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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
10,999
shares
|
$752,441
0.12% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
10,993
shares
|
$752,031
0.18% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
10,986
shares
|
$751,552
0.29% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
10,983
shares
|
$751,347
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,952
shares
|
$749,226
0.06% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
10,887
shares
|
$744,779
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
10,850
shares
|
$742,248
0.08% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,850
shares
|
$742,248
0.03% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,842
shares
|
$741,701
0.13% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
10,780
shares
|
$737,459
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
10,729
shares
|
$733,970
0.71% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
10,670
shares
|
$729,934
0.05% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,600
shares
|
$725,146
0.02% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
10,519
shares
|
$719,604
0.18% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,493
shares
|
$717,826
0.01% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
10,493
shares
|
$717,826
0.29% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,433
shares
|
$713,721
0.03% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
10,431
shares
|
$713,584
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
10,375
shares
|
$709,753
0.06% of portfolio
|
Q2 2025
Added 83.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
10,349
shares
|
$707,975
0.08% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
10,334
shares
|
$706,948
0.46% of portfolio
|
Q2 2025
Added 61.44%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
10,313
shares
|
$705,512
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,288
shares
|
$703,802
0.19% of portfolio
|
Q2 2025
Added 41.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
10,285
shares
|
$703,596
0.04% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
10,249
shares
|
$701,134
0.01% of portfolio
|
Q2 2025
Added 141.89%
|