.05%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC8,690$430K0.01%-10013F-HRTimeline
KKM Financial LLC8,683$430K0.18%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.7,781$427K0.27%013F-HRTimeline
Quadrant Private Wealth Management, LLC8,596$426K0.1%+19513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,593$425K0.02%-97313F-HRTimelineGroup
Strategies Wealth Advisors, LLC7,752$425K0.05%013F-HRTimeline
Patten Group, Inc.8,589$425K0.09%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,513$421K0.03%013F-HRTimeline
First Nebraska Trust Co8,500$421K0.04%013F-HRTimeline
CRCM LP8,495$421K0.17%-1,95013F-HRTimeline
Capital Planning Advisors, LLC8,464$419K0.06%-77813F-HRTimeline
Reliant Wealth Planning8,462$419K0.2%+14513F-HRTimeline
First PREMIER Bank8,414$417K0.11%013F-HRTimeline
Composition Wealth, LLC8,416$417K0.01%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,395$416K0.13%013F-HRTimeline
INGALLS & SNYDER LLC8,389$415K0.02%-4,53813F-HRTimeline
Quantum Portfolio Management LLC8,340$413K0.22%+2,55113F-HRTimeline
NWF Advisory Services Inc.8,325$412K0.06%+2,89513F-HRTimeline
Andina Capital Management, LLC8,310$411K0.34%-2,88413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,275$411K0.04%013F-HRTimeline
SeaCrest Wealth Management, LLC8,287$410K0.04%+21513F-HRTimeline
Talon Private Wealth, LLC8,284$410K0.09%-4813F-HR/ATimeline
Compass Ion Advisors, LLC8,276$410K0.05%+76113F-HRTimeline
RWA WEALTH PARTNERS, LLC8,255$409K0.01%-37,59813F-HRTimeline
Great Diamond Partners, LLC8,234$408K0.11%013F-HRTimeline
Larson Financial Group LLC8,185$405K0.02%013F-HRTimeline
Clarity Financial LLC8,144$403K0.05%+28113F-HRTimeline
Disciplined Investors, L.L.C.7,950$399K0.38%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,063$399K0.06%+3,06313F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.8,024$397K0.05%+25013F-HRTimeline
ARRIEN INVESTMENTS, INC.7,500$396K0.28%013F-HRTimeline
Sand Hill Global Advisors, LLC7,955$394K0.02%+1,49813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,888$391K0.02%+64513F-HR/ATimelineGroup
Northeast Financial Consultants Inc7,888$391K0.02%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,866$389K<0.01%new13F-HRTimelineGroup
Klingman & Associates, LLC7,866$389K0.02%-11713F-HRTimeline
McAdam, LLC7,833$388K0.02%-22613F-HRTimeline
Stegent Equity Advisors, Inc.7,832$388K0.39%013F-HRTimeline
FIRST MERCHANTS CORP7,830$388K0.01%+60013F-HRTimeline
MKD WEALTH COACHES, LLC7,801$386K0.39%13F-HRTimeline
Future Financial Wealth Managment LLC7,800$386K0.28%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT7,760$384K0.02%013F-HRTimeline
Copia Wealth Management7,750$384K0.37%13F-HRTimeline
Discipline Wealth Solutions, LLC7,709$382K0.18%new13F-HRTimeline
Trivium Point Advisory, LLC7,673$380K0.05%new13F-HRTimeline
Tacita Capital Inc7,662$379K0.27%013F-HRTimeline
BKM Wealth Management, LLC7,629$378K0.15%-11,16013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.7,566$375K0.22%-75413F-HRTimeline
Private Advisory Group LLC7,559$374K0.04%new13F-HR/ATimeline
Benchmark Investment Advisors LLC7,545$374K0.24%-7013F-HRTimeline
First City Capital Management, Inc.7,543$373K0.2%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC7,513$372K0.19%new13F-HRTimeline
WASHINGTON TRUST Co7,510$372K0.01%013F-HRTimeline
Kovack Advisors, Inc.7,456$369K0.04%-2,18213F-HRTimeline