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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
38,957
shares
|
$2.46 Million
0.1% of portfolio
|
Q2 2025
Added 272.54%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
38,941
shares
|
$2.46 Million
1.57% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
38,931
shares
|
$2.46 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
38,904
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2023
Added 9.29%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
38,872
shares
|
$2.45 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
38,619
shares
|
$2.44 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
38,586
shares
|
$2.43 Million
1.67% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
38,277
shares
|
$2.42 Million
0.38% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
38,249
shares
|
$2.41 Million
0.89% of portfolio
|
Q2 2025
Added 37.67%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
37,852
shares
|
$2.39 Million
0.23% of portfolio
|
Q1 2025
Added 83.76%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
37,702
shares
|
$2.38 Million
1.66% of portfolio
|
Q3 2022
Reduced 7.9%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
37,607
shares
|
$2.37 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
37,596
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
37,386
shares
|
$2.36 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
37,259
shares
|
$2.35 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
37,199
shares
|
$2.35 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
37,161
shares
|
$2.34 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
37,150
shares
|
$2.34 Million
0.17% of portfolio
|
Q2 2025
Added 78.53%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
37,132
shares
|
$2.34 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
36,920
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
36,817
shares
|
$2.32 Million
0.17% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
36,703
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
36,527
shares
|
$2.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
36,508
shares
|
$2.3 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
36,493
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Added 42.61%
|