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 |
---|---|---|---|---|---|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
119,713
shares
|
$8.21 Million
3.36% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
118,490
shares
|
$8.12 Million
1.09% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
118,041
shares
|
$8.09 Million
1.8% of portfolio
|
Q2 2025
Added 3321.48%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
117,454
shares
|
$8.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
117,426
shares
|
$8.05 Million
0.26% of portfolio
|
Q2 2025
Added 0.29%
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
117,291
shares
|
$8.04 Million
0.04% of portfolio
|
Q1 2025
Added 194.69%
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
117,136
shares
|
$8.03 Million
1.39% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
116,996
shares
|
$8.02 Million
0.23% of portfolio
|
Q2 2025
Added 4.16%
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
116,755
shares
|
$8 Million
2.36% of portfolio
|
Q2 2025
Added 24.38%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
115,834
shares
|
$7.94 Million
2.07% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
115,540
shares
|
$7.92 Million
0.87% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
115,473
shares
|
$7.91 Million
0.54% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
115,117
shares
|
$7.89 Million
3.12% of portfolio
|
Q1 2025
New holding
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
114,823
shares
|
$7.87 Million
1.6% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
114,728
shares
|
$7.86 Million
4.04% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
114,651
shares
|
$7.86 Million
1.64% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
114,462
shares
|
$7.85 Million
2.65% of portfolio
|
Q4 2024
Added 0.07%
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
113,018
shares
|
$7.75 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
112,359
shares
|
$7.7 Million
3.27% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
112,313
shares
|
$7.7 Million
0.2% of portfolio
|
Q2 2025
Added 2.98%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
111,400
shares
|
$7.64 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
111,113
shares
|
$7.62 Million
2.71% of portfolio
|
Q4 2024
Added 11.41%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
111,049
shares
|
$7.61 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
110,950
shares
|
$7.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
110,658
shares
|
$7.58 Million
0.19% of portfolio
|
Q2 2025
Added 7.23%
|