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 |
|---|---|---|---|---|---|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
174,204
shares
|
$11.9 Million
2.81% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
173,916
shares
|
$11.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
173,675
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2025
Added 107.25%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
172,220
shares
|
$11.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 27.77%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
171,989
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
171,985
shares
|
$11.8 Million
1.9% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
171,284
shares
|
$11.7 Million
6.85% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
171,052
shares
|
$11.7 Million
5.66% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
170,724
shares
|
$11.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
169,335
shares
|
$11.6 Million
0.16% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
169,212
shares
|
$11.6 Million
4.79% of portfolio
|
Q2 2022
Added 17.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
168,217
shares
|
$11.5 Million
0.08% of portfolio
|
Q2 2025
Added 170.25%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
167,843
shares
|
$11.5 Million
0.5% of portfolio
|
Q2 2025
Added 67.24%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
167,487
shares
|
$11.5 Million
4.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
167,212
shares
|
$11.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
165,240
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
164,794
shares
|
$11.3 Million
1.14% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
163,534
shares
|
$11.2 Million
1.81% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
163,439
shares
|
$11.2 Million
0.7% of portfolio
|
Q4 2024
Reduced 40.97%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
163,249
shares
|
$11.2 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
162,651
shares
|
$11.1 Million
5.56% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
162,598
shares
|
$11.1 Million
2.76% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
162,108
shares
|
$11.1 Million
1.07% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
161,217
shares
|
$11 Million
8.33% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
161,208
shares
|
$11 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.74%
|