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 1,696 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
503,710
shares
|
$32.3 Million
2.87% of portfolio
|
Q3 2022
Reduced 27.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
495,243
shares
|
$31.7 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
491,046
shares
|
$31.5 Million
11.25% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
486,700
shares
|
$31.2 Million
0.11% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
475,781
shares
|
$30.5 Million
4.76% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
475,144
shares
|
$30.5 Million
1.5% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
473,880
shares
|
$30.4 Million
0.14% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
463,034
shares
|
$29.7 Million
0.35% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
456,953
shares
|
$29.3 Million
0.25% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
445,783
shares
|
$28.6 Million
5.08% of portfolio
|
Q1 2023
Added 7.24%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
437,788
shares
|
$28.1 Million
1.37% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
436,020
shares
|
$27.9 Million
0.03% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
435,495
shares
|
$27.9 Million
2.73% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
432,168
shares
|
$27.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
431,943
shares
|
$27.7 Million
1.68% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
417,432
shares
|
$26.8 Million
13.18% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
415,093
shares
|
$26.6 Million
10.27% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
413,772
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
403,191
shares
|
$25.8 Million
0.21% of portfolio
|
Q1 2025
Added 83.16%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
390,757
shares
|
$25 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
380,363
shares
|
$24.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
376,563
shares
|
$24.1 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
375,528
shares
|
$24.1 Million
0.45% of portfolio
|
Q1 2025
Added 74.2%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
374,863
shares
|
$24 Million
5.48% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
373,552
shares
|
$23.9 Million
2.17% of portfolio
|
Q1 2025
Added 48.08%
|