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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$75.58 +0.75 (+1.00%)
Closing price 10/10/2025 04:10 PM Eastern
Extended Trading
$75.81 +0.23 (+0.30%)
As of 10/10/2025 07:58 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)
1203
Total
Institutional Inflows
(last 12 months)
$9.06B
Number of
Institutional Sellers
(last 12 months)
769
Total
Institutional Outflows
(last 12 months)
$3.82B
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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
10/10/2025ABLE Financial Group LLC119,188$8.67M1.9%+7.3%0.014%
10/10/2025First Bank & Trust13,051$950K0.2%N/A0.002%
10/10/2025Fifth Third Securities Inc.310,645$22.61M1.5%+24.5%0.038%
10/10/2025Spinnaker Investment Group LLC6,712$488K0.1%N/A0.001%
10/10/2025Lineweaver Wealth Advisors LLC95,134$6.92M1.0%+2.6%0.012%
10/10/2025Charles Schwab Trust Co2,754$200K0.0%-84.5%0.000%
10/10/2025Sound Income Strategies LLC6,223$466K0.0%+10.2%0.001%
10/10/2025Myecfo LLC24,522$1.78M0.8%-2.9%0.003%
10/10/2025Red Door Wealth Management LLC52,539$3.82M0.4%+15.2%0.006%
10/10/2025Trust Point Inc.38,809$2.82M0.2%+0.5%0.005%
10/10/2025Flputnam Investment Management Co.111,081$8.08M0.1%+50.2%0.013%
10/10/2025Sharkey Howes & Javer177,535$12.92M1.7%+49.8%0.022%
10/10/2025Clarity Financial LLC10,019$729K0.1%+17.6%0.001%
10/10/2025Focused Wealth Management Inc3,931$286K0.0%-4.4%0.000%
10/10/2025Cyndeo Wealth Partners LLC269,069$19.58M1.1%-3.7%0.033%
10/10/2025Quotient Wealth Partners LLC5,207$379K0.0%+11.0%0.001%
10/10/2025Advance Capital Management Inc.10,416$758K0.0%+3.7%0.001%
10/10/2025Focus Financial Network Inc.31,117$2.26M0.1%+18.1%0.004%
10/10/2025Five Pine Wealth Management34,771$2.53M1.7%+1.9%0.004%
10/10/2025KMG Fiduciary Partners LLC5,377$391K0.0%N/A0.001%
10/10/2025Signal Advisors Wealth LLC8,639$629K0.1%-70.2%0.001%
10/10/2025Fiduciary Financial Group LLC100,511$7.31M1.2%+2.2%0.012%
10/9/2025 CGN Advisors LLC6,561$477K0.0%+4.9%0.001%
10/9/2025 Independence Bank of Kentucky1,366$99K0.0%+28.6%0.000%
10/9/2025 Secure Asset Management LLC4,673$341K0.1%-6.3%0.001%
10/9/2025 AdvisorNet Financial Inc99,545$7.24M0.4%+3.3%0.012%
10/9/2025 Lifestyle Asset Management Inc.2,879$210K0.1%N/A0.000%
10/9/2025 Centurion Wealth Management LLC36,569$2.66M0.6%+36.7%0.004%
10/9/2025 Curated Wealth Partners LLC16,358$1.19M0.1%N/A0.002%
10/9/2025 Sowa Financial Group Inc.406,610$29.59M16.6%+1.4%0.049%
10/9/2025 Compton Wealth Advisory Group LLC4,814$350K0.1%-4.5%0.001%
10/9/2025 LVM Capital Management Ltd. MI295,480$21.50M2.1%+1.0%0.036%
10/9/2025 Astoria Portfolio Advisors LLC.9,428$719K0.2%+14.9%0.001%
10/9/2025 Central Bank & Trust Co.14,844$1.08M0.2%+19.8%0.002%
10/9/2025 Princeton Global Asset Management LLC766$56K0.0%+109.3%0.000%
10/9/2025 Franklin Street Advisors Inc. NC2,920$212K0.0%N/A0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC104,095$7.58M0.2%+18.3%0.013%
10/9/2025 Redhawk Wealth Advisors Inc.18,226$1.33M0.2%-82.9%0.002%
10/9/2025 Bay Harbor Wealth Management LLC55,530$4.04M1.1%+63.6%0.007%
10/9/2025 Peak Financial Management Inc.3,236$235K0.1%-13.0%0.000%
10/9/2025 Dynamic Advisor Solutions LLC16,968$1.24M0.0%+10.1%0.002%
10/9/2025 Fermata Advisors LLC85,550$6.23M1.6%-3.7%0.010%
10/9/2025 Embree Financial Group13,944$1.02M0.1%+149.5%0.002%
10/9/2025 North Capital Inc.2,063$150K0.1%+136.3%0.000%
10/9/2025 Park Edge Advisors LLC82,733$6.02M1.4%+48.6%0.010%
10/8/2025 Patriot Financial Group Insurance Agency LLC83,212$6.06M0.8%+6.0%0.010%
10/8/2025 Hilltop National Bank73,690$5.36M1.3%-3.0%0.009%
10/8/2025 Teamwork Financial Advisors LLC5,453$397K0.0%+10.3%0.001%
10/8/2025 Firethorn Wealth Partners LLC12,928$941K0.4%+32.7%0.002%
10/8/2025 Retirement Wealth Solutions LLC13,794$1.00M0.7%+74.3%0.002%
10/8/2025 Sincerus Advisory LLC5,184$377K0.3%+2.8%0.001%
10/8/2025 OLD Point Trust & Financial Services N A9,700$706K0.2%-3.0%0.001%
10/8/2025 Kwmg LLC3,015$219K0.0%N/A0.000%
10/8/2025 Wedmont Private Capital12,021$902K0.0%+67.0%0.001%
10/8/2025 Moulton Wealth Management Inc.18,759$1.37M1.0%-6.4%0.002%
10/8/2025 Country Club Bank22,983$1.66M0.1%+5.6%0.003%
10/8/2025 Towerpoint Wealth LLC52,859$3.85M1.6%-0.4%0.006%
10/8/2025 Kure Advisory LLC92,427$6.73M4.2%-2.5%0.011%
10/8/2025 Beacon Financial Group99,354$7.23M0.7%+55.9%0.012%
10/7/2025 Montecito Bank & Trust3,820$278K0.0%N/A0.000%
10/7/2025 Doliver Advisors LP12,650$921K0.2%-8.8%0.002%
10/7/2025 Northside Capital Management LLC48,047$3.50M0.3%+1.3%0.006%
10/7/2025 MKD Wealth Coaches LLC4,595$334K0.3%-8.9%0.001%
10/7/2025 Proathlete Wealth Management LLC2,217$161K0.0%+52.3%0.000%
10/7/2025 KFG Wealth Management LLC3,397$247K0.0%-4.1%0.000%
10/7/2025 Sonora Investment Management Group LLC6,525$475K0.0%-32.7%0.001%
10/7/2025 Mirador Capital Partners LP15,063$1.10M0.2%-1.1%0.002%
10/7/2025 Nova Wealth Management Inc.13,073$951K0.7%+7.5%0.002%
10/6/2025 Old Port Advisors154,437$11.24M2.8%+1.7%0.019%
10/6/2025 Fragasso Financial Advisors Inc2,780$204K0.0%N/A0.000%
10/6/2025 Gradient Investments LLC73,531$5.35M0.1%-17.1%0.009%
10/6/2025 AssuredPartners Investment Advisors LLC121,609$8.85M2.0%+3.0%0.015%
10/6/2025 City Center Advisors LLC5,344$389K0.4%+51.0%0.001%
10/6/2025 TruWealth Advisors LLC136,809$9.96M0.5%+11.3%0.017%
10/6/2025 Grove Bank & Trust142,068$10.34M1.2%+6.8%0.017%
10/6/2025 Venture Visionary Partners LLC2,850$207K0.0%N/A0.000%
10/6/2025 Strathmore Capital Advisors Inc.58,646$4.27M1.7%-3.1%0.007%
10/3/2025 Horizons Wealth Management2,079$151K0.1%-6.2%0.000%
10/3/2025 Jackson Wealth Management LLC3,191$232K0.0%-16.7%0.000%
10/3/2025 Summit Financial Wealth Advisors LLC2,797$204K0.0%-49.6%0.000%
10/3/2025 Dentgroup LLC3,905$284K0.2%N/A0.000%
10/3/2025 Breakwater Investment Management1,480$108K0.0%+221.7%0.000%
10/2/2025 Capital Asset Advisory Services LLC832,256$60.56M2.6%-10.0%0.109%
10/2/2025 Global Wealth Strategies & Associates116,013$8.44M2.2%+0.2%0.015%
10/1/2025 Farmers Trust Co.8,316$605K0.1%-2.9%0.001%
9/30/2025Pureheart Capital Pte Ltd.2,142,000$133.58M22.1%-19.9%0.280%
9/26/2025Corient Private Wealth LLC602,270$37.56M0.1%+75.5%0.079%
9/22/2025Caldwell Trust Co2,479$155K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC21,347$1.33M0.0%+29.2%0.003%
9/9/2025NWF Advisory Services Inc.6,170$385K0.0%-19.8%0.001%
9/4/2025Osaic Holdings Inc.1,875,385$116.88M0.2%+41.9%0.245%
9/3/2025American Trust63,176$3.94M0.4%N/A0.008%
8/29/2025Total Investment Management Inc.736$46K0.0%N/A0.000%
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%
8/27/2025Orion Porfolio Solutions LLC195,759$12.21M0.1%+27.0%0.026%
8/26/2025Thrivent Financial for Lutherans82,699$5.16M0.0%-42.3%0.011%
8/25/2025Promus Capital LLC69,211$4.32M2.8%+1.3%0.009%
8/25/2025Silverlake Wealth Management LLC33,555$2.09M0.6%+50.6%0.004%
8/22/2025TT Capital Management LLC6,487$403K0.1%N/A0.001%
(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, 1,623 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 1,434 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 168,706,701 shares in the last 24 months. This purchase volume represents approximately $9.06B in transactions.

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

Of the 765 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 68,623,425 shares in the last 24 months. This volume of shares sold represents approximately $3.82B in transactions.


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This page (NYSEARCA:IAU) was last updated on 10/11/2025 by MarketBeat.com Staff
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