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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$77.31 -0.24 (-0.31%)
Closing price 04:10 PM Eastern
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$77.45 +0.14 (+0.18%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Gold Trust (NYSEARCA:IAU)

Current
Institutional Ownership
Percentage
59.67%
Number of
Institutional Buyers
(last 12 months)
1228
Total
Institutional Inflows
(last 12 months)
$9.36B
Number of
Institutional Sellers
(last 12 months)
775
Total
Institutional Outflows
(last 12 months)
$3.86B
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IAU Institutional Buying and Selling by Quarter

iShares Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Phillips Financial Management LLC17,262$1.26M0.1%-2.2%0.002%
10/24/2025Sachetta LLC43,379$3.16M1.2%+178.5%0.005%
10/24/2025ORG Partners LLC8,763$653K0.1%+2.0%0.001%
10/24/2025Acorn Financial Advisory Services Inc. ADV450,443$32.78M5.0%+18.9%0.054%
10/24/2025Roble Belko & Company Inc1,493$109K0.0%+31.0%0.000%
10/24/2025World Equity Group Inc.6,531$475K0.1%-37.9%0.001%
10/24/2025Heck Capital Advisors LLC109,338$7.96M0.6%+34.0%0.013%
10/24/2025Sumitomo Mitsui DS Asset Management Company Ltd422,824$30.77M0.2%-2.2%0.051%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors55,297$4.02M0.5%+6.2%0.007%
10/24/2025Comprehensive Money Management Services LLC23,773$1.73M1.2%-8.4%0.003%
10/24/2025Narwhal Capital Management672,041$48.90M3.6%+0.0%0.081%
10/24/2025Morton Capital Management LLC CA168,366$12.25M2.0%-2.1%0.020%
10/24/2025Sterling Financial Planning Inc.273,359$19.89M6.3%-2.3%0.033%
10/24/2025Cromwell Holdings LLC875$64K0.0%N/A0.000%
10/23/2025G&S Capital LLC2,830$206K0.1%N/A0.000%
10/23/2025Oak Family Advisors LLC36,566$2.66M0.7%+11.6%0.004%
10/23/2025BKM Wealth Management LLC8,470$616K0.2%+10.4%0.001%
10/23/2025Summit Place Financial Advisors LLC109,265$7.95M3.7%+2.9%0.013%
10/23/2025Steigerwald Gordon & Koch Inc.1,067$78K0.0%N/A0.000%
10/23/2025Spectrum Asset Management Inc. NB CA 160,315$11.67M4.1%+2.7%0.019%
10/23/2025Clear Harbor Asset Management LLC218,787$15.92M0.9%+1.9%0.026%
10/23/2025Meridian Investment Counsel Inc.124,983$9.10M2.2%-0.8%0.015%
10/23/2025Vision Capital Management Inc.383,411$27.90M3.4%+1.8%0.046%
10/23/2025Kingswood Wealth Advisors LLC24,331$1.77M0.1%+9.6%0.003%
10/23/2025Citizens National Bank Trust Department29,927$2.18M0.4%+5.8%0.004%
10/23/2025Chokshi & Queen Wealth Advisors Inc4,477$326K0.2%+11.6%0.001%
10/23/2025Venturi Wealth Management LLC26,253$1.91M0.1%+6.2%0.003%
10/23/2025Birch Hill Investment Advisors LLC9,652$702K0.0%N/A0.001%
10/23/2025Independent Solutions Wealth Management LLC82,004$5.97M1.1%+19.4%0.010%
10/23/2025Benjamin Edwards Inc.24,634$1.79M0.0%+34.2%0.003%
10/23/2025United Asset Strategies Inc.14,190$1.03M0.1%-33.8%0.002%
10/23/2025Barnes Dennig Private Wealth Management LLC4,327$315K0.3%+73.1%0.001%
10/23/2025ShoreHaven Wealth Partners LLC67,412$4.91M1.8%+11.5%0.008%
10/23/2025Cathy Pareto & Associates Inc.30,227$2.20M1.7%-0.7%0.004%
10/23/2025HB Wealth Management LLC207,384$15.09M0.1%+1.3%0.025%
10/23/2025Spire Wealth Management108,571$7.90M0.3%+13.6%0.013%
10/23/2025CX Institutional6,773$493K0.0%+295.2%0.001%
10/23/2025Strategic Blueprint LLC136,931$9.96M0.4%+30.2%0.016%
10/23/2025Bridgewealth Advisory Group LLC31,276$2.28M0.5%-2.1%0.004%
10/23/2025Park Avenue Securities LLC1,590,982$115.78M0.9%+57.0%0.191%
10/23/2025JTC Employer Solutions Trustee Ltd12,632$920K0.1%-29.1%0.002%
10/22/2025 MassMutual Private Wealth & Trust FSB28,882$2.10M0.1%-1.3%0.003%
10/22/2025 Avalon Capital Management49,336$3.59M0.9%+7.0%0.006%
10/22/2025 Cerity Partners LLC3,129,037$227.71M0.4%+2.3%0.376%
10/22/2025 Ackerman Capital Advisors LLC103,134$7.51M1.6%-2.5%0.012%
10/22/2025 Gunderson Capital Management Inc.60,819$4.43M1.6%-3.3%0.007%
10/22/2025 CoreCap Advisors LLC17,633$1.28M0.0%+18.8%0.002%
10/22/2025 Code Waechter LLC4,424$345K0.2%+4.1%0.001%
10/22/2025 North Star Investment Management Corp.2,681$195K0.0%+29.2%0.000%
10/22/2025 Twelve Points Wealth Management LLC36,086$2.63M0.7%+88.1%0.004%
10/22/2025 Verger Capital Management LLC257,693$18.75M6.1%+9.1%0.031%
10/22/2025 RFG Bristol Wealth Advisors LLC33,417$2.43M0.7%-48.5%0.004%
10/22/2025 Garrison Point Advisors LLC3,010$219K0.1%N/A0.000%
10/22/2025 Gladstone Institutional Advisory LLC15,067$1.10M0.0%+3.7%0.002%
10/22/2025 Greenleaf Trust8,906$648K0.0%-2.6%0.001%
10/22/2025 Geneos Wealth Management Inc.59,885$4.36M0.1%+0.5%0.007%
10/22/2025 Nottingham Advisors Inc.117,431$8.55M1.2%-3.4%0.014%
10/22/2025 Forza Wealth Management LLC226,961$16.52M6.3%-0.6%0.027%
10/22/2025 Almanack Investment Partners LLC.44,900$3.27M0.5%N/A0.005%
10/22/2025 Chicago Capital LLC2,806$204K0.0%N/A0.000%
10/22/2025 Highland Financial Advisors LLC124,000$9.02M2.6%+2.0%0.015%
10/22/2025 Keystone Wealth Services LLC20,775$1.51M0.3%+0.7%0.002%
10/22/2025 Blossom Wealth Management22,267$1.62M2.6%+2.5%0.003%
10/22/2025 D.A. Davidson & CO.58,920$4.29M0.0%-8.0%0.007%
10/22/2025 Bigelow Investment Advisors LLC142,474$10.37M4.2%+6.2%0.017%
10/22/2025 Sofi Wealth LLC265,106$19.29M1.0%+140.2%0.032%
10/22/2025 CWA Asset Management Group LLC8,106$590K0.0%+28.5%0.001%
10/22/2025 Prospera Capital Management LLC2,981$217K0.1%N/A0.000%
10/22/2025 Upper Left Wealth Management LLC202,668$14.75M9.3%-3.1%0.024%
10/22/2025 TriaGen Wealth Management LLC88,179$6.42M1.7%+6.8%0.011%
10/22/2025 Ifrah Financial Services Inc.24,225$1.76M0.5%-2.6%0.003%
10/22/2025 WESPAC Advisors SoCal LLC6,183$450K0.1%-6.0%0.001%
10/22/2025 DBK Financial Counsel LLC6,086$443K0.4%N/A0.001%
10/22/2025 Daymark Wealth Partners LLC5,288$385K0.0%N/A0.001%
10/22/2025 Cynosure Group LLC7,872$573K0.1%N/A0.001%
10/22/2025 Commonwealth Equity Services LLC3,517,051$255.94M0.3%-8.6%0.422%
10/22/2025 Leslie Global Wealth LLC95,434$6.95M3.3%N/A0.011%
10/22/2025 Semus Wealth Partners LLC5,560$405K0.2%+22.6%0.001%
10/22/2025 DT Investment Partners LLC204,670$14.89M1.3%+4.0%0.025%
10/22/2025 Endeavor Private Wealth Inc.29,645$2.16M0.7%+50.2%0.004%
10/22/2025 Asset Management One Co. Ltd.35,050$2.55M0.0%-13.6%0.004%
10/22/2025 Boyce & Associates Wealth Consulting Inc.27,656$2.01M1.6%+9.0%0.003%
10/22/2025 4J Wealth Management LLC32,198$2.34M1.4%+7.6%0.004%
10/22/2025 Viewpoint Capital Management LLC8,094$589K0.3%-14.0%0.001%
10/21/2025 Fifth Third Wealth Advisors LLC75,103$5.47M0.2%+0.2%0.009%
10/21/2025 Pettinga Financial Advisors LLC130,495$9.50M1.9%+41.2%0.016%
10/21/2025 Eagle Strategies LLC49,868$3.63M0.5%-6.1%0.006%
10/21/2025 Global Retirement Partners LLC89,131$6.49M0.1%+2.3%0.011%
10/21/2025 Capital Advisors Inc. OK90,196$6.56M0.1%+90.5%0.011%
10/21/2025 American National Bank & Trust13,451$979K0.1%-27.5%0.002%
10/21/2025 SigFig Wealth Management LLC45,800$3.31M0.1%+59.0%0.006%
10/21/2025 CPA Asset Management Group LLC245,535$17.87M6.9%-7.0%0.029%
10/21/2025 Commonwealth Financial Services LLC2,834$206K0.0%N/A0.000%
10/21/2025 Lifelong Wealth Advisors Inc.112,466$8.18M2.4%+2.7%0.014%
10/21/2025 Simon Quick Advisors LLC7,500$546K0.0%N/A0.001%
10/21/2025 Signaturefd LLC17,268$1.26M0.0%+22.1%0.002%
10/21/2025 Brave Asset Management Inc.186,105$13.54M3.3%+14.5%0.022%
10/21/2025 Townsend & Associates Inc162,693$12.96M1.2%+0.4%0.020%
10/21/2025 BOS Asset Management LLC3,745$273K0.1%N/A0.000%
10/21/2025 Unique Wealth LLC58,178$4.23M0.6%+12.8%0.007%
(Data available from 1/1/2016 forward)

IAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAU shares?

During the previous two years, 1,651 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($1.89B), FMR LLC ($1.12B), Sumitomo Mitsui Trust Group Inc. ($982.93M), Envestnet Asset Management Inc. ($866.60M), Charles Schwab Investment Advisory Inc. ($855.95M), Sumitomo Mitsui Trust Holdings Inc. ($791.18M), and Morgan Stanley ($781.36M).Learn more on iShares Gold Trust's institutional investors.

What percentage of iShares Gold Trust's stock is owned by institutional investors?

59.67% of iShares Gold Trust's stock is owned by institutional investors. Learn more on IAU's institutional investor holdings.

Which institutional investors have been buying iShares Gold Trust's stock?

Of the 1,455 institutional investors that purchased iShares Gold Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($63.58M), Envestnet Asset Management Inc. ($14.47M), JPMorgan Chase & Co. ($9.20M), Charles Schwab Investment Management Inc. ($5.73M), Citigroup Inc. ($5.03M), LPL Financial LLC ($4.81M), and Truist Financial Corp ($4.26M).

How much institutional buying is happening at iShares Gold Trust?

Institutional investors have bought a total of 172,454,048 shares in the last 24 months. This purchase volume represents approximately $9.37B in transactions.

Which of iShares Gold Trust's major shareholders have been selling company stock?

Of the 769 institutional investors that sold iShares Gold Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($19.96M), Empower Advisory Group LLC ($8.89M), JPMorgan Chase & Co. ($4.70M), Envestnet Asset Management Inc. ($3.68M), Sumitomo Mitsui Trust Group Inc. ($2.73M), Bank of America Corp DE ($2.00M), and Alliancebernstein L.P. ($1.71M).

How much institutional selling is happening at iShares Gold Trust?

Institutional investors have sold a total of 69,084,315 shares in the last 24 months. This volume of shares sold represents approximately $3.86B in transactions.


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This page (NYSEARCA:IAU) was last updated on 10/24/2025 by MarketBeat.com Staff
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