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 1,704 institutions that hold shares in the stock, with a total of 413 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
2,000
shares
|
$127,060
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$127,060
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,920
shares
|
$121,977
0.04% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,812
shares
|
$115,116
0.01% of portfolio
|
Q2 2023
Added 392.39%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,780
shares
|
$113,083
0.02% of portfolio
|
Q1 2025
Reduced 40.03%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,752
shares
|
$111,304
0.01% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,714
shares
|
$108,890
0.0% of portfolio
|
Q2 2025
Reduced 82.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,705
shares
|
$108,318
0.01% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,698
shares
|
$107,873
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1,606
shares
|
$102,029
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,602
shares
|
$101,775
0.04% of portfolio
|
Q2 2025
Reduced 33.77%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,590
shares
|
$101,012
0.02% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,565
shares
|
$99,424
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,533
shares
|
$97,391
0.07% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,531
shares
|
$97,264
0.0% of portfolio
|
Q3 2022
Reduced 20.92%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,525
shares
|
$96,883
0.05% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,514
shares
|
$96,184
0.0% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,510
shares
|
$95,930
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,500
shares
|
$95,295
0.03% of portfolio
|
Q3 2021
Reduced 25.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,473
shares
|
$93,579
0.0% of portfolio
|
Q3 2023
Added 14.9%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,456
shares
|
$92,499
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,418
shares
|
$90,085
0.03% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,381
shares
|
$87,734
0.01% of portfolio
|
Q2 2025
Added 132.88%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,370
shares
|
$87,036
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,362
shares
|
$86,527
0.01% of portfolio
|
Q4 2024
New holding
|