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iShares Gold Trust (IAU) Institutional Ownership

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$82.23 +0.54 (+0.66%)
Closing price 04:10 PM Eastern
Extended Trading
$82.42 +0.19 (+0.23%)
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)
1335
Total
Institutional Inflows
(last 12 months)
$5.09B
Number of
Institutional Sellers
(last 12 months)
855
Total
Institutional Outflows
(last 12 months)
$3.50B
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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
9/16/2026 IKE Capital LLC6,600$498K0.3%-5.7%0.001%
9/11/2026 Talon Private Wealth LLC4,373$330K0.0%+4.1%0.001%
9/9/2026 Sequoia Financial Advisors LLC80,631$6.09M0.0%+0.4%0.010%
9/9/2026 Van Hulzen Asset Management LLC183,362$13.85M1.0%+1.1%0.022%
9/9/2026 IPG Investment Advisors LLC19,621$1.48M0.2%+10.6%0.002%
9/9/2026 MCF Advisors LLC16,029$1.21M0.0%-19.7%0.002%
9/9/2026 Arlington Capital Management Inc.3,659$276K0.2%-96.9%0.000%
9/9/2026 Archford Capital Strategies LLC9,049$683K0.1%+180.2%0.001%
9/9/2026 Capital Analysts LLC69,869$5.28M0.1%-51.3%0.008%
9/9/2026 Insight Wealth Partners LLC53,352$4.03M0.5%+1.1%0.006%
9/9/2026 NorthRock Partners LLC51,881$3.92M0.1%+10.9%0.006%
9/9/2026 Integrated Wealth Concepts LLC258,407$19.51M0.1%-18.0%0.031%
9/9/2026 RFG Advisory LLC38,956$2.94M0.0%+35.8%0.005%
9/9/2026 NewEdge Advisors LLC756,577$57.13M0.2%+4.0%0.092%
9/9/2026 IFP Advisors Inc555,136$41.92M0.8%-2.1%0.067%
9/9/2026 Baird Financial Group Inc.1,279,618$96.62M0.1%-5.1%0.155%
9/9/2026 Centerline Wealth Advisors LLC38,084$2.88M0.9%+0.6%0.005%
9/9/2026 XY Planning Network Inc.3,740$282K0.0%+14.5%0.000%
9/8/2026 Mraz Amerine & Associates Inc.16,129$1.22M0.2%-6.0%0.002%
9/8/2026 Allworth Financial LP263,548$19.90M0.1%+1.4%0.032%
9/8/2026 Waverly Advisors LLC353,400$26.69M0.2%+223.4%0.043%
9/4/2026 Parkside Financial Bank & Trust46,542$3.51M0.2%+0.5%0.006%
9/3/2026 Anchor Capital Advisors LLC24,270$1.83M0.0%N/A0.003%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group47,060$3.55M0.4%+13.4%0.006%
9/2/2026 Range Advisory LLC15,910$1.20M0.1%+35.2%0.002%
9/2/2026 Brown Lisle Cummings Inc.585$44K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP503,990$38.06M0.1%-16.6%0.061%
8/26/2026 Principia Wealth Advisory LLC62,189$4.70M1.0%+28.8%0.008%
8/26/2026 Amundi8,600$649K0.0%-79.8%0.001%
8/26/2026 HighTower Advisors LLC3,247,846$245.25M0.2%-1.3%0.393%
8/25/2026 Advus Financial Partners LLC32,882$2.48M0.6%-11.8%0.004%
8/25/2026 January Capital Advisors LLC23,536$1.78M1.5%-4.5%0.003%
8/25/2026 Financial Insights Inc.3,123$236K0.1%N/A0.000%
8/24/2026 First Eagle Investment Management LLC2,668$201K0.0%-7.0%0.000%
8/23/2026 DMC Group LLC15,478$1.17M0.8%-14.3%0.002%
8/23/2026 Ameritas Advisory Services LLC116,916$8.83M0.2%+120.3%0.014%
8/23/2026 Wedmont Private Capital15,810$1.22M0.0%+24.2%0.002%
8/23/2026 Kintra Wealth LLC3,742$306K0.0%+9.7%0.000%
8/23/2026 Endeavor Private Wealth Inc.24,790$1.87M0.5%+5.0%0.003%
8/23/2026 HB Wealth Management LLC208,539$15.75M0.1%+1.0%0.025%
Analyst nicknamed “The Prophet” issues new warning for America (Ad)

Whitney Tilson exposed a major company on 60 Minutes in an Emmy-winning investigation - the stock lost nearly 80% afterward. He also called the housing crisis and the collapse of Bear Stearns and Lehman Brothers before they happened. Now Tilson says the day after this year's midterm elections, America enters a period of economic change unlike anything seen in decades - and most investors are unprepared.tc pixel

See Whitney Tilson's full midterm election presentation now.
8/23/2026 Mid American Wealth Advisory Group Inc.4,062$307K0.1%-3.6%0.000%
8/23/2026 Highland Financial Advisors LLC123,538$9.33M2.1%-7.4%0.015%
8/23/2026 Azimuth Capital Investment Management LLC28,172$2.13M0.1%-1.7%0.003%
8/23/2026 Unique Wealth LLC38,947$2.94M0.3%+3.6%0.005%
8/23/2026 Kaydan Wealth Management Inc.4,976$376K0.1%-97.2%0.001%
8/22/2026 XP Advisory US Inc.3,676$278K0.2%N/A0.000%
8/22/2026 Rose Capital Advisors LLC16,164$1.22M0.6%N/A0.002%
8/22/2026 Compass Financial Management LLC2,527$192K0.0%N/A0.000%
8/22/2026 NBH Bank45,187$3.41M1.4%N/A0.005%
8/22/2026 Shah Wealth Advisors LLC355,328$26.83M6.2%N/A0.043%
8/22/2026 Tenet Wealth Partners LLC35,252$2.71M2.0%N/A0.004%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC3,890$294K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC2,503$189K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC550$42K0.0%+257.1%0.000%
8/22/2026 Blalock Williams LLC2,831$214K0.1%+11.9%0.000%
8/22/2026 Aureum Wealth Management LLC29,589$2.23M1.4%+9.3%0.004%
8/22/2026 Cooke Wealth Management LLC15,583$1.18M1.0%+9.1%0.002%
8/22/2026 Cornerstone Advisors Asset Management LLC4,590$347K0.0%-2.5%0.001%
8/22/2026 SMART Wealth LLC7,190$543K0.1%+105.5%0.001%
8/22/2026 Retirement Wealth Solutions LLC6,163$465K0.3%+2.4%0.001%
8/22/2026 Valued Retirements Inc.23,701$1.79M1.6%-32.7%0.003%
8/22/2026 LifePlan Investment Advisors Inc.50,998$3.85M1.3%+2.9%0.006%
8/22/2026 NWF Advisory Services Inc.10,770$813K0.1%-24.2%0.001%
8/22/2026 Rogco LP158,010$11.93M3.7%+6.8%0.019%
8/22/2026 Syon Capital LLC259,519$19.60M0.9%-0.2%0.031%
8/22/2026 TD Waterhouse Canada Inc.517,314$39.30M0.1%+13.2%0.063%
8/22/2026 United Community Bank43,322$3.27M1.0%+6.1%0.005%
8/22/2026 Concurrent Investment Advisors LLC374,204$28.26M0.2%+5.9%0.045%
8/21/2026 Greenspring Advisors LLC13,634$1.03M0.1%-8.4%0.002%
8/21/2026 Continuum Advisory LLC12,289$928K0.1%-2.1%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC3,246$245K0.1%+6.6%0.000%
8/21/2026 Buttonwood Financial Group LLC38,354$2.90M1.7%+6.4%0.005%
8/21/2026 MBA Advisors LLC131,576$9.94M3.2%+8.1%0.016%
8/21/2026 Live Oak Private Wealth LLC3,354$253K0.0%-3.5%0.000%
8/21/2026 Firestone Capital Management53,117$4.01M0.8%-10.2%0.006%
8/21/2026 XML Financial LLC6,842$517K0.0%-4.7%0.001%
8/21/2026 Beacon Financial Advisory LLC10,772$813K0.2%-6.2%0.001%
8/21/2026 Tsfg LLC72,894$5.50M0.7%-49.4%0.009%
8/21/2026 Sound Financial Strategies Group LLC3,176$240K0.2%-42.8%0.000%
8/21/2026 Secure Asset Management LLC3,032$229K0.0%-29.4%0.000%
8/21/2026 Independence Bank of Kentucky6,602$499K0.1%+633.6%0.001%
8/21/2026 Vanguard Capital Wealth Advisors3,014$228K0.2%N/A0.000%
8/21/2026 Acorn Wealth Advisors LLC8,119$613K0.1%+26.8%0.001%
8/20/2026 Proficio Capital Partners LLC2,191,169$165.46M6.1%+5.7%0.265%
8/20/2026 Nwam LLC24,904$1.88M0.1%+65.9%0.003%
8/20/2026 Rehmann Capital Advisory Group87,075$6.58M0.3%-18.0%0.011%
8/20/2026 A. D. Beadell Investment Counsel Inc.3,600$271K0.2%N/A0.000%
8/20/2026 JNBA Financial Advisors128,823$9.73M0.5%-1.5%0.016%
8/20/2026 Advocacy Wealth Management LLC197,676$14.93M0.2%+6.6%0.024%
8/20/2026 American Asset Management Inc.2,724$206K0.2%-15.8%0.000%
Analyst nicknamed “The Prophet” issues new warning for America (Ad)

Whitney Tilson exposed a major company on 60 Minutes in an Emmy-winning investigation - the stock lost nearly 80% afterward. He also called the housing crisis and the collapse of Bear Stearns and Lehman Brothers before they happened. Now Tilson says the day after this year's midterm elections, America enters a period of economic change unlike anything seen in decades - and most investors are unprepared.tc pixel

See Whitney Tilson's full midterm election presentation now.
8/20/2026 ICONIQ Capital LLC12,247$925K0.0%-4.5%0.001%
8/20/2026 Ancora Advisors LLC30,688$2.32M0.0%-1.8%0.004%
8/20/2026 Sigma Planning Corp220,618$16.66M0.4%-2.3%0.027%
8/20/2026 Private Harbour Investment Management & Counsel LLC180,105$13.60M16.2%-0.8%0.022%
8/20/2026 Flputnam Investment Management Co.151,511$11.44M0.1%+3.6%0.018%
8/20/2026 Northwestern Mutual Wealth Management Co.6,320,401$477.25M0.3%-2.0%0.765%
8/20/2026 Wedbush Securities Inc.54,861$4.14M0.1%+18.2%0.007%
8/20/2026 Sheets Smith Wealth Management9,748$736K0.1%-38.2%0.001%
8/20/2026 Spinnaker Trust422,086$31.87M1.5%+1.2%0.051%
8/20/2026 Greenleaf Trust12,280$927K0.0%+6.3%0.001%


IAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,006 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($2.49B), Morgan Stanley ($2.02B), Envestnet Asset Management Inc. ($1.49B), FMR LLC ($1.12B), LPL Financial LLC ($1.12B), Wells Fargo & Company MN ($1.07B), and JPMorgan Chase & Co. ($958.03M).Learn more on iShares Gold Trust's institutional investors.

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

Of the 1,796 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 ($63.70M), Envestnet Asset Management Inc. ($20.62M), JPMorgan Chase & Co. ($7.63M), Citigroup Inc. ($7.12M), LPL Financial LLC ($5.01M), Prudential Financial Inc. ($3.34M), and Truist Financial Corp ($3.25M).

Institutional investors have bought a total of 66,311,437 shares in the last 24 months. This purchase volume represents approximately $5.09B in transactions.

Of the 855 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: Sumitomo Mitsui Trust Group Inc. ($12.15M), Northwestern Mutual Wealth Management Co. ($3.81M), Bank of America Corp DE ($2.51M), Pureheart Capital Pte Ltd. ($1.84M), PFG Advisors ($1.40M), Cetera Investment Advisers ($945.93K), and Quadrature Capital Ltd ($869.96K).

Institutional investors have sold a total of 43,762,911 shares in the last 24 months. This volume of shares sold represents approximately $3.50B in transactions.



Institutional ownership data for NYSEARCA:IAU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/16/2026. New 13F filings are added each quarter as they're published.
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