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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
   MIZUHO CORPORATE BANK, LTD. 1 - 2023-12-31 8,000,000 $312,240,000 0
   Packer & Co Ltd 1 - 2024-03-31 3,585,100 $150,610,000 0
   Arnhold LLC 2 - 2023-12-31 1,807,254 $70,537,000 0
   MOON CAPITAL MANAGEMENT LP 1 - 2023-12-31 1,559,604 $60,871,000 0
   MACKAY SHIELDS LLC 6 - 2023-12-31 929,500 $36,278,000 0
   GLADIUS CAPITAL MANAGEMENT LP 2 - 2023-12-31 753,449 $29,407,000 0
   VCU Investment Management Co 1 - 2023-09-30 792,658 $27,735,000 0
   VPR Management LLC 5 - 2023-12-31 608,780 $23,761,000 0
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 3 - 2023-12-31 539,660 $21,063,000 0
   Sowa Financial Group Inc. 2 - 2024-03-31 485,170 $18,936,000 0
   Independent Family Office LLC 3 - 2023-12-31 433,544 $16,921,000 0
   QUEST INVESTMENT MANAGEMENT INC/OR 21 - 2023-12-31 396,021 $15,457,000 0
   Verger Capital Management LLC 8 - 2023-12-31 239,144 $9,334,000 0
   GAMCO INVESTORS INC ET AL 295 - 2023-12-31 168,400 $6,573,000 0
   ANCORA ADVISORS, LLC 134 - 2023-12-31 158,235 $6,176,000 0
   PALISADES HUDSON ASSET MANAGEMENT L.P. 14 - 2023-12-31 102,096 $3,985,000 0
   DCF Advisers LLC 14 - 2023-12-31 100,000 $3,903,000 0
   BESSEMER GROUP INC 399 - 2023-12-31 98,084 $3,829,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 138 - 2023-12-31 96,690 $3,774,000 0
   Fortis Group Advisors LLC 19 - 2023-12-31 99,466 $3,717,000 0
   WMS PARTNERS, LLC 47 - 2023-12-31 91,570 $3,574,000 0
   Relative Value Partners Group LLC 87 - 2023-12-31 82,937 $3,237,000 0
   DELTA FINANCIAL ADVISORS LLC 17 - 2023-12-31 82,460 $3,218,000 0
   Tikvah Management LLC 17 - 2023-12-31 82,230 $3,209,000 0
   China Universal Asset Management Co. Ltd. - 2023-12-31 65,000 $2,537,000 0
   INTREPID CAPITAL MANAGEMENT INC 18 - 2023-12-31 64,012 $2,498,000 0
   Winton Capital Group Ltd 100 - 2023-12-31 58,250 $2,273,000 0
   Avestar Capital LLC 55 - 2023-12-31 56,445 $2,203,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 242 - 2023-12-31 54,482 $2,126,000 0
   True Capital Management 21 - 2023-03-31 56,633 $2,116,000 0
   BOSTON RESEARCH & MANAGEMENT INC 61 - 2023-12-31 52,753 $2,058,000 0
   Sunesis Advisors LLC 16 - 2023-12-31 52,214 $2,038,000 0
   MMBG INVESTMENT ADVISORS CO. 68 - 2023-12-31 42,900 $1,674,000 0
   Knollwood Investment Advisory LLC 56 - 2023-12-31 42,851 $1,672,000 0
   Arlington Trust Co LLC 35 - 2024-03-31 37,023 $1,555,000 0
   Robertson Stephens Wealth Management LLC 172 - 2023-12-31 38,621 $1,507,000 0
   ICONIQ CAPITAL, LLC 41 - 2023-12-31 38,140 $1,489,000 0
   FWL INVESTMENT MANAGEMENT LLC 29 - 2023-12-31 36,000 $1,405,000 0
   Ballew Advisors Inc 28 - 2024-03-31 30,729 $1,353,000 0
   Relyea Zuckerberg Hanson LLC 60 - 2024-03-31 32,177 $1,352,000 0
   London & Capital Asset Management Ltd 55 - 2023-12-31 33,343 $1,301,000 0
   Holistic Financial Partners 24 - 2023-12-31 32,987 $1,287,000 0
   BANQUE PICTET & CIE SA 215 - 2023-12-31 32,400 $1,265,000 0
   United Community Bank 52 - 2023-12-31 31,392 $1,225,000 0
   FIRST MANHATTAN CO 360 - 2023-12-31 29,932 $1,168,000 0
   COURAGE CAPITAL MANAGEMENT LLC 6 - 2023-12-31 28,000 $1,093,000 0
   NKCFO LLC 25 - 2023-12-31 27,450 $1,071,000 0
   AVALON ADVISORS L P 200 - 2023-03-31 28,286 $1,057,000 0
   J. W. Coons Advisors LLC 94 - 2023-12-31 24,296 $948,000 0
   Terra Nova Asset Management LLC 45 - 2024-03-31 21,766 $914,000 0
   LAKE STREET FINANCIAL LLC 153 - 2024-03-31 21,389 $899,000 0
   Westside Investment Management Inc. 112 - 2024-03-31 21,268 $894,000 0
   Colony Family Offices LLC 37 - 2023-12-31 22,860 $892,000 0
   FAMILY MANAGEMENT CORP 68 - 2023-12-31 22,533 $879,000 0
   Port Capital LLC 54 - 2023-12-31 21,350 $833,000 0
   MRAZ, AMERINE & ASSOCIATES, INC. 86 - 2023-12-31 20,317 $793,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 114 - 2024-03-31 18,269 $767,000 0
   AlphaCore Capital LLC 120 - 2023-12-31 18,654 $728,000 0
   CARDIFF PARK ADVISORS LLC 120 - 2023-12-31 18,390 $718,000 0
   CROSSPOINT FINANCIAL LLC 6 - 2024-03-31 17,056 $717,000 0
   SHEETS SMITH & ASSOCIATES INC 167 - 2023-09-30 19,535 $684,000 0
   Mayflower Financial Advisors LLC - 2023-12-31 17,389 $679,000 0
   Wescott Financial Advisory Group LLC 85 - 2023-12-31 17,278 $674,000 0
   Principle Wealth Partners LLC 190 - 2024-03-31 16,000 $672,000 0
   S&CO INC 140 - 2023-12-31 17,174 $670,000 0
   MISSION CREEK CAPITAL PARTNERS INC 136 - 2023-12-31 17,033 $665,000 0
   Mill Creek Capital Advisors LLC 133 - 2023-12-31 16,821 $657,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 298 - 2023-12-31 16,525 $645,000 0
   Marmo Financial Group LLC 19 - 2024-03-31 15,241 $640,000 0
   Mill Capital Management LLC 91 - 2023-12-31 16,250 $634,000 0
   Tarbox Group Inc. 54 - 2024-03-31 15,000 $630,000 0
   NORTHCAPE WEALTH MANAGEMENT LLC 85 - 2023-12-31 15,535 $606,000 0
   Laurel Wealth Advisors Inc. 325 - 2022-12-31 17,183 $594,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 218 - 2024-03-31 14,125 $593,000 0
   Horan Capital Advisors LLC. 69 - 2023-12-31 15,085 $589,000 0
   MONECO Advisors LLC 219 - 2024-03-31 13,722 $576,000 0
   Granite Bay Wealth Management LLC 241 - 2023-12-31 15,183 $568,000 0
   ENCOMPASS WEALTH ADVISORS LLC 86 - 2023-12-31 13,825 $540,000 0
   OAK HARBOR WEALTH PARTNERS LLC 110 - 2024-03-31 12,793 $537,000 0
   Riverpoint Wealth Management Holdings LLC 35 - 2023-12-31 13,073 $510,000 0
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 57 - 2024-03-31 11,071 $488,000 0
   Wealthgate Family Office LLC 12 - 2023-12-31 12,312 $481,000 0
   CALLAN CAPITAL, LLC 128 - 2023-12-31 12,026 $469,000 0
   WEST PACES ADVISORS INC. 80 - 2024-03-31 11,015 $463,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 191 - 2023-12-31 11,800 $461,000 0
   KINGFISHER CAPITAL LLC 117 - 2023-12-31 11,523 $450,000 0
   Black Diamond Financial LLC 75 - 2023-12-31 11,464 $447,000 0
   Viewpoint Capital Management LLC 64 - 2024-03-31 10,639 $447,000 0
   Werba Rubin Papier Wealth Management - 2023-12-31 11,250 $439,000 0
   Integrys Wealth Advisors LLC 97 - 2024-03-31 10,193 $428,000 0
   HENGEHOLD CAPITAL MANAGEMENT LLC 123 - 2024-03-31 10,000 $420,000 0
   Integrated Investment Consultants LLC 147 - 2024-03-31 9,914 $416,000 0
   EPG Wealth Management LLC 174 - 2023-12-31 11,004 $415,000 0
   Shepherd Financial Partners LLC 163 - 2024-03-31 9,873 $415,000 0
   CENTRAL BANK & TRUST CO 143 - 2024-03-31 9,882 $415,000 0
   BROOKS MOORE & ASSOCIATES INC. 65 - 2023-12-31 10,093 $394,000 0
   YALE CAPITAL CORP 340 - 2023-12-31 10,011 $391,000 0
   Perennial Investment Advisors LLC 200 - 2023-12-31 9,836 $384,000 0
   CHOATE INVESTMENT ADVISORS 283 - 2023-12-31 9,517 $371,000 0
   Williams & Novak LLC 56 - 2024-03-31 9,496 $371,000 0
  100 Records found
  1    
  Page 1 of 1
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