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iShares Gold Trust (IAU) Institutional Ownership

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$86.62 +0.25 (+0.29%)
Closing price 08/27/2026 04:10 PM Eastern
Extended Trading
$86.38 -0.24 (-0.27%)
As of 08/27/2026 08:00 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)
1332
Total
Institutional Inflows
(last 12 months)
$5.11B
Number of
Institutional Sellers
(last 12 months)
850
Total
Institutional Outflows
(last 12 months)
$3.47B
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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
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%
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%
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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%
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%
8/19/2026 Capital Advisors Inc. OK104,567$7.90M0.1%+7.0%0.013%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,646,017$124.29M0.0%-8.6%0.199%
8/19/2026 Hsbc Holdings PLC650,137$49.08M0.0%+4.1%0.079%
8/19/2026 Archer Investment Corp1,186$90K0.0%+76.2%0.000%
8/18/2026 Public Employees Retirement System of Ohio1,017,800$76.85M0.2%N/A0.123%
8/17/2026 Strive Financial Group LLC550$42K0.0%+257.1%0.000%
8/15/2026 American Capital Management Inc.74,301$5.76M0.3%N/A0.009%
8/12/2026 Compass Financial Management LLC2,527$192K0.0%N/A0.000%
8/12/2026 Fortress Financial Group LLC3,500$289K0.1%-8.6%0.000%
8/10/2026 Sound Financial Strategies Group LLC3,176$240K0.2%N/A0.000%
8/8/2026 Oxbow Advisors LLC774,373$58.47M4.8%+13.8%0.094%
8/8/2026 Burke & Herbert Bank & Trust Co.3,603$272K0.1%-6.0%0.000%
8/8/2026 Wealthfront Advisers LLC62,143$4.69M0.0%-6.0%0.008%
8/8/2026 Foster & Motley Inc.8,914$673K0.0%+140.9%0.001%
8/8/2026 Strategic Wealth Advisors LLC7,978$647K0.6%+6.0%0.001%
8/8/2026 Chandler Asset Management Inc.122,575$9.26M1.3%+12.2%0.015%
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8/8/2026 Sagace Wealth Management LLC36,441$2.75M1.7%+7.3%0.004%
8/8/2026 OFC Financial Planning LLC31,727$2.40M2.1%-5.9%0.004%
8/8/2026 Harborfront Financial Group LLC367$28K0.1%N/A0.000%
8/7/2026 Citizens Financial Group Inc. RI82,450$6.23M0.1%+5.2%0.010%
8/7/2026 Banco BTG Pactual S.A.31,440$2.37M0.2%+0.7%0.004%
8/7/2026 Auxano Advisors LLC14,147$1.07M0.2%-2.2%0.002%
8/7/2026 Quent Capital LLC355,443$26.84M1.6%+0.7%0.043%
8/7/2026 BlackRock Inc.8,732,671$659.40M0.0%+1.3%1.057%
8/7/2026 Dunhill Financial LLC377$28K0.0%+72.9%0.000%
8/7/2026 Deutsche Bank AG980,233$74.02M0.0%-1.8%0.119%


IAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,003 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 1,793 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 66,607,166 shares in the last 24 months. This purchase volume represents approximately $5.11B in transactions.

Of the 850 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 43,433,283 shares in the last 24 months. This volume of shares sold represents approximately $3.47B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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