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Get Institutions for : 
iShares COMEX Gold Trust (IAU)  
$43.69 0.39 (0.9%) as of 4:30 Wed 5/1


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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  : 
6.27 (16.76%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   WELLS FARGO & CO/MN 165 - 2023-12-31 11,592,328 $452,449,000 463,281
   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
   WealthNavi Inc. 7 - 2024-03-31 5,249,427 $220,528,000 834,759
   JANE STREET GROUP LLC 78 - 2023-12-31 4,171,128 $162,799,000 2,432,940
   RAYMOND JAMES & ASSOCIATES 167 - 2024-03-31 3,844,075 $161,490,000 162,040
   BLACKROCK INC. 1890 - 2023-12-31 3,407,316 $132,988,000 42,774
   EQUITABLE TRUST CO 1 - 2024-03-31 2,694,867 $113,211,000 127,828
   NORTHERN TRUST CORP 629 - 2023-12-31 2,516,986 $98,238,000 164,787
   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
   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
   First Command Advisory Services Inc. 11 - 2023-12-31 1,465,473 $57,197,000 22,970
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 274 - 2024-03-31 1,067,966 $44,865,000 199,500
   BB&T CORP 253 - 2023-12-31 1,082,556 $42,252,000 80,327
   Capital Asset Advisory Services LLC 11 - 2024-03-31 875,424 $38,475,000 56
   CI Private Wealth LLC 264 - 2023-12-31 984,839 $38,438,000 108,350
   GenWealth Group Inc. 1 - 2024-03-31 846,143 $35,546,000 38,726
   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
   NARWHAL CAPITAL MANAGEMENT 8 - 2024-03-31 691,515 $29,051,000 33,752
   EverSource Wealth Advisors LLC 5 - 2023-12-31 737,368 $28,779,000 300,497
   EVERCORE WEALTH MANAGEMENT, LLC 46 - 2023-12-31 686,358 $26,789,000 3,789
   CARL STUART INVESTMENT ADVISOR INC 2 - 2024-03-31 627,101 $26,345,000 13,344
   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
   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
   TWIN FOCUS CAPITAL PARTNERS, LLC 4 - 2023-12-31 559,850 $21,851,000 77,165
   Checchi Capital Advisers LLC 6 - 2024-03-31 512,290 $21,521,000 66,928
   EPIQ Capital Group LLC 4 - 2023-12-31 534,147 $20,848,000 11,883
   TD Waterhouse Canada Inc. 93 - 2023-12-31 422,730 $20,430,000 18,127
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 82 - 2023-12-31 502,598 $19,616,000 178,194
   Quent Capital LLC 8 - 2023-12-31 487,089 $19,011,000 13,146
   Cardinal Point Capital Management ULC 10 - 2024-03-31 448,487 $18,841,000 7,528
   GOLDMAN SACHS GROUP INC/ 1622 - 2023-12-31 476,197 $18,586,000 198,034
   REUTER JAMES WEALTH MANAGEMENT LLC 1 - 2023-12-31 473,092 $18,465,000 110,034
   Foundations Investment Advisors LLC 46 - 2023-12-31 473,009 $18,395,000 64,798
   SkyView Investment Advisors LLC 6 - 2023-12-31 455,197 $17,785,000 432,489
   TORONTO DOMINION BANK 352 - 2023-12-31 440,000 $17,173,000 290,000
   SYON CAPITAL LLC 11 - 2023-12-31 431,379 $16,837,000 64,801
   CHATHAM CAPITAL GROUP INC 3 - 2024-03-31 398,820 $16,754,000 2,890
   Cardinal Point Wealth Management Partners LLC 5 - 2023-03-31 445,783 $16,659,000 30,089
   JSF Financial LLC 4 - 2023-12-31 423,381 $16,525,000 3,724
   SPINNAKER TRUST 19 - 2023-12-31 414,871 $16,192,000 14,649
   NATIONAL BANK OF CANADA /FI/ 391 - 2023-12-31 415,407 $16,167,000 16,411
   Beacon Pointe Advisors LLC 126 - 2023-12-31 400,209 $15,620,000 85,623
   JANNEY MONTGOMERY SCOTT LLC 374 - 2023-12-31 383,669 $14,975,000 3,356
   Atria Wealth Solutions Inc. 114 - 2023-12-31 383,128 $14,953,000 9,541
   VISION CAPITAL MANAGEMENT INC 11 - 2023-12-31 373,224 $14,567,000 6,751
   Kestra Advisory Services LLC 192 - 2023-12-31 363,993 $14,207,000 34,414
   AllGen Financial Advisors Inc. 5 - 2024-03-31 337,657 $14,185,000 8,513
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 234 - 2023-12-31 361,335 $14,103,000 20,021
   SAGE RHINO CAPITAL LLC 4 - 2024-03-31 334,525 $14,053,000 2,036
   Modus Advisors LLC 1 - 2024-03-31 324,789 $13,644,000 371
   Elm Partners Management LLC 19 - 2023-12-31 341,766 $13,339,000 115,947
   BFSG LLC 7 - 2024-03-31 313,256 $13,160,000 7,972
   Capital Group Private Client Services Inc. 129 - 2023-12-31 321,287 $12,540,000 2,807
   Chemistry Wealth Management LLC 5 - 2024-03-31 291,691 $12,254,000 7,155
   Legend Financial Advisors Inc. 3 - 2024-03-31 290,865 $12,219,000 1,785
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 334 - 2023-12-31 302,500 $11,807,000 96,800
   Kingsview Wealth Management LLC 63 - 2023-12-31 297,851 $11,625,000 92,708
   Townsend & Associates Inc 35 - 2024-03-31 263,359 $11,564,000 2,231
   Ambassador Advisors LLC 9 - 2023-12-31 287,541 $11,013,000 4,905
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 151 - 2023-12-31 282,169 $11,013,000 65
   IFP Advisors Inc 37 - 2023-12-31 277,478 $10,830,000 194,486
   BLAIR WILLIAM & CO/IL 310 - 2023-12-31 273,878 $10,689,000 9,352
   WALLINGTON ASSET MANAGEMENT LLC 26 - 2024-03-31 250,154 $10,509,000 3,850
   CITIZENS FINANCIAL GROUP INC/RI 59 - 2023-12-31 267,379 $10,436,000 267,379
   Steward Partners Investment Advisory LLC 157 - 2023-12-31 259,711 $10,137,000 65,305
   TMD Wealth Management LLC 10 - 2023-12-31 259,104 $10,113,000 1,245
   Leonard Rickey Investment Advisors P.L.L.C. 14 - 2024-03-31 240,083 $10,086,000 156,790
   Aveo Capital Partners LLC 21 - 2023-12-31 258,376 $10,084,000 39,780
   ASPIREON WEALTH ADVISORS 5 - 2023-03-31 267,968 $10,014,000 115,798
   White Lighthouse Investment Management Inc. - 2023-12-31 253,976 $9,913,000 5,105
   Executive Wealth Management LLC - 2023-12-31 253,615 $9,899,000 142,043
   SIGMA INVESTMENT COUNSELORS INC 33 - 2024-03-31 223,672 $9,396,000 3,146
   AMG NATIONAL TRUST BANK 50 - 2023-12-31 238,798 $9,320,000 20,255
   EFG Asset Management (Americas) Corp. 6 - 2024-03-31 220,271 $9,254,000 152,944
   FIRST AMERICAN TRUST CO 26 - 2023-12-31 230,261 $8,987,000 51,157
   Upper Left Wealth Management LLC 1 - 2024-03-31 211,525 $8,886,000 13,113
   Signet Investment Advisory Group Inc. - 2023-12-31 224,727 $8,771,000 333
   CPA Asset Management LLC 6 - 2023-12-31 218,252 $8,518,000 61,371
  100 Records found
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