IAU
iShares Gold Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Equitable Trust Co | $125.4M | 1.61M | 4.75% | -3.1% |
Pennsylvania State University | $122.9M | 1.57M | 48.85% | Unchanged |
Douglas Lane & Associates, Llc | $91.8M | 1.01M | 1.23% | +0.7% |
Beacon Investment Advisory Services, Inc. | $82.1M | 1.05M | 3.09% | +3.1% |
Forbes J M & Co Llp | $71.7M | 917.2K | 5.35% | +1.9% |
Genwealth Group, Inc. | $56.7M | 726.6K | 8.85% | +14.1% |
Td Waterhouse Canada Inc. | $42.9M | 546.0K | 0.11% | +5.5% |
Concurrent Investment Advisors, Llc | $36.7M | 469.5K | 0.24% | +25.5% |
Blue Trust, Inc. | $35.5M | 455.1K | 0.26% | -1.2% |
Wealth Enhancement Advisory Services, Llc | $33.1M | 633.4K | 0.05% | +7.8% |
Ifp Advisors, Inc | $31M | 396.4K | 0.53% | -28.6% |
Chemistry Wealth Management Llc | $27.2M | 347.8K | 4.25% | +0.5% |
Farther Finance Advisors, Llc | $26.2M | 335.9K | 0.18% | +12.0% |
Chatham Capital Group, Inc. | $24M | 307.1K | 3.09% | -1.7% |
Baldwin Wealth Partners Llc/Ma | $23.2M | 297.0K | 1.53% | -1.6% |
Cyndeo Wealth Partners, Llc | $19.4M | 248.3K | 0.88% | +0.5% |
Mackay Shields Llc | $18.4M | 235.5K | 0.67% | -28.2% |
Resonant Capital Advisors, Llc | $16.5M | 211.0K | 0.79% | +14.5% |
Northcrest Asset Manangement, Llc | $16.1M | 206.7K | 0.38% | +0.4% |
Grove Bank & Trust | $14.2M | 182.4K | 1.27% | +16.5% |
Stonebridge Financial Group, Llc | $13M | 166.3K | 0.96% | +0.6% |
Sapient Capital Llc | $12.9M | 164.8K | 0.17% | +3.8% |
Atria Investments, Inc | $11M | 140.8K | 0.11% | +12.4% |
Avaii Wealth Management, Llc | $11M | 140.9K | 3.15% | +7.0% |
Mengis Capital Management, Inc. | $10.8M | 129.4K | 0.88% | +14.9% |
Fiduciary Financial Group, Llc | $10.7M | 136.5K | 1.24% | +8.5% |
Global Wealth Strategies & Associates | $10.3M | 131.4K | 1.88% | +4.0% |
Lifeplan Financial, Llc | $10.2M | 131.5K | 7.23% | +0.3% |
Independent Financial Group, Llc | $10.2M | 130.4K | 0.18% | +3.6% |
Bigelow Investment Advisors, Llc | $10M | 127.9K | 3.56% | +0.8% |
B. Riley Wealth Advisors, Inc. | $9.9M | 127.0K | 0.39% | +403.8% |
Ariston Services Group | $9.8M | 125.4K | 5.51% | -0.0% |
Deane Retirement Strategies, Inc. | $9.5M | 121.9K | 3.90% | -1.4% |
Able Financial Group, Llc | $9.4M | 120.4K | 1.47% | +10.0% |
Upper Left Wealth Management, Llc | $9.3M | 118.8K | 4.81% | -28.2% |
Silverleafe Capital Partners, Llc | $9.2M | 118.4K | 2.63% | +1.5% |
Patton Fund Management, Inc. | $8.8M | 112.0K | 2.25% | +6.8% |
Towneley Capital Management, Inc / De | $8.7M | 111.0K | 1.72% | -0.3% |
Braeburn Wealth Management Llc | $8.7M | 110.8K | 3.66% | +3.9% |
Meridian Investment Counsel Inc. | $8.6M | 110.4K | 2.00% | -6.4% |
C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | $7.9M | 100.8K | 0.39% | -33.1% |
Advisornet Financial, Inc | $7.6M | 98.4K | 0.34% | -1.4% |
Kure Advisory, Llc | $7.5M | 96.1K | 3.47% | +9.5% |
Hilltop National Bank | $7.4M | 95.1K | 1.59% | +28.8% |
Triagen Wealth Management Llc | $7.1M | 90.8K | 1.72% | +1.8% |
Vontobel Holding Ltd. | $7M | 89.1K | 0.02% | +16.0% |
Apeiron Ria Llc | $6.8M | 86.4K | 1.54% | +13.4% |
Moody Lynn Lieberson & Walker, Llc | $6.3M | 69.6K | 0.33% | +27.1% |
Fearless Solutions, Llc Dba Best Invest | $6.1M | 78.3K | 3.11% | -0.0% |
Pettinga Financial Advisors Llc | $6.1M | 77.9K | 1.00% | +53.0% |