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 |
|---|---|---|---|---|---|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
32,763
shares
|
$2.07 Million
0.69% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
32,683
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
32,405
shares
|
$2.04 Million
1.62% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
32,254
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
32,136
shares
|
$2.03 Million
1.45% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
31,931
shares
|
$2.01 Million
0.51% of portfolio
|
Q2 2025
Added 115.82%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
31,836
shares
|
$2.01 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
31,783
shares
|
$2.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
31,505
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
31,500
shares
|
$1.99 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
31,419
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.65%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
31,290
shares
|
$1.97 Million
0.27% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
31,180
shares
|
$1.97 Million
0.24% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
30,695
shares
|
$1.94 Million
1.45% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
30,555
shares
|
$1.93 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
30,486
shares
|
$1.92 Million
0.23% of portfolio
|
Q2 2025
Added 29.23%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
30,425
shares
|
$1.92 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
30,411
shares
|
$1.92 Million
1.22% of portfolio
|
Q2 2025
Added 41.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
30,332
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2025
Reduced 60.45%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
30,178
shares
|
$1.9 Million
0.99% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
30,109
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Added 74.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
30,067
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
30,048
shares
|
$1.9 Million
0.4% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
29,911
shares
|
$1.89 Million
1.72% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
29,861
shares
|
$1.88 Million
0.27% of portfolio
|
Q2 2025
Added 1.96%
|