NYSEARCA:IAU

iShares Gold Trust Institutional Ownership

$17.02

+0.08 (+0.47 %)

(As of 05/5/2021 05:09 PM ET)

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Today's Range

$16.97

▼

$17.02

50-Day Range

$16.02

▼

$17.10

52-Week Range

$15.95

▼

$19.76

Volume10.79 million shs

Average Volume22.97 million shs

Market Capitalization$28.49 billion

P/E RatioN/A

Dividend Yield0.00%

Beta0.03

Institutional Ownership Changes (13F Filings) for iShares Gold Trust (NYSEARCA:IAU)

Institutional Ownership Percentage: 53.64%

Institutional Buying and Selling by Quarter

iShares Gold Trust (NYSEARCA IAU) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/5/2021	Black Swift Group LLC	2,040	$33K	0.0%	N/A	0.000%
5/5/2021	Satovsky Asset Management LLC	81,306	$1.32M	1.2%	-7.9%	0.005%
5/5/2021	Commerce Bank	286,868	$4.67M	0.0%	-1.9%	0.017%
5/5/2021	D Orazio & Associates Inc.	6,900	$0.11M	0.0%	+21.1%	0.000%
5/5/2021	Clear Investment Research LLC	20,720	$0.34M	0.6%	+47.3%	0.001%
5/5/2021	Inlet Private Wealth LLC	47,210	$0.77M	0.2%	+8.0%	0.003%
5/5/2021	Briaud Financial Planning Inc	248,453	$4.04M	3.0%	+1,380,194.4%	0.015%
5/5/2021	Interchange Capital Partners LLC	250,579	$4.12M	2.2%	-5.0%	0.015%
5/5/2021	GSB Wealth Management LLC	22,975	$0.37M	0.0%	+17.8%	0.001%
5/5/2021	Camarda Financial Advisors LLC	120,036	$1.95M	1.4%	-3.0%	0.007%

5/5/2021	Compass Financial Group Inc.	108,528	$1.77M	1.0%	-2.9%	0.006%
5/5/2021	Lakeview Capital Partners LLC	140,990	$2.29M	1.0%	+2.4%	0.008%
5/5/2021	Avidian Wealth Solutions LLC	13,852	$0.23M	0.0%	N/A	0.001%
5/5/2021	HawsGoodwin Investment Management LLC	14,323	$0.23M	0.1%	-10.3%	0.001%
5/5/2021	Ahrens Investment Partners LLC	138,705	$2.26M	1.1%	-3.4%	0.008%
5/5/2021	Oak Family Advisors LLC	45,613	$0.74M	0.3%	-35.1%	0.003%
5/5/2021	Hatton Consulting Inc.	241,961	$3.93M	3.6%	N/A	0.014%
5/5/2021	Ausdal Financial Partners Inc.	57,200	$0.93M	0.2%	+13.8%	0.003%
5/5/2021	Cowa LLC	248,530	$4.13M	2.5%	-16.7%	0.015%
5/5/2021	Natixis Advisors L.P.	36,654	$0.60M	0.0%	+76.3%	0.002%
5/4/2021	Bingham Osborn & Scarborough LLC	561,156	$9.12M	0.7%	+26.3%	0.034%
5/4/2021	Ford Financial Group LLC	103,337	$1.68M	0.7%	+4.9%	0.006%
5/4/2021	Envestnet Asset Management Inc.	9,843,207	$160.05M	0.1%	-16.4%	0.588%
5/4/2021	Institute for Wealth Management LLC.	10,728	$0.17M	0.0%	-50.9%	0.001%
5/4/2021	Community Bank N.A.	365,063	$5.93M	0.7%	-3.9%	0.022%
5/4/2021	Commonwealth Equity Services LLC	4,933,975	$80.23M	0.2%	-11.7%	0.295%
5/4/2021	Berkeley Capital Partners LLC	11,192	$0.18M	0.1%	-42.4%	0.001%
5/4/2021	Kovack Advisors Inc.	53,457	$0.87M	0.1%	+25.5%	0.003%
5/4/2021	Outlook Wealth Advisors LLC	38,668	$0.63M	0.2%	-66.3%	0.002%
5/4/2021	Laurel Wealth Advisors LLC	3,354	$55K	0.0%	+116.4%	0.000%
5/4/2021	Madden Advisory Services Inc.	120,426	$1.96M	1.5%	+1.0%	0.007%
5/4/2021	Vicus Capital	48,020	$0.78M	0.1%	+1.8%	0.003%
5/4/2021	Brooks Moore & Associates Inc.	20,300	$0.33M	0.2%	+23.8%	0.001%
5/4/2021	Sage Rhino Capital LLC	776,921	$12.63M	4.2%	+24.2%	0.046%
5/4/2021	Ieq Capital LLC	90,504	$1.47M	0.1%	+16.9%	0.005%
5/4/2021	Valmark Advisers Inc.	541,753	$8.81M	0.2%	+4.8%	0.032%
5/4/2021	Riverpoint Wealth Management Holdings LLC	26,145	$0.43M	0.1%	+4.6%	0.002%
5/4/2021	Retirement Group LLC	2,212	$36K	0.0%	+512.7%	0.000%
5/3/2021	EPIQ Capital Group LLC	1,286,770	$20.92M	2.3%	-1.0%	0.077%
5/3/2021	Winch Advisory Services LLC	122,800	$2M	0.8%	-1.2%	0.007%
5/3/2021	Asset Dedication LLC	16,348	$0.27M	0.1%	-94.3%	0.001%
5/3/2021	AlphaStar Capital Management LLC	11,705	$0.19M	0.0%	-30.7%	0.001%
5/3/2021	Flagship Harbor Advisors LLC	52,649	$0.86M	0.1%	+2.4%	0.003%
5/3/2021	Mader & Shannon Wealth Management Inc.	1,346,594	$21.90M	12.8%	+0.5%	0.080%
5/3/2021	GFS Advisors LLC	319,411	$5.19M	1.2%	+1.9%	0.019%
5/3/2021	Meridian Investment Counsel Inc.	254,859	$4.14M	1.6%	+3.0%	0.015%
5/3/2021	Calton & Associates Inc.	196,909	$3.20M	0.6%	N/A	0.012%
5/3/2021	JNBA Financial Advisors	639,614	$10.40M	1.5%	-3.2%	0.038%
5/3/2021	Macroview Investment Management LLC	98,359	$1.60M	2.3%	+6.6%	0.006%
5/3/2021	Stableford Capital II LLC	303,592	$4.94M	2.5%	+1.0%	0.018%
5/3/2021	SignalPoint Asset Management LLC	99,543	$1.62M	0.6%	+13.4%	0.006%
5/3/2021	Executive Wealth Management LLC	159,667	$2.60M	0.3%	-7.5%	0.010%
5/3/2021	Sandy Spring Bank	8,402	$0.14M	0.0%	+13.5%	0.001%
5/3/2021	55I LLC	10,010	$0.16M	0.0%	-91.5%	0.001%
5/3/2021	Nkcfo LLC	515,500	$8.38M	3.2%	-12.4%	0.031%
5/3/2021	First Pacific Financial	79,529	$1.29M	0.8%	+16.9%	0.005%
5/3/2021	Hanson & Doremus Investment Management	21,233	$0.35M	0.1%	+30.5%	0.001%
5/3/2021	Black Diamond Financial LLC	20,288	$0.33M	0.1%	+9.2%	0.001%
5/3/2021	DDD Partners LLC	22,925	$0.37M	0.1%	N/A	0.001%
5/3/2021	Raymond James Trust N.A.	115,609	$1.88M	0.1%	-0.6%	0.007%
4/30/2021	Smith Salley & Associates	20,667	$0.34M	0.0%	-65.9%	0.001%
4/30/2021	Signaturefd LLC	89,096	$1.45M	0.1%	-4.8%	0.005%
4/30/2021	Kornitzer Capital Management Inc. KS	30,283	$0.49M	0.0%	+2.6%	0.002%
4/30/2021	Sigma Investment Counselors Inc.	444,507	$7.23M	0.6%	+2.3%	0.027%
4/30/2021	MUFG Americas Holdings Corp	1,916,991	$31.17M	0.6%	-0.9%	0.115%
4/30/2021	Ifrah Financial Services Inc.	61,045	$0.99M	0.3%	N/A	0.004%
4/30/2021	Intrua Financial LLC	108,250	$1.83M	0.5%	-1.6%	0.006%
4/30/2021	WESPAC Advisors SoCal LLC	300,203	$4.88M	1.9%	-73.7%	0.018%
4/30/2021	Harrington Investments INC	11,550	$0.19M	0.1%	N/A	0.001%
4/30/2021	IFP Advisors Inc	218,908	$3.56M	0.1%	-75.9%	0.013%
4/30/2021	Spinnaker Trust	1,297,290	$21.09M	1.6%	+6.0%	0.077%
4/30/2021	Oakworth Capital Inc.	5,245	$85K	0.0%	+256.8%	0.000%
4/30/2021	Centaurus Financial Inc.	102,559	$1.67M	0.2%	+10.9%	0.006%
4/30/2021	Schmidt P J Investment Management Inc.	20,815	$0.35M	0.1%	+9.5%	0.001%
4/30/2021	Sumitomo Mitsui Trust Holdings Inc.	78,702,733	$1.28B	0.8%	-3.2%	4.702%
4/30/2021	Buckingham Strategic Wealth LLC	85,956	$1.40M	0.1%	+1.0%	0.005%
4/30/2021	Capital Planning Advisors LLC	25,472	$0.41M	0.1%	-4.4%	0.002%
4/30/2021	Wealthcare Capital Management LLC	59,841	$0.97M	0.1%	+37.9%	0.004%
4/30/2021	Wealthcare Advisory Partners LLC	764,786	$12.44M	0.9%	+45.5%	0.046%
4/29/2021	Private Harbour Investment Management & Counsel LLC	509,322	$8.28M	7.5%	+363.5%	0.030%
4/29/2021	New Potomac Partners LLC	534,700	$8.69M	6.4%	-1.4%	0.032%
4/29/2021	Ackerman Capital Advisors LLC	18,494	$0.30M	0.1%	+38.3%	0.001%
4/29/2021	Vigilare Wealth Management	22,500	$0.37M	0.3%	N/A	0.001%
4/29/2021	Pinnacle Wealth Planning Services Inc.	15,782	$0.26M	0.1%	+35.6%	0.001%
4/29/2021	Perennial Investment Advisors LLC	101,316	$1.65M	0.7%	-10.8%	0.006%
4/29/2021	Chatham Capital Group Inc.	1,128,370	$18.35M	3.8%	+3.6%	0.067%
4/29/2021	Mirador Capital Partners LP	154,226	$2.51M	0.6%	-8.9%	0.009%
4/29/2021	Maltin Wealth Management Inc.	282,919	$4.60M	3.0%	+13.8%	0.017%
4/29/2021	Relyea Zuckerberg Hanson LLC	61,705	$1.04M	0.5%	+12.5%	0.004%
4/29/2021	Allworth Financial LP	99,292	$1.61M	0.0%	+3.1%	0.006%
4/29/2021	Pettinga Financial Advisors LLC	63,166	$1.03M	0.3%	-29.2%	0.004%
4/29/2021	Dowling & Yahnke LLC	17,874	$0.29M	0.0%	+23.9%	0.001%
4/29/2021	Sentinel Pension Advisors Inc.	29,559	$1.64M	0.6%	-88.8%	0.002%
4/29/2021	Well Done LLC	89,668	$1.46M	0.3%	-33.0%	0.005%
4/29/2021	Delta Financial Advisors LLC	174,330	$2.84M	1.3%	+0.7%	0.010%
4/29/2021	Klingman & Associates LLC	10,898	$0.18M	0.0%	N/A	0.001%
4/29/2021	Patriot Investment Management Inc.	146,460	$2.38M	0.2%	+12.8%	0.009%
4/29/2021	Tanglewood Wealth Management Inc.	1,771,416	$28.80M	5.7%	+16.2%	0.106%
4/28/2021	Firestone Capital Management	89,589	$1.46M	0.5%	+8.7%	0.005%
4/28/2021	Regent Peak Wealth Advisors LLC	461,804	$7.51M	2.5%	+43.0%	0.028%

(Data available from 1/1/2016 forward)

This page was last updated on 5/5/2021 by MarketBeat.com Staff

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iShares Gold Trust Institutional Ownership

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Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Gold Trust (NYSEARCA:IAU)

Institutional Buying and Selling by Quarter

iShares Gold Trust (NYSEARCA IAU) Institutional Buying and Selling

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