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 1,754 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
331,454
shares
|
$22.7 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
324,580
shares
|
$22.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
322,102
shares
|
$22 Million
1.32% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
321,686
shares
|
$22 Million
4.37% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
319,287
shares
|
$21.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
318,197
shares
|
$21.8 Million
2.53% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
315,146
shares
|
$21.6 Million
0.32% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
309,964
shares
|
$21.2 Million
6.1% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
306,824
shares
|
$21 Million
0.5% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
306,636
shares
|
$21 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
305,491
shares
|
$20.9 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
302,683
shares
|
$20.7 Million
1.12% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
300,016
shares
|
$20.5 Million
0.07% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
298,243
shares
|
$20.4 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
298,223
shares
|
$20.4 Million
0.25% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
297,907
shares
|
$20.4 Million
5.9% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
297,890
shares
|
$20.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
293,064
shares
|
$20 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
292,677
shares
|
$20 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
291,351
shares
|
$19.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
288,908
shares
|
$19.8 Million
0.09% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
287,906
shares
|
$19.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
285,538
shares
|
$19.5 Million
0.0% of portfolio
|
Q2 2025
Added 915.57%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
283,983
shares
|
$19.4 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
283,060
shares
|
$19.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 29.8%
|