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 1,750 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 |
---|---|---|---|---|---|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
23,097
shares
|
$1.46 Million
3.19% of portfolio
|
Q3 2024
Added 87.6%
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
23,094
shares
|
$1.46 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
23,075
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
23,018
shares
|
$1.45 Million
0.75% of portfolio
|
Q1 2025
Added 3.18%
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
22,983
shares
|
$1.45 Million
0.88% of portfolio
|
Q1 2025
Added 15.62%
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
22,961
shares
|
$1.45 Million
1.07% of portfolio
|
Q2 2025
Added 116.63%
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
22,789
shares
|
$1.44 Million
0.22% of portfolio
|
Q2 2025
Added 27.39%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
22,682
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
22,637
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2024
Added 6.21%
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
22,627
shares
|
$1.43 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
22,496
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
22,432
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2022
Reduced 38.05%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
22,279
shares
|
$1.41 Million
0.5% of portfolio
|
Q1 2025
Added 17.58%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
22,200
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 4.27%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
22,070
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
22,024
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 15.77%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
21,897
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
21,891
shares
|
$1.38 Million
2.3% of portfolio
|
Q2 2025
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,835
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Reduced 70.31%
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
21,776
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Added 25.45%
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
21,766
shares
|
$1.37 Million
1.09% of portfolio
|
Q2 2023
Reduced 4.09%
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
21,763
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
21,715
shares
|
$1.37 Million
2.41% of portfolio
|
Q2 2025
Added 3.16%
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
21,699
shares
|
$1.37 Million
0.74% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
21,604
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Added 2.06%
|