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 1,697 institutions that hold shares in the stock, with a total of 411 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,434,632
shares
|
$154 Million
0.37% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,351,039
shares
|
$149 Million
0.15% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Packer & CO LTD
|
Apr 22, 2025 Q1 2025 |
2,350,100
shares
|
$149 Million
42.1% of portfolio
|
Q1 2025
Reduced 34.45%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
2,292,918
shares
|
$145 Million
7.79% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,291,835
shares
|
$145 Million
11.06% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,068,536
shares
|
$131 Million
6.69% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
2,001,910
shares
|
$127 Million
1.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
1,844,887
shares
|
$117 Million
0.35% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,840,021
shares
|
$116 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
1,757,254
shares
|
$111 Million
11.02% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,663,205
shares
|
$105 Million
0.41% of portfolio
|
Q1 2025
Added 48.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,647,151
shares
|
$104 Million
0.2% of portfolio
|
Q1 2025
Added 59.38%
|
|
|
Moon Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,559,604
shares
|
$98.7 Million
73.75% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,548,242
shares
|
$98 Million
2.39% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,543,211
shares
|
$97.7 Million
0.3% of portfolio
|
Q1 2025
Added 60.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,525,994
shares
|
$96.6 Million
0.51% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
1,447,400
shares
|
$91.6 Million
8.52% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,418,592
shares
|
$89.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,374,967
shares
|
$87 Million
1.0% of portfolio
|
Q1 2025
Added 101.36%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,358,464
shares
|
$86 Million
4.65% of portfolio
|
Q2 2023
Added 11.71%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,358,464
shares
|
$86 Million
4.65% of portfolio
|
Q2 2023
Added 11.71%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,331,582
shares
|
$84.3 Million
0.13% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,321,960
shares
|
$83.7 Million
0.06% of portfolio
|
Q2 2023
Reduced 1.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,321,657
shares
|
$83.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,308,919
shares
|
$82.8 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.03%
|