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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
931,595
shares
|
$58.8 Million
1.43% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
930,318
shares
|
$58.7 Million
0.07% of portfolio
|
Q2 2025
Added 503.7%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
924,226
shares
|
$58.3 Million
2.71% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
919,938
shares
|
$58 Million
2.55% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
917,093
shares
|
$57.9 Million
0.17% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
909,546
shares
|
$57.4 Million
8.03% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
880,573
shares
|
$55.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
867,947
shares
|
$54.8 Million
1.53% of portfolio
|
Q2 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
864,900
shares
|
$54.6 Million
0.92% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
860,540
shares
|
$54.3 Million
0.11% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
854,826
shares
|
$53.9 Million
1.17% of portfolio
|
Q2 2025
Added 52.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
846,589
shares
|
$53.4 Million
2.3% of portfolio
|
Q2 2023
Added 2.11%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
815,118
shares
|
$51.4 Million
1.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
801,641
shares
|
$50.6 Million
0.27% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
800,008
shares
|
$50.5 Million
0.27% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Vcu Investment Management CO
Richmond, VA |
Oct 31, 2023 Q3 2023 |
792,658
shares
|
$50 Million
100.0% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
764,144
shares
|
$48.2 Million
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
742,316
shares
|
$46.8 Million
4.5% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
732,123
shares
|
$46.2 Million
2.34% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
721,382
shares
|
$45.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
717,165
shares
|
$45.3 Million
0.03% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
702,089
shares
|
$44.3 Million
7.69% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
685,552
shares
|
$43.3 Million
8.69% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
676,720
shares
|
$42.7 Million
0.1% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
671,755
shares
|
$42.4 Million
3.49% of portfolio
|
Q2 2025
Reduced 0.97%
|