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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
668,502
shares
|
$42.2 Million
0.19% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
668,222
shares
|
$42.2 Million
6.21% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
644,035
shares
|
$40.6 Million
13.01% of portfolio
|
Q2 2025
Added 52.78%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
635,955
shares
|
$40.1 Million
0.64% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
632,981
shares
|
$39.9 Million
0.34% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
630,243
shares
|
$39.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
627,414
shares
|
$39.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
608,173
shares
|
$38.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
602,279
shares
|
$38 Million
0.05% of portfolio
|
Q2 2025
Added 75.55%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Jul 25, 2025 Q2 2025 |
590,679
shares
|
$37.3 Million
18.85% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
589,730
shares
|
$37.2 Million
0.79% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
556,502
shares
|
$35.1 Million
6.31% of portfolio
|
Q2 2024
Added 101.13%
|
|
|
Mackay Shields LLC
|
Jul 24, 2025 Q2 2025 |
555,000
shares
|
$35 Million
7.18% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
550,542
shares
|
$34.7 Million
1.05% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
545,373
shares
|
$34.4 Million
5.75% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
544,946
shares
|
$34.4 Million
0.25% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
544,710
shares
|
$34.4 Million
5.71% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
539,660
shares
|
$34.1 Million
16.69% of portfolio
|
Q4 2021
Added 11.66%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
534,645
shares
|
$33.7 Million
5.55% of portfolio
|
Q3 2022
Reduced 15.95%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
533,097
shares
|
$33.6 Million
1.39% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
530,556
shares
|
$33.5 Million
7.69% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
527,334
shares
|
$33.3 Million
5.07% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
522,685
shares
|
$33 Million
5.41% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
520,439
shares
|
$32.8 Million
0.26% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
511,382
shares
|
$32.3 Million
0.07% of portfolio
|
Q3 2022
Reduced 18.86%
|