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 1,704 institutions that hold shares in the stock, with a total of 413 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
9,773
shares
|
$620,878
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,744
shares
|
$619,036
0.29% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
9,729
shares
|
$618,083
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
9,710
shares
|
$616,876
0.04% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
9,698
shares
|
$616,113
0.05% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,689
shares
|
$615,542
0.05% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
9,670
shares
|
$614,335
0.16% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
9,648
shares
|
$612,937
0.03% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
9,647
shares
|
$612,873
0.31% of portfolio
|
Q1 2025
Added 44.26%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
9,644
shares
|
$612,683
0.09% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
9,520
shares
|
$604,805
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
9,517
shares
|
$604,615
0.01% of portfolio
|
Q4 2021
Reduced 5.83%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
9,418
shares
|
$598,325
0.61% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
9,409
shares
|
$597,753
0.29% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
9,349
shares
|
$593,941
0.14% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
9,307
shares
|
$591,273
0.27% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,290
shares
|
$590,193
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
9,238
shares
|
$586,890
0.01% of portfolio
|
Q4 2024
Added 100.56%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,219
shares
|
$585,683
0.07% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
9,195
shares
|
$584,158
0.15% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
9,195
shares
|
$584,158
0.04% of portfolio
|
Q3 2024
Reduced 66.37%
|
|
|
R.P. Boggs & Co.
|
Apr 29, 2025 Q1 2025 |
9,163
shares
|
$582,125
0.38% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,146
shares
|
$581,045
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
9,143
shares
|
$580,854
0.39% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
9,130
shares
|
$580,028
0.32% of portfolio
|
Q2 2025
Added 118.53%
|