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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,913
shares
|
$611,788
0.11% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
8,906
shares
|
$611,307
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,896
shares
|
$610,621
0.11% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
8,875
shares
|
$609,180
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
8,785
shares
|
$603,002
0.43% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,740
shares
|
$599,913
0.08% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
8,729
shares
|
$599,158
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,725
shares
|
$598,884
0.18% of portfolio
|
Q1 2024
Reduced 24.47%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
8,690
shares
|
$596,481
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,683
shares
|
$596,001
0.19% of portfolio
|
Q3 2024
Reduced 33.67%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
8,677
shares
|
$595,589
0.14% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
8,589
shares
|
$589,548
0.13% of portfolio
|
Q2 2025
Added 98.31%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
8,566
shares
|
$587,970
0.1% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
8,520
shares
|
$584,812
0.06% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,514
shares
|
$584,400
0.01% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
8,505
shares
|
$583,783
0.24% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
8,479
shares
|
$581,998
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
8,466
shares
|
$581,106
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
8,464
shares
|
$580,968
0.08% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
8,323
shares
|
$571,290
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
8,317
shares
|
$570,878
0.24% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,276
shares
|
$568,064
0.06% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
8,275
shares
|
$567,996
0.05% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,259
shares
|
$566,897
0.02% of portfolio
|
Q1 2022
Reduced 5.4%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
8,202
shares
|
$562,985
0.19% of portfolio
|
Q2 2025
Added 42.84%
|