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 |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
110,351
shares
|
$7.55 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
109,536
shares
|
$7.49 Million
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
108,225
shares
|
$7.4 Million
0.09% of portfolio
|
Q2 2025
Added 373.92%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
108,216
shares
|
$7.4 Million
0.96% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
108,116
shares
|
$7.4 Million
3.41% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
107,528
shares
|
$7.36 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
106,380
shares
|
$7.28 Million
0.9% of portfolio
|
Q2 2025
Added 1068.24%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
106,340
shares
|
$7.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
106,140
shares
|
$7.26 Million
3.6% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
105,767
shares
|
$7.24 Million
1.55% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
105,409
shares
|
$7.21 Million
6.67% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
105,185
shares
|
$7.2 Million
0.36% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
104,326
shares
|
$7.14 Million
0.09% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
104,277
shares
|
$7.13 Million
4.66% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
103,889
shares
|
$7.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
103,288
shares
|
$7.07 Million
0.25% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
102,881
shares
|
$7.04 Million
1.01% of portfolio
|
Q2 2025
Reduced 84.83%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
102,734
shares
|
$7.03 Million
0.64% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
102,561
shares
|
$7.02 Million
2.12% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
101,487
shares
|
$6.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 35.12%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
100,000
shares
|
$6.84 Million
3.1% of portfolio
|
Q2 2021
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
99,940
shares
|
$6.84 Million
1.54% of portfolio
|
Q2 2025
Reduced 47.2%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
98,338
shares
|
$6.73 Million
1.12% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
98,330
shares
|
$6.73 Million
1.63% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
98,087
shares
|
$6.71 Million
2.42% of portfolio
|
Q2 2025
Reduced 1.48%
|