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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,059
shares
|
$774,341
0.23% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
10,045
shares
|
$773,264
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
10,040
shares
|
$772,879
0.38% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
10,019
shares
|
$771,262
0.07% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$769,800
0.06% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
9,989
shares
|
$768,953
0.38% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
9,989
shares
|
$768,953
0.56% of portfolio
|
Q4 2025
Added 7.77%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
9,944
shares
|
$765,489
0.39% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
9,940
shares
|
$765,181
0.6% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
9,925
shares
|
$764,026
0.2% of portfolio
|
Q4 2025
Reduced 21.54%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
9,860
shares
|
$759,022
0.34% of portfolio
|
Q3 2025
Added 829.31%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
9,840
shares
|
$757,483
0.03% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
9,836
shares
|
$757,175
0.46% of portfolio
|
Q3 2025
Added 24.84%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
9,773
shares
|
$752,325
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
9,729
shares
|
$748,938
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
9,725
shares
|
$748,630
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,717
shares
|
$748,014
0.12% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
9,700
shares
|
$746,706
0.23% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
9,677
shares
|
$744,935
0.16% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
9,670
shares
|
$744,396
0.19% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
9,657
shares
|
$743,395
0.0% of portfolio
|
Q3 2025
Added 41.76%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
9,652
shares
|
$743,010
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
9,647
shares
|
$742,626
0.31% of portfolio
|
Q1 2025
Added 44.26%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
9,644
shares
|
$742,395
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
9,551
shares
|
$735,235
0.07% of portfolio
|
Q3 2025
Reduced 14.15%
|
|