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 |
|---|---|---|---|---|---|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
18,286
shares
|
$1.15 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
18,246
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,211
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
18,089
shares
|
$1.14 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
18,025
shares
|
$1.14 Million
0.35% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
17,989
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
17,943
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
17,930
shares
|
$1.13 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
17,858
shares
|
$1.13 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
17,820
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Added 949.47%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Aug 13, 2025 Q2 2025 |
17,806
shares
|
$1.12 Million
2.97% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
17,783
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
17,754
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
17,649
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,637
shares
|
$1.11 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
17,633
shares
|
$1.11 Million
0.87% of portfolio
|
Q2 2025
Reduced 49.37%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
17,609
shares
|
$1.11 Million
0.36% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
17,564
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 51.75%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
17,535
shares
|
$1.11 Million
0.89% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
17,411
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 36.42%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
17,380
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
17,365
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
17,333
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
17,311
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,183
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2022
Reduced 3.34%
|