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 1,696 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,251,298
shares
|
$78.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,239,119
shares
|
$78 Million
0.02% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,232,313
shares
|
$77.6 Million
0.91% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,205,274
shares
|
$75.9 Million
1.18% of portfolio
|
Q1 2025
Added 59.95%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
1,167,641
shares
|
$73.5 Million
6.91% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
1,164,000
shares
|
$73.3 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,155,471
shares
|
$72.7 Million
7.42% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,128,650
shares
|
$71.1 Million
0.08% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
1,095,194
shares
|
$69 Million
1.72% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,067,022
shares
|
$67.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,056,612
shares
|
$66.5 Million
0.03% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,013,335
shares
|
$63.8 Million
0.58% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
981,332
shares
|
$61.8 Million
0.01% of portfolio
|
Q1 2025
Added 1357.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
980,573
shares
|
$61.7 Million
0.23% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
971,068
shares
|
$61.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
967,484
shares
|
$60.9 Million
7.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
967,089
shares
|
$60.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
959,591
shares
|
$60.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
924,226
shares
|
$58.2 Million
2.71% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
919,938
shares
|
$57.9 Million
2.55% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
873,742
shares
|
$55 Million
9.61% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
868,636
shares
|
$54.7 Million
0.17% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
867,947
shares
|
$54.6 Million
1.53% of portfolio
|
Q2 2023
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
860,540
shares
|
$54.2 Million
0.11% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
846,589
shares
|
$53.3 Million
2.3% of portfolio
|
Q2 2023
Added 2.11%
|