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 1,890 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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
720,695
shares
|
$55.5 Million
9.85% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
718,369
shares
|
$55.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
713,579
shares
|
$54.9 Million
7.66% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
712,037
shares
|
$54.8 Million
0.08% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
706,174
shares
|
$54.4 Million
0.31% of portfolio
|
Q3 2025
Added 35.69%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
697,387
shares
|
$53.7 Million
6.93% of portfolio
|
Q3 2025
Added 577.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
690,383
shares
|
$53.1 Million
0.16% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
689,833
shares
|
$53.1 Million
0.39% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
672,964
shares
|
$51.8 Million
6.7% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
672,041
shares
|
$51.7 Million
3.75% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
667,556
shares
|
$51.4 Million
0.12% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
637,931
shares
|
$49.1 Million
14.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
630,639
shares
|
$48.5 Million
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
628,271
shares
|
$48.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
619,495
shares
|
$47.7 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
615,365
shares
|
$47.4 Million
0.88% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
604,705
shares
|
$46.6 Million
0.51% of portfolio
|
Q3 2025
Added 54.01%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
587,425
shares
|
$45.2 Million
0.27% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
587,079
shares
|
$45.2 Million
6.71% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Nov 03, 2025 Q3 2025 |
583,889
shares
|
$44.9 Million
39.93% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
580,871
shares
|
$44.7 Million
6.34% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
578,361
shares
|
$44.5 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
566,962
shares
|
$43.6 Million
1.15% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
556,502
shares
|
$42.8 Million
6.31% of portfolio
|
Q2 2024
Added 101.13%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
539,660
shares
|
$41.5 Million
16.69% of portfolio
|
Q4 2021
Added 11.66%
|
|