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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
230,628
shares
|
$14.7 Million
0.23% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Nkcfo LLC
|
May 07, 2025 Q1 2025 |
229,200
shares
|
$14.6 Million
6.29% of portfolio
|
Q4 2024
Added 49.27%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
228,771
shares
|
$14.5 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
228,311
shares
|
$14.5 Million
5.84% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
227,972
shares
|
$14.5 Million
2.55% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
226,352
shares
|
$14.4 Million
0.1% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
225,905
shares
|
$14.4 Million
1.74% of portfolio
|
Q4 2021
Reduced 0.3%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
224,151
shares
|
$14.2 Million
5.8% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
223,303
shares
|
$14.2 Million
0.08% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
222,540
shares
|
$14.1 Million
2.97% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
220,399
shares
|
$14 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
219,245
shares
|
$13.9 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
219,061
shares
|
$13.9 Million
9.08% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
218,708
shares
|
$13.9 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
215,800
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
214,692
shares
|
$13.6 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
211,142
shares
|
$13.4 Million
4.96% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
209,790
shares
|
$13.3 Million
1.48% of portfolio
|
Q1 2025
Added 798.3%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
209,046
shares
|
$13.3 Million
9.18% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Fore Capital, LLC
|
May 13, 2025 Q1 2025 |
208,000
shares
|
$13.2 Million
10.75% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
207,704
shares
|
$13.2 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
206,232
shares
|
$13.1 Million
0.33% of portfolio
|
Q1 2025
Added 84.81%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
205,710
shares
|
$13.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
204,655
shares
|
$13 Million
0.1% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
204,028
shares
|
$13 Million
0.02% of portfolio
|
Q1 2025
Added 7.72%
|