Institutional Ownership Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU). We have compiled data on the 1,749 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
88,965
shares
|
$5.61 Million
2.19% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
88,813
shares
|
$5.6 Million
1.65% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
88,807
shares
|
$5.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
88,680
shares
|
$5.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
88,640
shares
|
$5.59 Million
0.57% of portfolio
|
Q2 2025
Added 546.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
88,020
shares
|
$5.55 Million
0.17% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
87,598
shares
|
$5.53 Million
1.03% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
87,151
shares
|
$5.5 Million
0.14% of portfolio
|
Q2 2025
Added 176.93%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
87,029
shares
|
$5.49 Million
1.59% of portfolio
|
Q2 2025
Added 422.51%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
86,883
shares
|
$5.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
86,464
shares
|
$5.46 Million
0.25% of portfolio
|
Q3 2023
Reduced 23.68%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
86,111
shares
|
$5.43 Million
2.05% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
85,794
shares
|
$5.41 Million
1.63% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
85,535
shares
|
$5.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
85,503
shares
|
$5.4 Million
4.14% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
85,454
shares
|
$5.39 Million
2.09% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
85,342
shares
|
$5.39 Million
1.09% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
84,875
shares
|
$5.36 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
84,629
shares
|
$5.34 Million
3.08% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
84,302
shares
|
$5.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
83,957
shares
|
$5.3 Million
1.25% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
83,524
shares
|
$5.27 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
83,505
shares
|
$5.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
82,699
shares
|
$5.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.32%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
82,558
shares
|
$5.21 Million
1.68% of portfolio
|
Q2 2025
Added 1.32%
|