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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$63.30 +0.63 (+1.01%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$63.27 -0.03 (-0.05%)
As of 07/11/2025 07:59 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.

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

Current
Institutional Ownership
Percentage
59.67%
Number of
Institutional Buyers
(last 12 months)
1123
Total
Institutional Inflows
(last 12 months)
$7.71B
Number of
Institutional Sellers
(last 12 months)
622
Total
Institutional Outflows
(last 12 months)
$2.46B
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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
7/11/2025Wealth Management Partners LLC203,565$12.81M4.5%-0.5%0.027%
7/11/2025BTC Capital Management Inc.3,900$243K0.0%N/A0.001%
7/11/2025First PREMIER Bank23,414$1.46M0.4%+42.6%0.003%
7/11/2025Deane Retirement Strategies Inc.67,180$4.19M1.9%-32.6%0.009%
7/11/2025Farther Finance Advisors LLC101,487$6.33M0.1%-35.1%0.013%
7/11/2025Silver Oak Securities Incorporated28,732$1.79M0.1%-9.5%0.004%
7/11/2025CX Institutional1,714$107K0.0%-82.0%0.000%
7/11/2025 UMB Bank n.a.230,628$14.38M0.2%+0.4%0.031%
7/11/2025Myecfo LLC25,256$1.58M0.8%-1.2%0.003%
7/11/2025Kaydan Wealth Management Inc.359,245$22.40M7.3%-2.1%0.048%
7/11/2025Pinnacle Bancorp Inc.10,196$636K0.2%-1.6%0.001%
7/11/2025My Legacy Advisors LLC10,059$630K0.2%-24.7%0.001%
7/11/2025Lantz Financial LLC13,319$831K0.2%-12.3%0.002%
7/11/2025AA Financial Advisors LLC13,534$844K0.2%-2.5%0.002%
7/11/2025Essex Savings Bank9,349$583K0.1%-7.1%0.001%
7/11/2025SeaCrest Wealth Management LLC9,026$563K0.1%+4.5%0.001%
7/11/2025Kingstone Capital Partners Texas LLC110,950$6.92M0.0%N/A0.015%
7/11/2025Grove Bank & Trust133,052$8.30M1.0%+917.9%0.018%
7/10/2025 Anderson Hoagland & Co.742,316$46.29M4.4%+11.4%0.099%
7/10/2025 Perkins Coie Trust Co35,110$2.19M0.4%-6.0%0.005%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,677$158K0.1%N/A0.000%
7/10/2025 IMPACTfolio LLC41,334$2.58M1.2%-11.9%0.005%
7/10/2025 Burns J W & Co. Inc. NY30,486$1.90M0.2%+29.2%0.004%
7/10/2025 Worth Asset Management LLC24,302$1.52M0.7%-10.1%0.003%
7/10/2025 Global Financial Private Client LLC11,271$703K0.3%-3.4%0.001%
7/10/2025 Redhawk Wealth Advisors Inc.106,380$6.63M0.8%+1,068.2%0.014%
7/10/2025 Bigelow Investment Advisors LLC134,163$8.37M3.7%+0.7%0.018%
7/10/2025 Fulton Bank N.A.5,570$347K0.0%+57.9%0.001%
7/10/2025 NorthCrest Asset Manangement LLC297,890$18.73M0.5%-11.4%0.040%
7/10/2025 Wealth Enhancement Advisory Services LLC413,772$26.01M0.0%+15.8%0.055%
7/10/2025 Strathmore Capital Advisors Inc.60,536$3.79M1.7%N/A0.008%
7/10/2025 Sharkey Howes & Javer118,490$7.39M1.0%-14.4%0.016%
7/10/2025 High Net Worth Advisory Group LLC3,329$208K0.1%N/A0.000%
7/10/2025 Wedmont Private Capital7,200$450K0.0%+104.7%0.001%
7/10/2025 Secure Asset Management LLC4,985$311K0.1%N/A0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd432,168$26.95M0.2%-6.0%0.057%
7/10/2025 Signal Advisors Wealth LLC29,023$1.81M0.1%-12.2%0.004%
7/10/2025 Focus Financial Network Inc.26,342$1.64M0.1%-32.4%0.003%
7/10/2025 Sovran Advisors LLC47,522$2.96M0.3%-8.9%0.006%
7/10/2025 Financial Management Network Inc.67,945$4.27M0.8%-3.0%0.009%
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7/9/2025 Lineweaver Wealth Advisors LLC92,692$5.78M0.9%+7.5%0.012%
7/9/2025 Towerpoint Wealth LLC53,095$3.31M1.5%-4.8%0.007%
7/9/2025 Sapient Capital LLC150,287$9.37M0.2%-19.1%0.020%
7/9/2025 Pallas Capital Advisors LLC4,844$302K0.0%-4.8%0.001%
7/9/2025 Lifelong Wealth Advisors Inc.109,536$6.83M2.3%N/A0.015%
7/9/2025 Fermata Advisors LLC88,813$5.54M1.5%-12.0%0.012%
7/9/2025 Keystone Wealth Services LLC20,628$1.29M0.3%+75.2%0.003%
7/9/2025 LifePlan Financial LLC161,217$10.05M8.3%-8.5%0.021%
7/9/2025 Exchange Bank8,785$548K0.4%+27.4%0.001%
7/9/2025 Central Bank & Trust Co.12,393$773K0.1%+80.6%0.002%
7/9/2025 Pacific Capital Wealth Advisors Inc.94,851$5.97M1.1%-6.9%0.013%
7/9/2025 Connective Portfolio Management LLC62,029$3.89M8.3%+29.1%0.008%
7/9/2025 Beacon Financial Group63,734$3.97M0.4%+0.7%0.008%
7/9/2025 Reyes Financial Architecture Inc.3,448$215K0.2%-12.2%0.000%
7/9/2025 Sandy Cove Advisors LLC6,757$421K0.2%+3.4%0.001%
7/9/2025 Sard Wealth Management Group LLC3,334$208K0.1%N/A0.000%
7/9/2025 MassMutual Private Wealth & Trust FSB29,269$1.83M0.0%-1.4%0.004%
7/9/2025 WealthCare Investment Partners LLC119,913$7.54M2.7%-2.7%0.016%
7/8/2025 Ehrlich Financial Group38,941$2.43M1.6%+3.1%0.005%
7/8/2025 Chemistry Wealth Management LLC341,290$21.28M4.6%+3.6%0.045%
7/8/2025 Braun Bostich & Associates Inc.32,136$2.00M1.4%-5.0%0.004%
7/8/2025 Silverleafe Capital Partners LLC183,074$11.42M4.0%+9.1%0.024%
7/8/2025 Advance Capital Management Inc.10,042$626K0.0%-2.0%0.001%
7/8/2025 D. Scott Neal Inc.73,349$4.57M2.3%-0.6%0.010%
7/8/2025 Apella Capital LLC20,400$1.28M0.0%N/A0.003%
7/8/2025 Gradient Investments LLC88,680$5.53M0.1%-3.5%0.012%
7/8/2025 Moulton Wealth Management Inc.20,052$1.26M1.0%-75.0%0.003%
7/8/2025 Parallel Advisors LLC54,331$3.39M0.1%+1.4%0.007%
7/8/2025 Lowe Wealth Advisors LLC167,487$10.45M4.1%+0.2%0.022%
7/7/2025 New Capital Management LP3,250$203K0.1%N/A0.000%
7/7/2025 Upper Left Wealth Management LLC209,046$13.04M8.7%-6.3%0.028%
7/7/2025 Park Edge Advisors LLC55,667$3.47M0.9%-14.8%0.007%
7/7/2025 Capital Asset Advisory Services LLC924,226$58.15M2.7%-2.5%0.123%
7/7/2025 Versant Capital Management Inc83,524$5.21M0.8%-2.9%0.011%
7/7/2025 Global Wealth Strategies & Associates115,834$7.22M2.1%-9.4%0.015%
7/7/2025 Modus Advisors LLC309,964$19.33M5.7%-1.4%0.041%
7/7/2025 Retirement Wealth Solutions LLC7,913$493K0.4%-20.2%0.001%
7/7/2025 Nova Wealth Management Inc.12,158$758K0.6%+6.7%0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,204$137K0.0%+215.3%0.000%
7/7/2025 Life Line Wealth Management LLC644,035$40.16M13.0%+52.8%0.085%
7/7/2025 Centurion Wealth Management LLC26,755$1.67M0.5%+44.7%0.004%
7/7/2025 TruWealth Advisors LLC122,955$7.67M0.4%N/A0.016%
7/3/2025 CPA Asset Management LLC264,063$16.47M6.9%+0.2%0.035%
7/3/2025 Garde Capital Inc.46,001$2.87M0.1%+11.7%0.006%
7/3/2025 Fiduciary Financial Group LLC98,338$6.19M1.1%+0.2%0.013%
7/3/2025 City Center Advisors LLC3,538$221K0.2%-7.5%0.000%
7/2/2025 Howard Financial Services LTD.6,358$396K0.1%-20.8%0.001%
7/2/2025 Doliver Advisors LP13,875$865K0.2%-19.7%0.002%
7/2/2025 LVM Capital Management Ltd. MI292,677$18.25M1.9%-0.4%0.039%
7/1/2025 Confluence Investment Management LLC14,403$898K0.0%-1.5%0.002%
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7/1/2025 Harbor Investment Advisory LLC6,036$376K0.0%+4.6%0.001%
7/1/2025 Private Client Services LLC8,092$505K0.2%-4.4%0.001%
6/6/2025eCIO Inc.948$56K0.0%N/A0.000%
6/4/2025 First Hawaiian Bank6,325$373K0.0%N/A0.001%
6/3/2025Invst LLC55,792$3.29M0.4%+10.8%0.007%
6/2/2025Modern 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%
5/29/2025Plum Street Advisors LLC136,196$8.03M3.9%-13.2%0.018%
5/29/2025Apeiron RIA LLC41,400$2.44M0.7%+1.8%0.006%
5/28/2025Intrua Financial LLC12,476$736K0.1%-2.5%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, 1,552 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 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 1,371 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: 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 149,554,400 shares in the last 24 months. This purchase volume represents approximately $7.71B in transactions.

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

Of the 622 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), JPMorgan Chase & Co. ($4.70M), Sumitomo Mitsui Trust Holdings Inc. ($3.24M), Empower Advisory Group LLC ($1.63M), Packer & Co Ltd ($1.24M), Bank of America Corp DE ($1.01M), and Alliancebernstein L.P. ($993.10K).

How much institutional selling is happening at iShares Gold Trust?

Institutional investors have sold a total of 48,478,737 shares in the last 24 months. This volume of shares sold represents approximately $2.46B in transactions.



This page (NYSEARCA:IAU) was last updated on 7/13/2025 by MarketBeat.com Staff
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