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 |
|---|---|---|---|---|---|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
88,030
shares
|
$5.7 Million
4.42% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
88,020
shares
|
$5.69 Million
0.17% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
86,957
shares
|
$5.63 Million
0.02% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
86,742
shares
|
$5.61 Million
0.07% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
86,520
shares
|
$5.6 Million
0.13% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
86,464
shares
|
$5.59 Million
0.25% of portfolio
|
Q3 2023
Reduced 23.68%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
85,133
shares
|
$5.51 Million
2.23% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
85,049
shares
|
$5.5 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
84,875
shares
|
$5.49 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
84,530
shares
|
$5.47 Million
0.03% of portfolio
|
Q1 2025
Added 158.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
83,800
shares
|
$5.42 Million
0.02% of portfolio
|
Q1 2025
Added 56.34%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
83,692
shares
|
$5.41 Million
2.05% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
83,524
shares
|
$5.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
82,558
shares
|
$5.34 Million
1.68% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Tikvah Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
82,230
shares
|
$5.32 Million
1.78% of portfolio
|
Q2 2022
Added 63.64%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
81,606
shares
|
$5.28 Million
0.14% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
81,598
shares
|
$5.28 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
81,520
shares
|
$5.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
80,247
shares
|
$5.19 Million
1.8% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
80,098
shares
|
$5.18 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
79,991
shares
|
$5.18 Million
0.52% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
79,350
shares
|
$5.13 Million
1.0% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
78,940
shares
|
$5.11 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
78,666
shares
|
$5.09 Million
0.51% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
78,597
shares
|
$5.09 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.35%
|