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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
171,133
shares
|
$13.2 Million
0.24% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
169,736
shares
|
$13.1 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
169,212
shares
|
$13 Million
4.79% of portfolio
|
Q2 2022
Added 17.32%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
168,366
shares
|
$13 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
165,718
shares
|
$12.8 Million
2.06% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
165,608
shares
|
$12.7 Million
5.77% of portfolio
|
Q3 2025
Reduced 38.21%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
165,174
shares
|
$12.7 Million
4.48% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
163,439
shares
|
$12.6 Million
0.7% of portfolio
|
Q4 2024
Reduced 40.97%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
162,693
shares
|
$12.5 Million
1.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
162,651
shares
|
$12.5 Million
5.56% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
160,315
shares
|
$12.3 Million
4.4% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
160,071
shares
|
$12.3 Million
9.3% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
159,617
shares
|
$12.3 Million
0.18% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
158,542
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
157,758
shares
|
$12.1 Million
2.0% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
156,798
shares
|
$12.1 Million
2.06% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
154,906
shares
|
$11.9 Million
1.99% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
154,853
shares
|
$11.9 Million
0.65% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
154,332
shares
|
$11.9 Million
1.43% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
154,103
shares
|
$11.9 Million
0.1% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
153,084
shares
|
$11.8 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
152,529
shares
|
$11.7 Million
8.79% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
151,870
shares
|
$11.7 Million
2.28% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
151,437
shares
|
$11.7 Million
0.17% of portfolio
|
Q3 2025
Added 56.58%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
150,675
shares
|
$11.6 Million
1.22% of portfolio
|
Q3 2025
Added 20.1%
|
|