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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$64.49 +0.48 (+0.75%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$64.42 -0.06 (-0.10%)
As of 08/28/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1195
Total
Institutional Inflows
(last 12 months)
$9.04B
Number of
Institutional Sellers
(last 12 months)
763
Total
Institutional Outflows
(last 12 months)
$3.78B
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Skip Chart & View Institutional Buying and Selling Data

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
8/28/2025China Universal Asset Management Co. Ltd.46,000$2.87M0.3%+35.3%0.006%
8/27/2025Barnes Wealth Management Group Inc15,340$957K0.6%-2.4%0.002%
8/27/2025 Orion Porfolio Solutions LLC195,759$12.21M0.1%+27.0%0.026%
8/26/2025 Thrivent Financial for Lutherans82,699$5.16M0.0%-42.3%0.011%
8/25/2025 Promus Capital LLC69,211$4.32M2.8%+1.3%0.009%
8/25/2025 Silverlake Wealth Management LLC33,555$2.09M0.6%+50.6%0.004%
8/22/2025 TT Capital Management LLC6,487$403K0.1%N/A0.001%
8/21/2025 Clarion Wealth Managment Partners LLC17,903$1.12M1.2%N/A0.002%
8/20/2025 North Dallas Bank & Trust Co.39,595$2.47M1.9%N/A0.005%
8/20/2025 Coppell Advisory Solutions LLC26,206$1.62M0.2%+14.9%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.80,222$5.00M0.2%N/A0.010%
8/19/2025 Cape Investment Advisory Inc.2,922$182K0.1%-9.1%0.000%
8/19/2025 MRP Capital Investments LLC6,500$405K0.3%N/A0.001%
8/19/2025 Advisory Services Network LLC172,220$10.68M0.2%-27.8%0.022%
8/19/2025 Pitcairn Co.5,500$343K0.0%-18.4%0.001%
8/18/2025 Tactive Advisors LLC5,954$371K0.1%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.59,614$3.72M0.1%-0.3%0.008%
8/18/2025 Ashford Capital Management Inc.4,138$258K0.0%-37.3%0.001%
8/16/2025 Evergreen Capital Management LLC35,269$2.20M0.1%-0.7%0.005%
8/15/2025 High Falls Advisors Inc83,957$5.24M1.2%-28.4%0.011%
8/15/2025 Howland Capital Management LLC39,970$2.49M0.1%+0.5%0.005%
8/15/2025 Brooks Moore & Associates Inc.5,943$369K0.2%N/A0.001%
8/15/2025 SkyView Investment Advisors LLC482,099$29.72M4.3%-5.7%0.063%
8/15/2025 Resources Management Corp CT ADV1,319$82K0.0%N/A0.000%
8/15/2025 Rakuten Securities Inc.834$52K0.0%-27.2%0.000%
8/15/2025 Corient Private Wealth LLC602,279$37.56M0.0%+75.6%0.079%
8/15/2025 Equitable Holdings Inc.632,981$39.47M0.3%+7.1%0.083%
8/15/2025 Florida Financial Advisors LLC7,463$465K0.2%+49.3%0.001%
8/15/2025 E Fund Management Co. Ltd.382,228$23.84M1.1%+494.3%0.050%
8/15/2025 Captrust Financial Advisors2,413,902$150.53M0.3%-0.9%0.315%
8/15/2025 Blue Chip Partners LLC10,375$647K0.1%+83.1%0.001%
8/15/2025 Keel Point LLC10,285$641K0.0%+19.1%0.001%
8/15/2025 Alaethes Wealth LLC37,132$2.32M0.7%N/A0.005%
8/15/2025 Zuckerman Investment Group LLC3,457$216K0.0%N/A0.000%
8/15/2025 WFA of San Diego LLC3,575$223K0.2%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC6,534$407K0.2%N/A0.001%
8/15/2025 Vident Advisory LLC21,383$1.33M0.0%-6.1%0.003%
8/15/2025 Visionary Wealth Advisors5,958$372K0.0%+6.1%0.001%
8/15/2025 Two Sigma Securities LLC7,123$444K0.1%N/A0.001%
8/15/2025 Smartleaf Asset Management LLC2,841$175K0.0%+179.9%0.000%
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8/15/2025 Snowden Capital Advisors LLC56,771$3.54M0.1%-2.1%0.007%
8/15/2025 Riggs Asset Managment Co. Inc.18,776$1.17M0.3%+4.8%0.002%
8/15/2025 Orion Porfolio Solutions LLC930,318$58.02M0.4%+503.7%0.121%
8/15/2025 MML Investors Services LLC1,553,050$96.85M0.3%+0.6%0.203%
8/15/2025 Monograph Wealth Advisors LLC6,057$378K0.0%+15.8%0.001%
8/15/2025 Modern Wealth Management LLC167,212$10.43M0.3%-3.9%0.022%
8/15/2025 HRT Financial LP42,079$2.62M0.0%+422.0%0.005%
8/15/2025 IHT Wealth Management LLC67,710$4.22M0.1%+46.0%0.009%
8/15/2025 Great Valley Advisor Group Inc.80,273$5.01M0.1%+21.1%0.010%
8/15/2025 EP Wealth Advisors LLC27,963$1.74M0.0%+4.5%0.004%
8/15/2025 Envision Financial Planning LLC4,632$289K0.1%-16.2%0.001%
8/15/2025 Curi Capital LLC9,459$590K0.0%N/A0.001%
8/15/2025 Bcwm LLC297,907$18.58M5.9%-0.5%0.039%
8/15/2025 Bank of America Corp DE30,343,364$1.89B0.1%-3.2%3.960%
8/15/2025 Ameriprise Financial Inc.6,616,480$412.56M0.1%+2.3%0.864%
8/14/2025 Florida Financial Advisors LLC8,157$509K0.4%+63.2%0.001%
8/14/2025 White Knight Strategic Wealth Advisors LLC3,341$208K0.2%N/A0.000%
8/14/2025 Ausdal Financial Partners Inc.59,981$3.74M0.2%-1.2%0.008%
8/14/2025 Raymond James Financial Inc.5,347,213$333.45M0.1%-0.5%0.698%
8/14/2025 Betterment LLC9,726$607K0.0%+4.7%0.001%
8/14/2025 Quantinno Capital Management LP58,242$3.63M0.0%+66.5%0.008%
8/14/2025 Diversify Advisory Services LLC103,288$6.52M0.3%+2.0%0.013%
8/14/2025 Alliancebernstein L.P.7,032,527$438.55M0.1%-9.2%0.918%
8/14/2025 Kitching Partners LLC105,409$6.57M6.7%+3.4%0.014%
8/14/2025 Peapack Gladstone Financial Corp9,125$569K0.0%-7.0%0.001%
8/14/2025 Vivaldi Capital Management LP121,215$7.56M1.1%-21.8%0.016%
8/14/2025 HUB Investment Partners LLC6,621$413K0.0%+7.5%0.001%
8/14/2025 Ieq Capital LLC608,173$37.93M0.2%-2.2%0.079%
8/14/2025 Main Street Financial Solutions LLC36,817$2.30M0.2%+6.3%0.005%
8/14/2025 FWL Investment Management LLC25,216$1.57M0.5%-1.6%0.003%
8/14/2025 Glenview Trust co12,384$772K0.0%+9.7%0.002%
8/14/2025 Faithward Advisors LLC271,511$16.93M2.6%-0.8%0.035%
8/14/2025 NewEdge Advisors LLC800,008$49.89M0.3%+2.0%0.104%
8/14/2025 Sentinus LLC12,693$792K0.2%-25.1%0.002%
8/14/2025 Gerber Kawasaki Wealth & Investment Management127,716$7.96M0.3%+10.2%0.017%
8/14/2025 SVB Wealth LLC7,902$493K0.0%N/A0.001%
8/14/2025 Transce3nd LLC3,649$228K0.1%-8.5%0.000%
8/14/2025 Bank of Nova Scotia11,904$742K0.0%-21.1%0.002%
8/14/2025 Baker Avenue Asset Management LP110,658$6.90M0.2%+7.2%0.014%
8/14/2025 Cary Street Partners Financial LLC18,722$1.17M0.0%+294.5%0.002%
8/14/2025 Cerity Partners LLC3,059,854$190.81M0.3%-6.3%0.399%
8/13/2025 Per Stirling Capital Management LLC.65,546$4.09M0.5%N/A0.009%
8/13/2025 Cary Street Partners Investment Advisory LLC1,876$117K0.1%-31.0%0.000%
8/13/2025 Quantum Portfolio Management LLC12,698$792K0.4%+52.3%0.002%
8/13/2025 Shepherd Financial Partners LLC164,794$10.28M1.1%+17.7%0.022%
8/13/2025 Avestar Capital LLC97,021$6.05M0.4%+4.7%0.013%
8/13/2025 Financial & Tax Architects LLC50,248$3.13M0.8%-5.2%0.007%
8/13/2025 StoneX Group Inc.8,906$555K0.0%-24.6%0.001%
8/13/2025 Seaview Investment Managers LLC5,160$322K0.1%+5.2%0.001%
8/13/2025 SageView Advisory Group LLC7,534$471K0.0%-7.8%0.001%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
8/13/2025 Cresset Asset Management LLC1,521,190$94.86M0.4%-0.3%0.199%
8/13/2025 Gateway Wealth Partners LLC14,438$900K0.2%-26.9%0.002%
8/13/2025 Capital Advisors Wealth Management LLC27,697$1.73M0.3%N/A0.004%
8/13/2025 Brown Advisory Inc.197,060$12.29M0.0%-3.4%0.026%
8/13/2025 SCS Capital Management LLC8,514$531K0.0%+10.9%0.001%
8/13/2025 Great Diamond Partners LLC7,967$497K0.1%-3.2%0.001%
8/13/2025 Baird Financial Group Inc.1,349,165$84.13M0.1%-26.7%0.176%
8/13/2025 First Trust Advisors LP27,808$1.73M0.0%-9.7%0.004%
8/13/2025 Crescent Grove Advisors LLC93,287$5.82M0.6%+16.6%0.012%
8/13/2025 Kilter Group LLC18,933$1.18M0.5%-23.5%0.002%
(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, 1,609 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 1,423 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 168,801,910 shares in the last 24 months. This purchase volume represents approximately $9.04B in transactions.

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

Of the 763 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 68,021,684 shares in the last 24 months. This volume of shares sold represents approximately $3.78B in transactions.


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This page (NYSEARCA:IAU) was last updated on 8/29/2025 by MarketBeat.com Staff
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