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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$76.56 +0.85 (+1.12%)
Closing price 06/26/2026 04:10 PM Eastern
Extended Trading
$76.90 +0.34 (+0.45%)
As of 06/26/2026 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 Massive. 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)
1423
Total
Institutional Inflows
(last 12 months)
$6.58B
Number of
Institutional Sellers
(last 12 months)
941
Total
Institutional Outflows
(last 12 months)
$4.94B
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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
6/25/2026 Hamilton Wealth LLC247,393$21.81M4.2%-9.7%0.029%
6/24/2026 Basecamp Wealth Advisors LLC22,091$1.95M0.4%-4.6%0.003%
6/22/2026 Sapient Capital LLC147,703$13.02M0.2%-7.5%0.017%
6/16/2026 Steelhead Wealth Management LLC2,405$212K0.1%N/A0.000%
6/15/2026 J. R. Prunier Capital Management LLC19,505$1.72M0.7%+0.8%0.002%
6/10/2026 Curry Webb Wealth Management LLC4,842$427K0.2%N/A0.001%
6/10/2026 FAS Wealth Partners Inc.2,345$207K0.0%N/A0.000%
6/9/2026 Contango Wealth Management LLC18,787$1.66M1.9%+136.0%0.002%
6/9/2026 Rathbones Group PLC53,130$4.68M0.0%-2.4%0.006%
6/4/2026 Town Capital LLC9,689$854K0.7%-47.8%0.001%
6/3/2026 DBK Financial Counsel LLC4,821$425K0.3%-12.6%0.001%
6/3/2026 Parallel Advisors LLC67,110$5.92M0.1%+8.4%0.008%
6/3/2026 NewEdge Advisors LLC727,251$64.11M0.2%-38.2%0.085%
6/1/2026 First Nebraska Trust Co8,500$749K0.1%N/A0.001%
6/1/2026 Flagship Wealth Advisors LLC2,954$260K0.1%-19.5%0.000%
6/1/2026 Foguth Wealth Management LLC.15,544$1.33M0.2%+1.7%0.002%
6/1/2026 Concorde Asset Management LLC3,477$307K0.2%-27.1%0.000%
6/1/2026 Integrated Investment Consultants LLC7,972$703K0.1%-6.5%0.001%
6/1/2026 Keel Point LLC14,233$1.26M0.1%+30.1%0.002%
5/29/2026 Ipsen Advisor Group LLC25,691$2.27M1.6%-35.4%0.003%
5/28/2026 Lavelle Capital LP4,751$419K0.3%N/A0.001%
5/28/2026 Blue Fin Capital Inc.13,554$1.20M0.2%-12.0%0.002%
5/27/2026 Security Financial Services INC.47,116$4.15M0.7%-67.7%0.006%
5/26/2026 Glenmede Trust Co. NA25,068$2.21M0.0%-25.0%0.003%
5/22/2026 WNY Asset Management LLC3,204$282K0.0%N/A0.000%
5/22/2026 Independent Wealth Advisors LLC42,516$3.75M3.7%-5.0%0.005%
5/22/2026 Wellington Grp LLC749$66K0.0%N/A0.000%
5/22/2026 Verus Capital Partners LLC15,385$1.36M0.1%-22.2%0.002%
5/21/2026 Essential Partners LLC1,656$146K0.0%+1,108.8%0.000%
5/20/2026 Hobbs Group Advisors LLC11,576$1.02M0.3%-17.7%0.001%
5/20/2026 January Capital Advisors LLC24,635$2.17M2.9%N/A0.003%
5/20/2026 Arete Wealth Advisors LLC33,153$2.92M0.2%+127.9%0.004%
5/20/2026 Leigh Baldwin & CO. LLC7,240$638K0.4%+9.6%0.001%
5/20/2026 Norris Financial Group LLC236,569$20.86M6.8%N/A0.028%
5/19/2026 Western Wealth Management LLC63,089$5.56M0.2%+40.3%0.007%
5/19/2026 Bank of America Corp DE28,294,059$2.49B0.2%-6.5%3.323%
5/19/2026 Hamilton Wealth LLC742,179$65.43M4.6%+170.8%0.087%
5/19/2026 Twin Lakes Capital Management LLC5,969$526K0.2%-5.1%0.001%
5/19/2026 Alexander Labrunerie & CO. Inc.16,241$1.43M0.5%+384.7%0.002%
5/19/2026 Chesapeake Wealth Management2,443$215K0.1%N/A0.000%
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5/19/2026 Janus Henderson Group PLC4,369$385K0.0%+49.9%0.001%
5/19/2026 Centaurus Financial Inc.3,569$315K0.0%+67.5%0.000%
5/19/2026 Ashton Thomas Securities LLC27,305$2.41M0.3%-18.9%0.003%
5/19/2026 Arkadios Wealth Advisors110,018$9.70M0.2%+0.4%0.013%
5/19/2026 Arete Wealth Advisors LLC32,954$2.90M0.2%+126.5%0.004%
5/18/2026 Sunbelt Securities Inc.253,669$22.36M1.4%-3.2%0.030%
5/18/2026 Guardian Partners Inc.15,000$1.32M0.1%-50.0%0.002%
5/18/2026 Amundi42,600$3.76M0.0%+432.5%0.005%
5/18/2026 Gould Capital LLC4,350$383K0.2%-4.8%0.001%
5/18/2026 EverSource Wealth Advisors LLC666,445$58.75M1.8%-7.9%0.078%
5/18/2026 Talon Private Wealth LLC4,199$370K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada3,822,912$337.03M0.1%-2.0%0.449%
5/18/2026 Empowered Funds LLC19,262$1.70M0.0%-8.6%0.002%
5/18/2026 Envision Financial Planning LLC5,667$500K0.2%+9.8%0.001%
5/18/2026 Evelyn Partners Asset Management Ltd75,984$6.70M1.7%-6.6%0.009%
5/18/2026 Evercore Wealth Management LLC620,632$54.72M0.9%-0.8%0.073%
5/16/2026 KCM Investment Advisors LLC14,129$1.25M0.0%-3.4%0.002%
5/16/2026 Glen Eagle Advisors LLC21,800$1.92M0.3%+2,642.1%0.003%
5/16/2026 Excelsior Advisor Network LLC71,573$6.31M2.4%-11.5%0.008%
5/16/2026 Quantinno Capital Management LP91,773$8.09M0.0%+53.7%0.011%
5/16/2026 Family Manage LLC68,017$6.00M0.7%+4.1%0.008%
5/15/2026 Cardiff Park Advisors LLC32,370$2.85M0.2%+3.2%0.004%
5/15/2026 Gateway Wealth Partners LLC44,105$3.89M0.2%+87.7%0.005%
5/15/2026 Wealth Watch Advisors INC51,921$4.58M1.9%+24.6%0.006%
5/15/2026 Blue Chip Partners LLC10,116$892K0.1%-2.4%0.001%
5/15/2026 Cypress Capital Group272,064$23.99M2.7%-0.9%0.032%
5/15/2026 Everest Financial Group LLC70,726$6.24M1.0%+0.2%0.008%
5/15/2026 44 Wealth Management LLC4,192$370K0.1%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT64,620$5.70M0.1%-4.2%0.008%
5/15/2026 Waverly Advisors LLC109,260$9.63M0.1%+17.9%0.013%
5/15/2026 Wealth Alliance LLC101,021$8.91M0.9%-31.5%0.012%
5/15/2026 Vivaldi Capital Management LP115,195$10.16M1.4%-4.2%0.014%
5/15/2026 Pennsylvania State University1,574,099$138.77M72.5%-9.1%0.185%
5/15/2026 Boreal Capital Management LLC1,189$105K0.1%-45.9%0.000%
5/15/2026 Cannell & Spears LLC3,210$273K0.0%+6.6%0.000%
5/14/2026 Dai ichi Life International Holdings LLC4,022$355K23.3%N/A0.000%
5/14/2026 Renaissance Technologies LLC123,968$10.93M0.0%+466.1%0.015%
5/14/2026 Hilltop Holdings Inc.50,998$4.50M0.4%+13.7%0.006%
5/14/2026 GC Wealth Management RIA LLC9,717$857K0.0%-4.5%0.001%
5/14/2026 Public Employees Retirement System of Ohio1,017,800$89.73M0.3%+109.1%0.120%
5/14/2026 Compound Planning Inc.120,094$10.59M0.3%-6.4%0.014%
5/14/2026 Klingman & Associates LLC15,608$1.38M0.1%+147.2%0.002%
5/14/2026 Modern Wealth Management LLC280,748$25.18M0.4%-3.4%0.033%
5/14/2026 Keebeck Wealth Management52,403$4.62M0.5%+20.4%0.006%
5/14/2026 Wills Financial Group LLC146,271$12.90M5.3%-0.6%0.017%
5/14/2026 Greenline Wealth Management LLC2,666$235K0.3%+23.3%0.000%
5/14/2026 Crosspoint Financial LLC2,646$233K0.6%-84.2%0.000%
5/14/2026 Davis R M Inc.12,833$1.13M0.0%-4.1%0.002%
5/14/2026 Lido Advisors LLC116,260$10.25M0.0%+13.0%0.014%
5/14/2026 Monograph Wealth Advisors LLC16,561$1.46M0.1%-19.0%0.002%
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Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

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5/13/2026 Cetera Investment Advisers1,373,536$121.09M0.1%-40.8%0.161%
5/13/2026 Parker Investment Management LLC275,111$24.25M3.7%-57.8%0.032%
5/13/2026 Wealthspire Retirement LLC21,848$1.93M0.1%+6.8%0.003%
5/13/2026 American Investment Services Inc.91,176$8.04M1.8%-10.8%0.011%
5/13/2026 Aureus Asset Management LLC9,322$822K0.1%+242.1%0.001%
5/13/2026 Cambridge Associates LLC MA ADV740,591$65.29M1.0%-1.4%0.087%
5/13/2026 Crcm LP1,249,870$111.13M78.7%+73.7%0.147%
5/13/2026 Alpha Financial Partners LLC13,595$1.20M0.7%+4.9%0.002%
5/13/2026 WealthCollab LLC7,600$670K0.3%+4.4%0.001%
5/13/2026 Alesco Advisors LLC An ESL Co24,421$2.15M0.1%-9.3%0.003%


IAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,996 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 1,795 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 ($63.62M), Envestnet Asset Management Inc. ($21.10M), JPMorgan Chase & Co. ($7.63M), Citigroup Inc. ($7.12M), LPL Financial LLC ($5.01M), Truist Financial Corp ($4.59M), and Prudential Financial Inc. ($3.34M).

Institutional investors have bought a total of 90,846,169 shares in the last 24 months. This purchase volume represents approximately $6.58B in transactions.

Of the 941 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. ($14.33M), Empower Advisory Group LLC ($7.27M), Envestnet Asset Management Inc. ($3.68M), Northwestern Mutual Wealth Management Co. ($3.68M), Bank of America Corp DE ($3.50M), Pureheart Capital Pte Ltd. ($1.84M), and PFG Advisors ($1.40M).

Institutional investors have sold a total of 67,295,846 shares in the last 24 months. This volume of shares sold represents approximately $4.94B in transactions.



This page (NYSEARCA:IAU) was last updated on 6/27/2026 by MarketBeat.com Staff.
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