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 1,701 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 $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
2,740
shares
|
$177,278
0.49% of portfolio
|
Q1 2025
Added 78.5%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,720
shares
|
$175,984
0.09% of portfolio
|
Q1 2025
Added 125.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,701
shares
|
$174,754
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,677
shares
|
$173,201
0.06% of portfolio
|
Q2 2025
Added 87.99%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,669
shares
|
$172,684
0.03% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,655
shares
|
$171,778
0.04% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,649
shares
|
$171,390
0.03% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,635
shares
|
$170,484
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,613
shares
|
$169,061
0.06% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,559
shares
|
$165,567
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,532
shares
|
$163,820
0.04% of portfolio
|
Q3 2024
Added 120.75%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
2,531
shares
|
$163,755
0.03% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,500
shares
|
$161,750
0.01% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,371
shares
|
$153,403
0.0% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,350
shares
|
$152,045
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,326
shares
|
$150,492
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,277
shares
|
$147,321
0.06% of portfolio
|
Q2 2024
Reduced 81.05%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,277
shares
|
$147,321
0.1% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,216
shares
|
$143,375
0.1% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,204
shares
|
$142,598
0.02% of portfolio
|
Q2 2025
Added 215.31%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2,195
shares
|
$142,016
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,142
shares
|
$138,587
0.05% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,076
shares
|
$134,317
0.1% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,075
shares
|
$134,252
0.01% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$129,400
0.02% of portfolio
|
Q1 2024
Reduced 18.37%
|