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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$62.77 +0.03 (+0.05%)
Closing price 06/10/2025 04:10 PM Eastern
Extended Trading
$62.94 +0.17 (+0.27%)
As of 05:33 AM 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.

Institutional Ownership Changes (13F Filings) for iShares Gold Trust (NYSEARCA:IAU)

Current
Institutional Ownership
Percentage
59.67%
Number of
Institutional Buyers
(last 12 months)
1116
Total
Institutional Inflows
(last 12 months)
$7.68B
Number of
Institutional Sellers
(last 12 months)
604
Total
Institutional Outflows
(last 12 months)
$2.45B
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IAU Institutional Buying and Selling by Quarter

iShares Gold Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/6/2025 eCIO Inc.948$56K0.0%N/A0.000%
6/4/2025 First Hawaiian Bank6,325$373K0.0%N/A0.001%
6/3/2025 Invst LLC55,792$3.29M0.4%+10.8%0.007%
6/2/2025 Modern Wealth Management LLC174,051$10.26M0.3%+14.5%0.023%
5/29/2025 Nova Wealth Management Inc.11,399$672K0.6%-4.3%0.002%
5/29/2025 Plum Street Advisors LLC136,196$8.03M3.9%-13.2%0.018%
5/29/2025 Apeiron RIA LLC41,400$2.44M0.7%+1.8%0.006%
5/28/2025 Intrua Financial LLC12,476$736K0.1%-2.5%0.002%
5/22/2025 BOS Asset Management LLC3,484$205K0.1%N/A0.000%
5/22/2025 Kilter Group LLC24,741$1.46M1.0%+72.3%0.003%
5/21/2025 McAdam LLC7,346$433K0.0%-6.2%0.001%
5/21/2025 Geneos Wealth Management Inc.59,777$3.52M0.1%+6.1%0.008%
5/21/2025 Schmidt P J Investment Management Inc.6,661$393K0.1%+13.7%0.001%
5/20/2025 Belpointe Asset Management LLC7,752$457K0.0%-26.4%0.001%
5/20/2025 Focus Partners Wealth340,308$20.07M0.1%-8.5%0.045%
5/20/2025 Flaharty Asset Management LLC697$41K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.51,931$3.06M0.1%+1,163.5%0.007%
5/20/2025 Chokshi & Queen Wealth Advisors Inc4,012$237K0.1%N/A0.001%
5/19/2025 SageView Advisory Group LLC8,168$482K0.0%+83.6%0.001%
5/19/2025 Advisory Alpha LLC50,355$2.97M0.1%+1.2%0.007%
5/19/2025 SCS Capital Management LLC7,680$453K0.0%N/A0.001%
5/16/2025 McIlrath & Eck LLC1,079$64K0.0%-19.2%0.000%
5/16/2025 Empowered Funds LLC50,718$2.99M0.0%-21.0%0.007%
5/16/2025 Faithward Advisors LLC273,759$16.14M2.8%-3.2%0.037%
5/16/2025 Ascent Group LLC256,372$15.12M0.6%+783.6%0.034%
5/16/2025 Coppell Advisory Solutions LLC22,803$1.34M0.1%+757.9%0.003%
5/16/2025 Arete Wealth Advisors LLC73,541$4.34M0.3%+526.0%0.010%
5/16/2025 Signature Estate & Investment Advisors LLC13,450$793K0.0%+19.5%0.002%
5/16/2025 Hamilton Capital LLC17,943$1.06M0.1%-9.0%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC237,131$13.98M0.5%+192.2%0.032%
5/16/2025 Goldman Sachs Group Inc.729,245$43.00M0.0%-40.1%0.097%
5/16/2025 Cape Investment Advisory Inc.3,214$189K0.1%+34.7%0.000%
5/16/2025 Jones Financial Companies Lllp6,784$400K0.0%-93.6%0.001%
5/16/2025 Obsidian Personal Planning Solutions LLC3,382$210K0.1%N/A0.000%
5/16/2025 Talon Private Wealth LLC6,270$370K0.0%-24.3%0.001%
5/16/2025 Permanens Capital L.P.873,742$51.52M9.4%-11.4%0.117%
5/16/2025 NewEdge Advisors LLC784,240$46.24M0.3%+52.7%0.105%
5/16/2025 Integrated Wealth Concepts LLC324,507$19.13M0.2%+258.3%0.043%
5/16/2025 Greenline Partners LLC129,996$7.67M1.1%-20.8%0.017%
5/16/2025 Concorde Asset Management LLC3,976$232K0.1%N/A0.001%
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5/16/2025 Copperleaf Capital LLC6,401$377K0.2%N/A0.001%
5/16/2025 Alliancebernstein L.P.7,748,703$456.86M0.2%-8.3%1.034%
5/16/2025 AQR Capital Management LLC26,936$1.59M0.0%+47.0%0.004%
5/16/2025 AlTi Global Inc.1,548,242$91.28M2.4%+13.5%0.207%
5/16/2025 Ancora Advisors LLC157,343$9.28M0.2%-2.3%0.021%
5/16/2025 Aprio Wealth Management LLC15,037$887K0.1%+15.2%0.002%
5/16/2025 5th Street Advisors LLC16,275$960K0.5%+45.3%0.002%
5/15/2025 EP Wealth Advisors LLC26,762$1.58M0.0%+13.3%0.004%
5/15/2025 Ashton Thomas Securities LLC35,487$2.09M0.6%+67.1%0.005%
5/15/2025 First Manhattan CO. LLC.16,454$970K0.0%-63.6%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC77,708$4.58M0.1%+223.7%0.010%
5/15/2025 First Financial Bankshares Inc4,098$242K0.0%-30.8%0.001%
5/15/2025 One Wealth Capital Management LLC28,262$1.67M0.9%+128.0%0.004%
5/15/2025 Flputnam Investment Management Co.69,262$4.08M0.1%+25.4%0.009%
5/15/2025 Royal Bank of Canada3,500,697$206.40M0.0%+8.9%0.467%
5/15/2025 Betterment LLC9,290$548K0.0%-15.7%0.001%
5/15/2025 Retirement Planning Co of New England Inc.3,631$214K0.1%N/A0.000%
5/15/2025 MAI Capital Management544,946$32.13M0.2%+5.1%0.073%
5/15/2025 Calton & Associates Inc.3,861$228K0.1%N/A0.001%
5/15/2025 Centric Wealth Management3,564$210K0.1%N/A0.000%
5/15/2025 Insight Wealth Partners LLC159,906$9.43M1.6%-5.8%0.021%
5/15/2025 Benchmark Investment Advisors LLC7,355$434K0.3%-2.5%0.001%
5/15/2025 Titleist Asset Management LLC12,181$718K0.1%+5.0%0.002%
5/15/2025 Baird Financial Group Inc.1,840,021$108.49M0.2%-1.1%0.246%
5/15/2025 Vident Advisory LLC22,776$1.34M0.0%-10.5%0.003%
5/15/2025 Evergreen Capital Management LLC35,519$2.09M0.1%+0.7%0.005%
5/15/2025 Tortoise Investment Management LLC900$53K0.0%N/A0.000%
5/15/2025 Gerber Kawasaki Wealth & Investment Management115,923$6.84M0.3%+43.0%0.015%
5/15/2025 Itau Unibanco Holding S.A.12,374$730K0.0%N/A0.002%
5/15/2025 Okabena Investment Services Inc.187,951$11.08M2.8%-1.3%0.025%
5/15/2025 Cape ANN Savings Bank155,150$9.15M5.7%-6.2%0.021%
5/15/2025 D L Carlson Investment Group Inc.95,396$5.63M1.1%+12.5%0.013%
5/14/2025 Truvestments Capital LLC769$45K0.0%+49.0%0.000%
5/14/2025 Wealth Preservation Advisors LLC828$49K0.0%N/A0.000%
5/14/2025 Triad Wealth Partners LLC65,544$3.86M1.2%+101.7%0.009%
5/14/2025 CreativeOne Wealth LLC263,265$15.52M0.5%+75.1%0.035%
5/14/2025 Ieq Capital LLC621,735$36.66M0.3%+607.2%0.083%
5/14/2025 Crcm LP5,965$352K0.1%-29.8%0.001%
5/14/2025 Gamco Investors INC. ET AL173,916$10.25M0.1%-0.3%0.023%
5/14/2025 Kitching Partners LLC101,963$6.01M6.9%+8.4%0.014%
5/14/2025 WCG Wealth Advisors LLC64,779$3.82M0.3%+139.9%0.009%
5/14/2025 Potomac Fund Management Inc. ADV8,598$555K0.6%-26.2%0.001%
5/14/2025 Comerica Bank296,406$17.48M0.1%+19.8%0.040%
5/14/2025 Freedom Investment Management Inc.28,860$1.70M0.1%-0.7%0.004%
5/14/2025 Synovus Financial Corp42,797$2.52M0.0%-49.4%0.006%
5/14/2025 ICONIQ Capital LLC24,727$1.46M0.0%-35.2%0.003%
5/14/2025 Jump Financial LLC27,032$1.59M0.0%-66.6%0.004%
5/14/2025 Legend Financial Advisors Inc.239,050$14.09M10.4%-11.3%0.032%
5/14/2025 Northwestern Mutual Wealth Management Co.4,718,436$278.20M0.2%+9.6%0.630%
5/14/2025 Phoenix Wealth Advisors10,993$648K0.3%-12.0%0.001%
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5/14/2025 Ariston Services Group160,524$9.46M7.9%-0.7%0.021%
5/14/2025 Sax Wealth Advisors LLC21,168$1.25M0.1%N/A0.003%
5/14/2025 Van Hulzen Asset Management LLC247,315$14.58M1.3%+1.7%0.033%
5/14/2025 Verger Capital Management LLC242,959$14.33M6.3%+4.4%0.032%
5/14/2025 Allstate Corp36,752$2.17M0.1%+81.9%0.005%
5/14/2025 Kestra Advisory Services LLC473,880$27.94M0.1%+1.0%0.063%
5/14/2025 OFC Financial Planning LLC35,417$2.09M2.4%+4.7%0.005%
5/14/2025 D.B. Root & Company LLC3,707$219K0.1%N/A0.000%
5/14/2025 Circle Wealth Management LLC810,658$47.80M1.1%+2.3%0.108%
5/14/2025 Wescott Financial Advisory Group LLC12,797$755K0.1%-21.2%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, 1,541 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($1.53B), FMR LLC ($1.12B), Sumitomo Mitsui Trust Group Inc. ($1.06B), Envestnet Asset Management Inc. ($1.04B), Charles Schwab Investment Advisory Inc. ($855.95M), Sumitomo Mitsui Trust Holdings Inc. ($791.18M), and Empower Advisory Group LLC ($783.91M).Learn more on IAU's institutional investors.

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

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

Which institutional investors have been buying iShares Gold Trust stock?

Of the 1,361 institutional investors that purchased iShares Gold Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($688.95M), Proficio Capital Partners LLC ($63.58M), Envestnet Asset Management Inc. ($14.62M), Mizuho Bank Ltd. ($6.60M), Charles Schwab Investment Management Inc. ($5.11M), LPL Financial LLC ($5.11M), and JPMorgan Chase & Co. ($4.80M).

How much institutional buying is happening at iShares Gold Trust?

Institutional investors have bought a total of 901,606,282 shares in the last 24 months. This purchase volume represents approximately $35.10B in transactions.

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

Of the 861 institutional investors that sold iShares Gold Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($24.01M), FMR LLC ($16.86M), Sumitomo Mitsui Trust Holdings Inc. ($6.77M), JPMorgan Chase & Co. ($5.94M), Bank of New York Mellon Corp ($2.50M), Bridgewater Associates LP ($1.76M), and Empower Advisory Group LLC ($1.63M).

How much institutional selling is happening at iShares Gold Trust?

Institutional investors have sold a total of 106,289,403 shares in the last 24 months. This volume of shares sold represents approximately $4.55B in transactions.



This page (NYSEARCA:IAU) was last updated on 6/11/2025 by MarketBeat.com Staff
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