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 1,701 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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
64,914
shares
|
$4.2 Million
0.9% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
64,797
shares
|
$4.19 Million
1.21% of portfolio
|
Q1 2023
Added 2.86%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
64,779
shares
|
$4.19 Million
0.32% of portfolio
|
Q1 2025
Added 139.94%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
64,766
shares
|
$4.19 Million
1.06% of portfolio
|
Q1 2025
Reduced 26.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
64,631
shares
|
$4.18 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
64,591
shares
|
$4.18 Million
2.18% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
64,359
shares
|
$4.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
64,315
shares
|
$4.16 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
64,233
shares
|
$4.16 Million
3.61% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
64,209
shares
|
$4.15 Million
2.49% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
63,734
shares
|
$4.12 Million
0.44% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
63,618
shares
|
$4.12 Million
0.81% of portfolio
|
Q1 2025
Added 240.08%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
63,401
shares
|
$4.1 Million
0.04% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
62,862
shares
|
$4.07 Million
3.52% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
62,818
shares
|
$4.06 Million
2.27% of portfolio
|
Q1 2025
Added 125.19%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
62,608
shares
|
$4.05 Million
0.05% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
62,417
shares
|
$4.04 Million
0.13% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
62,244
shares
|
$4.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
62,029
shares
|
$4.01 Million
9.08% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
61,376
shares
|
$3.97 Million
0.4% of portfolio
|
Q1 2025
Added 43.23%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
61,197
shares
|
$3.96 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
60,826
shares
|
$3.94 Million
1.07% of portfolio
|
Q2 2025
Reduced 41.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
60,810
shares
|
$3.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
60,699
shares
|
$3.93 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
60,635
shares
|
$3.92 Million
1.42% of portfolio
|
Q1 2025
Added 122.82%
|