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 1,894 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 |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
218,042
shares
|
$16.8 Million
9.73% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
215,893
shares
|
$16.6 Million
0.47% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
215,646
shares
|
$16.6 Million
2.4% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
214,303
shares
|
$16.5 Million
0.31% of portfolio
|
Q3 2025
Added 26.65%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
213,313
shares
|
$16.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
210,462
shares
|
$16.2 Million
0.21% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
209,790
shares
|
$16.1 Million
1.48% of portfolio
|
Q1 2025
Added 798.3%
|
|
|
Fore Capital, LLC
|
Nov 13, 2025 Q3 2025 |
208,000
shares
|
$16 Million
5.09% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
207,384
shares
|
$16 Million
0.1% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
207,238
shares
|
$16 Million
0.24% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
207,123
shares
|
$15.9 Million
5.29% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
207,028
shares
|
$15.9 Million
0.61% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
206,701
shares
|
$15.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
204,746
shares
|
$15.8 Million
1.18% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
204,670
shares
|
$15.8 Million
1.27% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
203,663
shares
|
$15.7 Million
5.4% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
203,287
shares
|
$15.6 Million
0.31% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
202,668
shares
|
$15.6 Million
9.77% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
200,692
shares
|
$15.4 Million
6.05% of portfolio
|
Q3 2025
Added 183.68%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
200,457
shares
|
$15.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 27.53%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
200,010
shares
|
$15.4 Million
2.3% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
199,582
shares
|
$15.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 56.9%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
199,509
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
198,674
shares
|
$15.3 Million
3.76% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
197,853
shares
|
$15.2 Million
10.42% of portfolio
|
Q4 2025
Added 0.2%
|
|