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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
372,940
shares
|
$23.9 Million
2.69% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
371,971
shares
|
$23.8 Million
9.67% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
371,519
shares
|
$23.8 Million
0.91% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
367,756
shares
|
$23.6 Million
6.42% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
364,724
shares
|
$23.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
361,300
shares
|
$23.2 Million
3.61% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
360,502
shares
|
$23.1 Million
0.45% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
359,662
shares
|
$23.1 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
359,245
shares
|
$23 Million
7.34% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
352,870
shares
|
$22.6 Million
1.98% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
350,144
shares
|
$22.4 Million
1.68% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
348,318
shares
|
$22.3 Million
1.16% of portfolio
|
Q1 2025
Added 87.67%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
345,209
shares
|
$22.1 Million
0.07% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
345,198
shares
|
$22.1 Million
0.46% of portfolio
|
Q2 2021
Reduced 2.45%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
344,512
shares
|
$22.1 Million
0.46% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
344,316
shares
|
$22.1 Million
0.05% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
343,729
shares
|
$22 Million
6.7% of portfolio
|
Q2 2022
Reduced 6.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
343,079
shares
|
$22 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.07%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
342,333
shares
|
$21.9 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
341,290
shares
|
$21.9 Million
4.88% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
334,431
shares
|
$21.4 Million
2.91% of portfolio
|
Q3 2022
Reduced 0.81%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
333,642
shares
|
$21.4 Million
4.27% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
331,454
shares
|
$21.2 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
324,507
shares
|
$20.8 Million
0.24% of portfolio
|
Q1 2025
Added 258.29%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
321,686
shares
|
$20.6 Million
4.37% of portfolio
|
Q2 2025
Added 7.89%
|