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 1,698 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 $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
117,291
shares
|
$7.59 Million
0.04% of portfolio
|
Q1 2025
Added 194.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
117,280
shares
|
$7.59 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
117,251
shares
|
$7.59 Million
1.67% of portfolio
|
Q1 2025
Added 94.36%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
117,217
shares
|
$7.58 Million
1.41% of portfolio
|
Q1 2025
Added 82.55%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
117,091
shares
|
$7.58 Million
0.26% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
115,923
shares
|
$7.5 Million
0.31% of portfolio
|
Q1 2025
Added 43.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
115,834
shares
|
$7.49 Million
2.07% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
115,773
shares
|
$7.49 Million
2.29% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
115,540
shares
|
$7.48 Million
0.85% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
115,511
shares
|
$7.47 Million
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
115,117
shares
|
$7.45 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
114,823
shares
|
$7.43 Million
1.6% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
114,728
shares
|
$7.42 Million
4.04% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
114,462
shares
|
$7.41 Million
2.65% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
113,816
shares
|
$7.36 Million
3.79% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
112,631
shares
|
$7.29 Million
0.28% of portfolio
|
Q1 2025
Added 133.84%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
112,359
shares
|
$7.27 Million
3.27% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
112,327
shares
|
$7.27 Million
0.5% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
111,790
shares
|
$7.23 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
111,400
shares
|
$7.21 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
111,113
shares
|
$7.19 Million
2.97% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
111,049
shares
|
$7.18 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
|
$7.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
110,805
shares
|
$7.17 Million
0.67% of portfolio
|
Q1 2025
Added 258.3%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
109,551
shares
|
$7.09 Million
2.36% of portfolio
|
Q1 2025
Added 3.88%
|