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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,980,315$1.53B0.14%-1,007,34613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,490,025$1.16B0.08%+1,831,91913F-HR/ATimelineGroup
FMR LLCin group FMR LLC22,617,136$1.12B0.07%-447,95613F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …17,600,803$871M0.59%-551,73213F-HRTimelineGroup
Empower Advisory Group, LLC13,893,012$688M2.32%-1,028,71913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,288,826$608M0.15%+1,183,96213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,897,112$589M+8,286,161Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,788,184$435M0.03%-2,429,07413F-HRTimelineGroup
LPL Financial LLC8,630,437$427M0.17%+2,253,09013F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,450,919$418M0.14%-290,88013F-HRTimeline
UBS Group AGin group UBS Group AG8,188,827$405M0.09%+352,03513F-HRTimelineGroup
WealthNavi Inc.5,924,001$293M3.41%+141,21113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,851,040$290M0.07%+500,49813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,063,190$251M0.09%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,303,852$213M0.18%+160,25013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,287,296$212M<0.01%+331,27913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,160,293$206M0.32%+1,507,44213F-HRTimelineGroup
HighTower Advisors, LLC3,608,675$179M0.24%-161,14713F-HRTimeline
Packer & Co Ltd3,585,100$177M56.73%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,271,594$162M0.35%+27,25113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,262,769$162M0.62%+104,81613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,238,078$160M0.23%+175,56913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,214,391$159M0.03%-373,72913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,147,030$156M0.02%+197,98513F-HRTimelineGroup
Pureheart Capital Pte Ltd.2,675,000$132M25.05%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,510,086$126M0.23%+148,09913F-HRTimelineGroup
EQUITABLE TRUST CO2,466,167$122M6.81%-111,53013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,281,729$113M0.32%+99,31913F-HRTimeline
Proficio Capital Partners LLC2,241,711$111M9%+88,62013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,056,655$102M0.11%+350,55913F-HRTimelineGroup
GM Advisory Group, LLC2,050,754$102M5.62%+35,82713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,000,169$99M1.55%-23,60113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,860,026$92.1M0.18%+26,05713F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,841,803$91.2M0.28%+138,59213F-HRTimelineGroup
Arnhold LLC1,757,254$87M8.58%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,588,860$78.7M0.2%+95,04013F-HRTimelineGroup
MOON CAPITAL MANAGEMENT LPin group MOON CAPITAL MANAGEMENT LP1,559,604$77.2M58.72%013F-HRTimelineGroup
FORBES J M & CO LLP1,395,586$69.1M6.65%+11,37513F-HRTimeline
First Command Advisory Services, Inc.1,378,187$68.2M0.65%-21,74313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,364,444$67.6M1.63%+87,31113F-HRTimelineGroup
CENTRAL TRUST Co1,343,042$66.5M1.63%-125,39913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,338,578$66.3M0.05%+127,25313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,306,192$64.7M0.11%+58,26713F-HRTimelineGroup
Cresset Asset Management, LLC1,297,600$64.2M0.31%+56,49913F-HRTimeline
Tanglewood Wealth Management, Inc.1,282,274$63.5M7.31%+57,37313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,217,348$60.3M0.01%+398,24213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,208,679$59.8M0.02%-47,76813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,169,360$57.5M0.13%+75,59913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,136,328$56.3M0.01%+62,19513F-HRTimelineGroup
Allianz SEin group Allianz SE1,050,835$52M1.35%+39,83713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,041,762$51.6M1.28%+1,49813F-HRTimeline
Capital Asset Advisory Services LLC1,034,938$51.5M2.54%+12,34113F-HRTimeline
Cetera Investment Advisers1,033,471$51.2M0.11%+354,83113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV986,403$48.8M0.12%+14,93513F-HRTimeline
Permanens Capital L.P.985,936$48.8M9.32%+130,67613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…975,030$48.3M0.03%+24,64013F-HRTimelineGroup
Oxbow Advisors, LLC964,715$47.8M5.62%-4,79413F-HRTimeline
MML INVESTORS SERVICES, LLC960,451$47.6M0.16%+435,80713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…936,197$46.4M2.01%-97,70413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC898,038$44.5M6.57%+110,73313F-HRTimeline
Sanctuary Advisors, LLC801,641$42.3M0.27%+12,84113F-HRTimeline
OneDigital Investment Advisors LLC836,425$41.4M0.48%+348,96313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\833,875$41.3M0.02%+79,41113F-HR/ATimelineGroup
Janney Montgomery Scott LLC811,127$40.2M0.11%+467,94813F-HRTimeline
GenWealth Group, Inc.797,191$39.5M8.98%-4,04413F-HRTimeline
Circle Wealth Management, LLC792,245$39.2M0.84%-10313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…795,062$39.1M0.16%+74,66413F-HRTimelineGroup
Intellus Advisors LLC782,214$38.7M6.7%13F-HRTimeline
CWM, LLCin group CWM, LLC767,970$38M0.16%+734,32713F-HRTimelineGroup
1832 Asset Management L.P.763,532$37.8M0.07%-39,25813F-HRTimeline
Creative Planningin group Creative Planning758,504$37.6M0.04%-38,55713F-HRTimelineGroup
Dynasty Wealth Management, LLC753,522$37.3M0.64%+169,49713F-HRTimeline
Biltmore Family Office, LLC724,566$35.9M6.02%-3,21313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA722,196$35.8M0.11%+18,33313F-HRTimelineGroup
Cambridge Investment Research Advisors,…717,417$35.5M0.12%+48,34313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/702,795$34.8M0.05%-2,28313F-HRTimelineGroup
MacKay Shields LLC690,000$34.2M1.01%-239,50013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…687,728$34M1.91%+29,30013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC682,854$33.8M0.35%+672,56813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/681,760$33.8M0.02%-19,37413F-HRTimelineGroup
NorthCoast Asset Management LLC681,649$33.7M0.17%+8,83713F-HR/ATimeline
Narwhal Capital Management680,464$33.7M2.98%-69013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC651,039$32.2M0.02%-7,50913F-HRTimelineGroup
ANDERSON HOAGLAND & CO631,665$32.2M3.31%+55,46013F-HRTimeline
Evercore Wealth Management, LLC648,598$32.1M0.48%-4,76213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding620,659$30.7M+48,861Timeline
STUART INVESTMENT ADVISORS, INC.617,752$30.6M16.32%-4,79713F-HRTimeline
National Philanthropic Trust603,995$29.9M0.43%+40,36313F-HRTimeline
Foundations Investment Advisors, LLC598,862$29.6M0.57%+53,71113F-HRTimeline
Strategic Point Investment Advisors, LLC544,716$27M4.4%+1,77313F-HRTimeline
West Family Investments, Inc.534,779$26.5M9.23%+1,86513F-HRTimeline
EPIQ Capital Group, LLC530,556$26.3M6.85%+29,21113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.528,696$26.2M0.25%+54,50513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC526,562$26.1M0.07%+43,07913F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV521,274$25.8M0.83%-66,55913F-HRTimeline
VPR Management LLC520,480$25.8M13.43%-10,00013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC520,151$25.8M4.77%+21,39413F-HRTimeline
MAI Capital Management518,559$25.7M0.19%new13F-HRTimeline
SkyView Investment Advisors, LLC515,422$25.5M4.07%+21,15913F-HRTimeline
NewEdge Advisors, LLC513,450$25.4M0.15%+320,53213F-HRTimeline
Mader & Shannon Wealth Management, Inc.511,310$25.3M15.65%-16,63913F-HRTimeline
Sowa Financial Group, Inc.508,591$25.2M15.77%+79,61613F-HRTimeline
IFP Advisors, Inc507,185$25.1M0.82%+86,54213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…486,700$24.1M0.08%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…484,522$24M0.24%-177,19913F-HRTimelineGroup
Zhang Financial LLC474,936$23.5M1.35%-5,63813F-HRTimeline
Meridian Wealth Advisors, LLC473,052$23.4M3.86%+47,11013F-HRTimeline
Checchi Capital Advisers, LLC471,564$23.3M1.74%-16,74113F-HRTimeline
Blue Trust, Inc.470,926$23.3M0.3%-5,54713F-HR/ATimeline
Quent Capital, LLC455,867$22.6M2.34%-5,37713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…430,157$21.3M0.3%-20,34813F-HRTimelineGroup
Yeomans Consulting Group, Inc.425,357$21.1M7.89%-3,83313F-HRTimeline
Independent Family Office, LLC419,357$20.8M10.79%-6,50013F-HRTimeline
SPINNAKER TRUST417,654$20.7M1.3%+7,59013F-HRTimeline
Cardinal Point Capital Management ULC408,083$20.2M3.21%-50,36213F-HRTimeline
VCI Wealth Management LLC406,994$20.2M8.55%+43,04613F-HR/ATimeline
CHATHAM CAPITAL GROUP, INC.406,745$20.1M3.31%+9,17513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding397,264$19.7M+221,525Timeline
AllGen Financial Advisors, Inc.395,101$19.6M6.57%-8,70213F-HRTimeline
Atria Wealth Solutions, Inc.394,533$19.5M0.21%+22,63413F-HRTimeline
TD Waterhouse Canada Inc.393,505$19.5M0.16%+11,74513F-HRTimeline
WESCAP Management Group, Inc.390,044$19.3M4.69%-23,53213F-HRTimeline
SYON CAPITAL LLC384,548$19M1.71%-24,79613F-HRTimeline
Beacon Pointe Advisors, LLC373,251$18.5M0.2%+5,07113F-HRTimeline
BFSG, LLC370,603$18.3M2.15%+5913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\369,706$18.3M0.02%+86,45213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC366,257$18.1M0.54%-10,82713F-HR/ATimeline
Vision Capital Management, Inc.365,746$18.1M2.66%-1,82113F-HRTimeline
Steward Partners Investment Advisory, L…365,300$18.1M0.16%+58,56513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.359,864$17.8M2.12%-63013F-HRTimeline
Kingsview Wealth Management, LLC359,676$17.8M0.35%-110,22413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.359,347$17.8M0.03%+27,25513F-HRTimelineGroup
Parcion Private Wealth LLC353,503$17.5M1.34%-6,56013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding352,162$17.4M-6,476Timeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…350,500$17.4M0.02%-142,00013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,041,689$17.3M0.03%+17,23913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…343,322$17M0.16%+19,55713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS341,891$16.9M0.64%+25,55713F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB332,788$16.5M1.64%+4,93713F-HRTimeline
Dakota Wealth Management326,120$16.1M0.37%+4,58013F-HRTimeline
CIBC WORLD MARKET INC.325,899$16.1M0.04%-1,72613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC325,591$16.1M0.02%-254,41413F-HRTimelineGroup
QUEST INVESTMENT MANAGEMENT LLC317,621$15.7M1.83%-78,92613F-HRTimeline
Modus Advisors, LLC317,580$15.7M4.93%-5,72913F-HRTimeline
Sterling Financial Planning, Inc.314,431$15.6M5.73%-15,47513F-HRTimeline
TUDOR INVESTMENT CORP ET AL311,793$15.4M0.16%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA308,115$15.3M1.06%-5,48013F-HRTimeline
SAGE RHINO CAPITAL LLC304,513$15.1M3.29%-34,35313F-HRTimeline
BLAIR WILLIAM & CO/IL303,607$15M0.04%-40,99513F-HRTimeline
BOKF, NAin group BOKF, NA295,728$15M0.25%-7,08413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…303,233$15M0.03%+82,93313F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding302,788$15M+23,757Timeline
Chemistry Wealth Management LLC301,586$14.9M3.5%+2,46413F-HRTimeline
Transform Wealth, LLC298,295$14.8M0.82%+292,44213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp294,730$14.6M0.05%-49,16413F-HRTimelineGroup
AMG National Trust Bank296,011$14.6M0.4%+3,88313F-HRTimeline
Arlington Capital Management, Inc.294,216$14.6M10.07%+35,66613F-HRTimeline
Cyndeo Wealth Partners, LLC291,209$14.4M0.97%-21,13313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI290,431$14.4M1.55%+5,26113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich262,919$14.4M0.04%+10,20013F-HRTimeline
Faithward Advisors, LLC282,766$14M2.38%+83213F-HRTimeline
Perigon Wealth Management, LLC272,954$14M0.34%+39,28913F-HRTimeline
Allworth Financial LP266,862$13.9M0.08%+61,32413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management275,398$13.6M0.2%+22,80313F-HRTimelineGroup
Legend Financial Advisors, Inc.269,453$13.3M9.41%-8,76213F-HRTimeline
Fielder Capital Group LLC268,962$13.3M4.15%-4,56513F-HRTimeline
Wallington Asset Management, LLC268,579$13.3M1.92%+1,24013F-HRTimeline
Norris Financial Group, LLC266,562$13.2M6.2%+35,87013F-HRTimeline
CPA Asset Management Group, LLC259,246$12.8M5.97%-59113F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.257,314$12.7M2.97%+10,79813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…252,188$12.5M2.88%+7,77213F-HRTimeline
Purkiss Capital Advisors LLC251,625$12.5M10.76%13F-HRTimeline
Sunbelt Securities, Inc.252,262$12.4M1.09%-50,46313F-HRTimeline
K2 PRINCIPAL FUND, L.P.250,000$12.4M1.82%013F-HRTimeline
White Lighthouse Investment Management …247,594$12.3M2.15%-6,01913F-HRTimeline
COMERICA BANK247,330$12.2M0.05%+7,41313F-HR/ATimeline
UMB Bank, n.a.246,958$12.2M0.19%-13,55913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Resonant Capital Advisors, LLC245,960$12.2M0.89%+70413F-HRTimeline
Van Hulzen Asset Management, LLC243,168$12M0.88%+4,34013F-HRTimeline
Aveo Capital Partners, LLC239,264$11.8M1.3%-28,70713F-HRTimeline
Kaydan Wealth Management, Inc.237,390$11.8M3.91%-147,39913F-HRTimeline
Signet Investment Advisory Group, Inc.236,580$11.7M5.98%-2,24913F-HRTimeline
Timber Creek Capital Management LLC235,393$11.7M3.36%-3,94013F-HRTimeline
Verger Capital Management LLC232,636$11.5M5.74%013F-HRTimeline
BCWM, LLC232,432$11.5M4.1%13F-HRTimeline
Townsend & Associates, Inc222,211$11.5M1.18%-1,54213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC232,252$11.5M0.68%+5,48213F-HRTimeline
Upper Left Wealth Management, LLC230,061$11.4M9.74%+1,68013F-HRTimeline
NKCFO LLC229,200$11.3M4.99%+75,65013F-HRTimeline
Hamilton Wealth, LLC228,726$11.3M2.74%+6,18613F-HRTimeline
EFG Private Wealth Management (Americas…222,879$11M2.15%-7,58313F-HRTimeline
Parkside Investments, LLC222,537$11M1.65%-2,54413F-HRTimeline
Prime Capital Investment Advisors, LLC220,710$10.9M0.16%+11,28413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…220,128$10.9M0.09%+205,83413F-HRTimelineGroup
Arkos Global Advisors219,401$10.9M1.59%-1,21913F-HRTimeline
Sowell Financial Services LLC218,876$10.8M0.57%+27,08813F-HRTimeline
ROGCO, LP217,529$10.8M4.39%-9,45813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…216,813$10.8M0.02%+106,79713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding216,868$10.7M-277Timeline
Mesirow Financial Investment Management…215,570$10.7M0.21%+10613F-HRTimeline