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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
10,225
shares
|
$699,492
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
10,212
shares
|
$698,602
0.76% of portfolio
|
Q2 2025
Reduced 33.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
10,196
shares
|
$697,508
0.2% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,153
shares
|
$694,566
0.09% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
10,111
shares
|
$691,693
0.21% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
10,087
shares
|
$690,051
0.0% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,059
shares
|
$688,136
0.23% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
10,042
shares
|
$686,973
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$684,100
0.06% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$684,100
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
9,959
shares
|
$681,295
0.05% of portfolio
|
Q2 2025
Reduced 39.03%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
9,940
shares
|
$679,995
0.39% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,919
shares
|
$678,558
0.03% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
9,902
shares
|
$677,395
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
9,773
shares
|
$668,570
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,744
shares
|
$666,587
0.29% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
9,740
shares
|
$666,313
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
9,729
shares
|
$665,560
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,726
shares
|
$665,355
0.0% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
9,717
shares
|
$664,739
0.11% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
9,698
shares
|
$663,440
0.05% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
9,670
shares
|
$661,524
0.18% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
9,647
shares
|
$659,951
0.31% of portfolio
|
Q1 2025
Added 44.26%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
9,644
shares
|
$659,746
0.09% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
9,578
shares
|
$655,230
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|