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 |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
534,645
shares
|
$41.2 Million
5.55% of portfolio
|
Q3 2022
Reduced 15.95%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
533,097
shares
|
$41 Million
1.39% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
531,429
shares
|
$40.9 Million
0.19% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
530,556
shares
|
$40.8 Million
7.69% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
528,706
shares
|
$40.7 Million
5.23% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
527,399
shares
|
$40.6 Million
5.51% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
526,441
shares
|
$40.5 Million
0.66% of portfolio
|
Q3 2025
Added 447.43%
|
|
|
Mackay Shields LLC
|
Oct 27, 2025 Q3 2025 |
525,000
shares
|
$40.4 Million
9.57% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
521,320
shares
|
$40.1 Million
0.44% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
511,382
shares
|
$39.4 Million
0.07% of portfolio
|
Q3 2022
Reduced 18.86%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
503,710
shares
|
$38.8 Million
2.87% of portfolio
|
Q3 2022
Reduced 27.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
495,243
shares
|
$38.1 Million
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
489,655
shares
|
$37.7 Million
0.62% of portfolio
|
Q3 2025
Added 40.94%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
486,700
shares
|
$37.5 Million
0.12% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
482,099
shares
|
$37.1 Million
4.26% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
475,781
shares
|
$36.6 Million
4.76% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
475,595
shares
|
$36.6 Million
1.43% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
461,220
shares
|
$35.5 Million
0.03% of portfolio
|
Q3 2025
Added 113.45%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
455,786
shares
|
$35.1 Million
7.62% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
450,443
shares
|
$34.7 Million
6.09% of portfolio
|
Q3 2025
Added 18.9%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
449,859
shares
|
$34.6 Million
7.06% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
448,732
shares
|
$34.5 Million
0.05% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
448,518
shares
|
$34.5 Million
1.83% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
446,063
shares
|
$34.3 Million
9.27% of portfolio
|
Q3 2025
Added 24.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
445,783
shares
|
$34.3 Million
5.08% of portfolio
|
Q1 2023
Added 7.24%
|
|