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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
8,163
shares
|
$560,308
0.03% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
8,157
shares
|
$559,896
0.37% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
8,156
shares
|
$559,827
0.23% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
8,141
shares
|
$558,798
0.07% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
8,117
shares
|
$557,150
0.01% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
8,110
shares
|
$556,670
0.27% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
8,092
shares
|
$555,434
0.2% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
8,058
shares
|
$553,101
0.04% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,052
shares
|
$552,689
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
8,030
shares
|
$551,179
0.39% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
8,029
shares
|
$551,110
0.02% of portfolio
|
Q2 2025
Reduced 35.11%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
7,967
shares
|
$546,854
0.11% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
7,913
shares
|
$543,148
0.36% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,902
shares
|
$542,393
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
7,895
shares
|
$541,912
0.09% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
7,888
shares
|
$541,432
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
7,888
shares
|
$541,432
0.29% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
7,882
shares
|
$541,020
0.01% of portfolio
|
Q2 2025
Added 100.92%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
7,879
shares
|
$540,814
0.33% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
7,846
shares
|
$538,549
0.5% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
7,832
shares
|
$537,588
0.5% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
7,811
shares
|
$536,147
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
7,795
shares
|
$535,048
0.0% of portfolio
|
Q2 2025
Added 6136.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
7,781
shares
|
$534,087
0.27% of portfolio
|
Q2 2024
Added 52.18%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
7,777
shares
|
$533,813
0.36% of portfolio
|
Q1 2025
Added 1.5%
|