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 1,697 institutions that hold shares in the stock, with a total of 411 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
599
shares
|
$37,964
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
593
shares
|
$37,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
579
shares
|
$36,697
0.02% of portfolio
|
Q1 2024
Added 15.8%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
573
shares
|
$36,316
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
560
shares
|
$35,492
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
554
shares
|
$35,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
550
shares
|
$34,859
0.01% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
550
shares
|
$34,859
0.01% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
539
shares
|
$34,161
0.03% of portfolio
|
Q1 2025
Added 46.47%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
530
shares
|
$33,591
0.0% of portfolio
|
Q3 2024
Reduced 45.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
509
shares
|
$32,260
0.0% of portfolio
|
Q4 2024
Added 106.91%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
505
shares
|
$32,006
0.0% of portfolio
|
Q4 2024
Reduced 93.99%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
500
shares
|
$31,690
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
496
shares
|
$31,436
0.0% of portfolio
|
Q2 2024
Reduced 51.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
472
shares
|
$29,915
0.01% of portfolio
|
Q1 2025
Added 86.56%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
460
shares
|
$29,154
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
457
shares
|
$28,964
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
456
shares
|
$28,901
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
454
shares
|
$28,774
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
450
shares
|
$28,521
0.01% of portfolio
|
Q4 2023
Reduced 52.63%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
401
shares
|
$25,415
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
400
shares
|
$25,352
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
400
shares
|
$25,352
0.02% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
385
shares
|
$24,401
0.01% of portfolio
|
Q4 2023
Reduced 16.3%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
380
shares
|
$24,084
0.02% of portfolio
|
Q1 2025
New holding
|