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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
321,686
shares
|
$20.8 Million
4.37% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
320,526
shares
|
$20.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
318,950
shares
|
$20.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
317,681
shares
|
$20.6 Million
2.67% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
316,716
shares
|
$20.5 Million
0.12% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
313,614
shares
|
$20.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
309,992
shares
|
$20.1 Million
0.06% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
309,964
shares
|
$20.1 Million
6.1% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
309,798
shares
|
$20 Million
1.68% of portfolio
|
Q1 2025
Reduced 24.08%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
306,133
shares
|
$19.8 Million
0.32% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
304,027
shares
|
$19.7 Million
6.73% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
303,689
shares
|
$19.6 Million
1.5% of portfolio
|
Q1 2025
Added 139.23%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
303,420
shares
|
$19.6 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
302,683
shares
|
$19.6 Million
1.12% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
302,350
shares
|
$19.6 Million
0.5% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
300,806
shares
|
$19.5 Million
0.24% of portfolio
|
Q1 2025
Added 137.85%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
299,257
shares
|
$19.4 Million
6.13% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
298,586
shares
|
$19.3 Million
15.88% of portfolio
|
Q1 2025
Added 69.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
298,223
shares
|
$19.3 Million
0.25% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
297,890
shares
|
$19.3 Million
0.52% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
296,983
shares
|
$19.2 Million
0.29% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
296,406
shares
|
$19.2 Million
0.07% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
292,677
shares
|
$18.9 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
287,872
shares
|
$18.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
279,758
shares
|
$18.1 Million
0.47% of portfolio
|
Q1 2025
Added 232.58%
|