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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
201,779
shares
|
$13.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
200,457
shares
|
$13.7 Million
12.22% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
199,582
shares
|
$13.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 56.9%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
199,461
shares
|
$13.7 Million
13.41% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
198,945
shares
|
$13.6 Million
1.1% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
197,538
shares
|
$13.5 Million
0.27% of portfolio
|
Q2 2025
Added 1074.35%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
197,060
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
196,862
shares
|
$13.5 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
196,770
shares
|
$13.5 Million
2.05% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
196,444
shares
|
$13.5 Million
3.26% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
195,759
shares
|
$13.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 78.96%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
194,483
shares
|
$13.3 Million
1.9% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
193,151
shares
|
$13.2 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
189,274
shares
|
$13 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
188,927
shares
|
$12.9 Million
16.64% of portfolio
|
Q4 2023
Added 12.89%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
187,590
shares
|
$12.9 Million
2.62% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
187,291
shares
|
$12.8 Million
0.84% of portfolio
|
Q2 2025
Added 49.43%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
186,499
shares
|
$12.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 50.34%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
184,085
shares
|
$12.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
183,074
shares
|
$12.5 Million
4.15% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
182,857
shares
|
$12.5 Million
0.39% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
181,878
shares
|
$12.5 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,005
shares
|
$12.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
176,840
shares
|
$12.1 Million
1.13% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
176,504
shares
|
$12.1 Million
5.66% of portfolio
|
Q2 2025
Reduced 25.99%
|