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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
97,822
shares
|
$6.33 Million
1.23% of portfolio
|
Q1 2025
Reduced 40.34%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
96,690
shares
|
$6.26 Million
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
96,536
shares
|
$6.25 Million
2.66% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
96,379
shares
|
$6.24 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
96,214
shares
|
$6.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
95,850
shares
|
$6.2 Million
1.37% of portfolio
|
Q1 2025
Added 63.97%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
95,396
shares
|
$6.17 Million
1.11% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
95,193
shares
|
$6.16 Million
0.72% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
94,851
shares
|
$6.14 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
94,684
shares
|
$6.13 Million
3.68% of portfolio
|
Q1 2025
Added 6367.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
94,542
shares
|
$6.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
94,284
shares
|
$6.1 Million
0.85% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
93,869
shares
|
$6.07 Million
2.27% of portfolio
|
Q1 2025
Added 56.3%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
92,794
shares
|
$6 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
92,788
shares
|
$6 Million
1.78% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
92,692
shares
|
$6 Million
1.03% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
92,647
shares
|
$5.99 Million
0.5% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
92,080
shares
|
$5.96 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
91,598
shares
|
$5.93 Million
4.08% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
91,287
shares
|
$5.91 Million
3.88% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
91,048
shares
|
$5.89 Million
0.63% of portfolio
|
Q1 2025
Added 120.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
90,783
shares
|
$5.87 Million
0.2% of portfolio
|
Q1 2025
Added 192.12%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
89,145
shares
|
$5.77 Million
0.22% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
88,903
shares
|
$5.75 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
88,813
shares
|
$5.75 Million
1.65% of portfolio
|
Q2 2025
Reduced 12.04%
|