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 1,754 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
376,563
shares
|
$26 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
375,226
shares
|
$25.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
372,940
shares
|
$25.7 Million
2.69% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
371,971
shares
|
$25.7 Million
9.67% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
370,986
shares
|
$25.6 Million
0.05% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
367,033
shares
|
$25.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
361,432
shares
|
$24.9 Million
6.05% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
361,300
shares
|
$24.9 Million
3.61% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
359,245
shares
|
$24.8 Million
7.34% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
357,680
shares
|
$24.7 Million
2.74% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
355,627
shares
|
$24.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
355,397
shares
|
$24.5 Million
1.71% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
355,094
shares
|
$24.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
353,713
shares
|
$24.4 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
350,876
shares
|
$24.2 Million
0.26% of portfolio
|
Q2 2025
Added 51.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
347,422
shares
|
$24 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
345,198
shares
|
$23.8 Million
0.46% of portfolio
|
Q2 2021
Reduced 2.45%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
344,512
shares
|
$23.8 Million
0.46% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
343,729
shares
|
$23.7 Million
6.7% of portfolio
|
Q2 2022
Reduced 6.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
341,605
shares
|
$23.6 Million
0.12% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
341,290
shares
|
$23.5 Million
4.88% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
340,284
shares
|
$23.5 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
339,266
shares
|
$23.4 Million
0.04% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
334,431
shares
|
$23.1 Million
2.91% of portfolio
|
Q3 2022
Reduced 0.81%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
333,247
shares
|
$23 Million
1.72% of portfolio
|
Q2 2025
Reduced 5.56%
|