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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
BECK CAPITAL MANAGEMENT, LLC16,656$982K0.29%new13F-HRTimeline
Northwest Capital Management Inc16,623$980K0.4%+3,37113F-HRTimeline
Valeo Financial Advisors, LLC16,527$974K0.03%-78413F-HRTimeline
Cascade Financial Partners, LLC16,492$972K0.12%-45013F-HRTimeline
FIRST MANHATTAN CO. LLC.16,454$970K<0.01%-28,75013F-HRTimeline
First PREMIER Bank16,414$967K0.25%+8,00013F-HRTimeline
Austin Private Wealth, LLC16,333$963K0.09%-8,81913F-HRTimeline
5th Street Advisors, LLC16,275$960K0.46%+5,07113F-HRTimeline
Mill Capital Management, LLC16,250$958K0.08%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,082$948K0.01%-1,00013F-HRTimelineGroup
Brookwood Investment Group LLC16,076$948K0.16%13F-HRTimeline
Narus Financial Partners, LLC16,022$945K0.32%-76513F-HRTimeline
Capital Investment Advisors, LLC15,915$938K0.02%+23413F-HRTimeline
KCM INVESTMENT ADVISORS LLC15,915$938K0.03%013F-HRTimeline
Barnes Wealth Management Group, Inc15,712$926K0.59%+55513F-HRTimeline
Advus Financial Partners, LLC15,650$923K0.4%+8,53713F-HR/ATimeline
Centurion Wealth Management LLC18,486$915K0.29%013F-HRTimeline
Blue Fin Capital, Inc.15,508$914K0.18%013F-HRTimeline
JFS WEALTH ADVISORS, LLC15,503$914K0.06%+11,64113F-HRTimeline
Davis Wealth Advisors, LLC15,466$912K1.03%+8,77013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC15,435$910K0.29%-10013F-HRTimeline
First National Trust Co15,397$908K0.04%-2,05013F-HRTimeline
Mirador Capital Partners LP15,343$905K0.16%-95513F-HRTimeline
BXM Wealth LLC15,312$903K1.08%new13F-HRTimeline
Independent Wealth Network Inc.15,237$898K0.36%+2,84913F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS15,228$898K0.02%-1,56513F-HRTimeline
DIVERSIFIED TRUST CO15,225$898K0.02%+9,10413F-HRTimeline
Lantz Financial LLC15,186$895K0.25%+4,28613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA15,089$889K<0.01%+9513F-HR/ATimelineGroup
Horan Capital Advisors, LLC.15,085$889K0.3%013F-HRTimeline
Aprio Wealth Management, LLC15,037$887K0.11%+1,98313F-HRTimeline
Tarbox Family Office, Inc.15,000$884K0.15%013F-HRTimeline
DAVENPORT & Co LLC14,930$880K0.01%+2,50213F-HRTimeline
Aberdeen Wealth Management LLC14,912$879K0.61%013F-HRTimeline
Bridgewealth Advisory Group, LLC14,795$872K1.15%-18,28413F-HRTimeline
PETRA FINANCIAL ADVISORS INC14,727$868K0.71%+4,96413F-HRTimeline
Avidian Wealth Enterprises, LLC14,702$867K0.04%+1,82813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,670$865K0.06%+2,15313F-HRTimeline
Gladstone Institutional Advisory LLC14,636$863K0.04%+2,97113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC14,616$862K0.01%-34613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,605$861K0.78%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,602$861K0.02%+4,47613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…14,587$860K0.03%013F-HRTimelineGroup
Private Wealth Asset Management, LLC14,554$858K0.12%13F-HRTimeline
Waverly Advisors, LLC14,488$854K0.01%-28013F-HRTimeline
Marmo Financial Group, LLC14,344$846K0.46%-5713F-HRTimeline
Sovereign Financial Group, Inc.14,327$845K0.19%+3,94113F-HRTimeline
CAPITAL ADVISORS INC/OK14,185$836K0.02%-3813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding14,040$828K-200Timeline
Provenance Wealth Advisors, LLC14,029$827K0.12%-10,12213F-HRTimeline
Hanson & Doremus Investment Management14,027$827K0.12%-7213F-HRTimeline
AA Financial Advisors, LLC13,883$819K0.2%+45213F-HRTimeline
First Heartland Consultants, Inc.13,850$817K0.08%+2,46113F-HRTimeline
Clear Creek Financial Management, LLC13,707$808K0.08%+71413F-HRTimeline
NWAM LLC13,645$805K0.07%+72013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,450$793K0.02%+2,19513F-HRTimelineGroup
My Legacy Advisors, LLC13,358$788K0.3%new13F-HRTimeline
Cedar Wealth Management, LLC13,287$783K0.28%+13,16613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…13,191$778K0.08%+2,15413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,168$776K0.21%-38413F-HRTimeline
Grove Bank & Trust13,071$771K0.1%-22013F-HRTimeline
Fisher Asset Management, LLC13,067$770K<0.01%+2,80313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC13,000$766K0.06%-11313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,901$761K0.01%+2813F-HRTimeline
Riverpoint Wealth Management Holdings, …12,873$759K0.2%013F-HRTimeline
Mission Creek Capital Partners, Inc.12,857$758K0.18%013F-HRTimeline
Wescott Financial Advisory Group, LLC12,797$755K0.08%-3,45013F-HRTimeline
Cordgrass Capital Advisors, LLC12,793$754K0.22%013F-HRTimeline
PINNACLE ASSOCIATES LTD12,701$749K0.01%+36913F-HRTimeline
PDS Planning, Inc12,541$739K0.06%+7513F-HRTimeline
Intrua Financial, LLC12,476$736K0.12%-32413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,468$735K0.02%+28713F-HRTimeline
Community Bank, N.A.12,440$733K0.1%-3713F-HRTimeline
Atlatl Advisers LLC12,433$733K0.48%+6,05513F-HRTimeline
BOSTON FAMILY OFFICE LLC12,421$732K0.05%013F-HRTimeline
Hirtle & Co., LLC12,402$731K0.03%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.12,374$730K0.03%new13F-HRTimelineGroup
RCS Financial Planning, LLC12,295$725K0.38%+6,92113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,181$718K0.08%+58213F-HRTimeline
Armbruster Capital Management, Inc.12,000$708K0.14%013F-HRTimeline
Larson Financial Group LLC11,849$699K0.03%+3,66413F-HRTimeline
Colony Family Offices, LLC11,820$697K0.22%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,818$697K0.04%+3,93013F-HR/ATimelineGroup
Keystone Wealth Services, LLC11,776$694K0.19%new13F-HRTimeline
GeoWealth Management, LLC11,707$690K0.03%+2,92713F-HRTimeline
MBL Wealth, LLC11,700$690K0.07%013F-HRTimeline
Fairvoy Private Wealth, LLC11,694$689K0.19%+2,81013F-HRTimeline
Grey Ledge Advisors, LLC11,670$688K0.18%-113F-HRTimeline
Global Financial Private Client, LLC11,668$688K0.26%+89113F-HRTimeline
Wilmington Savings Fund Society, FSB11,667$688K0.01%+5,66013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,663$688K0.33%+4,57713F-HRTimeline
Sheaff Brock Investment Advisors, LLC11,600$684K0.06%+6,35013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,574$682K0.03%-5,47513F-HRTimelineGroup
IMC-Chicago, LLC11,481$677K0.03%new13F-HRTimeline
Werba Rubin Papier Wealth Management11,443$675K0.15%+20913F-HRTimeline
Advyzon Investment Management, LLC11,441$675K0.24%+6,56813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …11,435$674K0.01%-14013F-HRTimelineGroup
Nova Wealth Management, Inc.11,399$672K0.58%-51613F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,345$669K0.1%+17313F-HRTimeline
Glenview Trust Co11,289$666K0.01%013F-HR/ATimeline
Financial Synergies Wealth Advisors, In…11,275$665K0.08%new13F-HRTimeline
Ameliora Wealth Management Ltd.12,500$661K0.25%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,149$657K0.01%+1,33013F-HRTimeline
Integrated Investment Consultants, LLC15,849$650K0.13%-57613F-HR/ATimeline
HANCOCK WHITNEY CORP11,018$650K0.02%013F-HRTimeline
Bogart Wealth, LLC11,012$649K0.03%+20013F-HRTimeline
Phoenix Wealth Advisors10,993$648K0.28%-1,49813F-HRTimeline
Financial Engines Advisors L.L.C.10,980$647K<0.01%-1,11813F-HRTimeline
Meridian Wealth Management, LLC10,952$646K0.03%-28813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC10,948$645K0.24%-71013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,923$644K0.06%+4,69313F-HR/ATimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV10,906$643K0.09%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.10,887$642K0.1%013F-HRTimeline
APPLETON PARTNERS INC/MA10,807$637K0.05%-26613F-HRTimeline
BLB&B Advisors, LLC10,790$636K0.03%+5,71013F-HRTimeline
SFE Investment Counsel10,787$636K0.13%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.10,690$630K0.02%new13F-HRTimeline
PINKERTON WEALTH, LLC10,677$630K0.08%-6,17613F-HRTimeline
True North Advisors, LLC10,650$628K0.11%013F-HRTimeline
North Forty Two & Co.10,629$627K0.69%+50013F-HRTimeline
Texas Yale Capital Corp.10,600$625K0.03%-93713F-HRTimeline
Spectrum Planning & Advisory Services I…10,599$625K0.52%new13F-HRTimeline
Archer Investment Corp10,595$625K0.16%+9,99013F-HRTimeline
JT Stratford LLC10,570$623K0.11%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,521$620K0.11%-35513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,457$617K0.03%+1,86413F-HRTimelineGroup
Mission Financial Group, LLC6,990$616K0.57%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,418$614K0.05%+5,67213F-HRTimeline
Pinnacle Bancorp, Inc.10,357$611K0.2%013F-HRTimeline
Advance Capital Management, Inc.10,251$604K0.03%+39513F-HRTimeline
Atala Financial Inc10,225$603K0.44%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,224$603K0.01%+4,71613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,153$599K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC10,043$592K0.11%+1,11213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV10,032$592K0.33%-76813F-HRTimeline
Towne Trust Company, N.A10,000$590K0.21%-25013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC10,000$590K0.06%013F-HRTimeline
Helium Advisors LLC9,940$586K0.43%+95513F-HRTimeline
Retirement Wealth Solutions LLC9,915$585K0.47%+6,43913F-HRTimeline
GREENLEAF TRUST9,898$584K0.01%+48213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,812$579K0.01%+50613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,773$576K0.02%013F-HRTimeline
Maridea Wealth Management LLC9,734$574K0.19%+2,74813F-HRTimeline
Frank, Rimerman Advisors LLC9,729$574K0.05%new13F-HRTimeline
PATTEN & PATTEN INC/TN9,710$573K0.04%013F-HRTimeline
Trivium Point Advisory, LLC9,694$572K0.07%+2,02113F-HRTimeline
Tradition Wealth Management, LLC9,689$571K0.05%-54413F-HRTimeline
EPG Wealth Management LLC9,670$570K0.16%013F-HRTimeline
STALEY CAPITAL ADVISERS INC9,648$569K0.03%013F-HRTimeline
Lane & Associates LLC9,647$569K0.31%+2,96013F-HRTimeline
Black Diamond Financial, LLC9,644$569K0.09%013F-HRTimeline
Sonora Investment Management Group, LLC9,643$569K0.05%013F-HRTimeline
CX Institutional9,548$563K0.02%-3,58413F-HRTimeline
ISTHMUS PARTNERS, LLC9,520$561K0.07%013F-HRTimeline
Choate Investment Advisors9,517$561K0.01%013F-HRTimeline
Viewpoint Capital Management LLC9,512$561K0.3%-1,26513F-HRTimeline
Valmark Advisers, Inc.9,471$558K0.01%-26813F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV8,598$555K0.24%-3,05713F-HR/ATimeline
4WEALTH ADVISORS, INC.9,418$555K0.61%-4613F-HRTimeline
Councilor Wealth, LLC9,307$549K0.27%+35713F-HRTimeline
Betterment LLC9,290$548K<0.01%-1,73113F-HRTimeline
FARMERS TRUST CO9,246$545K0.1%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,238$545K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.9,207$543K0.16%+4,39513F-HRTimeline
Callan Capital, LLC9,195$542K0.04%013F-HRTimeline
Winch Advisory Services, LLC9,195$542K0.14%013F-HRTimeline
Catawba River Capital9,163$540K0.33%-20013F-HRTimeline
Beckerman Institutional, LLC9,143$539K0.39%+11313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,120$538K0.38%013F-HRTimeline
Redhawk Wealth Advisors, Inc.9,106$537K0.07%+8213F-HRTimeline
Dynamic Financial Group9,062$534K0.54%+10313F-HRTimeline
Endowment Wealth Management, Inc.9,017$532K0.34%-31313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,000$531K0.05%013F-HRTimeline
Berkeley Capital Partners, LLC8,971$529K0.15%-59913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,947$528K0.14%+5113F-HRTimelineGroup
Crestwood Advisors Group, LLC8,769$517K0.01%+1,52413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,766$517K<0.01%+90013F-HR/ATimelineGroup
Williams & Novak Wealth Management, LLC8,756$515K0.5%-74013F-HRTimeline
W ADVISORS, LLC8,717$514K0.32%+4,10613F-HRTimeline
Three Cord True Wealth Management, LLC8,715$514K0.44%-57013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC8,690$512K0.01%013F-HRTimeline
KKM Financial LLC8,683$512K0.22%013F-HRTimeline
SeaCrest Wealth Management, LLC8,638$509K0.06%+35113F-HRTimeline
Keel Point, LLC8,635$509K0.04%-2,66313F-HRTimeline
Quadrant Private Wealth Management, LLC8,596$507K0.13%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,513$502K0.03%013F-HRTimeline
First Nebraska Trust Co8,500$501K0.05%013F-HRTimeline
Capital Planning Advisors, LLC8,464$499K0.08%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,461$499K0.25%new13F-HRTimeline
INGALLS & SNYDER LLC8,389$495K0.02%013F-HRTimeline
Quantum Portfolio Management LLC8,340$492K0.25%013F-HRTimeline
Reliant Wealth Planning8,317$490K0.22%-14513F-HRTimeline
Compass Ion Advisors, LLC8,276$488K0.06%013F-HRTimeline
Great Diamond Partners, LLC8,234$485K0.13%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,182$482K0.07%+11913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…8,170$482K0.17%+3,72213F-HRTimeline
SageView Advisory Group, LLC8,168$482K0.02%+3,71913F-HRTimeline
Lakeridge Wealth Management LLC8,156$481K0.24%+78413F-HRTimeline
Patten Group, Inc.8,129$479K0.11%-46013F-HRTimeline
WBH ADVISORY INC8,065$476K0.04%-31,36013F-HRTimeline