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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
8,479
shares
|
$538,670
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
8,464
shares
|
$537,717
0.08% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,389
shares
|
$532,953
0.02% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,340
shares
|
$529,840
0.25% of portfolio
|
Q4 2024
Added 44.07%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
8,325
shares
|
$528,887
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
8,317
shares
|
$528,379
0.25% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,276
shares
|
$525,774
0.06% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
8,275
shares
|
$525,710
0.05% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,259
shares
|
$524,694
0.02% of portfolio
|
Q1 2022
Reduced 5.4%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
8,234
shares
|
$523,106
0.14% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
8,202
shares
|
$521,073
0.19% of portfolio
|
Q2 2025
Added 42.84%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
8,182
shares
|
$519,802
0.07% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
8,170
shares
|
$519,040
0.17% of portfolio
|
Q1 2025
Added 83.68%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
8,168
shares
|
$518,913
0.02% of portfolio
|
Q1 2025
Added 83.59%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
8,156
shares
|
$518,150
0.24% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
8,129
shares
|
$516,435
0.11% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
8,110
shares
|
$515,228
0.27% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
8,092
shares
|
$514,084
0.2% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
8,065
shares
|
$512,369
0.04% of portfolio
|
Q1 2025
Reduced 79.54%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,061
shares
|
$512,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
8,049
shares
|
$511,352
0.02% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
7,950
shares
|
$505,063
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
7,913
shares
|
$502,712
0.36% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
7,888
shares
|
$501,124
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
7,866
shares
|
$499,726
0.03% of portfolio
|
Q4 2024
Reduced 1.47%
|