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IAU

iShares Gold Trust
1W: -2.4% 1M: -4.2% 3M: -11.0% YTD: +4.7% 1Y: +37.5% 3Y: +126.5% 5Y: +143.2%
$84.81
-0.62 (-0.73%)
 
Weekly Expected Move ±3.1%
$80 $83 $86 $88 $91
ETF AMEX · AUM $69.5B

Institutional Ownership — IAU

2,079
Institutional Holders
+63 vs prior quarter
0.0%
Ownership
+0.00pp
29B
Total Invested
167
New Positions
517
Increased
1065
Reduced
235
Closed
0.86
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2191 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 28,294,059 2.4B -1,976,457 -6.5% 13Q SEC ↗
2 MORGAN STANLEY 24,895,743 2.1B +59,272 +0.2% 12Q SEC ↗
3 UBS Group AG 15,300,061 1.3B +6,342,214 +70.8% 8Q SEC ↗
4 FMR LLC 14,708,899 1.2B -7,705,759 -34.4% 13Q SEC ↗
5 WELLS FARGO & COMPANY/MN 13,136,955 1.1B +260,541 +2.0% 12Q SEC ↗
6 LPL Financial LLC 10,179,920 $863M -3,562,366 -25.9% 13Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 8,986,301 $762M -10,317,674 -53.4% 13Q SEC ↗
8 JPMORGAN CHASE & CO 8,865,334 $752M -2,979,297 -25.2% 13Q SEC ↗
9 BlackRock, Inc. 8,623,425 $731M +1,433,631 +19.9% 7Q SEC ↗
10 CITIGROUP INC 7,201,313 $611M +1,893,594 +35.7% 12Q SEC ↗
11 AMERIPRISE FINANCIAL INC 6,995,965 $593M -271,854 -3.7% 13Q SEC ↗
12 WealthNavi Inc. 6,921,771 $587M -167,477 -2.4% 13Q SEC ↗
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 6,449,886 $547M -2,047,204 -24.1% 13Q SEC ↗
14 ALLIANCEBERNSTEIN L.P. 6,351,725 $539M -463,616 -6.8% 12Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 5,513,280 $468M -135,210 -2.4% 6Q SEC ↗
16 Empower Advisory Group, LLC 5,404,160 $458M -116,118 -2.1% 13Q SEC ↗
17 NORTHERN TRUST CORP 5,284,401 $448M +744,729 +16.4% 13Q SEC ↗
18 TRUIST FINANCIAL CORP 5,217,656 $443M -686,425 -11.6% 13Q SEC ↗
19 HRTG GPE, LLC 4,508,493 $382M +1,344,833 +42.5% 3Q SEC ↗
20 ROYAL BANK OF CANADA 3,822,912 $324M -77,649 -2.0% 13Q SEC ↗
21 KEYBANK NATIONAL ASSOCIATION/OH 3,617,414 $307M -90,736 -2.4% 13Q SEC ↗
22 Sumitomo Mitsui Trust Group, Inc. 3,614,120 $307M -2,994,795 -45.3% 13Q SEC ↗
23 Employees Retirement System of Texas 3,293,500 $279M +3,049,000 +1247.0% 2Q SEC ↗
24 HighTower Advisors, LLC 3,290,890 $279M -99,915 -2.9% 13Q SEC ↗
25 COMMONWEALTH EQUITY SERVICES, LLC 3,206,296 $272M -331,930 -9.4% 13Q SEC ↗
26 Cerity Partners LLC 3,158,609 $268M -123,607 -3.8% 13Q SEC ↗
27 CIBC Private Wealth Group LLC 2,735,976 $232M +84,544 +3.2% 12Q SEC ↗
28 CIBC Bancorp USA Inc. NEW 2,700,347 $229M +0.0% 1Q SEC ↗
29 Erste Asset Management GmbH 2,585,650 $219M +680,000 +35.7% 4Q SEC ↗
30 CAPTRUST FINANCIAL ADVISORS 2,416,160 $205M +5,305 +0.2% 13Q SEC ↗
31 STIFEL FINANCIAL CORP 2,225,073 $189M -207,215 -8.5% 13Q SEC ↗
32 CITADEL ADVISORS LLC 2,108,607 $179M +1,190,618 +129.7% 8Q SEC ↗
33 Proficio Capital Partners LLC 2,072,841 $176M -54,180 -2.5% 13Q SEC ↗
34 Rockefeller Capital Management L.P. 1,969,602 $167M -2,028,874 -50.7% 13Q SEC ↗
35 Silver Point Capital L.P. 1,945,000 $165M +610,000 +45.7% 2Q SEC ↗
36 Permanens Capital L.P. 1,885,466 $160M +763,004 +68.0% 13Q SEC ↗
37 GOLDMAN SACHS GROUP INC 1,844,642 $156M -1,839,421 -49.9% 13Q SEC ↗
38 UBS AM, a distinct business unit of UB 1,800,107 $153M +1,306,890 +265.0% 2Q SEC ↗
39 OSAIC HOLDINGS, INC. 1,785,793 $151M -296,463 -14.2% 13Q SEC ↗
40 Cresset Asset Management, LLC 1,771,218 $150M +46,093 +2.7% 13Q SEC ↗
41 Arnhold LLC 1,757,254 $149M +0.0% 12Q SEC ↗
42 EQUITABLE TRUST CO 1,702,312 $144M -48,941 -2.8% 13Q SEC ↗
43 Bank of New York Mellon Corp 1,690,480 $143M -513,881 -23.3% 13Q SEC ↗
44 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,642,015 $139M +172,667 +11.8% 13Q SEC ↗
45 TOCQUEVILLE ASSET MANAGEMENT L.P. 1,635,839 $139M -118,414 -6.8% 13Q SEC ↗
46 Chevy Chase Trust Holdings, LLC 1,575,158 $134M -36,664 -2.3% 13Q SEC ↗
47 Pennsylvania State University 1,574,099 $133M -157,233 -9.1% 2Q SEC ↗
48 GM Advisory Group, LLC 1,569,661 $133M +42,385 +2.8% 13Q SEC ↗
49 AlTi Global, Inc. 1,566,989 $133M -21,255 -1.3% 10Q SEC ↗
50 MOON CAPITAL MANAGEMENT LP 1,559,604 $132M +0.0% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
UBS Group AG +6,342,214 +70.8% 15,300,061
Employees Retirement System of Texa +3,049,000 +1247.0% 3,293,500
CITIGROUP INC +1,893,594 +35.7% 7,201,313
BlackRock, Inc. +1,433,631 +19.9% 8,623,425
HRTG GPE, LLC +1,344,833 +42.5% 4,508,493
UBS AM, a distinct business unit of +1,306,890 +265.0% 1,800,107
CITADEL ADVISORS LLC +1,190,618 +129.7% 2,108,607
BARCLAYS PLC +878,829 +33827.1% 881,427
Permanens Capital L.P. +763,004 +68.0% 1,885,466
NORTHERN TRUST CORP +744,729 +16.4% 5,284,401
Erste Asset Management GmbH +680,000 +35.7% 2,585,650
Silver Point Capital L.P. +610,000 +45.7% 1,945,000
PUBLIC EMPLOYEES RETIREMENT SYSTEM +531,100 +109.1% 1,017,800
CRCM LP +530,148 +73.7% 1,249,870
Gotham Asset Management, LLC +515,975 +184.0% 796,388
Hamilton Wealth, LLC +455,278 +158.7% 742,179
FIFTH THIRD BANCORP +359,118 +1641.4% 380,997
China Universal Asset Management Co +316,940 +411.6% 393,940
WELLS FARGO & COMPANY/MN +260,541 +2.0% 13,136,955
JONES FINANCIAL COMPANIES LLLP +237,610 +57.9% 647,978
Biggest Decreases (20)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -10,317,674 -53.4% 8,986,301
FMR LLC -7,705,759 -34.4% 14,708,899
LPL Financial LLC -3,562,366 -25.9% 10,179,920
Sumitomo Mitsui Trust Group, Inc. -2,994,795 -45.3% 3,614,120
JPMORGAN CHASE & CO -2,979,297 -25.2% 8,865,334
Concurrent Investment Advisors, LLC -2,181,499 -86.1% 353,230
NORTHWESTERN MUTUAL WEALTH MANAGEME -2,047,204 -24.1% 6,449,886
Rockefeller Capital Management L.P. -2,028,874 -50.7% 1,969,602
BANK OF AMERICA CORP /DE -1,976,457 -6.5% 28,294,059
GOLDMAN SACHS GROUP INC -1,839,421 -49.9% 1,844,642
CWM, LLC -1,187,742 -60.8% 766,371
Envestnet Portfolio Solutions, Inc. -1,173,507 -68.2% 547,969
AXXCESS WEALTH MANAGEMENT, LLC -976,483 -59.3% 671,507
MML INVESTORS SERVICES, LLC -975,089 -46.3% 1,131,583
PARK AVENUE SECURITIES LLC -968,472 -62.4% 584,437
Cetera Investment Advisers -946,033 -40.8% 1,373,536
BEACON INVESTMENT ADVISORY SERVICES -881,243 -47.6% 971,659
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -761,019 -50.7% 740,591
Corient Private Wealth LLC -755,061 -55.6% 604,035
TRUIST FINANCIAL CORP -686,425 -11.6% 5,217,656

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms