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 1,905 institutions that hold shares in the stock, with a total of 447 Million shares, which have been reported (via 13F filing form) to have a value of $34.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
273,359
shares
|
$21 Million
6.5% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
270,705
shares
|
$20.8 Million
4.64% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
270,506
shares
|
$20.8 Million
2.42% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
267,968
shares
|
$20.6 Million
5.46% of portfolio
|
Q1 2023
Added 76.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
265,655
shares
|
$20.5 Million
1.17% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
265,106
shares
|
$20.4 Million
1.34% of portfolio
|
Q3 2025
Added 140.24%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
264,264
shares
|
$20.3 Million
0.49% of portfolio
|
Q4 2025
Reduced 9.39%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
262,888
shares
|
$20.2 Million
3.22% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
258,741
shares
|
$19.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Verger Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
257,693
shares
|
$19.8 Million
6.09% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
257,416
shares
|
$19.8 Million
0.28% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
255,720
shares
|
$19.7 Million
0.16% of portfolio
|
Q3 2025
Added 30.63%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
253,207
shares
|
$19.5 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
252,408
shares
|
$19.4 Million
3.63% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
249,090
shares
|
$19.2 Million
7.09% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
241,376
shares
|
$18.6 Million
4.0% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
236,846
shares
|
$18.2 Million
3.86% of portfolio
|
Q3 2025
Added 698.54%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
236,415
shares
|
$18.2 Million
1.02% of portfolio
|
Q4 2025
Added 72.81%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
235,148
shares
|
$18.1 Million
4.38% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
226,961
shares
|
$17.5 Million
6.33% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
225,905
shares
|
$17.4 Million
1.74% of portfolio
|
Q4 2021
Reduced 0.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
224,896
shares
|
$17.3 Million
0.2% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
224,151
shares
|
$17.3 Million
5.8% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
220,641
shares
|
$17 Million
2.23% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
218,787
shares
|
$16.8 Million
1.14% of portfolio
|
Q3 2025
Added 1.91%
|
|