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 1,909 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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
11,065
shares
|
$851,783
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
11,033
shares
|
$849,320
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
10,985
shares
|
$845,625
0.08% of portfolio
|
Q3 2025
Reduced 88.26%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
10,954
shares
|
$843,238
0.11% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
10,890
shares
|
$838,312
0.03% of portfolio
|
Q4 2025
Added 34.34%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,850
shares
|
$835,233
0.08% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
10,792
shares
|
$830,768
0.31% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 15, 2026 Q4 2025 |
10,761
shares
|
$828,381
0.1% of portfolio
|
Q4 2025
Added 18.76%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,729
shares
|
$825,918
0.76% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,726
shares
|
$825,687
0.03% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
10,639
shares
|
$818,990
0.01% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
10,600
shares
|
$815,988
0.02% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
10,517
shares
|
$809,598
0.06% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
10,515
shares
|
$809,444
0.31% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
10,495
shares
|
$807,905
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
10,483
shares
|
$806,981
0.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,471
shares
|
$806,057
0.03% of portfolio
|
Q3 2025
Added 58.15%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
10,432
shares
|
$803,055
0.17% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
10,359
shares
|
$797,435
0.26% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
10,285
shares
|
$791,739
0.05% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
10,279
shares
|
$791,277
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
10,259
shares
|
$789,737
0.13% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
10,225
shares
|
$787,120
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
10,218
shares
|
$786,581
0.23% of portfolio
|
Q4 2025
Added 56.45%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
10,201
shares
|
$785,272
0.0% of portfolio
|
Q3 2025
Reduced 14.31%
|
|