Free Trial

iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$85.51 -2.03 (-2.32%)
Closing price 05/15/2026 04:10 PM Eastern
Extended Trading
$85.64 +0.13 (+0.15%)
As of 05/15/2026 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)
1413
Total
Institutional Inflows
(last 12 months)
$6.50B
Number of
Institutional Sellers
(last 12 months)
930
Total
Institutional Outflows
(last 12 months)
$4.70B
Get IAU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Gold Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

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

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
5/13/2026 First Trust Advisors LP22,478$1.98M0.0%-34.0%0.003%
5/12/2026 Fortis Capital Management LLC4,288$378K0.0%-11.2%0.001%
5/12/2026 Bellwether Advisors LLC79,766$7.03M1.2%N/A0.009%
5/8/2026 PNC Financial Services Group Inc.1,295,573$114.22M0.1%+2.7%0.152%
5/8/2026 HORAN Wealth LLC30,471$2.69M0.3%+94.3%0.004%
5/8/2026 Wilkerson Advisory Group LLC497$44K0.0%-31.4%0.000%
5/8/2026 Glenview Trust Co24,824$2.19M0.0%+66.5%0.003%
5/8/2026 Alpha Zero LLC50,177$4.42M2.2%-7.0%0.006%
5/8/2026 Maimon Wealth Management LTD.24,725$2.10M1.8%-13.1%0.003%
5/8/2026 JSF Financial LLC215,168$18.97M3.7%-6.4%0.025%
5/7/2026 Florida Financial Advisors LLC27,748$2.45M0.6%+172.3%0.003%
5/7/2026 AlTi Global Inc.1,566,989$138.15M3.0%-1.3%0.184%
5/7/2026 Earned Wealth Advisors LLC4,500$397K0.0%-22.0%0.001%
5/7/2026 Grant Street Asset Management Inc.34,246$3.02M0.6%+901.1%0.004%
5/7/2026 Hollencrest Capital Management2,650$234K0.0%-8.6%0.000%
5/7/2026 Cornerstone Advisors Asset Management LLC4,710$415K0.1%N/A0.001%
5/7/2026 Continuum Wealth Advisors LLC5,625$496K0.2%-3.0%0.001%
5/7/2026 Scarborough Advisors LLC27,947$2.46M0.3%N/A0.003%
5/7/2026 Parallel Advisors LLC67,110$5.92M0.1%+8.4%0.008%
5/7/2026 Sentinel Trust Co. LBA76,786$6.77M0.7%-3.9%0.009%
5/7/2026 Eurizon Asset Management Hungary Ltd.482,015$42.49M45.6%N/A0.057%
5/7/2026 American Asset Management Inc.3,235$285K0.2%-46.4%0.000%
5/7/2026 Regimen Wealth LLC7,922$698K0.2%-11.6%0.001%
5/7/2026 Vision Retirement LLC4,319$381K0.1%-17.1%0.001%
5/7/2026 World Equity Group Inc.7,612$671K0.2%-25.5%0.001%
5/7/2026 Crescent Grove Advisors LLC99,418$8.77M0.8%+4.2%0.012%
5/6/2026 Laidlaw Wealth Management LLC2,410$212K0.7%N/A0.000%
5/6/2026 Sterling Financial Planning Inc.235,289$20.74M6.2%-8.8%0.028%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC633$56K0.0%N/A0.000%
5/6/2026 Euro Pacific Asset Management LLC7,752$683K0.1%-28.0%0.001%
5/6/2026 Zhang Financial LLC463,742$40.88M1.4%-2.0%0.054%
5/6/2026 Simon Quick Advisors LLC15,370$1.36M0.1%+23.2%0.002%
5/6/2026 Cornerstone Planning Group LLC11,849$1.02M0.1%-51.0%0.001%
5/6/2026 Hamilton Point Investment Advisors LLC205,299$18.10M2.8%+0.8%0.024%
5/6/2026 Modera Wealth Management LLC63,763$5.62M0.1%-0.4%0.007%
5/6/2026 Assetmark Inc.843,005$74.32M0.2%-19.3%0.099%
5/6/2026 Gould Asset Management LLC CA38,159$3.36M0.6%-11.8%0.004%
5/6/2026 Angeles Wealth Management LLC13,334$1.18M0.1%+2.6%0.002%
5/6/2026 Clearstead Trust LLC27,086$2.39M0.4%-4.8%0.003%
5/6/2026 Bessemer Group Inc.99,550$8.78M0.0%+8.1%0.012%
5/6/2026 Avalon Trust Co4,000$353K0.0%+6.7%0.000%
5/6/2026 SteelPeak Wealth LLC49,904$4.40M0.1%-62.1%0.006%
5/6/2026 One Day In July LLC5,983$527K0.0%+52.9%0.001%
5/6/2026 Sofi Wealth LLC241,110$21.26M1.0%-13.1%0.028%
5/6/2026 Independent Financial Group LLC101,523$8.95M0.3%N/A0.012%
5/6/2026 Prosperity Consulting Group LLC3,583$316K0.0%-15.2%0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
5/6/2026 CPA Asset Management Group LLC236,845$20.88M7.0%-4.9%0.028%
5/6/2026 Dahring Cusmano LLC46,646$4.11M2.5%-6.0%0.005%
5/6/2026 Birchwood Financial Partners Inc.5,226$461K0.4%-34.5%0.001%
5/6/2026 BCM Advisors LLC3,133$266K0.1%-14.4%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co11,197$987K0.1%-2.2%0.001%
5/5/2026 BCGM Wealth Management LLC27,086$2.39M0.6%-61.5%0.003%
5/5/2026 Regency Capital Management Inc. DE176,200$15.53M7.0%+0.3%0.021%
5/5/2026 Noesis Capital Mangement Corp2,469$218K0.0%N/A0.000%
5/5/2026 Westover Capital Advisors LLC62,005$5.47M1.0%-1.8%0.007%
5/5/2026 Ridgeline Wealth Planning LLC21,933$1.93M1.4%-3.3%0.003%


IAU Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,983 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($2.46B), 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 1,783 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 90,073,152 shares in the last 24 months. This purchase volume represents approximately $6.50B in transactions.

Of the 930 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), Pureheart Capital Pte Ltd. ($1.84M), Bank of America Corp DE ($1.52M), and PFG Advisors ($1.40M).

Institutional investors have sold a total of 64,562,134 shares in the last 24 months. This volume of shares sold represents approximately $4.70B in transactions.



This page (NYSEARCA:IAU) was last updated on 5/17/2026 by MarketBeat.com Staff.
From Our Partners