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 $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
236,184
shares
|
$16.2 Million
5.8% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
230,628
shares
|
$15.8 Million
0.23% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Nkcfo LLC
|
Aug 13, 2025 Q2 2025 |
229,200
shares
|
$15.7 Million
5.97% of portfolio
|
Q4 2024
Added 49.27%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
228,311
shares
|
$15.6 Million
5.84% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
225,905
shares
|
$15.5 Million
1.74% of portfolio
|
Q4 2021
Reduced 0.3%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
224,710
shares
|
$15.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
224,151
shares
|
$15.4 Million
5.8% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
222,540
shares
|
$15.3 Million
2.97% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
219,061
shares
|
$15 Million
9.08% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
218,708
shares
|
$15 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
216,080
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
214,692
shares
|
$14.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
212,689
shares
|
$14.6 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
211,142
shares
|
$14.5 Million
4.96% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
210,513
shares
|
$14.4 Million
0.01% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
209,790
shares
|
$14.4 Million
1.48% of portfolio
|
Q1 2025
Added 798.3%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
209,523
shares
|
$14.4 Million
2.13% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
209,046
shares
|
$14.3 Million
9.18% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
208,161
shares
|
$14.3 Million
0.18% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
208,151
shares
|
$14.3 Million
1.8% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Fore Capital, LLC
|
Aug 11, 2025 Q2 2025 |
208,000
shares
|
$14.3 Million
5.45% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
206,701
shares
|
$14.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
206,654
shares
|
$14.2 Million
0.4% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
204,655
shares
|
$14 Million
0.1% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
203,565
shares
|
$14 Million
5.02% of portfolio
|
Q2 2025
Reduced 0.51%
|