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 |
|---|---|---|---|---|---|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,576
shares
|
$506,220
0.02% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,548
shares
|
$504,065
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
6,548
shares
|
$504,065
0.04% of portfolio
|
Q2 2025
Added 142.43%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
6,544
shares
|
$503,757
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
6,525
shares
|
$502,294
0.04% of portfolio
|
Q3 2025
Reduced 32.72%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
6,503
shares
|
$500,600
0.02% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
6,500
shares
|
$500,370
0.06% of portfolio
|
Q4 2021
Reduced 7.14%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
6,485
shares
|
$499,215
0.04% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
6,470
shares
|
$498,060
0.27% of portfolio
|
Q4 2025
Added 59.79%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
6,442
shares
|
$495,905
0.67% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
6,437
shares
|
$495,520
0.03% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
6,409
shares
|
$493,364
0.01% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
6,400
shares
|
$492,672
0.05% of portfolio
|
Q3 2025
Reduced 32.77%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
6,381
shares
|
$491,209
0.25% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
6,379
shares
|
$491,055
0.02% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
6,366
shares
|
$490,054
0.34% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
6,352
shares
|
$488,976
0.06% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
6,346
shares
|
$488,515
0.09% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,334
shares
|
$487,591
0.07% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
6,326
shares
|
$486,975
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
6,319
shares
|
$486,436
0.34% of portfolio
|
Q3 2025
Added 47.78%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,295
shares
|
$484,589
0.03% of portfolio
|
Q2 2023
Reduced 1.25%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
6,276
shares
|
$483,126
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
6,267
shares
|
$482,433
0.12% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
6,258
shares
|
$481,740
0.1% of portfolio
|
Q2 2025
New holding
|
|