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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$77.66 +0.60 (+0.78%)
Closing price 10/8/2026 04:10 PM Eastern
Extended Trading
$78.65 +0.99 (+1.27%)
As of 05:46 AM 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.
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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)
1330
Total
Institutional Inflows
(last 12 months)
$5.07B
Number of
Institutional Sellers
(last 12 months)
853
Total
Institutional Outflows
(last 12 months)
$3.46B
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IAU Institutional Buying and Selling by Quarter

iShares Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Lee Kelleher & Klein Wealth Management2,571$201K0.1%N/A0.000%
10/9/2026First Heartland Consultants Inc.9,437$737K0.0%-7.8%0.001%
10/9/2026GAMMA Investing LLC3,201$250K0.0%+16.4%0.000%
10/8/2026Grove Bank & Trust182,412$14.25M1.4%+16.5%0.023%
10/8/2026Professional Advisory Services Inc.6,280$490K0.1%-2.0%0.001%
10/8/2026Farther Finance Advisors LLC335,926$26.24M0.2%+12.0%0.043%
10/8/2026Sapient Capital LLC164,792$12.87M0.2%+3.7%0.021%
10/8/2026Kure Advisory LLC96,080$7.50M3.5%+9.5%0.012%
10/8/2026Apeiron RIA LLC86,364$6.78M1.5%+13.4%0.011%
10/8/2026Titleist Asset Management LLC49,719$3.88M0.3%+10.3%0.006%
10/8/2026Apella Capital LLC38,899$3.00M0.0%-3.9%0.005%
10/8/2026Gradient Investments LLC72,902$5.69M0.1%+3.1%0.009%
10/8/2026Avidian Wealth Enterprises LLC17,012$1.33M0.0%+3.1%0.002%
10/8/2026Valeo Financial Advisors LLC21,064$1.65M0.0%-55.2%0.003%
10/8/2026Kaydan Wealth Management Inc.3,888$304K0.1%-21.9%0.000%
10/7/2026Venture Visionary Partners LLC13,961$1.09M0.0%-12.2%0.002%
10/7/2026Retirement Wealth Solutions LLC6,386$499K0.3%+3.6%0.001%
10/7/2026Echo45 Advisors LLC3,265$255K0.1%N/A0.000%
10/7/2026MFA Wealth Advisors LLC16,289$1.27M0.1%-29.6%0.002%
10/7/2026American National Bank & Trust7,618$595K0.1%-38.8%0.001%
10/7/2026Crumly & Associates Inc.5,117$400K0.1%+6.7%0.001%
10/7/2026Asempa Wealth Advisors16,792$1.32M1.0%+3.6%0.002%
10/6/2026Stewardship Concepts Financial Services LLC55,255$4.32M2.8%+2.9%0.007%
10/6/2026Bangor Savings Bank447$35K0.0%+81.0%0.000%
10/6/2026Colton Groome Financial Advisors LLC5,398$422K0.1%N/A0.001%
10/5/2026Rosenberg Matthew Hamilton5,938$464K0.1%+13.1%0.001%
10/5/2026Horizons Wealth Management1,039$81K0.1%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.7,524$588K0.0%+6.9%0.001%
10/5/2026Eastern Bank35,705$2.79M0.0%-11.7%0.005%
10/5/2026Rockland Trust Co.4,451$348K0.0%-3.2%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB19,305$1.51M0.0%-4.8%0.002%
10/2/2026 Silverleafe Capital Partners LLC118,419$9.25M2.6%+1.5%0.015%
10/2/2026 Private Client Services LLC11,573$904K0.2%-6.5%0.001%
10/2/2026 Global Wealth Strategies & Associates131,360$10.26M1.9%+4.0%0.017%
10/2/2026 Versant Capital Management Inc68,284$5.33M0.4%+0.9%0.009%
10/1/2026 Hickory Point Bank & Trust421$33K0.0%+171.6%0.000%
10/1/2026 Stonebridge Financial Group LLC166,274$12.99M0.9%+0.6%0.021%
9/23/2026Envestnet Portfolio Solutions Inc.575,894$43.49M0.2%+5.1%0.073%
9/23/2026Envestnet Asset Management Inc.8,801,039$664.57M0.1%-2.1%1.116%
9/16/2026IKE Capital LLC6,600$498K0.3%-5.7%0.001%
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9/11/2026Talon Private Wealth LLC4,373$330K0.0%+4.1%0.001%
9/9/2026Sequoia Financial Advisors LLC80,631$6.09M0.0%+0.4%0.010%
9/9/2026Van Hulzen Asset Management LLC183,362$13.85M1.0%+1.1%0.022%
9/9/2026IPG Investment Advisors LLC19,621$1.48M0.2%+10.6%0.002%
9/9/2026MCF Advisors LLC16,029$1.21M0.0%-19.7%0.002%
9/9/2026Arlington Capital Management Inc.3,659$276K0.2%-96.9%0.000%
9/9/2026Archford Capital Strategies LLC9,049$683K0.1%+180.2%0.001%
9/9/2026Capital Analysts LLC69,869$5.28M0.1%-51.3%0.008%
9/9/2026Insight Wealth Partners LLC53,352$4.03M0.5%+1.1%0.006%
9/9/2026NorthRock Partners LLC51,881$3.92M0.1%+10.9%0.006%
9/9/2026Integrated Wealth Concepts LLC258,407$19.51M0.1%-18.0%0.031%
9/9/2026RFG Advisory LLC38,956$2.94M0.0%+35.8%0.005%
9/9/2026NewEdge Advisors LLC756,577$57.13M0.2%+4.0%0.092%
9/9/2026IFP Advisors Inc555,136$41.92M0.8%-2.1%0.067%
9/9/2026Baird Financial Group Inc.1,279,618$96.62M0.1%-5.1%0.155%
9/9/2026Centerline Wealth Advisors LLC38,084$2.88M0.9%+0.6%0.005%
9/9/2026XY Planning Network Inc.3,740$282K0.0%+14.5%0.000%
9/8/2026Mraz Amerine & Associates Inc.16,129$1.22M0.2%-6.0%0.002%
9/8/2026Allworth Financial LP263,548$19.90M0.1%+1.4%0.032%
9/8/2026Waverly Advisors LLC353,400$26.69M0.2%+223.4%0.043%
9/4/2026Parkside Financial Bank & Trust46,542$3.51M0.2%+0.5%0.006%
9/3/2026Anchor Capital Advisors LLC24,270$1.83M0.0%N/A0.003%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group47,060$3.55M0.4%+13.4%0.006%
9/2/2026Range Advisory LLC15,910$1.20M0.1%+35.2%0.002%
9/2/2026Brown Lisle Cummings Inc.585$44K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP503,990$38.06M0.1%-16.6%0.061%
8/26/2026Principia Wealth Advisory LLC62,189$4.70M1.0%+28.8%0.008%
8/26/2026Amundi8,600$649K0.0%-79.8%0.001%
8/26/2026HighTower Advisors LLC3,247,846$245.25M0.2%-1.3%0.393%
8/25/2026Advus Financial Partners LLC32,882$2.48M0.6%-11.8%0.004%
8/25/2026January Capital Advisors LLC23,536$1.78M1.5%-4.5%0.003%
8/25/2026Financial Insights Inc.3,123$236K0.1%N/A0.000%
8/24/2026First Eagle Investment Management LLC2,668$201K0.0%-7.0%0.000%
8/23/2026DMC Group LLC15,478$1.17M0.8%-14.3%0.002%
8/23/2026Ameritas Advisory Services LLC116,916$8.83M0.2%+120.3%0.014%
8/23/2026Wedmont Private Capital15,810$1.22M0.0%+24.2%0.002%
8/23/2026Kintra Wealth LLC3,742$306K0.0%+9.7%0.000%
8/23/2026Endeavor Private Wealth Inc.24,790$1.87M0.5%+5.0%0.003%
8/23/2026HB Wealth Management LLC208,539$15.75M0.1%+1.0%0.025%
8/23/2026Mid American Wealth Advisory Group Inc.4,062$307K0.1%-3.6%0.000%
8/23/2026Highland Financial Advisors LLC123,538$9.33M2.1%-7.4%0.015%
8/23/2026Azimuth Capital Investment Management LLC28,172$2.13M0.1%-1.7%0.003%
8/23/2026Unique Wealth LLC38,947$2.94M0.3%+3.6%0.005%
8/23/2026Kaydan Wealth Management Inc.4,976$376K0.1%-97.2%0.001%
8/22/2026XP Advisory US Inc.3,676$278K0.2%N/A0.000%
8/22/2026Rose Capital Advisors LLC16,164$1.22M0.6%N/A0.002%
8/22/2026Compass Financial Management LLC2,527$192K0.0%N/A0.000%
8/22/2026NBH Bank45,187$3.41M1.4%N/A0.005%
8/22/2026Shah Wealth Advisors LLC355,328$26.83M6.2%N/A0.043%
8/22/2026Tenet Wealth Partners LLC35,252$2.71M2.0%N/A0.004%
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8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC3,890$294K0.1%N/A0.000%
8/22/2026Highland Investment Advisors LLC2,503$189K0.1%N/A0.000%
8/22/2026Strive Financial Group LLC550$42K0.0%+257.1%0.000%
8/22/2026Blalock Williams LLC2,831$214K0.1%+11.9%0.000%
8/22/2026Aureum Wealth Management LLC29,589$2.23M1.4%+9.3%0.004%
8/22/2026Cooke Wealth Management LLC15,583$1.18M1.0%+9.1%0.002%
8/22/2026Cornerstone Advisors Asset Management LLC4,590$347K0.0%-2.5%0.001%
8/22/2026SMART Wealth LLC7,190$543K0.1%+105.5%0.001%
8/22/2026Retirement Wealth Solutions LLC6,163$465K0.3%+2.4%0.001%
8/22/2026Valued Retirements Inc.23,701$1.79M1.6%-32.7%0.003%


IAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,007 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), FMR LLC ($1.12B), LPL Financial LLC ($1.12B), Wells Fargo & Company MN ($1.07B), JPMorgan Chase & Co. ($958.03M), and UBS Group AG ($727.11M).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 1,799 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 65,966,110 shares in the last 24 months. This purchase volume represents approximately $5.07B in transactions.

Of the 851 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), PFG Advisors ($1.40M), Pureheart Capital Pte Ltd. ($1.30M), Cetera Investment Advisers ($945.93K), and Quadrature Capital Ltd ($869.96K).

Institutional investors have sold a total of 43,248,209 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


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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 10/9/2026. New 13F filings are added each quarter as they're published.
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