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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
HRT FINANCIAL LP8,061$475K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC8,049$475K0.01%+97713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,024$473K0.06%013F-HRTimeline
Disciplined Investors, L.L.C.7,950$469K0.42%013F-HRTimeline
XML Financial, LLC7,907$466K0.04%-1,39513F-HRTimeline
Northeast Financial Consultants Inc7,888$465K0.02%013F-HRTimeline
Klingman & Associates, LLC7,866$464K0.03%013F-HRTimeline
SIMON QUICK ADVISORS, LLC7,862$464K0.03%new13F-HRTimeline
Stegent Equity Advisors, Inc.7,832$462K0.47%013F-HRTimeline
FIRST MERCHANTS CORP7,830$462K0.02%013F-HRTimeline
Copia Wealth Management7,819$461K0.43%+6913F-HRTimeline
Golden State Wealth Management, LLC7,818$461K0.07%+3,89213F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC7,811$461K0.11%new13F-HRTimeline
Tacita Capital Inc7,777$458K0.33%+11513F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT7,760$458K0.03%013F-HRTimeline
Strategies Wealth Advisors, LLC7,752$457K0.06%013F-HRTimeline
Belpointe Asset Management LLC7,752$457K0.02%-2,78613F-HRTimeline
Koa Wealth Management, LLC7,747$457K0.37%+1,03313F-HRTimeline
GWN SECURITIES INC.7,728$456K0.03%new13F-HRTimeline
NWF Advisory Services Inc.7,694$454K0.06%-63113F-HRTimeline
SCS Capital Management LLC7,680$453K0.01%new13F-HR/ATimeline
LAKE STREET PRIVATE WEALTH, LLC7,680$453K0.07%new13F-HRTimeline
Aspire Private Capital, LLC7,677$453K0.11%new13F-HRTimeline
Lansing Street Advisors7,665$452K0.15%new13F-HRTimeline
ASPIRIANT, LLC7,656$451K0.02%+46313F-HRTimeline
BKM Wealth Management, LLC7,629$450K0.19%013F-HRTimeline
Journey Advisory Group, LLC7,600$448K0.04%-36013F-HRTimeline
Evolution Wealth Advisors, LLC7,575$447K0.07%+49013F-HRTimeline
GRIES FINANCIAL LLC7,552$445K0.09%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC7,513$443K0.23%013F-HRTimeline
WASHINGTON TRUST Co7,510$443K0.02%013F-HRTimeline
ARRIEN INVESTMENTS, INC.7,500$442K0.32%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,466$440K+1,730Timeline
SFM, LLC d/b/a Sweeney Financial Adviso…7,416$437K0.32%+36513F-HRTimeline
Galvin, Gaustad & Stein, LLC7,379$435K0.04%-7013F-HRTimeline
Benchmark Investment Advisors LLC7,355$434K0.28%-19013F-HRTimeline
McAdam, LLC7,346$433K0.03%-48713F-HRTimeline
Clarity Financial LLC7,307$431K0.05%-83713F-HRTimeline
Beacon Financial Advisory LLC7,288$430K0.13%+1,47613F-HRTimeline
Riverbend Wealth Management, LLC7,287$430K0.38%+313F-HRTimeline
Orcam Financial Group7,264$428K0.4%013F-HRTimeline
Marcum Wealth, LLC7,250$427K0.04%013F-HRTimeline
First City Capital Management, Inc.7,243$427K0.26%-30013F-HRTimeline
DURANTE & WATERS, LLC7,200$425K0.36%+21513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,192$424K0.14%-1,20313F-HRTimeline
Obermeyer Wealth Partners7,133$421K0.02%013F-HRTimeline
CGN Advisors LLC7,128$420K0.04%-813F-HRTimeline
Schechter Investment Advisors, LLC7,112$419K0.03%013F-HRTimeline
Solidarity Wealth, LLC7,087$418K0.1%013F-HRTimeline
Plante Moran Financial Advisors, LLC7,066$417K0.04%+3413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,044$415K0.02%13F-HRTimelineGroup
Kovack Advisors, Inc.7,009$413K0.04%-44713F-HRTimeline
IPG Investment Advisors LLC7,007$413K0.09%+2,88313F-HRTimeline
Quotient Wealth Partners, LLC6,985$412K0.01%+88513F-HRTimeline
SSA SWISS ADVISORS AG6,980$411K0.21%13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,275$411K0.04%013F-HRTimeline
Cambridge Advisors Inc.6,952$410K0.09%013F-HRTimeline
Discipline Wealth Solutions, LLC6,940$409K0.2%-76913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,933$409K0.04%-18513F-HRTimeline
Exchange Bank6,893$406K0.33%+72313F-HRTimeline
Indiana Trust & Investment Management Co6,885$406K0.15%013F-HRTimeline
Legacy Edge Advisors, LLC6,875$405K0.06%new13F-HRTimeline
Arbor Investment Advisors, LLC6,868$405K0.06%-23913F-HRTimeline
CENTRAL BANK & TRUST CO6,864$405K0.07%+4213F-HRTimeline
Nemes Rush Group LLC6,852$404K0.05%013F-HRTimeline
Aries Wealth Management6,850$404K0.11%+1,12013F-HRTimeline
Andina Capital Management, LLC6,845$404K0.29%-1,46513F-HRTimeline
Twin Lakes Capital Management, LLC6,829$403K0.27%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,787$400K0.27%013F-HRTimeline
Sound Stewardship, LLC6,764$399K0.23%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO6,744$398K0.02%new13F-HRTimelineGroup
WISCONSIN CAPITAL MANAGEMENT LLC6,740$397K0.25%+27513F-HRTimeline
WESPAC Advisors SoCal, LLC6,677$394K0.1%-7013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,661$393K0.07%+80413F-HRTimeline
Wynn Capital, LLC6,646$392K0.23%013F-HRTimeline
West Branch Capital LLC6,630$391K0.13%+1,63013F-HRTimeline
Euro Pacific Asset Management, LLC6,620$390K0.07%new13F-HRTimeline
Broadway Wealth Solutions, Inc.6,612$390K0.28%013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC6,601$389K0.05%-2,11013F-HRTimeline
Sand Hill Global Advisors, LLC6,591$389K0.02%-1,36413F-HRTimeline
Sandy Cove Advisors, LLC6,535$385K0.15%013F-HRTimeline
CRA Financial Services, LLC6,534$385K0.07%+10913F-HRTimeline
Baker Ellis Asset Management LLC6,500$383K0.06%013F-HRTimeline
Optivise Advisory Services LLC6,500$383K0.22%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,437$380K0.03%013F-HRTimeline
Manchester Capital Management LLC6,425$379K0.05%013F-HRTimeline
Schrum Private Wealth Management LLC6,415$378K0.33%013F-HRTimeline
Copperleaf Capital, LLC6,401$377K0.23%new13F-HRTimeline
LANARK FINANCIAL, INC.6,373$375K0.03%+6,36713F-HRTimeline
Henderson Brothers Financial Partners, …4,613$374K0.19%13F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC6,346$374K0.08%013F-HRTimeline
Genesis Wealth Advisors, LLC6,326$373K0.3%013F-HRTimeline
TCP Asset Management, LLC6,308$372K0.08%-31413F-HRTimeline
Talon Private Wealth, LLC6,270$370K0.05%-2,01413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,226$367K0.21%-8713F-HRTimeline
CWA Asset Management Group, LLC6,220$367K0.02%-11,02613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,194$365K<0.01%013F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.6,159$363K0.19%-1,40713F-HRTimeline
HUB Investment Partners, LLC6,158$363K0.01%+41813F-HRTimeline
FULLCIRCLE WEALTH LLC5,734$363K0.15%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,083$359K0.03%+5013F-HRTimelineGroup
Clay Northam Wealth Management, LLC6,088$359K0.25%+113F-HRTimeline
Nilsine Partners, LLC6,074$358K0.04%+4413F-HRTimeline
Astoria Portfolio Advisors LLC.5,742$357K0.12%+37113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC6,000$354K0.08%013F-HRTimeline
CRCM LP5,965$352K0.14%-2,53013F-HRTimeline
Southland Equity Partners LLC5,957$351K0.08%new13F-HRTimeline
Global Assets Advisory, LLC6,042$350K0.07%new13F-HRTimeline
Atlas Wealth Partners, LLC5,922$349K0.43%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,905$348K0.2%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.5,885$347K0.02%-2,94013F-HRTimeline
Pullen Investment Management, LLC5,856$345K0.22%-46913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,818$343K0.18%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,776$341K0.06%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,768$340K0.03%+42613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,761$340K<0.01%new13F-HRTimelineGroup
Vantage Point Financial LLC5,744$339K0.17%new13F-HRTimeline
BRIGHTON JONES LLC5,730$338K0.01%-31,91913F-HRTimeline
Kathleen S. Wright Associates Inc.5,725$338K0.14%-10013F-HRTimeline
Summit Wealth Partners, LLC5,699$336K0.07%+8813F-HRTimeline
Soltis Investment Advisors LLC5,698$336K0.03%013F-HRTimeline
Christensen, King & Associates Investme…5,879$335K0.16%013F-HRTimeline
Moss Adams Wealth Advisors LLC5,677$335K0.04%013F-HRTimeline
Pillar Financial Advisors, LLC5,670$334K0.25%013F-HRTimeline
Blue Chip Partners, LLC5,665$334K0.03%-2713F-HRTimeline
Crumly & Associates Inc.5,640$333K0.09%+90413F-HRTimeline
Jaffetilchin Investment Partners, LLC5,639$332K0.02%-39613F-HRTimeline
FIRST AMERICAN BANK5,625$332K0.02%013F-HRTimeline
Visionary Wealth Advisors5,617$331K0.02%+11313F-HRTimeline
ALERUS FINANCIAL NA5,565$328K0.03%new13F-HRTimeline
Empirical Asset Management, LLC5,561$328K0.11%-52013F-HRTimeline
Summit Financial Wealth Advisors, LLC5,547$327K0.06%-82013F-HRTimeline
Envision Financial Planning, LLC5,530$326K0.17%013F-HRTimeline
Future Financial Wealth Managment LLC5,500$324K0.24%-2,30013F-HRTimeline
SANDERS MORRIS HARRIS LLC5,498$324K0.05%013F-HRTimeline
Strengthening Families & Communities, L…7,300$321K0.2%-42,84713F-HRTimeline
Vanguard Capital Wealth Advisors5,417$319K0.39%-1,79913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisory Group LLC5,404$319K0.04%-2,15513F-HRTimeline
PRENTISS SMITH & CO INC5,391$318K0.21%+6313F-HRTimeline
Facet Wealth, Inc.5,048$317K0.01%-1,10613F-HRTimeline
Asset Dedication, LLC5,363$316K0.03%-14013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC5,357$316K0.17%-26613F-HRTimeline
Brooklyn Investment Group5,336$315K0.07%+5,29613F-HRTimeline
BlueChip Wealth Advisors LLC5,277$311K0.15%-32513F-HRTimeline
One Charles Private Wealth Services, LLC5,269$311K0.1%+54013F-HRTimeline
Rosenberg Matthew Hamilton5,250$310K0.08%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC5,249$309K0.1%new13F-HRTimeline
Herold Advisors, Inc.5,244$309K0.07%+97313F-HRTimeline
Tyler-Stone Wealth Management5,243$309K0.06%-3,76613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,232$308K0.04%013F-HRTimeline
Semus Wealth Partners LLC5,228$308K0.21%new13F-HRTimeline
Stone Summit Wealth LLC5,223$308K0.1%+1,08113F-HRTimeline
Embree Financial Group5,220$308K0.05%new13F-HRTimeline
Certified Advisory Corp5,212$307K0.03%-613F-HRTimeline
Cassaday & Co Wealth Management LLC5,195$306K0.01%013F-HRTimeline
Investment Advisory Group, LLC5,193$306K0.1%013F-HRTimeline
Mechanics Financial Corp5,096$300K0.14%013F-HRTimeline
Pallas Capital Advisors LLC5,086$300K0.01%+30113F-HRTimeline
COZAD ASSET MANAGEMENT INC5,051$298K0.03%new13F-HRTimeline
MKD WEALTH COACHES, LLC5,049$298K0.34%-2,75213F-HRTimeline
Sincerus Advisory, LLC5,041$297K0.31%-1713F-HRTimeline
Compton Wealth Advisory Group, LLC5,039$297K0.08%-14,87613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,039$297K0.09%new13F-HRTimeline
Hutchens & Kramer Investment Management…5,030$297K0.16%new13F-HRTimeline
Lesa Sroufe & Co5,025$296K0.3%13F-HRTimeline
HHM Wealth Advisors, LLC5,017$296K0.04%+513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,998$295K0.12%new13F-HRTimeline
Smith & Howard Wealth Management, LLC4,998$295K0.08%-62613F-HRTimeline
WJ Wealth Management, LLC4,982$294K0.1%new13F-HRTimeline
Aptus Capital Advisors, LLC4,982$294K<0.01%+33213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,978$294K0.07%-10013F-HRTimeline
Integrity Wealth Solutions LLC4,967$293K0.16%-20013F-HRTimeline
Teamwork Financial Advisors, LLC4,943$291K0.04%+79413F-HRTimeline
DAGCO, INC.4,925$290K0.09%013F-HRTimeline
CFS Investment Advisory Services, LLC4,925$290K0.03%+85513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC4,905$289K0.07%013F-HR/ATimeline
3EDGE Asset Management, LP4,871$287K0.02%-1,12313F-HRTimeline
Berger Financial Group, Inc4,831$285K0.02%-17213F-HRTimeline
Warren Street Wealth Advisors, LLC4,823$284K0.11%+513F-HRTimeline
Continuum Advisory, LLC4,822$284K0.04%+84613F-HRTimeline
Ethos Financial Group, LLC4,819$284K0.03%new13F-HRTimeline
WEST PACES ADVISORS INC.4,815$284K0.06%-4,70013F-HRTimeline
Signature Wealth Management Group4,806$283K0.11%new13F-HRTimeline
Center For Asset Management LLC4,780$282K0.17%new13F-HRTimeline
Virtue Capital Management, LLC4,775$281K0.03%new13F-HRTimeline
Centennial Wealth Advisory LLC4,753$280K0.1%+1313F-HRTimeline
TFB Advisors LLC4,745$280K0.08%new13F-HRTimeline
CAPITAL & PLANNING, LLC4,735$279K0.21%+1,27013F-HRTimeline
Spinnaker Investment Group, LLC4,671$275K0.06%+45213F-HRTimeline
NorthRock Partners, LLC4,656$275K0.01%+42913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,650$274K0.14%013F-HRTimeline
Delta Financial Group, Inc.4,829$274K0.06%013F-HRTimeline
Fiduciary Alliance LLC4,636$273K0.03%new13F-HRTimeline
DAVIS R M INC4,625$273K0.01%-10013F-HRTimeline
Guidance Point Advisors, LLC4,622$273K0.08%013F-HRTimeline
Gould Capital, LLC4,569$269K0.19%-4613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,636$269K0.21%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,535$267K0.01%new13F-HRTimeline
CHAPIN DAVIS, INC.4,525$267K0.09%013F-HRTimeline
VANCE WEALTH, LLC4,519$266K0.1%+4513F-HRTimeline