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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,862
shares
|
$499,472
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,832
shares
|
$497,566
0.54% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
7,819
shares
|
$496,741
0.43% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,818
shares
|
$496,677
0.07% of portfolio
|
Q1 2025
Reduced 51.39%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
7,811
shares
|
$496,232
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
7,781
shares
|
$494,326
0.27% of portfolio
|
Q2 2024
Added 52.18%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,777
shares
|
$494,072
0.38% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
7,760
shares
|
$492,992
0.03% of portfolio
|
Q2 2024
Reduced 15.74%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
7,752
shares
|
$492,484
0.06% of portfolio
|
Q1 2024
Added 11.94%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
7,747
shares
|
$492,166
0.37% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
7,728
shares
|
$490,959
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,701
shares
|
$489,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
7,687
shares
|
$488,355
0.03% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,680
shares
|
$487,910
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
7,680
shares
|
$487,910
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
7,678
shares
|
$487,783
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
7,656
shares
|
$486,385
0.02% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
7,629
shares
|
$484,670
0.19% of portfolio
|
Q4 2024
Reduced 59.4%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
7,600
shares
|
$482,828
0.04% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
7,598
shares
|
$482,700
0.04% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
7,575
shares
|
$481,239
0.08% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,575
shares
|
$481,239
0.11% of portfolio
|
Q3 2022
Reduced 15.24%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,522
shares
|
$477,872
0.02% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,513
shares
|
$477,300
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
7,510
shares
|
$477,110
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|