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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
168,839
shares
|
$10.8 Million
1.82% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
167,487
shares
|
$10.7 Million
4.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
165,396
shares
|
$10.6 Million
1.79% of portfolio
|
Q1 2025
Added 26.69%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
164,061
shares
|
$10.5 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
163,806
shares
|
$10.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 52.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
163,612
shares
|
$10.5 Million
0.39% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
163,534
shares
|
$10.5 Million
1.81% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
163,439
shares
|
$10.5 Million
0.7% of portfolio
|
Q4 2024
Reduced 40.97%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
163,008
shares
|
$10.4 Million
0.17% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
162,651
shares
|
$10.4 Million
5.56% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
162,598
shares
|
$10.4 Million
2.76% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
161,217
shares
|
$10.3 Million
8.33% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
160,524
shares
|
$10.3 Million
7.91% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
160,052
shares
|
$10.3 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
159,906
shares
|
$10.2 Million
1.59% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
159,695
shares
|
$10.2 Million
0.22% of portfolio
|
Q1 2025
Added 53.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
158,942
shares
|
$10.2 Million
0.15% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
158,432
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Added 135.31%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
158,287
shares
|
$10.1 Million
6.98% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
157,343
shares
|
$10.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
156,988
shares
|
$10.1 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
156,952
shares
|
$10.1 Million
1.8% of portfolio
|
Q1 2025
Added 90.39%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
156,568
shares
|
$10 Million
8.63% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
156,209
shares
|
$10 Million
0.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
155,825
shares
|
$9.99 Million
0.78% of portfolio
|
Q1 2025
Added 135.27%
|