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 |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
109,536
shares
|
$7.09 Million
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
109,064
shares
|
$7.06 Million
0.21% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
108,216
shares
|
$7 Million
0.96% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
107,778
shares
|
$6.97 Million
1.31% of portfolio
|
Q1 2025
Added 282.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
106,846
shares
|
$6.91 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
106,380
shares
|
$6.88 Million
0.9% of portfolio
|
Q2 2025
Added 1068.24%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
106,340
shares
|
$6.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
104,929
shares
|
$6.79 Million
0.12% of portfolio
|
Q1 2025
Added 418.5%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
104,619
shares
|
$6.77 Million
0.12% of portfolio
|
Q1 2025
Added 316.61%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
104,277
shares
|
$6.75 Million
4.66% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
103,210
shares
|
$6.68 Million
3.68% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
103,200
shares
|
$6.68 Million
0.19% of portfolio
|
Q1 2025
Added 1051.53%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
102,734
shares
|
$6.65 Million
0.67% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
102,707
shares
|
$6.65 Million
0.36% of portfolio
|
Q1 2025
Added 176.29%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
102,561
shares
|
$6.64 Million
2.12% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
101,963
shares
|
$6.6 Million
6.92% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
101,768
shares
|
$6.58 Million
0.47% of portfolio
|
Q1 2025
Added 115.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
101,487
shares
|
$6.57 Million
0.13% of portfolio
|
Q2 2025
Reduced 35.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
101,294
shares
|
$6.55 Million
0.4% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
100,358
shares
|
$6.49 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
100,000
shares
|
$6.47 Million
3.02% of portfolio
|
Q2 2021
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
99,559
shares
|
$6.44 Million
2.65% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
99,127
shares
|
$6.41 Million
0.01% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
98,338
shares
|
$6.36 Million
1.12% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
98,330
shares
|
$6.36 Million
1.63% of portfolio
|
Q1 2025
Added 25.64%
|