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 |
|---|---|---|---|---|---|
|
Crcm LP
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
280,240
shares
|
$19.2 Million
5.19% of portfolio
|
Q2 2025
Added 4598.07%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
279,688
shares
|
$19.1 Million
6.03% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
279,466
shares
|
$19.1 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
276,608
shares
|
$18.9 Million
0.34% of portfolio
|
Q2 2025
Added 463.08%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
276,479
shares
|
$18.9 Million
2.57% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
274,775
shares
|
$18.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
271,511
shares
|
$18.6 Million
2.82% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
268,020
shares
|
$18.3 Million
9.29% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
267,968
shares
|
$18.3 Million
5.46% of portfolio
|
Q1 2023
Added 76.1%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
264,063
shares
|
$18.1 Million
6.92% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
262,049
shares
|
$17.9 Million
2.09% of portfolio
|
Q2 2025
Added 40.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
259,911
shares
|
$17.8 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
259,194
shares
|
$17.7 Million
0.57% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
255,613
shares
|
$17.5 Million
1.04% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
252,446
shares
|
$17.3 Million
3.19% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
252,262
shares
|
$17.3 Million
1.47% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
250,569
shares
|
$17.1 Million
4.17% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
249,523
shares
|
$17.1 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
248,675
shares
|
$17 Million
0.87% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
245,980
shares
|
$16.8 Million
0.8% of portfolio
|
Q2 2025
Reduced 29.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
245,641
shares
|
$16.8 Million
0.09% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
243,055
shares
|
$16.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
242,833
shares
|
$16.6 Million
0.01% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
240,586
shares
|
$16.5 Million
0.69% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
236,986
shares
|
$16.2 Million
3.99% of portfolio
|
Q2 2025
Added 1.61%
|