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 1,698 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 $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,292,064
shares
|
$81.1 Million
1.96% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,280,828
shares
|
$80.4 Million
1.9% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,272,287
shares
|
$79.9 Million
8.82% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,251,298
shares
|
$78.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,239,119
shares
|
$77.8 Million
0.02% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,232,313
shares
|
$77.4 Million
0.91% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,205,274
shares
|
$75.7 Million
1.18% of portfolio
|
Q1 2025
Added 59.95%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,197,537
shares
|
$75.2 Million
0.2% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
1,164,000
shares
|
$73.1 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,128,650
shares
|
$70.8 Million
0.08% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
1,095,194
shares
|
$68.7 Million
1.72% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,056,612
shares
|
$66.3 Million
0.03% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
981,332
shares
|
$61.6 Million
0.01% of portfolio
|
Q1 2025
Added 1357.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
980,573
shares
|
$61.6 Million
0.23% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
971,068
shares
|
$61 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
967,484
shares
|
$60.7 Million
7.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
967,089
shares
|
$60.7 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
959,591
shares
|
$60.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 34.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
947,542
shares
|
$59.5 Million
2.88% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
909,622
shares
|
$57.1 Million
2.52% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
873,742
shares
|
$54.8 Million
9.61% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
868,636
shares
|
$54.5 Million
0.17% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
867,947
shares
|
$54.5 Million
1.53% of portfolio
|
Q2 2023
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
860,540
shares
|
$54 Million
0.11% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
847,262
shares
|
$53.2 Million
0.13% of portfolio
|
Q1 2025
Added 6.57%
|