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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
401 Lenox Wealth Advisors, LLC 5,580 67,000 0.00%
402 BRONFMAN E.L. ROTHSCHILD, L.P. 5,343 64,000 0.00%
403 GLOBAL RETIREMENT PARTNERS, LLC 5,151 62,000 0.00%
404 YORKBRIDGE WEALTH PARTNERS, LLC 4,990 59,000 0.00%
405 CUTLER GROUP LLC / CA 4,609 55,000 0.00%
406 Focused Wealth Management, Inc 4,533 54,000 0.00%
407 HOWE & RUSLING INC 4,104 49,000 0.00%
408 NEXT Financial Group, Inc 3,572 43,000 0.00%
409 Financial Management Professionals, Inc. 3,574 42,000 0.00%
410 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3,424 41,000 0.00%
411 Financial Architects, Inc 3,473 41,000 0.00%
412 Barrett Asset Management, LLC 3,225 39,000 0.00%
413 CENTRAL BANK & TRUST CO 3,300 39,000 0.00%
414 First Personal Financial Services 3,200 38,000 0.00%
415 Corbenic Partners LLC 3,100 37,000 0.00%
416 Kistler-Tiffany Companies, LLC 2,898 35,000 0.00%
417 FIRST INTERSTATE BANK 2,965 35,000 0.00%
418 Smart Portfolios, LLC 2,846 34,000 0.00%
419 Glassman Wealth Services 2,482 30,000 0.00%
420 Cable Hill Partners, LLC 2,500 29,000 0.00%
421 Cornerstone Advisors, Inc. 2,405 29,000 0.00%
422 AMERICAN NATIONAL BANK & TRUST 2,382 28,000 0.00%
423 Parkside Financial Bank & Trust 2,249 27,000 0.00%
424 ASSETMARK, INC 2,063 25,000 0.00%
425 Walleye Trading LLC 2,100 25,000 0.00% Call
426 CWM, LLC 2,030 24,000 0.00%
427 NEW CAPITAL MANAGEMENT LP 1,908 23,000 0.00%
428 MACROVIEW INVESTMENT MANAGEMENT LLC 1,965 23,000 0.00%
429 Chicago Partners Investment Group LLC 1,951 23,000 0.00%
430 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,917 22,000 0.00%
431 MOSAIC FAMILY WEALTH, LLC 1,763 21,000 0.00%
432 OLD SECOND NATIONAL BANK OF AURORA 1,550 19,000 0.00%
433 Capital Analysts, LLC 1,554 18,554 0.00%
434 Oakworth Capital, Inc. 1,470 18,000 0.00%
435 Vantage Investment Advisors, LLC 1,468 18,000 0.00%
436 SHINE INVESTMENT ADVISORY SERVICES INC 1,454 17,000 0.00%
437 VALLEY NATIONAL ADVISERS INC 1,245 15,000 0.00%
438 LEE FINANCIAL CORP 1,250 15,000 0.00%
439 First Horizon Advisors, Inc. 1,300 15,000 0.00%
440 BARCLAYS PLC 1,100 13,000 0.00% Put
441 MONROE BANK & TRUST/MI 1,000 12,000 0.00%
442 THOMPSON DAVIS & CO., INC. 966 12,000 0.00%
443 Alexandria Capital, LLC 1,000 12,000 0.00%
444 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 941 11,000 0.00%
445 V WEALTH MANAGEMENT,LLC 840 10,000 0.00%
446 SRH ADVISORS, LLC 800 10,000 0.00%
447 TRUST CO OF VERMONT 755 9,000 0.00%
448 WHITTIER TRUST CO 750 9,000 0.00%
449 Liberty Capital Management, Inc. 646 8,000 0.00%
450 PEOPLES FINANCIAL SERVICES CORP. 674 8,000 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.