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iShares Gold Trust (IAU) Institutional Ownership

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$75.50 +0.70 (+0.94%)
Closing price 04:10 PM Eastern
Extended Trading
$75.54 +0.04 (+0.05%)
As of 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)
1407
Total
Institutional Inflows
(last 12 months)
$6.50B
Number of
Institutional Sellers
(last 12 months)
936
Total
Institutional Outflows
(last 12 months)
$4.85B
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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
7/10/2026 Regent Peak Wealth Advisors LLC6,898$521K0.1%+13.7%0.001%
7/10/2026 Northside Capital Management LLC45,047$3.40M0.3%-6.2%0.005%
7/10/2026 Butensky & Cohen Financial Security Inc.22,700$1.71M0.4%+26.6%0.003%
7/10/2026 Whitener Capital Management Inc.37,083$2.80M0.6%-1.4%0.004%
7/10/2026 Heck Capital Advisors LLC46,387$3.50M0.2%-28.7%0.006%
7/10/2026 JFS Wealth Advisors LLC9,158$692K0.0%+1.8%0.001%
7/10/2026 Sunesis Advisors LLC19,800$1.50M0.6%-4.9%0.002%
7/10/2026 GenWealth Group Inc.636,522$48.06M7.5%+1.8%0.077%
7/10/2026 Fiduciary Financial Group LLC125,744$9.50M1.1%+20.7%0.015%
7/10/2026 Farrell Financial LLC47,699$3.60M1.9%-4.2%0.006%
7/10/2026 Spinnaker Investment Group LLC6,086$460K0.1%+60.4%0.001%
7/10/2026 Highland Financial Advisors LLC123,538$9.33M2.1%-7.4%0.015%
7/10/2026 Redhawk Wealth Advisors Inc.27,978$2.11M0.2%+54.1%0.003%
7/10/2026 LVM Capital Management Ltd. MI299,586$22.62M1.9%-0.5%0.036%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors43,309$3.27M0.4%-14.2%0.005%
7/10/2026 Perkins Coie Trust Co10,014$756K0.1%-71.5%0.001%
7/10/2026 Fulton Bank N.A.6,824$515K0.0%+18.8%0.001%
7/10/2026 Wealthcare Advisory Partners LLC37,112$2.80M0.1%-2.4%0.004%
7/9/2026 First Bank & Trust14,533$1.10M0.2%+3.9%0.002%
7/9/2026 Shrier Wealth Management LLC54,136$4.09M1.4%+10.9%0.007%
7/9/2026 Asset Advisory Group Inc.3,478$263K0.1%+15.9%0.000%
7/9/2026 Centurion Wealth Management LLC27,945$2.11M0.5%-14.2%0.003%
7/9/2026 Franklin Street Advisors Inc. NC3,920$296K0.0%-11.3%0.000%
7/9/2026 CPA Asset Management Group LLC240,930$18.19M5.2%+1.7%0.029%
7/9/2026 Sapient Capital LLC158,839$11.99M0.2%+7.5%0.019%
7/9/2026 World Equity Group Inc.8,576$648K0.1%+12.7%0.001%
7/9/2026 Focus Financial Network Inc.42,314$3.20M0.1%+3.8%0.005%
7/9/2026 Pettinga Financial Advisors LLC50,912$3.84M0.6%+1.6%0.006%
7/9/2026 Allied Private Wealth LLC9,295$713K0.5%N/A0.001%
7/9/2026 Deane Retirement Strategies Inc.123,603$9.33M4.0%+36.5%0.015%
7/9/2026 Exchange Bank11,283$852K0.5%-3.4%0.001%
7/9/2026 Topor & Co. Korea131,980$9.97M7.9%-0.7%0.016%
7/9/2026 Sax Wealth Advisors LLC21,246$1.60M0.1%-5.5%0.003%
7/9/2026 Ehrlich Financial Group25,788$1.95M1.0%-16.7%0.003%
7/9/2026 Chemistry Wealth Management LLC346,112$26.14M4.2%+0.1%0.042%
7/9/2026 Strategic Point Investment Advisors LLC555,178$41.92M5.5%+3.9%0.067%
7/9/2026 Valeo Financial Advisors LLC47,028$3.55M0.1%-7.6%0.006%
7/8/2026 Gradient Investments LLC70,720$5.34M0.1%-6.2%0.009%
7/8/2026 Rockland Trust Co.4,596$347K0.0%+4.3%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.1,019,061$76.95M2.9%+4.9%0.123%
Trump's New Dollar (Ad)

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7/8/2026 Chesley Taft & Associates LLC7,202$544K0.0%+7.1%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL38,277$2.89M0.7%-4.8%0.005%
7/8/2026 First Heartland Consultants Inc.10,238$773K0.1%+12.1%0.001%
7/8/2026 Teamwork Financial Advisors LLC5,495$415K0.0%-2.4%0.001%
7/8/2026 Green Ridge Wealth Planning LLC11,530$871K0.4%-62.5%0.001%
7/8/2026 LifeGoal Investments LLC3,774$285K0.1%+8.1%0.000%
7/8/2026 Factor Wealth Management LTD3,262$246K0.0%+32.7%0.000%
7/8/2026 55 North Private Wealth LLC3,870$292K0.1%N/A0.000%
7/8/2026 Archer Investment Management LLC28,109$2.12M0.7%+39.0%0.003%
7/7/2026 Fermata Advisors LLC74,473$5.62M1.1%+3.7%0.009%
7/7/2026 Mirador Capital Partners LP20,697$1.56M0.2%+19.6%0.003%
7/7/2026 Balefire LLC5,083$384K0.1%N/A0.001%
7/7/2026 Dynamic Advisor Solutions LLC27,189$2.05M0.1%-0.7%0.003%
7/7/2026 GAMMA Investing LLC2,749$208K0.0%-47.7%0.000%
7/7/2026 Avior Wealth Management LLC39,784$3.00M0.1%-26.0%0.005%
7/7/2026 Mader & Shannon Wealth Management Inc.334,134$25.23M11.8%+0.4%0.040%
7/7/2026 Sandy Cove Advisors LLC6,220$470K0.1%-7.9%0.001%
7/7/2026 Arlington Trust Co LLC33,600$2.54M0.2%-8.6%0.004%
7/7/2026 Grove Bank & Trust156,618$11.83M1.2%+6.9%0.019%
7/7/2026 CGN Advisors LLC7,360$556K0.0%+3.2%0.001%
7/7/2026 Anderson Hoagland & Co.769,660$58.12M4.6%-4.7%0.093%
7/7/2026 City Center Advisors LLC5,925$447K0.4%-3.8%0.001%
7/7/2026 Howard Financial Services LTD.6,023$455K0.0%+31.2%0.001%
7/6/2026 Stableford Capital II LLC46,233$3.49M1.2%-0.8%0.006%
7/6/2026 Stonebridge Financial Group LLC165,248$12.48M0.9%-0.5%0.020%
7/6/2026 Private Client Services LLC12,375$934K0.2%+15.9%0.001%
7/2/2026 Silverleafe Capital Partners LLC116,638$8.81M2.4%-12.2%0.014%
7/2/2026 Versant Capital Management Inc67,672$5.11M0.5%-1.5%0.008%
7/2/2026 Diesslin Group Inc.10,904$823K0.3%+25.9%0.001%
7/2/2026 Hilltop National Bank73,856$5.58M1.2%-1.8%0.009%
7/2/2026 CX Institutional10,114$764K0.0%+87.1%0.001%
7/1/2026 Noble Wealth Management PBC21,437$1.62M0.7%-1.0%0.003%
7/1/2026 Miller Global Investments LLC480$36K0.0%N/A0.000%
7/1/2026 Eastern Bank40,450$3.05M0.0%-0.5%0.005%
7/1/2026 Global Wealth Strategies & Associates126,318$9.54M1.8%+5.3%0.015%
6/25/2026Hamilton Wealth LLC247,393$21.81M4.2%-9.7%0.029%
6/24/2026Basecamp 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%
6/16/2026Steelhead Wealth Management LLC2,405$212K0.1%N/A0.000%
6/15/2026J. R. Prunier Capital Management LLC19,505$1.72M0.7%+0.8%0.002%
6/10/2026Curry Webb Wealth Management LLC4,842$427K0.2%N/A0.001%
6/10/2026FAS Wealth Partners Inc.2,345$207K0.0%N/A0.000%
6/9/2026Contango Wealth Management LLC18,787$1.66M1.9%+136.0%0.002%
6/9/2026Rathbones Group PLC53,130$4.68M0.0%-2.4%0.006%
6/4/2026Town Capital LLC9,689$854K0.7%-47.8%0.001%
6/3/2026DBK Financial Counsel LLC4,821$425K0.3%-12.6%0.001%
6/3/2026Parallel Advisors LLC67,110$5.92M0.1%+8.4%0.008%
6/3/2026NewEdge Advisors LLC727,251$64.11M0.2%-38.2%0.085%
6/1/2026First Nebraska Trust Co8,500$749K0.1%N/A0.001%
6/1/2026Flagship Wealth Advisors LLC2,954$260K0.1%-19.5%0.000%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

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6/1/2026Foguth Wealth Management LLC.15,544$1.33M0.2%+1.7%0.002%
6/1/2026Concorde Asset Management LLC3,477$307K0.2%-27.1%0.000%
6/1/2026Integrated Investment Consultants LLC7,972$703K0.1%-6.5%0.001%
6/1/2026Keel Point LLC14,233$1.26M0.1%+30.1%0.002%
5/29/2026Ipsen Advisor Group LLC25,691$2.27M1.6%-35.4%0.003%
5/28/2026Lavelle Capital LP4,751$419K0.3%N/A0.001%
5/28/2026Blue 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%
5/26/2026Glenmede Trust Co. NA25,068$2.21M0.0%-25.0%0.003%
5/22/2026WNY Asset Management LLC3,204$282K0.0%N/A0.000%


IAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,997 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 ($63.62M), 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 89,495,635 shares in the last 24 months. This purchase volume represents approximately $6.50B in transactions.

Of the 933 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 65,821,081 shares in the last 24 months. This volume of shares sold represents approximately $4.85B in transactions.



This page (NYSEARCA:IAU) was last updated on 7/17/2026 by MarketBeat.com Staff.
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