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 |
|---|---|---|---|---|---|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
9,520
shares
|
$653,452
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
9,517
shares
|
$653,246
0.01% of portfolio
|
Q4 2021
Reduced 5.83%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
9,489
shares
|
$651,324
0.29% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,465
shares
|
$649,677
0.01% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,459
shares
|
$649,265
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
9,409
shares
|
$645,833
0.29% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
9,349
shares
|
$641,715
0.14% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
9,307
shares
|
$638,832
0.27% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
9,238
shares
|
$634,096
0.01% of portfolio
|
Q4 2024
Added 100.56%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
9,227
shares
|
$633,341
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,219
shares
|
$632,792
0.07% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
9,195
shares
|
$631,144
0.15% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
9,195
shares
|
$631,144
0.04% of portfolio
|
Q3 2024
Reduced 66.37%
|
|
|
R.P. Boggs & Co.
|
Jul 29, 2025 Q2 2025 |
9,163
shares
|
$628,948
0.38% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,146
shares
|
$627,781
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
9,130
shares
|
$626,683
0.32% of portfolio
|
Q2 2025
Added 118.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
9,125
shares
|
$626,340
0.01% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,120
shares
|
$625,996
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
9,093
shares
|
$624,143
0.02% of portfolio
|
Q2 2025
Added 110.24%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
9,061
shares
|
$621,947
0.09% of portfolio
|
Q2 2025
Added 36.87%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
9,049
shares
|
$621,123
0.54% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,026
shares
|
$619,544
0.06% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
9,000
shares
|
$617,760
0.05% of portfolio
|
Q3 2022
Reduced 2.17%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
8,987
shares
|
$616,867
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
8,923
shares
|
$612,474
0.35% of portfolio
|
Q2 2025
Reduced 1.04%
|