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 |
|---|---|---|---|---|---|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
36,471
shares
|
$2.3 Million
1.22% of portfolio
|
Q2 2024
Reduced 14.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
36,005
shares
|
$2.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
35,960
shares
|
$2.27 Million
1.33% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
35,801
shares
|
$2.26 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
35,725
shares
|
$2.25 Million
1.15% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
35,554
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
35,366
shares
|
$2.23 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
35,269
shares
|
$2.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
35,110
shares
|
$2.22 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,083
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
35,054
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
35,024
shares
|
$2.21 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
34,946
shares
|
$2.21 Million
0.6% of portfolio
|
Q2 2025
Added 921.51%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
34,889
shares
|
$2.2 Million
0.7% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
34,692
shares
|
$2.19 Million
0.05% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
34,422
shares
|
$2.17 Million
0.13% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
34,108
shares
|
$2.15 Million
1.57% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
34,101
shares
|
$2.15 Million
0.32% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
34,071
shares
|
$2.15 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
34,000
shares
|
$2.15 Million
0.19% of portfolio
|
Q1 2025
Added 61.9%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
33,934
shares
|
$2.14 Million
0.64% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
33,681
shares
|
$2.13 Million
0.33% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
33,666
shares
|
$2.12 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
33,064
shares
|
$2.09 Million
0.35% of portfolio
|
Q2 2025
Reduced 54.12%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
32,987
shares
|
$2.08 Million
0.93% of portfolio
|
Q3 2023
Reduced 0.4%
|