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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
Main Street Group, LTD3,803$188K0.07%+10013F-HRTimeline
Transce3nd, LLC3,759$186K0.06%13F-HRTimeline
TRUST CO OF VERMONT3,696$183K0.01%+95413F-HRTimeline
Sandy Spring Bank3,644$180K0.01%-31013F-HRTimeline
Retirement Wealth Solutions LLC3,476$177K0.15%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,565$177K0.08%013F-HRTimeline
Granite FO LLC3,565$177K0.1%013F-HRTimeline
Holos Integrated Wealth LLC3,558$176K0.12%13F-HRTimeline
Kings Path Partners LLC3,528$175K0.07%-3,61113F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,588$174K0.08%+3,50313F-HRTimeline
CAPITAL & PLANNING, LLC3,465$172K0.13%13F-HRTimeline
Winthrop Capital Management, LLC3,422$168K0.04%new13F-HRTimeline
Smithfield Trust Co3,276$163K0.01%013F-HRTimeline
Advantage Trust Co3,272$162K0.1%-83013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,198$158K<0.01%-8313F-HRTimeline
Acropolis Investment Management, LLC3,145$156K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC3,014$149K0.01%013F-HRTimeline
WealthCollab, LLC3,000$149K0.1%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,975$147K<0.01%+67713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IAG Wealth Partners, LLC2,968$147K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,908$144K0.01%013F-HRTimeline
WR Wealth Planners, LLC2,904$144K0.05%-43513F-HRTimeline
Caitlin John, LLC2,889$143K0.1%013F-HRTimeline
Sound Income Strategies, LLC2,837$140K0.01%+65813F-HRTimeline
Financial Perspectives, Inc2,753$136K0.05%013F-HRTimeline
First Pacific Financial2,685$133K0.03%013F-HRTimeline
Gen-Wealth Partners Inc2,673$132K0.06%+413F-HRTimeline
Stephens Consulting, LLC2,655$131K0.03%013F-HRTimeline
Sugarloaf Wealth Management, LLC2,649$131K0.02%+14913F-HRTimeline
Coppell Advisory Solutions LLC2,658$131K0.02%+2,22513F-HRTimeline
Tidemark, LLC2,613$129K0.05%013F-HRTimeline
Creekmur Asset Management LLC2,569$127K0.03%+2,35213F-HRTimeline
DT Investment Partners, LLC2,562$127K0.01%-8713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,534$125K0.01%+54113F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,506$124K0.1%-13713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,410$119K0.09%13F-HRTimeline
Cape Investment Advisory, Inc.2,386$118K0.05%+2,03113F-HRTimeline
Horizons Wealth Management2,372$117K0.09%-9413F-HRTimeline
Cromwell Holdings LLC2,223$110K0.06%new13F-HRTimeline
Parkworth Wealth Management, Inc.2,195$109K0.09%13F-HRTimeline
Tandem Financial, LLC2,155$107K0.11%13F-HRTimeline
Wells Financial Advisors INC2,000$99K0.13%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,000$99K0.03%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,920$95.1K0.04%013F-HRTimeline
FIRST UNITED BANK & TRUST1,902$94.2K0.03%013F-HRTimeline
North Star Investment Management Corp.1,881$93.1K0.01%+1,50013F-HRTimeline
Capital Advisors, Ltd. LLC1,812$90K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,752$86.7K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,698$84K0.01%013F-HRTimeline
Avondale Wealth Management1,608$79.6K0.05%013F-HRTimeline
LEE DANNER & BASS INC1,599$79.2K0.01%new13F-HRTimeline
Caldwell Trust Co1,592$78.8K0.01%+1613F-HRTimeline
Mascoma Wealth Management LLC1,590$78.7K0.02%013F-HRTimeline
CVA Family Office, LLC1,565$77.5K0.01%013F-HRTimeline
LGT Financial Advisors LLC1,535$76K0.17%new13F-HRTimeline
CNB Bank1,525$75.5K0.04%-513F-HRTimeline
OARSMAN CAPITAL, INC.1,517$75.1K0.01%-1,22913F-HRTimeline
Quest 10 Wealth Builders, Inc.1,510$74.8K0.07%13F-HRTimeline
Park Square Financial Group, LLC1,509$74.7K0.05%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,500$74.3K0.02%013F-HRTimeline
McClarren Financial Advisors, Inc.1,500$74K0.21%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,467$72.6K0.01%-2013F-HRTimeline
New Millennium Group LLC1,464$72.5K0.04%-92,96313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,424$70.5K0.02%new13F-HRTimeline
GAMMA Investing LLC1,390$68.8K0.01%-5613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,362$67.4K0.01%new13F-HRTimeline
Crews Bank & Trust1,350$66.8K0.01%13F-HRTimeline
McIlrath & Eck, LLC1,335$66.1K0.01%013F-HRTimeline
Eagle Bay Advisors LLC1,327$65.7K0.04%-49613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,318$65.3K<0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV1,319$65K0.01%013F-HRTimeline
Accordant Advisory Group Inc1,300$64.4K0.06%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,280$63.4K0.01%+14513F-HRTimeline
Raleigh Capital Management Inc.1,268$62.8K0.02%+1,26013F-HRTimeline
Alexis Investment Partners, LLC1,250$61.9K0.03%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,220$60.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,200$59.4K0.02%013F-HRTimeline
Cornerstone Planning Group LLC1,112$57.6K0.01%+17213F-HRTimeline
HM PAYSON & CO1,136$56.2K<0.01%+37513F-HRTimeline
Centricity Wealth Management, LLC1,121$55.5K0.05%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,105$54.7K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,099$54.4K<0.01%-8213F-HRTimeline
FIRST COMMUNITY TRUST NA1,075$53.2K0.04%013F-HRTimeline
Transcendent Capital Group LLC1,067$52.8K0.03%013F-HRTimeline
Independence Bank of Kentucky1,060$52.5K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,048$51.9K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co1,043$51.6K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,022$50.3K0.01%+85013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$49.5K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,000$49.5K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC931$46.1K0.02%013F-HRTimeline
Hexagon Capital Partners LLC928$45.9K0.01%013F-HRTimeline
Financial Freedom, LLC875$43.3K0.02%013F-HRTimeline
MCF Advisors LLC871$43.1K<0.01%013F-HRTimeline
Avion Wealth869$43K0.01%013F-HRTimeline
Center for Financial Planning, Inc.850$42.1K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC849$42K0.02%013F-HRTimeline
Valued Wealth Advisors LLC840$41.6K0.03%+33313F-HRTimeline
NFSG Corp813$40.3K0.01%new13F-HRTimeline
Values First Advisors, Inc.811$40.1K0.02%-1,15213F-HRTimeline
Signature Resources Capital Management,…810$40.1K0.04%013F-HRTimeline
Financial Management Professionals, Inc.804$39.8K0.01%+213F-HRTimeline
SJS Investment Consulting Inc.786$38.9K0.01%+7413F-HRTimeline
Pingora Partners LLC784$38.8K0.03%013F-HRTimeline
Blume Capital Management, Inc.750$37.1K0.01%013F-HRTimeline
Pacifica Partners Inc.729$36.6K0.02%013F-HRTimeline
Roble, Belko & Company, Inc729$36K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC725$35.9K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/715$35.4K0.02%013F-HRTimeline
Founders Capital Management710$35.2K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.708$35.1K0.03%013F-HRTimeline
Zions Bancorporation, N.A.695$34.4K<0.01%013F-HRTimeline
Financial Life Planners675$33.4K0.03%13F-HRTimeline
Orion Capital Management LLC663$32.8K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC640$31K0.01%13F-HRTimeline
Archer Investment Corp605$30K0.01%+1113F-HRTimeline
Dogwood Wealth Management LLC599$29.7K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.593$29.4K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC599$29K0.03%new13F-HRTimeline
Legacy Bridge, LLC579$28.7K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC575$28.5K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.560$27.7K0.02%13F-HRTimeline
Compass Financial Services Inc554$27.4K0.02%13F-HRTimeline
GoalVest Advisory LLC550$27.2K0.01%013F-HRTimeline
GODSEY & GIBB, INC530$26.2K<0.01%013F-HRTimeline
Truvestments Capital LLC516$25.5K0.01%+3213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC509$25.2K<0.01%+26313F-HRTimeline
Beacon Capital Management, LLC505$25K<0.01%-7,89513F-HRTimeline
Salomon & Ludwin, LLC496$24.6K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC463$22.9K0.02%new13F-HRTimeline
Breakwater Investment Management460$22.8K0.01%013F-HR/ATimeline
OPTIMUM INVESTMENT ADVISORS450$22.3K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC450$22.3K<0.01%new13F-HRTimeline
Abound Wealth Management424$21K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC402$19.9K0.01%13F-HRTimeline
SRH ADVISORS, LLC400$19.8K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA375$18.6K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp368$18.2K0.02%13F-HRTimeline
Cassady Schiller Wealth Management, LLC343$17K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC337$16.6K0.01%013F-HRTimeline
Investors Research Corp335$16.6K<0.01%013F-HRTimeline
Trust Co326$16.1K<0.01%013F-HRTimeline
Crewe Advisors LLC305$15.1K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC304$15.1K0.01%13F-HRTimeline
Activest Wealth Management300$14.9K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/300$14.9K0.01%013F-HRTimelineGroup
CHELSEA COUNSEL CO291$14.4K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC263$13.1K<0.01%new13F-HRTimelineGroup
MilWealth Group LLC255$12.6K<0.01%new13F-HRTimeline
Dunhill Financial, LLC253$12.5K0.01%+3513F-HRTimeline
Millstone Evans Group, LLC243$12K0.01%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…250$12K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC201$9.95K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.200$9.9K0.01%13F-HRTimeline
LOUISBOURG INVESTMENTS INC.200$9.9K<0.01%-2513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN195$9.65K<0.01%013F-HRTimeline
REAP Financial Group, LLC194$9.61K<0.01%+6213F-HRTimeline
Aventura Private Wealth, LLC192$9.51K0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC169$8.37K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.161$7.97K<0.01%013F-HRTimeline
Sawyer & Company, Inc135$7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.140$6.93K<0.01%013F-HR/ATimeline
GABLES CAPITAL MANAGEMENT INC.130$6.44K<0.01%013F-HRTimeline
Bray Capital Advisors125$6.19K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC125$6.19K<0.01%013F-HRTimeline
Bare Financial Services, Inc124$6.14K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.114$6.03K<0.01%13F-HRTimeline
Cedar Wealth Management, LLC121$5.99K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC106$5.25K0.01%13F-HRTimeline
Rialto Wealth Management, LLC96$4.75K<0.01%13F-HRTimeline
Ridgewood Investments LLC91$4.5K<0.01%013F-HRTimeline
Rakuten Securities, Inc.87$4.31K<0.01%-4613F-HRTimeline
Clarity Asset Management, Inc.87$4.29K<0.01%013F-HRTimeline
TD Capital Management LLC80$3.96K<0.01%013F-HRTimeline
PSI Advisors, LLC80$3.96K<0.01%-5013F-HRTimeline
Fourth Dimension Wealth, LLC80$3.96K<0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,113$3.91K<0.01%13F-HRTimeline
Hopwood Financial Services, Inc.57$2.82K<0.01%13F-HRTimeline
JDM Financial Group LLC55$2.72K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC54$2.67K<0.01%13F-HRTimeline
Painted Porch Advisors LLC46$2.28K<0.01%+213F-HRTimeline
Robinswood Financial LLC42$2.08K<0.01%013F-HRTimeline
Brooklyn Investment Group40$1.98K<0.01%new13F-HRTimeline
Creative Capital Management Investments…40$1.98K<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…38$1.88K<0.01%13F-HRTimeline
Silicon Valley Capital Partners33$1.63K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC32$1.58K<0.01%013F-HRTimeline
Park Place Capital Corp32$1.58K<0.01%-14113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners31$1.53K<0.01%-11313F-HRTimelineGroup
Wiser Advisor Group LLC27$1.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$1K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group11$545<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.6$3170.03%-6,07713F-HRTimeline
GPS Wealth Strategies Group, LLC6$297<0.01%013F-HRTimeline
Putney Financial Group LLC2$99<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$50<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC1$50<0.01%13F-HRTimeline
CKW FINANCIAL GROUP9$00%013F-HRTimelineValue filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC51,560$2.55Bnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.