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 412 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
279,523
shares
|
$18.1 Million
1.12% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
276,479
shares
|
$17.9 Million
2.57% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
273,759
shares
|
$17.7 Million
3.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
268,620
shares
|
$17.4 Million
4.58% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
267,968
shares
|
$17.3 Million
5.46% of portfolio
|
Q1 2023
Added 76.1%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
264,063
shares
|
$17.1 Million
6.92% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
263,265
shares
|
$17 Million
0.52% of portfolio
|
Q1 2025
Added 75.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
257,796
shares
|
$16.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
256,434
shares
|
$16.6 Million
0.2% of portfolio
|
Q1 2025
Added 69.73%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
252,904
shares
|
$16.4 Million
1.06% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
252,670
shares
|
$16.3 Million
11.25% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
252,446
shares
|
$16.3 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
249,523
shares
|
$16.1 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
247,315
shares
|
$16 Million
1.39% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
243,055
shares
|
$15.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
242,959
shares
|
$15.7 Million
6.3% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
239,999
shares
|
$15.5 Million
3.36% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
238,496
shares
|
$15.4 Million
7.09% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
238,421
shares
|
$15.4 Million
0.28% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
237,131
shares
|
$15.3 Million
0.53% of portfolio
|
Q1 2025
Added 192.17%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
236,508
shares
|
$15.3 Million
2.5% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
233,227
shares
|
$15.1 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
233,026
shares
|
$15.1 Million
0.69% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
231,500
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.95%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
230,628
shares
|
$14.9 Million
0.23% of portfolio
|
Q2 2025
Added 0.37%
|