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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  
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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
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 22 - 2024-03-31 21,249,413 $892,688,000 -323,298
   MORGAN STANLEY 244 - 2023-12-31 21,800,445 $850,871,000 -530,452
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 20 - 2023-12-31 20,447,632 $798,071,000 -149,580
   Personal Capital Advisors Corp 9 - 2022-12-31 13,620,204 $471,123,000 -473,651
   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
   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
   HIGHTOWER ADVISORS, LLC 80 - 2023-12-31 3,991,410 $155,819,000 -801,271
   ROYAL BANK OF CANADA 380 - 2023-12-31 3,626,590 $141,546,000 -251,557
   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
   TOCQUEVILLE ASSET MANAGEMENT LP 9 - 2023-12-31 2,318,287 $90,483,000 -27,432
   Advisor Group Holdings Inc. 160 - 2023-12-31 1,842,892 $71,927,000 -302,991
   Money Design Co.Ltd. 10 - 2024-03-31 1,579,406 $66,351,000 -233,957
   GUARANTY TRUST CO OF MISSOURI /MO/ 14 - 2024-03-31 1,543,024 $64,822,000 -32,525
   FORBES J M & CO LLP 2 - 2024-03-31 1,363,509 $57,281,000 -19,375
   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
   PICTET ASSET MANAGEMENT SA 295 - 2023-06-30 1,321,960 $48,106,000 -24,365
   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
   BEACON INVESTMENT ADVISORY SERVICES INC. 12 - 2023-12-31 1,055,130 $41,182,000 -9,941
   AXXCESS WEALTH MANAGEMENT LLC 15 - 2023-12-31 947,541 $36,983,000 -160,201
   BANK OF NEW YORK MELLON CORP 1221 - 2024-03-31 878,925 $36,924,000 -66,243
   PNC FINANCIAL SERVICES GROUP INC 296 - 2023-12-31 939,867 $36,683,000 -12,965
   MERCER GLOBAL ADVISORS INC /ADV 133 - 2023-12-31 924,349 $36,077,000 -130,353
   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
   CREATIVE PLANNING 175 - 2023-12-31 806,553 $31,480,000 -5,959
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 163 - 2024-03-31 710,978 $29,868,000 -332,347
   Equitable Holdings Inc. 66 - 2023-12-31 690,768 $26,961,000 -28,535
   Biltmore Family Office LLC 3 - 2023-12-31 639,874 $24,974,000 -44,620
   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
   Ronald Blue Trust Inc. 30 - 2023-12-31 642,793 $22,491,000 -278,287
   STEPHENS INC /AR/ 68 - 2023-12-31 559,078 $21,821,000 -35,208
   Zhang Financial LLC 15 - 2024-03-31 506,712 $21,287,000 -146,932
   M&T BANK CORP 208 - 2023-12-31 503,913 $19,669,000 -37,998
   Resources Investment Advisors Inc. 64 - 2023-12-31 484,625 $18,915,000 -8,042
   FINANCIAL NETWORK 199 - 2023-12-31 483,878 $18,886,000 -9,033
   GAMBLE JONES MORPHY & BENT 12 - 2022-12-31 533,097 $18,440,000 -15,708
   WESCAP Management Group Inc. 4 - 2023-12-31 451,670 $17,629,000 -4,876
   NorthCrest Asset Manangement LLC 49 - 2024-03-31 406,181 $17,064,000 -759
   Parcion Private Wealth LLC 13 - 2024-03-31 399,697 $16,791,000 -75,724
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 427,664 $16,692,000 -412,649
   KB FINANCIAL PARTNERS LLC 7 - 2023-09-30 475,781 $16,648,000 -1,118
   Fielder Capital Group LLC 1 - 2024-03-31 362,482 $15,228,000 -8,472
   JAMES INVESTMENT RESEARCH INC 5 - 2023-12-31 371,703 $14,508,000 -10,526
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 20 - 2023-12-31 368,310 $14,375,000 -38,987
   Meridian Wealth Advisors LLC 6 - 2023-12-31 367,557 $14,346,000 -10,763
   CIBC WORLD MARKETS INC. 188 - 2023-12-31 355,622 $13,880,000 -49,069
   GRAHAM CAPITAL WEALTH MANAGEMENT LLC 1 - 2024-03-31 327,585 $13,759,000 -5,689
   OPPENHEIMER ASSET MANAGEMENT INC 131 - 2023-12-31 349,085 $13,625,000 -912
   BALDWIN BROTHERS INC/MA 32 - 2024-03-31 323,096 $13,573,000 -3,865
   Sterling Financial Planning Inc. 3 - 2023-12-31 345,741 $13,494,000 -281
   Oakmont Partners LLC 69 - 2024-03-31 317,562 $13,341,000 -1,109
   Cyndeo Wealth Partners LLC 17 - 2024-03-31 309,004 $12,981,000 -8,358
   TIMBER CREEK CAPITAL MANAGEMENT LLC 2 - 2024-03-31 306,643 $12,882,000 -4,900
   AE Wealth Management LLC 337 - 2023-12-31 333,233 $12,723,000 -24,159
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 45 - 2023-12-31 321,250 $12,538,000 -12,501
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 317,969 $12,410,000 -4,687
   Brookstone Capital Management 112 - 2024-03-31 288,620 $12,125,000 -10,086
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 85 - 2023-12-31 306,933 $11,980,000 -31,784
   CITIGROUP INC 783 - 2023-12-31 304,917 $11,901,000 -79,349
   LVM CAPITAL MANAGEMENT LTD/MI 27 - 2024-03-31 275,112 $11,557,000 -1,385
   US BANCORP 388 - 2023-12-31 293,437 $11,453,000 -237,967
   Sunbelt Securities Inc. 11 - 2024-03-31 255,094 $10,716,000 -127,715
   Van Hulzen Asset Management LLC 44 - 2023-12-31 272,985 $10,655,000 -218
   Perigon Wealth Management LLC 65 - 2023-12-31 272,497 $10,636,000 -1,140
   PARTNERS CAPITAL INVESTMENT GROUP LLP 67 - 2023-12-31 271,659 $10,603,000 -83,005
   NEW YORK STATE COMMON RETIREMENT FUND 797 - 2023-12-31 271,400 $10,593,000 -4,500
   WELLINGTON MANAGEMENT CO LLP 1061 - 2023-12-31 271,400 $10,593,000 -4,500
   Parkside Investments LLC 17 - 2024-03-31 251,551 $10,568,000 -31,717
   Arlington Capital Management Inc. 1 - 2024-03-31 249,925 $10,499,000 -4,048
   Fifth Third Securities Inc. 22 - 2024-03-31 249,366 $10,476,000 -42,339
   Morton Capital Management LLC/CA 8 - 2024-03-31 245,326 $10,306,000 -818
   UMB BANK N A/MO 117 - 2024-03-31 244,333 $10,264,000 -3,378
   SENTINEL TRUST CO LBA 11 - 2023-12-31 262,782 $10,256,000 -15,714
   COHEN & STEERS INC 97 - 2023-12-31 262,050 $10,228,000 -38,664
   COMERICA BANK 392 - 2023-12-31 260,327 $10,161,000 -331,212
   ROGCO LP 4 - 2023-12-31 252,598 $9,859,000 -3,086
   Spectrum Asset Management Inc. (NB/CA) 5 - 2024-03-31 229,793 $9,654,000 -14,732
   AMERICAN INVESTMENT SERVICES INC. 15 - 2023-12-31 244,565 $9,545,000 -8,342
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 497 - 2024-03-31 221,694 $9,313,000 -9,996
   PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, L 1 - 2024-03-31 215,975 $9,073,000 -3,037
   Resonant Capital Advisors LLC 27 - 2023-12-31 230,631 $9,002,000 -120,787
   OSBORNE PARTNERS CAPITAL MANAGEMENT 69 - 2024-03-31 213,192 $8,956,000 -4,243
   New Potomac Partneres LLC 1 - 2023-12-31 224,623 $8,767,000 -2,385
   JNBA FINANCIAL ADVISORS 28 - 2024-03-31 207,623 $8,722,000 -31,032
   Forza Wealth Management LLC 1 - 2024-03-31 203,092 $8,532,000 -1,552
   Highland Financial Advisors LLC 11 - 2023-12-31 209,633 $8,182,000 -6,805
   LEAVELL T & ASSOCIATES INC 62 - 2024-03-31 186,574 $7,838,000 -23,682
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 21 - 2022-12-31 225,905 $7,814,000 -13,592
   Permanens Capital L.P. 8 - 2023-12-31 198,635 $7,753,000 -57,586
   SAPIENT CAPITAL LLC 86 - 2024-03-31 182,902 $7,684,000 -1,712
  100 Records found
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