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Get Institutions for : 
iShares COMEX Gold Trust (IAU)  
$45.00 0.18 (0.4%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1062    6
Total shares held : 
 393,470,302  
% of shares held : 
 21.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -78  
Amount of shares held : 
 5,117,419  
% of shares held change : 
   0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.64  
Last Quarter's Ending Price : 
 $39.03  
Last Quarter's Average Price : 
 $37.42  
Change from last quarter's     
avg. price to the last closing  : 
7.58 (20.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 1,837,867
 0.47%
 
Increased Positions :
322
 21,247,637
 5.4%
 
Unchanged Positions :
280
 25,626,532
 6.51%
 
Decreased Positions :
406
-15,290,550
-3.89%
 
Closed Positions :
48
-2,677,535
-0.68%
 
Guru Positions :
1
9,147
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 148 - 2023-12-31 33,686,889 $1,314,799,000 -672,166
   FMR LLC 254 - 2023-12-31 22,974,436 $896,692,000 -703,581
   MORGAN STANLEY 244 - 2023-12-31 21,800,445 $850,871,000 -530,452
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 21 - 2023-12-31 21,572,711 $841,983,000 121,364
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 20 - 2023-12-31 20,447,632 $798,071,000 -149,580
   Empower Advisory Group LLC 11 - 2023-12-31 14,755,931 $575,924,000 398,583
   J P MORGAN CHASE & CO 337 - 2023-12-31 12,329,155 $481,207,000 2,035,105
   Personal Capital Advisors Corp 9 - 2022-12-31 13,620,204 $471,123,000 -473,651
   WELLS FARGO & CO/MN 165 - 2023-12-31 11,592,328 $452,449,000 463,281
   ALLIANCEBERNSTEIN L.P. 126 - 2023-12-31 9,956,389 $388,598,000 -396,350
   UBS Group AG 160 - 2023-12-31 8,258,567 $322,332,000 -336,190
   MIZUHO CORPORATE BANK, LTD. 1 - 2023-12-31 8,000,000 $312,240,000 0
   BANK OF MONTREAL /CAN/ 120 - 2023-12-31 6,952,994 $272,175,000 343,040
   LPL FINANCIAL CORP 120 - 2023-12-31 6,969,340 $272,013,000 49,192
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 283 - 2023-12-31 6,060,223 $236,531,000 4,200,989
   AMERIPRISE FINANCIAL INC 283 - 2023-12-31 6,058,800 $236,419,000 -403,724
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59 - 2023-12-31 4,468,939 $174,423,000 -1,669,471
   WealthNavi Inc. 7 - 2023-12-31 4,414,668 $172,304,000 505,352
   JANE STREET GROUP LLC 78 - 2023-12-31 4,171,128 $162,799,000 2,432,940
   HIGHTOWER ADVISORS, LLC 80 - 2023-12-31 3,991,410 $155,819,000 -801,271
   Packer & Co Ltd 1 - 2024-03-31 3,585,100 $150,610,000 0
   RAYMOND JAMES & ASSOCIATES 167 - 2023-12-31 3,682,035 $143,710,000 128,177
   ROYAL BANK OF CANADA 380 - 2023-12-31 3,626,590 $141,546,000 -251,557
   BLACKROCK INC. 1890 - 2023-12-31 3,407,316 $132,988,000 42,774
   HPM Partners LLC - 2023-12-31 3,072,094 $119,905,000 -310
   ENVESTNET ASSET MANAGEMENT INC 364 - 2023-12-31 3,021,507 $117,929,000 -95,183
   COMMONWEALTH EQUITY SERVICES LLC. 87 - 2023-12-31 3,016,553 $117,736,000 -101,286
   KEYBANK NATIONAL ASSOCIATION/OH 44 - 2023-12-31 2,929,566 $114,341,000 -7,019
   EQUITABLE TRUST CO - 2023-12-31 2,567,039 $100,192,000 127,124
   NORTHERN TRUST CORP 629 - 2023-12-31 2,516,986 $98,238,000 164,787
   TOCQUEVILLE ASSET MANAGEMENT LP 9 - 2023-12-31 2,318,287 $90,483,000 -27,432
   CAPTRUST FINANCIAL ADVISORS 75 - 2023-12-31 2,257,799 $88,122,000 21,701
   GM Advisory Group Inc. 3 - 2023-12-31 2,166,673 $84,565,000 36,696
   Proficio Capital Partners LLC 1 - 2023-12-31 2,091,370 $81,676,000 33,422
   Baird Financial Group Inc. 137 - 2023-12-31 2,021,137 $78,885,000 1,210,553
   Atlantic Trust Group LLC 128 - 2023-12-31 2,000,500 $78,080,000 144,014
   Advisor Group Holdings Inc. 160 - 2023-12-31 1,842,892 $71,927,000 -302,991
   Money Design Co.Ltd. 7 - 2023-12-31 1,813,363 $70,776,000 -66,393
   Arnhold LLC 2 - 2023-12-31 1,807,254 $70,537,000 0
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 1,695,861 $66,189,000 621,382
   STIFEL FINANCIAL CORP 236 - 2023-12-31 1,685,419 $65,782,000 73,860
   Pictet Asset Management Holding SA 263 - 2023-12-31 1,638,530 $63,952,000 37,690
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 1,575,549 $61,494,000 -25,711
   MOON CAPITAL MANAGEMENT LP 1 - 2023-12-31 1,559,604 $60,871,000 0
   FORBES J M & CO LLP 2 - 2024-03-31 1,363,509 $57,281,000 -19,375
   First Command Advisory Services Inc. 11 - 2023-12-31 1,465,473 $57,197,000 22,970
   FRANKLIN RESOURCES INC 480 - 2023-12-31 1,293,923 $50,502,000 -164,853
   DIAM CO. LTD - 2023-12-31 1,291,482 $50,493,000 -351,628
   First Command Financial Services Inc. 8 - 2023-06-30 1,358,464 $49,434,000 142,369
   First Command Bank 8 - 2023-06-30 1,358,464 $49,434,000 142,369
   Rockefeller Capital Management L.P. 140 - 2023-12-31 1,260,772 $49,208,000 328,374
   PICTET ASSET MANAGEMENT SA 295 - 2023-06-30 1,321,960 $48,106,000 -24,365
   NEUBERGER BERMAN GROUP LLC 428 - 2023-12-31 1,218,435 $47,556,000 98,065
   TANGLEWOOD WEALTH MANAGEMENT, INC. 6 - 2023-12-31 1,187,083 $46,332,000 412,407
   MARINER WEALTH ADVISORS, LLC 183 - 2023-12-31 1,178,854 $46,011,000 131,701
   AlTi Global Inc. 13 - 2023-12-31 1,178,817 $46,009,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 10 - 2023-09-30 1,292,064 $45,213,000 -35,122
   Cresset Asset Management LLC 55 - 2023-12-31 1,089,580 $42,526,000 -546,643
   BB&T CORP 253 - 2023-12-31 1,082,556 $42,252,000 80,327
   BEACON INVESTMENT ADVISORY SERVICES INC. 12 - 2023-12-31 1,055,130 $41,182,000 -9,941
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 101 - 2023-12-31 1,043,325 $40,721,000 45,062
   CI Private Wealth LLC 264 - 2023-12-31 984,839 $38,438,000 108,350
   AXXCESS WEALTH MANAGEMENT LLC 15 - 2023-12-31 947,541 $36,983,000 -160,201
   BANK OF NEW YORK MELLON CORP 1251 - 2023-12-31 945,168 $36,890,000 -296,956
   PNC FINANCIAL SERVICES GROUP INC 296 - 2023-12-31 939,867 $36,683,000 -12,965
   MACKAY SHIELDS LLC 6 - 2023-12-31 929,500 $36,278,000 0
   MERCER GLOBAL ADVISORS INC /ADV 133 - 2023-12-31 924,349 $36,077,000 -130,353
   GenWealth Group Inc. 1 - 2024-03-31 846,143 $35,546,000 38,726
   Capital Asset Advisory Services LLC 11 - 2023-12-31 875,368 $34,166,000 -93,113
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 325 - 2023-12-31 868,466 $33,896,000 -155,946
   OXBOW ADVISORS, LLC 3 - 2023-12-31 841,652 $32,850,000 -5,955
   MML INVESTORS SERVICES LLC 160 - 2023-12-31 809,572 $31,598,000 -45,281
   AJ WEALTH STRATEGIES LLC 20 *New 2023-06-30 867,947 $31,585,000 867,947
   CREATIVE PLANNING 175 - 2023-12-31 806,553 $31,480,000 -5,959
   TIAA FSB 94 - 2023-06-30 860,540 $31,315,000 4,179
   Circle Wealth Management LLC 14 - 2023-12-31 792,448 $30,929,000 615,035
   VIGILANT CAPITAL MANAGEMENT LLC 15 - 2023-06-30 846,589 $30,807,000 17,472
   GLADIUS CAPITAL MANAGEMENT LP 2 - 2023-12-31 753,449 $29,407,000 0
   EverSource Wealth Advisors LLC 5 - 2023-12-31 737,368 $28,779,000 300,497
   VCU Investment Management Co 1 - 2023-09-30 792,658 $27,735,000 0
   Equitable Holdings Inc. 66 - 2023-12-31 690,768 $26,961,000 -28,535
   EVERCORE WEALTH MANAGEMENT, LLC 46 - 2023-12-31 686,358 $26,789,000 3,789
   NARWHAL CAPITAL MANAGEMENT - 2023-12-31 657,763 $25,672,000 -291
   Zhang Financial LLC 11 - 2023-12-31 653,644 $25,512,000 -75,696
   Biltmore Family Office LLC 3 - 2023-12-31 639,874 $24,974,000 -44,620
   DEUTSCHE BANK AG 728 - 2023-12-31 631,698 $24,655,000 600
   CADINHA & CO LLC - 2023-12-31 630,052 $24,591,000 1,396
   STRATEGIC POINT INVESTMENT ADVISORS LLC 9 - 2023-12-31 626,302 $24,445,000 -5,145
   WEST FAMILY INVESTMENTS, INC. 1 - 2023-12-31 620,540 $24,403,000 -537
   CARL STUART INVESTMENT ADVISOR INC 2 - 2023-12-31 613,757 $23,955,000 -4,698
   VPR Management LLC 5 - 2023-12-31 608,780 $23,761,000 0
   Kaydan Wealth Management Inc. 5 - 2024-03-31 554,056 $23,276,000 170,045
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 591,537 $23,088,000 302,112
   Mader & Shannon Wealth Management Inc. - 2023-12-31 584,055 $22,796,000 3,157
   EVOKE WEALTH LLC 30 - 2023-12-31 583,433 $22,771,000 379,996
   Ronald Blue Trust Inc. 30 - 2023-12-31 642,793 $22,491,000 -278,287
   TWIN FOCUS CAPITAL PARTNERS, LLC 4 - 2023-12-31 559,850 $21,851,000 77,165
   STEPHENS INC /AR/ 68 - 2023-12-31 559,078 $21,821,000 -35,208
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 3 - 2023-12-31 539,660 $21,063,000 0
   EPIQ Capital Group LLC 4 - 2023-12-31 534,147 $20,848,000 11,883
  100 Records found
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