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 |
|---|---|---|---|---|---|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
35,960
shares
|
$2.77 Million
1.33% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
35,801
shares
|
$2.76 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
35,752
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2025
Added 8.45%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
35,725
shares
|
$2.75 Million
1.15% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
35,592
shares
|
$2.74 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
35,110
shares
|
$2.7 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
35,091
shares
|
$2.7 Million
0.11% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
35,050
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
34,833
shares
|
$2.68 Million
0.1% of portfolio
|
Q4 2025
Added 11.94%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
34,771
shares
|
$2.68 Million
1.71% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
34,447
shares
|
$2.65 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
34,334
shares
|
$2.64 Million
1.41% of portfolio
|
Q3 2025
Added 276.06%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
34,246
shares
|
$2.64 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
34,237
shares
|
$2.64 Million
0.35% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
34,221
shares
|
$2.63 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
33,867
shares
|
$2.61 Million
1.59% of portfolio
|
Q3 2025
Added 60.58%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
33,837
shares
|
$2.6 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
33,785
shares
|
$2.6 Million
1.66% of portfolio
|
Q3 2025
Added 47.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
33,681
shares
|
$2.59 Million
0.34% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
33,656
shares
|
$2.59 Million
1.67% of portfolio
|
Q4 2025
Added 25.24%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
33,596
shares
|
$2.59 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
33,417
shares
|
$2.57 Million
0.7% of portfolio
|
Q3 2025
Reduced 48.53%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
33,277
shares
|
$2.56 Million
1.32% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
33,159
shares
|
$2.55 Million
0.36% of portfolio
|
Q3 2025
Added 45.5%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
33,017
shares
|
$2.54 Million
0.14% of portfolio
|
Q3 2025
Added 1.02%
|
|