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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,386
shares
|
$215,112
0.08% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
3,382
shares
|
$214,858
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,375
shares
|
$214,413
0.02% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,370
shares
|
$214,096
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,368
shares
|
$213,969
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,354
shares
|
$213,079
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,341
shares
|
$212,253
0.0% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,334
shares
|
$211,809
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
3,329
shares
|
$211,491
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,276
shares
|
$208,124
0.01% of portfolio
|
Q3 2024
Added 254.16%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
3,272
shares
|
$207,870
0.12% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
3,250
shares
|
$206,472
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
3,233
shares
|
$205,392
0.08% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,214
shares
|
$204,185
0.08% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
3,209
shares
|
$203,867
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
3,151
shares
|
$200,183
0.0% of portfolio
|
Q1 2025
Reduced 52.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,014
shares
|
$191,479
0.02% of portfolio
|
Q1 2024
Added 26.16%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$190,590
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,908
shares
|
$184,745
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,904
shares
|
$184,491
0.05% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,834
shares
|
$180,044
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,806
shares
|
$178,265
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,800
shares
|
$177,884
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2,753
shares
|
$174,898
0.06% of portfolio
|
Q1 2022
Added 14.71%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
2,750
shares
|
$174,707
0.0% of portfolio
|
Q1 2025
New holding
|