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 |
|---|---|---|---|---|---|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
67,180
shares
|
$4.24 Million
1.89% of portfolio
|
Q2 2025
Reduced 32.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
67,121
shares
|
$4.24 Million
2.06% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
67,036
shares
|
$4.23 Million
1.0% of portfolio
|
Q2 2025
Added 160.91%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
66,925
shares
|
$4.22 Million
0.07% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
66,679
shares
|
$4.21 Million
4.91% of portfolio
|
Q2 2025
Added 78.07%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
66,483
shares
|
$4.2 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
66,378
shares
|
$4.19 Million
0.16% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
65,572
shares
|
$4.14 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
65,546
shares
|
$4.14 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
65,108
shares
|
$4.11 Million
3.6% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
65,014
shares
|
$4.1 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
64,920
shares
|
$4.1 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
64,919
shares
|
$4.1 Million
1.26% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
64,797
shares
|
$4.09 Million
1.21% of portfolio
|
Q1 2023
Added 2.86%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
64,052
shares
|
$4.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
63,780
shares
|
$4.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
63,734
shares
|
$4.02 Million
0.44% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
63,714
shares
|
$4.02 Million
0.44% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
63,275
shares
|
$3.99 Million
0.05% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
63,194
shares
|
$3.99 Million
0.81% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
62,890
shares
|
$3.97 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Gunderson Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
62,869
shares
|
$3.97 Million
1.76% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
62,463
shares
|
$3.94 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
62,372
shares
|
$3.94 Million
2.15% of portfolio
|
Q2 2025
Added 754.41%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
62,068
shares
|
$3.92 Million
2.64% of portfolio
|
Q2 2025
Reduced 13.38%
|