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 |
---|---|---|---|---|---|
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%
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
69,633
shares
|
$4.51 Million
1.19% of portfolio
|
Q1 2025
Added 61.68%
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
69,425
shares
|
$4.49 Million
2.88% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
69,296
shares
|
$4.48 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
69,262
shares
|
$4.48 Million
0.08% of portfolio
|
Q1 2025
Added 25.39%
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
69,176
shares
|
$4.48 Million
4.05% of portfolio
|
Q4 2024
Added 6.95%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
69,057
shares
|
$4.47 Million
0.59% of portfolio
|
Q3 2024
Added 2.16%
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
69,035
shares
|
$4.47 Million
2.88% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
68,862
shares
|
$4.46 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
68,691
shares
|
$4.44 Million
0.84% of portfolio
|
Q2 2025
Added 36.98%
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,686
shares
|
$4.44 Million
1.37% of portfolio
|
Q1 2025
Added 0.76%
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
68,383
shares
|
$4.42 Million
0.44% of portfolio
|
Q1 2025
Added 550.52%
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
68,184
shares
|
$4.41 Million
1.64% of portfolio
|
Q1 2025
Added 286.46%
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
67,945
shares
|
$4.4 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
67,576
shares
|
$4.37 Million
2.13% of portfolio
|
Q2 2025
Reduced 21.65%
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
67,307
shares
|
$4.35 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
67,180
shares
|
$4.35 Million
1.89% of portfolio
|
Q2 2025
Reduced 32.63%
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
66,679
shares
|
$4.31 Million
4.91% of portfolio
|
Q2 2025
Added 78.07%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
66,442
shares
|
$4.3 Million
0.59% of portfolio
|
Q1 2025
Added 86.44%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
66,297
shares
|
$4.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
66,166
shares
|
$4.28 Million
0.02% of portfolio
|
Q1 2025
Added 73.28%
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
65,808
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
65,572
shares
|
$4.24 Million
1.69% of portfolio
|
Q3 2022
New holding
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
65,173
shares
|
$4.22 Million
0.2% of portfolio
|
Q1 2025
Added 9.92%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
65,014
shares
|
$4.21 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.26%
|