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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
   McGlone Suttner Wealth Management Inc. 174 *Closed 2024-03-31 0 $0 -394
   CITADEL ADVISORS LLC 5562 *Closed 2023-12-31 0 $0 -173,000
   All Season Financial Advisors Inc. 108 *Closed 2024-03-31 0 $0 -42,420
   TFO-TDC LLC 458 *Closed 2023-12-31 0 $0 -1,350
   Twin Tree Management LP 473 *Closed 2023-12-31 0 $0 -254,345
   Rise Advisors LLC 1231 *Closed 2024-03-31 0 $0 -25
   V Wealth ManagementLLC 136 *Closed 2023-09-30 0 $0 -11,295
   Moisand Fitzgerald Tamayo LLC 538 *Closed 2024-03-31 0 $0 -26
   Objectivity Squared LLC 48 *Closed 2024-03-31 0 $0 -86,031
   Strengthening Families & Communities LLC 255 *Closed 2023-12-31 0 $0 -6,131
   LAKE STREET ADVISORS GROUP LLC 391 *Closed 2023-12-31 0 $0 -22,901
   LWMG LLC 92 *Closed 2023-12-31 0 $0 -9,884
   MUIRFIELD WEALTH ADVISORS LLC 63 *Closed 2024-03-31 0 $0 -18,383
   VERITABLE LP 159 *Closed 2023-09-30 0 $0 -25,547
   Evolution Wealth Advisors LLC 138 *Closed 2024-03-31 0 $0 -8,075
   Sagil Capital LLP 18 *Closed 2023-12-31 0 $0 -210,000
   Lindbrook Capital LLC 2597 *Closed 2024-03-31 0 $0 -12
   UNITED SERVICES AUTOMOBILE ASSOCIATION 452 *Closed 2023-12-31 0 $0 -47,738
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 103 *Closed 2023-12-31 0 $0 -6,046
   Coppell Advisory Solutions Corp. 700 *Closed 2023-03-31 0 $0 -165
   Itau Unibanco Holding S.A. 414 *Closed 2023-12-31 0 $0 -1,798
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 898 *Closed 2023-12-31 0 $0 -812,057
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 95 *Closed 2023-12-31 0 $0 -96,804
   Stonebridge Capital Advisors LLC 541 *Closed 2023-12-31 0 $0 -285
   CX Institutional 546 *Closed 2024-03-31 0 $0 -2,148
   Teamwork Financial Advisors LLC 192 *Closed 2024-03-31 0 $0 -10,550
   MRP Capital Investments LLC 145 *Closed 2023-12-31 0 $0 -1,500
   Aurum Wealth Management Group LLC 368 *Closed 2024-03-31 0 $0 -5,898
   Glenview Trust Co 475 *Closed 2023-12-31 0 $0 -11,643
   Ten Capital Wealth Advisors LLC 308 *Closed 2023-06-30 0 $0 -2,772
   LGT Financial Advisors LLC 900 *Closed 2023-12-31 0 $0 -80
   LWM Advisory Services LLC 125 *Closed 2023-12-31 0 $0 -172
   HEAD & ASSOCIATES LLC 405 *Closed 2023-12-31 0 $0 -1,766
   Headlands Technologies LLC 1176 *Closed 2023-12-31 0 $0 -2,070
   ATLAS CAPITAL ADVISORS LLC 866 *Closed 2024-03-31 0 $0 -25,000
   Independent Wealth Network Inc. 142 *Closed 2024-03-31 0 $0 -12,300
   Flaharty Asset Management LLC 459 *Closed 2023-12-31 0 $0 -1,072
   BANK OF THE WEST 224 *Closed 2022-12-31 0 $0 -85,404
   Aprio Wealth Management LLC 257 *Closed 2024-03-31 0 $0 -22,003
   Vident Investment Advisory LLC 919 *Closed 2023-09-30 0 $0 -16,022
   TBH Global Asset Management LLC 237 *Closed 2023-12-31 0 $0 -11,335
   Apexium Financial LP 271 *Closed 2024-03-31 0 $0 -17,246
   CHAPIN DAVIS INC. 234 *Closed 2024-03-31 0 $0 -5,492
   Raleigh Capital Management Inc. 1032 *Closed 2023-12-31 0 $0 -23
   SEGALL BRYANT & HAMILL 488 *Closed 2023-12-31 0 $0 -114,635
   Hibernia Wealth Partners LLC 318 *Closed 2023-12-31 0 $0 -1,022
   Verity Asset Management Inc. 197 *Closed 2023-12-31 0 $0 -30,133
   MinichMacGregor Wealth Management LLC 113 *Closed 2024-03-31 0 $0 -198,760
   Clear Perspectives Financial Planning LLC 232 *Closed 2023-03-31 0 $0 -40
   Firestone Capital Management 131 *Closed 2023-12-31 0 $0 -61,388
   HOEY INVESTMENTS INC 366 *Closed 2023-12-31 0 $0 -311
   Strategic Financial Group LLC *Closed 2023-12-31 0 $0 -139,834
   Planning Capital Management Corp 690 *Closed 2024-03-31 0 $0 -150
   Planned Solutions Inc. 502 *Closed 2024-03-31 0 $0 -1,496
   Cutler Group LP 1506 *Closed 2024-03-31 0 $0 -42,572
   SevenOneSeven Capital Management 32 *Closed 2023-12-31 0 $0 -41,908
   Advisor Resource Council 496 *Closed 2024-03-31 0 $0 -45,934
   IMCCHICAGO, LLC 496 *Closed 2024-03-31 0 $0 -92,014
   LAIRD NORTON TYEE TRUST CO 155 *Closed 2023-12-31 0 $0 -80,036
   Brave Asset Management Inc 165 *Closed 2023-12-31 0 $0 -377,099
   WOLFF WIESE MAGANA LLC 736 *Closed 2024-03-31 0 $0 -29
   HWG Holdings LP 137 *Closed 2023-12-31 0 $0 -16
   INTERACTIVE FINANCIAL ADVISORS 84 *Closed 2023-12-31 0 $0 -21,372
   Savior LLC 75 *Closed 2023-12-31 0 $0 -4
   Ford Financial Group Inc. 101 *Closed 2023-03-31 0 $0 -7,132
   Integrity Wealth Solutions LLC 103 *Closed 2024-03-31 0 $0 -5,211
   Impact Partnership Wealth LLC 1088 *Closed 2023-12-31 0 $0 -2,040
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -59,335
   SageView Advisory Group LLC 700 *Closed 2023-12-31 0 $0 -5,898
   True North Advisors LLC 221 *Closed 2024-03-31 0 $0 -15,009
  70 Records found
  1    
  Page 1 of 1
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