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 |
|---|---|---|---|---|---|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
60,536
shares
|
$3.92 Million
1.67% of portfolio
|
Q2 2025
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
59,869
shares
|
$3.87 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
59,777
shares
|
$3.87 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
58,979
shares
|
$3.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
58,792
shares
|
$3.8 Million
0.13% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
58,543
shares
|
$3.79 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
58,440
shares
|
$3.78 Million
0.29% of portfolio
|
Q3 2022
Added 2.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
58,323
shares
|
$3.77 Million
0.65% of portfolio
|
Q1 2025
Added 80.36%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
58,172
shares
|
$3.76 Million
2.98% of portfolio
|
Q1 2025
Added 127.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
58,009
shares
|
$3.75 Million
0.11% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
57,961
shares
|
$3.75 Million
0.43% of portfolio
|
Q1 2025
Added 170.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
57,892
shares
|
$3.75 Million
0.28% of portfolio
|
Q1 2025
Added 61.16%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
57,617
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Added 32.1%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
57,503
shares
|
$3.72 Million
2.11% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
57,334
shares
|
$3.71 Million
0.21% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
57,016
shares
|
$3.69 Million
0.12% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
56,942
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
56,843
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
56,633
shares
|
$3.66 Million
1.45% of portfolio
|
Q4 2022
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
56,500
shares
|
$3.66 Million
0.78% of portfolio
|
Q1 2025
Added 185.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
56,142
shares
|
$3.63 Million
0.6% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
55,964
shares
|
$3.62 Million
2.84% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
55,846
shares
|
$3.61 Million
1.23% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
55,792
shares
|
$3.61 Million
0.46% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
55,782
shares
|
$3.61 Million
1.77% of portfolio
|
Q1 2025
New holding
|