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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,581
shares
|
$451,719
0.0% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
6,577
shares
|
$451,445
0.1% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
6,548
shares
|
$449,454
0.03% of portfolio
|
Q2 2025
Added 142.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,544
shares
|
$449,180
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
6,534
shares
|
$448,493
0.24% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
6,500
shares
|
$446,160
0.06% of portfolio
|
Q4 2021
Reduced 7.14%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
6,500
shares
|
$446,160
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
6,487
shares
|
$445,267
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
6,475
shares
|
$444,444
0.09% of portfolio
|
Q2 2025
Reduced 84.11%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,459
shares
|
$443,345
0.05% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
6,437
shares
|
$441,835
0.03% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
6,434
shares
|
$441,629
0.07% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
6,434
shares
|
$441,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
6,415
shares
|
$440,325
0.32% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
6,409
shares
|
$439,913
0.01% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
6,398
shares
|
$439,158
0.24% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
6,388
shares
|
$438,472
0.07% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
6,358
shares
|
$436,413
0.05% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
6,356
shares
|
$436,275
0.05% of portfolio
|
Q2 2025
Reduced 40.47%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
6,346
shares
|
$435,589
0.08% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
6,326
shares
|
$434,216
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,306
shares
|
$432,843
0.02% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,295
shares
|
$432,088
0.03% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,264
shares
|
$429,960
0.03% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
6,258
shares
|
$429,549
0.1% of portfolio
|
Q2 2025
New holding
|