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
Galvin, Gaustad & Stein, LLC7,449$369K0.03%+2,25513F-HRTimeline
Lakeridge Wealth Management LLC7,372$365K0.19%013F-HRTimeline
Riverbend Wealth Management, LLC7,284$361K0.32%13F-HRTimeline
Orcam Financial Group7,264$360K0.35%013F-HRTimeline
Marcum Wealth, LLC7,250$359K0.03%new13F-HRTimeline
Crestwood Advisors Group, LLC7,245$359K0.01%013F-HRTimeline
Vanguard Capital Wealth Advisors7,216$357K0.39%-62,10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASPIRIANT, LLC7,193$356K0.01%013F-HRTimeline
Lane & Associates LLC6,687$354K0.18%new13F-HRTimeline
CGN Advisors LLC7,136$353K0.03%+2,60913F-HRTimeline
Obermeyer Wealth Partners7,133$353K0.02%+2,90113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,118$352K0.03%013F-HRTimeline
Advus Financial Partners, LLC7,113$352K0.15%new13F-HR/ATimeline
Schechter Investment Advisors, LLC7,112$352K0.03%013F-HRTimeline
Arbor Investment Advisors, LLC7,107$352K0.05%-36113F-HRTimeline
Solidarity Wealth, LLC7,087$351K0.09%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,086$351K0.17%+2,69813F-HRTimeline
Evolution Wealth Advisors, LLC7,085$351K0.06%+2,89513F-HRTimeline
HBK Sorce Advisory LLC7,072$350K0.01%+27613F-HRTimeline
Journey Advisory Group, LLC7,960$350K0.04%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…7,051$349K0.25%+2,10013F-HRTimeline
Plante Moran Financial Advisors, LLC7,032$348K0.03%-10713F-HRTimeline
Maridea Wealth Management LLC6,986$346K0.11%13F-HRTimeline
DURANTE & WATERS, LLC6,985$346K0.29%+11513F-HRTimeline
Cambridge Advisors Inc.6,952$344K0.08%013F-HRTimeline
Indiana Trust & Investment Management Co6,885$341K0.12%013F-HRTimeline
Nemes Rush Group LLC6,852$339K0.04%013F-HRTimeline
Summit Financial Wealth Advisors, LLC6,367$339K0.07%013F-HRTimeline
Twin Lakes Capital Management, LLC6,829$338K0.22%013F-HRTimeline
CENTRAL BANK & TRUST CO6,822$338K0.05%-7,20513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,787$336K0.22%+3913F-HRTimeline
Sound Stewardship, LLC6,764$335K0.2%013F-HRTimeline
WESPAC Advisors SoCal, LLC6,747$334K0.08%+1,11913F-HRTimeline
Koa Wealth Management, LLC6,714$332K0.27%+5113F-HRTimeline
Facet Wealth, Inc.6,154$332K0.01%-11613F-HRTimeline
Davis Wealth Advisors, LLC6,696$332K0.36%13F-HRTimeline
Wynn Capital, LLC6,646$329K0.21%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,629$328K<0.01%+92613F-HRTimeline
TCP Asset Management, LLC6,622$328K0.07%-5013F-HRTimeline
Broadway Wealth Solutions, Inc.6,612$327K0.25%13F-HRTimeline
Sandy Cove Advisors, LLC6,535$324K0.13%013F-HRTimeline
Baker Ellis Asset Management LLC6,500$322K0.05%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC6,465$320K0.18%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,437$319K0.02%013F-HRTimeline
Manchester Capital Management LLC6,425$318K0.04%013F-HRTimeline
CRA Financial Services, LLC6,425$318K0.05%+2,40013F-HRTimeline
Schrum Private Wealth Management LLC6,415$318K0.27%-6,41513F-HRTimeline
Atlatl Advisers LLC6,378$316K0.19%13F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC6,346$314K0.06%+1,50013F-HRTimeline
Genesis Wealth Advisors, LLC6,326$313K0.27%13F-HRTimeline
Pullen Investment Management, LLC6,325$313K0.2%-17913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,313$313K0.19%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,230$308K0.02%new13F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,194$307K<0.01%-6013F-HRTimelineGroup
Exchange Bank6,170$305K0.25%new13F-HRTimeline
DIVERSIFIED TRUST CO6,121$303K0.01%-38513F-HRTimeline
Quotient Wealth Partners, LLC6,100$302K0.01%+1,41613F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC6,090$302K0.02%013F-HRTimeline
Clay Northam Wealth Management, LLC6,087$301K0.19%-7513F-HRTimeline
Empirical Asset Management, LLC6,081$301K0.1%+51713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,033$299K0.02%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC6,035$299K0.02%-3,78213F-HRTimeline
Foundation Wealth Management, LLC6,031$299K0.23%+3213F-HRTimeline
Nilsine Partners, LLC6,030$299K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,007$297K0.01%-1,80913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC6,000$297K0.06%+1,50013F-HRTimeline
3EDGE Asset Management, LP5,994$297K0.02%-6513F-HRTimeline
Grant Street Asset Management, Inc.5,953$295K0.08%-7,58413F-HRTimeline
First Financial Bankshares Inc5,919$293K0.01%-2,58013F-HRTimeline
Christensen, King & Associates Investme…5,879$290K0.14%+8013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,857$290K0.05%+94113F-HRTimeline
Parker Investment Management, LLC5,856$290K0.05%-518,27913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,850$290K0.01%013F-HRTimeline
BCU Wealth Advisors, LLC5,850$290K0.17%new13F-HRTimeline
Kathleen S. Wright Associates Inc.5,825$288K0.12%+11013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,818$288K0.15%+1813F-HRTimeline
Beacon Financial Advisory LLC5,812$288K0.09%+1,67113F-HRTimeline
SVB WEALTH LLC5,807$288K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,776$286K0.05%013F-HRTimeline
HUB Investment Partners, LLC5,740$284K0.01%+1,26513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,736$284K+1,191Timeline
Aries Wealth Management5,730$284K0.08%-35013F-HRTimeline
Soltis Investment Advisors LLC5,698$282K0.03%new13F-HRTimeline
Blue Chip Partners, LLC5,692$282K0.02%+2713F-HRTimeline
Moss Adams Wealth Advisors LLC5,677$281K0.03%013F-HRTimeline
Pillar Financial Advisors, LLC5,670$281K0.21%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,641$279K0.03%+2813F-HRTimeline
FIRST AMERICAN BANK5,625$278K0.02%013F-HRTimeline
Smith & Howard Wealth Management, LLC5,624$278K0.08%-3,64513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC5,623$278K0.15%13F-HRTimeline
Summit Wealth Partners, LLC5,611$278K0.06%+9613F-HRTimeline
Advisor Resource Council5,604$277K0.2%new13F-HRTimeline
BlueChip Wealth Advisors LLC5,602$277K0.15%013F-HRTimeline
Catalina Capital Group, LLC5,550$275K0.09%013F-HRTimeline
Merriman Wealth Management, LLC5,539$274K0.01%+53813F-HRTimeline
Envision Financial Planning, LLC5,530$274K0.14%+33813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,508$273K0.01%new13F-HRTimeline
Visionary Wealth Advisors5,504$273K0.02%+513F-HRTimeline
Asset Dedication, LLC5,503$272K0.02%-5,16113F-HRTimeline
SANDERS MORRIS HARRIS LLC5,498$271K0.04%013F-HRTimeline
Astoria Portfolio Advisors LLC.5,371$271K0.1%013F-HRTimeline
Anchor Pointe Wealth Management, LLC5,509$271K0.35%13F-HRTimeline
Cornerstone Planning, LLC5,465$271K0.1%13F-HRTimeline
Headlands Technologies LLC5,380$266K0.03%new13F-HRTimeline
RCS Financial Planning, LLC5,374$266K0.14%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,342$264K0.02%+9613F-HRTimeline
PRENTISS SMITH & CO INC5,328$264K0.17%013F-HRTimeline
Lantern Wealth Advisors, LLC5,264$261K0.17%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC5,250$260K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton5,250$260K0.07%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,232$259K0.03%013F-HRTimeline
Parkside Financial Bank & Trust5,219$258K0.03%+1,46713F-HRTimeline
Certified Advisory Corp5,218$258K0.03%+39313F-HRTimeline
Cassaday & Co Wealth Management LLC5,195$257K0.01%-52113F-HRTimeline
Investment Advisory Group, LLC5,193$257K0.09%013F-HRTimeline
Integrity Wealth Solutions LLC5,167$256K0.14%new13F-HRTimeline
Mechanics Financial Corp5,096$252K0.11%013F-HRTimeline
BLB&B Advisors, LLC5,080$252K0.01%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,078$251K0.06%+65013F-HRTimeline
Sincerus Advisory, LLC5,058$250K0.27%13F-HRTimeline
HHM Wealth Advisors, LLC5,012$248K0.03%013F-HRTimeline
Berger Financial Group, Inc5,003$248K0.02%new13F-HRTimeline
West Branch Capital LLC5,000$248K0.08%013F-HRTimeline
DAGCO, INC.4,925$244K0.08%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC4,905$243K0.07%new13F-HRTimeline
VALICENTI ADVISORY SERVICES INC4,880$242K0.06%+48013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,436$242K0.09%13F-HRTimeline
Carrera Capital Advisors4,878$242K0.06%013F-HRTimeline
Advyzon Investment Management, LLC4,873$241K0.09%13F-HRTimeline
PCA Investment Advisory Services Inc.4,867$241K0.11%+30513F-HRTimeline
Delta Financial Group, Inc.4,829$239K0.06%new13F-HRTimeline
Warren Street Wealth Advisors, LLC4,818$239K0.1%-12513F-HRTimeline
WORLD EQUITY GROUP, INC.4,812$238K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,746$238K0.02%-229,29113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,792$237K<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC4,785$237K0.01%+5013F-HRTimeline
Journey Beyond Wealth, LLC4,759$236K0.22%13F-HRTimeline
Centennial Wealth Advisory LLC4,740$235K0.09%+3613F-HRTimeline
Crumly & Associates Inc.4,736$234K0.06%new13F-HRTimeline
One Charles Private Wealth Services, LLC4,729$234K0.08%013F-HRTimeline
DAVIS R M INC4,725$234K<0.01%-27913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,650$230K0.11%013F-HRTimeline
Aptus Capital Advisors, LLC4,650$230K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,636$230K0.21%013F-HRTimeline
Guidance Point Advisors, LLC4,622$229K0.06%013F-HRTimeline
Gould Capital, LLC4,615$228K0.16%013F-HRTimeline
W ADVISORS, LLC4,611$228K0.14%new13F-HRTimeline
Sanchez Wealth Management Group4,608$228K0.06%new13F-HRTimeline
CHAPIN DAVIS, INC.4,525$225K0.07%013F-HRTimeline
Procyon Advisors, LLC4,521$224K0.01%-3113F-HRTimeline
FCA CORP /TX4,478$222K0.07%013F-HRTimeline
VANCE WEALTH, LLC4,474$222K0.09%-613F-HRTimeline
SageView Advisory Group, LLC4,449$220K0.01%-22413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…4,448$220K0.08%013F-HRTimeline
Miller Financial Services LLC4,443$220K0.19%13F-HRTimeline
Presidio Capital Management, LLC4,438$220K0.12%+10013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,400$218K0.09%-2,10013F-HRTimeline
OMNI 360 Wealth, Inc.4,367$216K0.14%-1,26513F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC4,335$215K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,329$214K0.01%013F-HRTimelineGroup
Focused Wealth Management, Inc4,312$213K0.03%new13F-HRTimeline
Herold Advisors, Inc.4,271$211K0.05%new13F-HRTimeline
Willis Johnson & Associates, Inc.4,255$211K0.02%-15213F-HRTimeline
Code Waechter LLC4,250$210K0.18%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,240$210K0.07%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,237$210K<0.01%+4,09713F-HRTimelineGroup
NorthRock Partners, LLC4,227$209K0.01%-44,87313F-HR/ATimeline
Fortitude Family Office, LLC4,227$209K0.07%-80713F-HRTimeline
Alteri Wealth LLC4,225$209K0.06%13F-HRTimeline
Spinnaker Investment Group, LLC4,219$209K0.05%-513F-HRTimeline
Harbour Capital Advisors, LLC4,184$208K0.05%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,204$208K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,200$208K<0.01%new13F-HRTimelineGroup
Wealth Group, Ltd.4,183$207K0.13%new13F-HRTimeline
Roger Wittlin Investment Advisory, LLC4,178$207K0.12%013F-HRTimeline
Good Life Advisors, LLC4,164$206K0.02%-4,61213F-HRTimeline
International Private Wealth Advisors L…4,161$206K0.21%-70613F-HRTimeline
Alpha Cubed Investments, LLC4,157$206K0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.4,150$205K<0.01%new13F-HRTimeline
Teamwork Financial Advisors, LLC4,149$205K0.03%+313F-HRTimeline
INSIGHT 2811, INC.4,145$205K0.11%-47513F-HRTimeline
Stone Summit Wealth LLC4,142$205K0.07%013F-HRTimeline
Foundation Wealth Management, LLC\PA4,137$205K0.1%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,136$205K0.02%013F-HRTimeline
IPG Investment Advisors LLC4,124$204K0.05%-67513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,122$204K0.26%+7613F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,110$203K0.02%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,100$203K<0.01%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC3,899$203K0.05%new13F-HR/ATimeline
Telos Capital Management, Inc.4,091$203K0.02%-46813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,081$202K<0.01%013F-HRTimelineGroup
CFS Investment Advisory Services, LLC4,070$202K0.02%new13F-HRTimeline
SAXON INTERESTS, INC.4,056$201K0.09%-70413F-HRTimeline
Graney & King, LLC4,015$199K0.15%13F-HRTimeline
Continuum Advisory, LLC3,976$197K0.03%+5813F-HRTimeline
ORG Partners LLC3,944$195K0.03%+713F-HRTimeline
Reyes Financial Architecture, Inc.3,927$194K0.15%13F-HRTimeline
Golden State Wealth Management, LLC3,926$194K0.03%13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,862$191K0.01%013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…3,834$189K<0.01%+44813F-HRTimelineGroup