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 1,909 institutions that hold shares in the stock, with a total of 448 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 |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
64,056
shares
|
$4.93 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
63,913
shares
|
$4.92 Million
0.31% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
63,852
shares
|
$4.92 Million
0.42% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
62,958
shares
|
$4.85 Million
0.68% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,308
shares
|
$4.8 Million
0.13% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
62,223
shares
|
$4.79 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
62,091
shares
|
$4.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
62,029
shares
|
$4.77 Million
9.55% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
61,913
shares
|
$4.77 Million
0.73% of portfolio
|
Q4 2025
Added 10.2%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
61,157
shares
|
$4.71 Million
2.92% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
61,032
shares
|
$4.7 Million
1.79% of portfolio
|
Q4 2025
Added 62.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
60,999
shares
|
$4.7 Million
0.28% of portfolio
|
Q3 2025
Added 52.38%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
60,925
shares
|
$4.69 Million
2.05% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
60,871
shares
|
$4.69 Million
0.79% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Gunderson Capital Management Inc.
|
Oct 22, 2025 Q3 2025 |
60,819
shares
|
$4.68 Million
1.77% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
60,796
shares
|
$4.68 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
60,714
shares
|
$4.67 Million
2.51% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
59,931
shares
|
$4.61 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
59,885
shares
|
$4.61 Million
0.12% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
59,869
shares
|
$4.61 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
59,842
shares
|
$4.61 Million
2.58% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
59,823
shares
|
$4.61 Million
0.99% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
59,632
shares
|
$4.59 Million
0.18% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
59,270
shares
|
$4.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
59,213
shares
|
$4.56 Million
1.21% of portfolio
|
Q3 2025
Added 7.37%
|
|