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 1,697 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 $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
202,965
shares
|
$13 Million
2.05% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
201,779
shares
|
$12.9 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
|
$12.8 Million
12.22% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
199,461
shares
|
$12.8 Million
13.41% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
197,714
shares
|
$12.7 Million
4.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
197,692
shares
|
$12.7 Million
1.13% of portfolio
|
Q1 2025
Added 7616.32%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
197,307
shares
|
$12.6 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
193,360
shares
|
$12.4 Million
0.38% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
193,151
shares
|
$12.4 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
189,269
shares
|
$12.1 Million
2.96% of portfolio
|
Q1 2025
Added 87.62%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
188,927
shares
|
$12.1 Million
16.64% of portfolio
|
Q4 2023
Added 12.89%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
188,912
shares
|
$12.1 Million
2.15% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
187,951
shares
|
$12 Million
2.82% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
186,839
shares
|
$12 Million
0.01% of portfolio
|
Q1 2025
Added 2654.11%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
186,135
shares
|
$11.9 Million
1.47% of portfolio
|
Q1 2025
Added 56.81%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
183,074
shares
|
$11.7 Million
4.15% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
182,650
shares
|
$11.7 Million
0.17% of portfolio
|
Q1 2025
Added 25.49%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
181,878
shares
|
$11.7 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
179,156
shares
|
$11.5 Million
6.44% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
179,016
shares
|
$11.5 Million
1.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
174,370
shares
|
$11.2 Million
1.24% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
174,051
shares
|
$11.2 Million
0.34% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
173,916
shares
|
$11.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
169,273
shares
|
$10.8 Million
0.06% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
169,212
shares
|
$10.8 Million
4.79% of portfolio
|
Q2 2022
Added 17.32%
|