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 |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
5,269
shares
|
$405,607
0.11% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
5,250
shares
|
$404,145
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
5,249
shares
|
$404,068
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,243
shares
|
$403,606
0.06% of portfolio
|
Q1 2025
Reduced 41.8%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
5,223
shares
|
$402,066
0.11% of portfolio
|
Q1 2025
Added 26.1%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
5,207
shares
|
$400,834
0.01% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,200
shares
|
$400,296
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,193
shares
|
$399,757
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
5,184
shares
|
$399,064
0.33% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,178
shares
|
$398,602
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,164
shares
|
$397,524
0.04% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,131
shares
|
$394,984
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
5,126
shares
|
$394,599
0.01% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
5,102
shares
|
$392,751
0.09% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,076
shares
|
$390,750
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
5,035
shares
|
$387,594
0.01% of portfolio
|
Q3 2025
Reduced 44.63%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
5,019
shares
|
$386,362
0.21% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
5,015
shares
|
$386,054
0.05% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$384,900
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$384,900
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,997
shares
|
$384,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,975
shares
|
$382,975
0.04% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
4,952
shares
|
$381,204
0.04% of portfolio
|
Q3 2025
Reduced 22.09%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,946
shares
|
$380,743
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,937
shares
|
$380,050
0.04% of portfolio
|
Q3 2025
Added 19.14%
|
|