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 1,698 institutions that hold shares in the stock, with a total of 411 Million shares, which have been reported (via 13F filing form) to have a value of $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Apr 23, 2025 Q1 2025 |
610,426
shares
|
$38.3 Million
20.32% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
600,000
shares
|
$37.7 Million
7.99% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
590,988
shares
|
$37.1 Million
0.35% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
575,484
shares
|
$36.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
561,983
shares
|
$35.3 Million
0.02% of portfolio
|
Q1 2025
Added 72.6%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
560,628
shares
|
$35.2 Million
0.94% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
560,530
shares
|
$35.2 Million
0.83% of portfolio
|
Q1 2025
Added 169.99%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
556,502
shares
|
$34.9 Million
6.31% of portfolio
|
Q2 2024
Added 101.13%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
544,946
shares
|
$34.2 Million
0.25% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
539,660
shares
|
$33.9 Million
16.69% of portfolio
|
Q4 2021
Added 11.66%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
538,059
shares
|
$33.8 Million
5.75% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
535,504
shares
|
$33.6 Million
1.03% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
534,645
shares
|
$33.6 Million
5.55% of portfolio
|
Q3 2022
Reduced 15.95%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
533,181
shares
|
$33.5 Million
5.24% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
533,097
shares
|
$33.5 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
|
$33.3 Million
7.69% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
528,487
shares
|
$33.2 Million
0.41% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
520,784
shares
|
$32.7 Million
17.52% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Vpr Management LLC
Houston, TX |
May 15, 2025 Q1 2025 |
520,480
shares
|
$32.7 Million
15.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
517,176
shares
|
$32.5 Million
6.68% of portfolio
|
Q1 2025
Added 495.26%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
515,422
shares
|
$32.4 Million
4.07% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
511,382
shares
|
$32.1 Million
0.07% of portfolio
|
Q3 2022
Reduced 18.86%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
509,579
shares
|
$32 Million
5.6% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
505,711
shares
|
$31.7 Million
22.1% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
503,710
shares
|
$31.6 Million
2.87% of portfolio
|
Q3 2022
Reduced 27.28%
|