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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
78,528
shares
|
$5.08 Million
0.62% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
77,708
shares
|
$5.03 Million
0.07% of portfolio
|
Q1 2025
Added 223.73%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
77,702
shares
|
$5.03 Million
0.49% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
77,487
shares
|
$5.01 Million
2.0% of portfolio
|
Q1 2025
Added 124.82%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
76,911
shares
|
$4.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 31.71%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
76,868
shares
|
$4.97 Million
0.21% of portfolio
|
Q2 2025
Added 36.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
76,700
shares
|
$4.96 Million
0.33% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
76,640
shares
|
$4.96 Million
0.04% of portfolio
|
Q1 2025
Added 328.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
76,359
shares
|
$4.94 Million
0.55% of portfolio
|
Q4 2024
Added 102.01%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
76,352
shares
|
$4.94 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
F
|
May 14, 2025 Q1 2025 |
76,026
shares
|
$4.92 Million
0.22% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
75,989
shares
|
$4.92 Million
4.29% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
75,950
shares
|
$4.91 Million
1.24% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
75,142
shares
|
$4.86 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
75,088
shares
|
$4.86 Million
3.99% of portfolio
|
Q1 2025
Added 55.51%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
74,400
shares
|
$4.81 Million
2.89% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
73,734
shares
|
$4.77 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
73,541
shares
|
$4.76 Million
0.33% of portfolio
|
Q1 2025
Added 526.04%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
73,349
shares
|
$4.75 Million
2.29% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
72,672
shares
|
$4.7 Million
2.46% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
71,760
shares
|
$4.64 Million
0.03% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
71,652
shares
|
$4.64 Million
3.37% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
71,020
shares
|
$4.59 Million
2.29% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
70,218
shares
|
$4.54 Million
0.38% of portfolio
|
Q1 2025
Added 118.88%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
69,642
shares
|
$4.51 Million
0.23% of portfolio
|
Q1 2025
Added 0.71%
|