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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
97,450
shares
|
$6.67 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
97,021
shares
|
$6.64 Million
0.44% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
96,713
shares
|
$6.62 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
96,690
shares
|
$6.61 Million
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
96,656
shares
|
$6.61 Million
0.74% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
96,379
shares
|
$6.59 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
96,172
shares
|
$6.58 Million
2.79% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
96,166
shares
|
$6.58 Million
0.12% of portfolio
|
Q2 2025
Added 91.22%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
95,786
shares
|
$6.55 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
95,579
shares
|
$6.54 Million
0.22% of portfolio
|
Q2 2025
Reduced 32.49%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
94,851
shares
|
$6.49 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
94,542
shares
|
$6.47 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
93,711
shares
|
$6.41 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
93,539
shares
|
$6.4 Million
0.65% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
93,287
shares
|
$6.38 Million
0.59% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
92,692
shares
|
$6.34 Million
1.03% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
92,392
shares
|
$6.32 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
92,080
shares
|
$6.3 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
91,693
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
91,598
shares
|
$6.27 Million
4.08% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
90,098
shares
|
$6.16 Million
1.09% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
89,535
shares
|
$6.13 Million
3.67% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
89,476
shares
|
$6.12 Million
0.89% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
89,319
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
88,965
shares
|
$6.09 Million
2.19% of portfolio
|
Q2 2025
Reduced 16.74%
|