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 1,754 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 $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
503,710
shares
|
$34.8 Million
2.87% of portfolio
|
Q3 2022
Reduced 27.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
495,243
shares
|
$34.2 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
486,700
shares
|
$33.6 Million
0.11% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
484,363
shares
|
$33.4 Million
0.49% of portfolio
|
Q2 2025
Added 4430.99%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
482,099
shares
|
$33.3 Million
4.26% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
475,781
shares
|
$32.8 Million
4.76% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
473,763
shares
|
$32.7 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
461,859
shares
|
$31.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
455,804
shares
|
$31.5 Million
7.23% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
445,783
shares
|
$30.8 Million
5.08% of portfolio
|
Q1 2023
Added 7.24%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
438,429
shares
|
$30.3 Million
1.66% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
435,495
shares
|
$30 Million
2.73% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
433,127
shares
|
$29.9 Million
0.06% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
432,168
shares
|
$29.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
426,436
shares
|
$29.4 Million
9.31% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Vpr Management LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
422,930
shares
|
$29.2 Million
12.53% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
420,306
shares
|
$29 Million
6.09% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
413,772
shares
|
$28.6 Million
0.05% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
401,181
shares
|
$27.7 Million
17.82% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
400,907
shares
|
$27.7 Million
11.88% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Jul 31, 2025 Q2 2025 |
399,009
shares
|
$27.5 Million
13.55% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
392,635
shares
|
$27.1 Million
0.3% of portfolio
|
Q2 2025
Added 53.11%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
382,228
shares
|
$26.4 Million
1.16% of portfolio
|
Q2 2025
Added 494.31%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
379,683
shares
|
$26.2 Million
0.22% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
378,844
shares
|
$26.1 Million
4.74% of portfolio
|
Q2 2025
Added 13.55%
|