IAU Institutional Ownership
iShares Gold Trust
1W: -1.4%
1M: -1.5%
3M: +0.4%
YTD: -6.4%
1Y: -1.3%
3Y: +103.7%
5Y: +126.6%
$76.33
+0.91 (+1.21%)
Weekly Expected Move ±3.1%
$71
$73
$75
$77
$80
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — IAU
2,074
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
29B
Total Invested
119
New Positions
712
Increased
797
Reduced
161
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2183 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 27,854,432 | 2.1B | -439,627 | -1.6% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 22,991,594 | 1.8B | -267,007 | -1.1% | 21Q | SEC ↗ |
| 3 | FMR LLC | 13,824,915 | 1.1B | -883,984 | -6.0% | 21Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 12,829,309 | 979M | -358,326 | -2.7% | 21Q | SEC ↗ |
| 5 | UBS Group AG | 12,415,020 | 948M | -2,885,041 | -18.9% | 9Q | SEC ↗ |
| 6 | LPL Financial LLC | 10,952,646 | 836M | +772,726 | +7.6% | 17Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 8,801,039 | 672M | -185,262 | -2.1% | 21Q | SEC ↗ |
| 8 | BlackRock, Inc. | 8,732,671 | 667M | +109,246 | +1.3% | 8Q | SEC ↗ |
| 9 | CITIGROUP INC | 7,264,173 | 554M | +144,521 | +2.0% | 21Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 6,787,859 | 518M | -208,106 | -3.0% | 16Q | SEC ↗ |
| 11 | WealthNavi Inc. | 6,653,240 | 508M | -268,531 | -3.9% | 15Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 6,320,401 | 482M | -129,485 | -2.0% | 21Q | SEC ↗ |
| 13 | ALLIANCEBERNSTEIN L.P. | 5,819,247 | 444M | -21,540 | -0.4% | 21Q | SEC ↗ |
| 14 | HRTG GPE, LLC | 5,603,339 | 428M | +1,094,846 | +24.3% | 4Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 5,503,613 | 420M | -3,361,721 | -37.9% | 21Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 5,351,664 | 408M | -161,616 | -2.9% | 7Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 5,260,337 | 402M | -24,064 | -0.5% | 21Q | SEC ↗ |
| 18 | Empower Advisory Group, LLC | 5,237,754 | 400M | -166,406 | -3.1% | 14Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 3,743,885 | 286M | -79,027 | -2.1% | 21Q | SEC ↗ |
| 20 | KEYBANK NATIONAL ASSOCIATION/OH | 3,665,787 | 280M | +48,373 | +1.3% | 21Q | SEC ↗ |
| 21 | Diameter Capital Partners LP NEW | 3,363,600 | 257M | — | +0.0% | 1Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 3,247,846 | 248M | -43,044 | -1.3% | 21Q | SEC ↗ |
| 23 | Sumitomo Mitsui Trust Group, Inc. | 3,114,126 | 238M | -499,994 | -13.8% | 17Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 3,104,618 | 237M | -101,678 | -3.2% | 21Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 2,939,343 | 224M | -2,278,313 | -43.7% | 21Q | SEC ↗ |
| 26 | Cerity Partners LLC | 2,933,050 | 224M | -225,559 | -7.1% | 21Q | SEC ↗ |
| 27 | CIBC Bancorp USA Inc. | 2,756,374 | 210M | +56,027 | +2.1% | 2Q | SEC ↗ |
| 28 | Erste Asset Management GmbH | 2,623,650 | 200M | -32,000 | -1.2% | 6Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 2,226,695 | 170M | +1,622 | +0.1% | 21Q | SEC ↗ |
| 30 | Proficio Capital Partners LLC | 2,191,169 | 167M | +118,328 | +5.7% | 21Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 2,179,893 | 166M | -236,267 | -9.8% | 21Q | SEC ↗ |
| 32 | HARVARD MANAGEMENT CO INC NEW | 1,980,085 | 151M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1,915,838 | 146M | -53,764 | -2.7% | 21Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 1,880,448 | 144M | +94,655 | +5.3% | 21Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 1,840,038 | 140M | +149,558 | +8.8% | 21Q | SEC ↗ |
| 36 | Cresset Asset Management, LLC | 1,770,971 | 135M | -247 | -0.0% | 21Q | SEC ↗ |
| 37 | Arnhold LLC | 1,757,254 | 134M | — | +0.0% | 21Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC | 1,720,597 | 131M | +424,580 | +32.8% | 10Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 1,670,513 | 128M | -174,129 | -9.4% | 15Q | SEC ↗ |
| 40 | Wealthspire Advisors, LLC | 1,659,286 | 127M | +1,628,465 | +5283.6% | 21Q | SEC ↗ |
| 41 | EQUITABLE TRUST CO | 1,657,565 | 127M | -44,747 | -2.6% | 21Q | SEC ↗ |
| 42 | AlTi Global, Inc. | 1,651,446 | 126M | +84,457 | +5.4% | 11Q | SEC ↗ |
| 43 | UBS AM, a distinct business unit of UB | 1,646,017 | 126M | -154,090 | -8.6% | 3Q | SEC ↗ |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,616,153 | 123M | -25,862 | -1.6% | 15Q | SEC ↗ |
| 45 | Sixth Street Partners Management Compa NEW | 1,616,153 | 123M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Pennsylvania State University | 1,574,099 | 120M | — | +0.0% | 3Q | SEC ↗ |
| 47 | GM Advisory Group, LLC | 1,569,661 | 120M | +42,385 | +2.8% | 20Q | SEC ↗ |
| 48 | MOON CAPITAL MANAGEMENT LP | 1,559,604 | 119M | — | +0.0% | 21Q | SEC ↗ |
| 49 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 1,551,830 | 118M | -84,009 | -5.1% | 15Q | SEC ↗ |
| 50 | Chevy Chase Trust Holdings, LLC | 1,493,851 | 114M | -81,307 | -5.2% | 21Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diameter Capital Partners LP | 3,363,600 | 257M |
| HARVARD MANAGEMENT CO INC | 1,980,085 | 151M |
| Sixth Street Partners Management Co | 1,616,153 | 123M |
| Shah Wealth Advisors, LLC | 355,328 | 27M |
| DWM Financial Group, Inc. | 179,766 | 14M |
| Jump Financial, LLC | 153,145 | 12M |
| FLOW TRADERS U.S. LLC | 128,169 | 10M |
| Diversify Advisory Services, LLC | 124,480 | 10M |
| Global Retirement Partners, LLC | 98,289 | 8M |
| True North Advisors, LLC | 87,616 | 7M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 86,000 | 7M |
| Evelyn Partners Group Ltd | 75,984 | 6M |
| MMBG INVESTMENT ADVISORS CO. | 59,820 | 5M |
| J.W. COLE ADVISORS, INC. | 46,933 | 4M |
| NBH Bank | 45,187 | 3M |
| Forthright Family Wealth Advisory L | 45,126 | 3M |
| KM Capital Management Ltd. | 40,749 | 3M |
| TENET WEALTH PARTNERS, LLC | 35,252 | 3M |
| STRATEGIC INVESTMENT MANAGEMENT, LL | 33,200 | 3M |
| Cogent Private Wealth, Inc. | 30,374 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Silver Point Capital L.P. | 1,945,000 | 148M |
| Packer & Co Ltd | 1,830,100 | 140M |
| SkyView Investment Advisors, LLC | 464,273 | 35M |
| West Family Investments, Inc. | 384,343 | 29M |
| Cercano Management LLC | 254,300 | 19M |
| Norris Financial Group, LLC | 236,569 | 18M |
| Fore Capital, LLC | 208,000 | 16M |
| EVOKE WEALTH, LLC | 205,916 | 16M |
| BRAVE ASSET MANAGEMENT INC | 172,049 | 13M |
| Beacon Harbor Wealth Advisors, Inc. | 165,164 | 13M |
| Rakuten Investment Management, Inc. | 145,148 | 11M |
| Howard Capital Management Inc. | 70,361 | 5M |
| Gunderson Capital Management Inc. | 59,824 | 5M |
| F/m Investments LLC | 59,536 | 5M |
| Capital Advisory Group Advisory Ser | 54,824 | 4M |
| M Holdings Securities, Inc. | 49,018 | 4M |
| ALLSTATE CORP | 48,252 | 4M |
| Nearwater Capital Markets, Ltd | 43,400 | 3M |
| Almanack Investment Partners, LLC. | 37,004 | 3M |
| Guardian Capital, LLC | 36,901 | 3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Wealthspire Advisors, LLC | +1,628,465 | +5283.6% | 1,659,286 |
| HRTG GPE, LLC | +1,094,846 | +24.3% | 5,603,339 |
| LPL Financial LLC | +772,726 | +7.6% | 10,952,646 |
| JANE STREET GROUP, LLC | +753,463 | +202.2% | 1,126,052 |
| CITADEL ADVISORS LLC | +424,580 | +32.8% | 1,720,597 |
| Pictet Asset Management Holding SA | +371,221 | +70.3% | 899,141 |
| Waverly Advisors, LLC | +244,140 | +223.4% | 353,400 |
| Pathstone Holdings, LLC | +241,094 | +172.6% | 380,803 |
| MAI Capital Management | +225,307 | +30.0% | 977,186 |
| VCU Investment Management Co | +208,130 | +27.3% | 969,928 |
| Roehl & Yi Investment Advisors, LLC | +184,650 | +139.4% | 317,153 |
| TRUE Private Wealth Advisors | +183,599 | +89.3% | 389,255 |
| EP Wealth Advisors, LLC | +181,770 | +346.9% | 234,174 |
| Sumitomo Mitsui DS Asset Management | +181,078 | +143.6% | 307,145 |
| Arax Advisory Partners | +153,182 | +158.8% | 249,615 |
| Bank of New York Mellon Corp | +149,558 | +8.8% | 1,840,038 |
| CITIGROUP INC | +144,521 | +2.0% | 7,264,173 |
| ASSETMARK, INC | +142,616 | +16.9% | 985,621 |
| Checchi Capital Advisers, LLC | +127,485 | +40.2% | 444,396 |
| Ariston Services Group | +125,399 | — | 125,399 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -3,361,721 | -37.9% | 5,503,613 |
| UBS Group AG | -2,885,041 | -18.9% | 12,415,020 |
| Employees Retirement System of Texa | -2,630,000 | -79.9% | 663,500 |
| TRUIST FINANCIAL CORP | -2,278,313 | -43.7% | 2,939,343 |
| CWM, LLC | -1,187,742 | -60.8% | 766,371 |
| Permanens Capital L.P. | -1,027,378 | -54.5% | 858,088 |
| FMR LLC | -883,984 | -6.0% | 13,824,915 |
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | -682,621 | -45.8% | 807,662 |
| Sumitomo Mitsui Trust Group, Inc. | -499,994 | -13.8% | 3,114,126 |
| BANK OF AMERICA CORP /DE | -439,627 | -1.6% | 27,854,432 |
| LIFE LINE WEALTH MANAGEMENT LLC | -401,879 | -48.2% | 432,527 |
| WELLS FARGO & COMPANY/MN | -358,326 | -2.7% | 12,829,309 |
| Equitable Holdings, Inc. | -318,876 | -46.2% | 371,845 |
| Mirae Asset Global Investments Co., | -306,071 | -51.9% | 283,701 |
| Quadrature Capital Ltd | -291,817 | -89.9% | 32,725 |
| WealthNavi Inc. | -268,531 | -3.9% | 6,653,240 |
| MORGAN STANLEY | -267,007 | -1.1% | 22,991,594 |
| Mariner, LLC | -259,625 | -18.7% | 1,129,781 |
| CAPTRUST FINANCIAL ADVISORS | -236,267 | -9.8% | 2,179,893 |
| Stratos Wealth Partners, LTD. | -235,699 | -41.7% | 329,879 |