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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
111,247
shares
|
$8.56 Million
2.65% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
111,113
shares
|
$8.55 Million
2.93% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
111,081
shares
|
$8.55 Million
0.12% of portfolio
|
Q3 2025
Added 50.24%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Nov 10, 2025 Q3 2025 |
110,663
shares
|
$8.52 Million
5.27% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
109,887
shares
|
$8.46 Million
0.28% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
109,338
shares
|
$8.42 Million
0.62% of portfolio
|
Q3 2025
Added 34.0%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
109,265
shares
|
$8.41 Million
4.04% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
108,988
shares
|
$8.39 Million
1.72% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
108,571
shares
|
$8.36 Million
0.29% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
108,342
shares
|
$8.34 Million
5.26% of portfolio
|
Q3 2025
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
106,698
shares
|
$8.21 Million
7.33% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
106,340
shares
|
$8.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
106,270
shares
|
$8.18 Million
2.53% of portfolio
|
Q3 2025
Added 92.07%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
106,222
shares
|
$8.18 Million
2.86% of portfolio
|
Q3 2025
Added 40.33%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
105,705
shares
|
$8.14 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
104,280
shares
|
$8.03 Million
0.51% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
104,095
shares
|
$8.01 Million
0.22% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
103,931
shares
|
$8 Million
3.65% of portfolio
|
Q3 2025
Added 40.27%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
103,876
shares
|
$8 Million
1.23% of portfolio
|
Q3 2025
Added 858.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
103,465
shares
|
$7.96 Million
0.16% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
103,134
shares
|
$7.94 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
102,734
shares
|
$7.91 Million
0.69% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
102,651
shares
|
$7.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
102,250
shares
|
$7.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
100,511
shares
|
$7.74 Million
1.16% of portfolio
|
Q3 2025
Added 2.21%
|
|