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ISHARES GOLD TRUST
ISHARES GOLD TRUST. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 470 Institutional holders with a total value of $4,158,970,520.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Cornerstone Advisors, Inc. 2,405 29,000 0.00%
52 Glassman Wealth Services 2,482 30,000 0.00%
53 Smart Portfolios, LLC 2,846 34,000 0.00%
54 Kistler-Tiffany Companies, LLC 2,898 35,000 0.00%
55 FIRST INTERSTATE BANK 2,965 35,000 0.00%
56 Corbenic Partners LLC 3,100 37,000 0.00%
57 First Personal Financial Services 3,200 38,000 0.00%
58 CENTRAL BANK & TRUST CO 3,300 39,000 0.00%
59 Barrett Asset Management, LLC 3,225 39,000 0.00%
60 Financial Architects, Inc 3,473 41,000 0.00%
61 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3,424 41,000 0.00%
62 Financial Management Professionals, Inc. 3,574 42,000 0.00%
63 NEXT Financial Group, Inc 3,572 43,000 0.00%
64 HOWE & RUSLING INC 4,104 49,000 0.00%
65 Focused Wealth Management, Inc 4,533 54,000 0.00%
66 CUTLER GROUP LLC / CA 4,609 55,000 0.00%
67 YORKBRIDGE WEALTH PARTNERS, LLC 4,990 59,000 0.00%
68 GLOBAL RETIREMENT PARTNERS, LLC 5,151 62,000 0.00%
69 BRONFMAN E.L. ROTHSCHILD, L.P. 5,343 64,000 0.00%
70 Lenox Wealth Advisors, LLC 5,580 67,000 0.00%
71 WESTSIDE INVESTMENT MANAGEMENT, INC. 6,349 74,092 0.00%
72 Sandy Spring Bank 6,300 75,000 0.00%
73 WATERMARK ASSET MANAGEMENT, INC. 6,420 77,000 0.00%
74 D'Orazio & Associates, Inc. 6,448 77,000 0.00%
75 REILLY FINANCIAL ADVISORS, LLC 6,648 79,000 0.00%
76 BARCLAYS PLC 6,600 79,000 0.00% Call
77 Compagnie Lombard Odier SCmA 7,280 87,000 0.00%
78 DUNCKER STREETT & CO INC 7,400 88,000 0.00%
79 PARALLEL ADVISORS, LLC 7,221 88,000 0.00%
80 BENJAMIN F. EDWARDS & COMPANY, INC. 7,343 88,000 0.00%
81 CITIGROUP INC 7,800 93,000 0.00% Call
82 Capital Advisors, Ltd. LLC 7,982 95,000 0.00%
83 Allworth Financial LP 8,654 103,000 0.00%
84 ASSET PLANNING SERVICES, LTD. 9,005 108,000 0.00%
85 CRIBSTONE CAPITAL MANAGEMENT, LLC 9,208 110,000 0.00%
86 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,400 112,000 0.00%
87 BDO WEALTH ADVISORS, LLC 9,685 116,000 0.00%
88 Advisory Services Network, LLC 9,759 117,000 0.00%
89 TIEDEMANN ADVISORS, LLC 10,000 119,000 0.00%
90 Burt Wealth Advisors 10,062 120,000 0.00%
91 Lesa Sroufe & Co 10,050 120,000 0.00%
92 PINNACLE ASSOCIATES LTD 10,235 122,000 0.00%
93 FRONTIER INVESTMENT MGMT CO 10,184 122,000 0.00%
94 PEOPLES BANK NATIONAL ASSOCIATION 10,206 122,000 0.00%
95 OPTIMUM INVESTMENT ADVISORS 10,300 123,000 0.00%
96 CITIGROUP INC 10,300 123,000 0.00% Put
97 Courage Miller Partners, LLC 10,307 123,000 0.00%
98 REGENTATLANTIC CAPITAL LLC 10,500 125,000 0.00%
99 DAY & ENNIS, LLC 10,493 125,000 0.00%
100 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 10,550 125,967 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.