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 1,754 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,183
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2022
Reduced 3.34%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
17,179
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Added 18.04%
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
17,174
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
17,160
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
17,115
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
17,042
shares
|
$1.17 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
16,910
shares
|
$1.16 Million
0.66% of portfolio
|
Q3 2024
Reduced 44.8%
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,778
shares
|
$1.15 Million
0.22% of portfolio
|
Q4 2024
Added 78.51%
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
16,751
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2025
Reduced 49.74%
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,700
shares
|
$1.14 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
16,687
shares
|
$1.14 Million
0.52% of portfolio
|
Q2 2025
Added 2.53%
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,583
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
16,564
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,365
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 22.2%
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
16,317
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 11.74%
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,250
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
16,169
shares
|
$1.11 Million
0.4% of portfolio
|
Q2 2025
Reduced 62.9%
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
16,151
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
16,117
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2025
Added 280.12%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,082
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,031
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 46.0%
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
15,998
shares
|
$1.09 Million
0.39% of portfolio
|
Q2 2025
Added 4.99%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
15,992
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
15,849
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15,622
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2023
Added 5.5%
|