Vault-13

ISHARES GOLD TR IAUM

SHARES REPRESENT · ETP · CUSIP 46436F103

132 institutional holders +35 vs Q4 2024
27,734,93327.7m shares reported held*
$870.3mreported value*
43 new 43 added 27 reduced 8 sold out net bought ≈ $173.1m (+5.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($405.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.38.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 17Q4 22: 27Q1 23: 25Q2 23: 37Q3 23: 45Q4 23: 54Q1 24: 56Q2 24: 73Q3 24: 77Q4 24: 97Q1 25: 132132Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202217
Q4 202227
Q1 202325
Q2 202337
Q3 202345
Q4 202354
Q1 202456
Q2 202473
Q3 202477
Q4 202497
Q1 2025132

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 19 bought or addedQ2 23: 13 cut or sold outQ3 23: 28 bought or addedQ3 23: 14 cut or sold outQ3 23Q4 23: 26 bought or addedQ4 23: 16 cut or sold outQ1 24: 23 bought or addedQ1 24: 28 cut or sold outQ1 24Q2 24: 42 bought or addedQ2 24: 21 cut or sold outQ3 24: 44 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 28 cut or sold outQ1 25: 86 bought or addedQ1 25: 35 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231913
Q3 20232814
Q4 20232616
Q1 20242328
Q2 20244221
Q3 20244429
Q4 20244828
Q1 20258635

Biggest buyers

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +2,271,800+2.3m
Sumitomo Mitsui Trust Group, Inc. Added +1,200,000+1.2m
VICUS CAPITAL Added +704,995+705.0k
BANK OF AMERICA CORP /DE/ Added +615,418+615.4k
AlphaCore Capital LLC New +612,704+612.7k
JPMORGAN CHASE & CO Added +396,647+396.6k
RENAISSANCE TECHNOLOGIES LLC Added +395,400+395.4k
Sanctuary Advisors, LLC Added +365,584+365.6k
Atria Wealth Solutions, Inc. New +306,321+306.3k
GOLDMAN SACHS GROUP INC New +250,016+250.0k

Biggest sellers

Alaska Permanent Fund Corp Reduced -3,012,000-3.0m
JANE STREET GROUP, LLC Sold out -145,229-145.2k
China Universal Asset Management Co., Ltd. Reduced -58,000-58.0k
MorganRosel Wealth Management, LLC Reduced -45,152-45.2k
Greenline Partners, LLC Reduced -27,035-27.0k
FLOW TRADERS U.S. LLC Sold out -25,202-25.2k
Prospera Financial Services Inc Reduced -20,121-20.1k
Turning Point Benefit Group, Inc. Reduced -16,285-16.3k
TWO SIGMA SECURITIES, LLC Sold out -14,292-14.3k
Running Point Capital Advisors, LLC Reduced -8,651-8.7k

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sumitomo Mitsui Trust Group, Inc. 0.15% of their portfolio CHIYODA-KU, TOKYO, M0 6,650,0006.7m $207.3m $207.3m 0.15% Added +1.2m +1,200,000
2 Alaska Permanent Fund Corp 1.63% of their portfolio JUNEAU, AK 3,528,0003.5m $115.9m $115.9m 1.63% Reduced -3.0m -3,012,000
3 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2.86% of their portfolio Altamonte Springs, FL 2,310,1842.3m $72.0m $72.0m 2.86% Added +2.3m +2,271,800
4 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 41.09% of their portfolio COLUMBUS, OH 2,274,0842.3m $70.9m $70.9m 41.09% Unchanged
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,939,7021.9m $60.5m $60.5m 0.01% Added +615.4k +615,418
6 TEACHER RETIREMENT SYSTEM OF TEXAS 0.17% of their portfolio AUSTIN, TX 1,300,0001.3m $40.5m $40.5m 0.17% Unchanged
7 VICUS CAPITAL 3.23% of their portfolio STATE COLLEGE, PA 1,113,5681.1m $34.7m $34.7m 3.23% Added +705.0k +704,995
8 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 629,651629.7k $19.6m $19.6m 0.14% Added +365.6k +365,584
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 615,733615.7k $19.2m $19.2m 0.00% Added +396.6k +396,647
10 AlphaCore Capital LLC 1.63% of their portfolio LA JOLLA, CA 612,704612.7k $19.1m $19.1m 1.63% New
11 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 574,557574.6k $17.9m $17.9m 0.07% Added +111.1k +111,067
12 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 553,500553.5k $17.3m $17.3m 0.03% Added +395.4k +395,400
13 Fielder Capital Group LLC 3.83% of their portfolio NASHVILLE, TN 424,769424.8k $13.2m $13.2m 3.83% Added +36.3k +36,261
14 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 316,900316.9k $9.9m $9.9m 0.08% Added +50.0k +49,985
15 Atria Wealth Solutions, Inc. 0.12% of their portfolio NEW YORK, NY 306,321306.3k $9.5m $9.5m 0.12% New
16 RFG Advisory, LLC 0.23% of their portfolio BIRMINGHAM, AL 276,259276.3k $8.6m $8.6m 0.23% Added +54.7k +54,706
17 MorganRosel Wealth Management, LLC 2.61% of their portfolio HIGHLANDS RANCH, CO 275,793275.8k $8.6m $8.6m 2.61% Reduced -45.2k -45,152
18 China Universal Asset Management Co., Ltd. 0.79% of their portfolio SHANGHAI, F4 272,500272.5k $8.5m $8.5m 0.79% Reduced -58.0k -58,000
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 250,016250.0k $7.8m $7.8m 0.00% New
20 Versant Capital Management, Inc 1.21% of their portfolio PHOENIX, AZ 232,202232.2k $7.2m $7.2m 1.21% Added +5.8k +5,793
21 World Investment Advisors 0.18% of their portfolio LINCROFT, NJ 223,243223.2k $7.0m $7.0m 0.18% New
22 CASTLE WEALTH MANAGEMENT LLC 2.07% of their portfolio BOYNTON BEACH, FL 169,527169.5k $5.3m $5.3m 2.07% Reduced -3.4k -3,374
23 MGO ONE SEVEN LLC 0.19% of their portfolio Beachwood, OH 159,261159.3k $5.0m $5.0m 0.19% Added +12.7k +12,658
24 NAPA WEALTH MANAGEMENT 2.63% of their portfolio Napa, CA 149,777149.8k $4.7m $4.7m 2.63% New
25 SFM, LLC 2.89% of their portfolio MANCHESTER, NH 125,922125.9k $3.9m $3.9m 2.89% Added +83.3k +83,331
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 116,613116.6k $3.6m $3.6m 0.00% Added +37.1k +37,138
27 Greenline Partners, LLC 0.50% of their portfolio NEW YORK, NY 111,284111.3k $3.5m $3.5m 0.50% Reduced -27.0k -27,035
28 Ancora Advisors LLC 0.07% of their portfolio Cleveland, OH 103,179103.2k $3.2m $3.2m 0.07% New
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 102,290102.3k $3.2m $3.2m 0.00% New
30 TABLEAUX LLC 2.19% of their portfolio STOCKBRIDGE, MA 97,46397.5k $3.0m $3.0m 2.19% Added +43.9k +43,906
31 HOWLAND CAPITAL MANAGEMENT LLC 0.13% of their portfolio BOSTON, MA 93,78093.8k $2.9m $2.9m 0.13% New
32 Scarborough Advisors, LLC 0.41% of their portfolio ANNAPOLIS, MD 91,90391.9k $2.9m $2.9m 0.41% Added +40.4k +40,428
33 EVERMAY WEALTH MANAGEMENT LLC 0.34% of their portfolio ARLINGTON, VA 83,99684.0k $2.6m $2.6m 0.34% Added +80.2k +80,224
34 Stonehage Fleming Financial Services Holdings Ltd 0.09% of their portfolio ST. HELIER, Y9 82,00182.0k $2.6m $2.6m 0.09% Added +52.2k +52,155
35 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 77,19177.2k $2.4m $2.4m 0.06% Reduced -20.1k -20,121
36 Turning Point Benefit Group, Inc. 2.14% of their portfolio FREDERICK, MD 77,06077.1k $2.3m $2.3m 2.14% Reduced -16.3k -16,285
37 M Wealth Management, LLC 2.22% of their portfolio San Diego, CA 76,52876.5k $2.4m $2.4m 2.22% New
38 CW Advisors, LLC 0.03% of their portfolio BOSTON, MA 76,35576.4k $2.4m $2.4m 0.03% Reduced -908 -908
39 Running Point Capital Advisors, LLC 0.74% of their portfolio EL SEGUNDO, CA 75,06575.1k $2.3m $2.3m 0.74% Reduced -8.7k -8,651
40 FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.52% of their portfolio OKLAHOMA CITY, OK 69,19569.2k $2.2m $2.2m 1.52% New
41 OVERSEA-CHINESE BANKING Corp Ltd 0.06% of their portfolio SINGAPORE, U0 63,89163.9k $2.0m $2.0m 0.06% New
42 OARSMAN CAPITAL, INC. 0.27% of their portfolio MILWAUKEE, WI 48,45048.5k $1.5m $1.5m 0.27% Reduced -1.4k -1,370
43 Blue Trust, Inc. 0.02% of their portfolio BRENTWOOD, TN 46,06246.1k $1.4m $1.4m 0.02% Added +5.1k +5,075
44 Brookwood Investment Group LLC 0.23% of their portfolio PHOENIX, AZ 43,43543.4k $1.4m $1.4m 0.23% First filing
45 B.O.S.S. Retirement Advisors, LLC 0.39% of their portfolio Lehi, UT 42,93642.9k $1.3m $1.3m 0.39% Reduced -1.4k -1,440
46 United Community Bank 0.43% of their portfolio GREENVILLE, SC 36,61536.6k $1.1m $1.1m 0.43% New
47 Rede Wealth, LLC 0.40% of their portfolio CHARLOTTESVILLE, VA 36,53236.5k $1.1m $1.1m 0.40% Reduced -78 -78
48 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.16% of their portfolio PITTSBURGH, PA 33,53433.5k $1.0m $1.0m 0.16% New
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 32,18732.2k $1.0m $1.0m 0.00% Added +14.2k +14,209
50 Cedar Point Capital Partners, LLC 0.67% of their portfolio Cedar Rapids, IA 32,16932.2k $1.0m $1.0m 0.67% Added +5.2k +5,213
51 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 30,73130.7k $957.9k $957.9k 0.01% Added +4.1k +4,108
52 SIGNET FINANCIAL MANAGEMENT, LLC 0.12% of their portfolio PARSIPPANY, NJ 29,36629.4k $915.3k $915.3k 0.12% New
53 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 29,16029.2k $908.9k $908.9k 0.00% New
54 Ardent Capital Management, Inc. 0.38% of their portfolio Cincinnati, OH 28,50028.5k $888.3k $888.3k 0.38% Unchanged
55 INSIGNEO ADVISORY SERVICES, LLC 0.09% of their portfolio MIAMI, FL 27,99728.0k $872.7k $872.7k 0.09% Added +798 +798
56 Family Investment Center, Inc. 0.21% of their portfolio Saint Joseph, MO 27,43927.4k $855.3k $855.3k 0.21% Added +14.6k +14,605
57 Westfuller Advisors, LLC 0.54% of their portfolio New York, NY 25,81525.8k $804.6k $804.6k 0.54% Added +2.7k +2,728
58 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 23,62023.6k $677.8k $677.8k 0.00% Added +11.9k +11,933
59 HUB Investment Partners, LLC 0.03% of their portfolio AUSTIN, TX 23,41423.4k $729.8k $729.8k 0.03% Added +13.6k +13,637
60 Rooted Wealth Advisors, Inc. 0.29% of their portfolio BOURBONNAIS, IL 22,44822.4k $679.5k $679.5k 0.29% Reduced -2.0k -2,038
61 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 21,50021.5k $670.2k $670.2k 0.00% Reduced -6.5k -6,500
62 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 19,23619.2k $599.6k $599.6k 0.06% Reduced -4.7k -4,729
63 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 18,76918.8k $585.0k $585.0k 0.05% Reduced -1.4k -1,399
64 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 17,53317.5k $546.5k $546.5k 0.00% Added +1.4k +1,449
65 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,72316.7k $521.3k $521.3k 0.00% New
66 MARIPAU WEALTH MANAGEMENT LLC 0.29% of their portfolio FORT WAYNE, IN 16,49116.5k $514.0k $514.0k 0.29% Reduced -4.5k -4,501
67 Slagle Financial, LLC 0.22% of their portfolio Edwardsville, IL 16,01216.0k $499.1k $499.1k 0.22% Reduced -953 -953
68 Jackson Creek Investment Advisors LLC 0.16% of their portfolio CASTLE ROCK, CO 15,82915.8k $493.0k $493.0k 0.16% Added +919 +919
69 NavPoint Financial, Inc. 0.33% of their portfolio Prior Lake, MN 15,21815.2k $474.3k $474.3k 0.33% Unchanged
70 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,06515.1k $470.0k $470.0k 0.00% New
71 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 13,86013.9k $446.7k $446.7k 0.02% Unchanged
72 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 13,51613.5k $421.3k $421.3k 0.01% Unchanged
73 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 12,69912.7k $395.8k $395.8k 0.01% New
74 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 11,93311.9k $372.0k $372.0k 0.00% Added +246 +246
75 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 11,87411.9k $370.1k $370.1k 0.01% Reduced -508 -508
76 HOWARD BAILEY SECURITIES, LLC 0.12% of their portfolio FORT WAYNE, IN 11,59011.6k $361.3k $361.3k 0.12% Reduced -623 -623
77 Plum Street Advisors, LLC 0.17% of their portfolio NEW ORLEANS, LA 11,38511.4k $354.9k $354.9k 0.17% Reduced -1.7k -1,739
78 Fifth Third Wealth Advisors LLC 0.02% of their portfolio Cincinnati, OH 10,46210.5k $326.1k $326.1k 0.02% New
79 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 10,23610.2k $319.1k $319.1k 0.02% New
80 Williams & Novak, LLC 0.31% of their portfolio WESTLAKE VILLAGE, CA 10,09210.1k $314.0k $314.0k 0.31% New
81 Smartleaf Asset Management LLC 0.03% of their portfolio BOSTON, MA 9,3979.4k $288.7k $288.7k 0.03% Added +6.4k +6,407
82 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,1489.1k $285.1k $285.1k 0.01% New
83 Kingdom Financial Group LLC. 0.20% of their portfolio PEORIA, AZ 8,9258.9k $278.2k $278.2k 0.20% Reduced -634 -634
84 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,9108.9k $278.0k $278.0k 0.00% Added +1.2k +1,184
85 RHS Financial, LLC 0.15% of their portfolio SAN FRANCISCO, CA 8,3768.4k $261.1k $261.1k 0.15% Reduced -1.6k -1,628
86 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 8,0288.0k $250.2k $250.2k 0.00% New
87 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,5267.5k $234.6k $234.6k 0.00% New
88 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,3137.3k $227.9k $227.9k 0.00% New
89 CAP Partners, LLC 0.16% of their portfolio FRANKLIN, TN 7,2287.2k $225.3k $225.3k 0.16% New
90 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,1387.1k $222.0k $222.0k 0.00% New
91 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 6,5436.5k $201.0k $201.0k 0.02% New
92 FMR LLC 0.00% of their portfolio BOSTON, MA 5,9576.0k $185.7k $185.7k 0.00% Added +5.5k +5,516
93 Archer Investment Corp 0.05% of their portfolio Carmel, IN 5,9155.9k $184.4k $184.4k 0.05% New
94 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 5,4795.5k $170.8k $170.8k 0.00% Reduced -572 -572
95 Pineridge Advisors LLC 0.06% of their portfolio ST. CHARLES, MO 5,0315.0k $156.8k $156.8k 0.06% Added +53 +53
96 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 4,8874.9k $152.3k $152.3k 0.01% New
97 Quest 10 Wealth Builders, Inc. 0.15% of their portfolio Fuquay-Varina, VA 4,5544.6k $141.9k $141.9k 0.15% Added +31 +31
98 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 3,9554.0k $123.3k $123.3k 0.01% New
99 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,2393.2k $101.0k $101.0k 0.00% Added +1.9k +1,914
100 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 2,8392.8k $88.5k $88.5k 0.00% Unchanged