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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$58.95 +0.09 (+0.15%)
Closing price 04/2/2025 04:10 PM Eastern
Extended Trading
$58.19 -0.76 (-1.29%)
As of 08:22 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 Polygon.io. 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)
936
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
553
Total
Institutional Outflows
(last 12 months)
$2.11B
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IAU Institutional Buying and Selling by Quarter

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iShares Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/2/2025Global Wealth Strategies & Associates127,916$7.54M2.3%-4.2%0.018%
4/1/2025Confluence Investment Management LLC14,616$862K0.0%-2.3%0.002%
4/1/2025Modus Advisors LLC314,305$18.53M6.1%-1.0%0.044%
3/24/2025Mascagni Wealth Management Inc.941$47K0.0%N/A0.000%
3/19/2025DSG Capital Advisors LLC159,004$7.87M1.4%N/A0.022%
3/17/2025NorthCrest Asset Manangement LLC366,257$18.13M0.5%-2.9%0.051%
3/11/2025Anchor Pointe Wealth Management LLC5,509$271K0.4%N/A0.001%
3/6/2025Copia Wealth Management7,750$384K0.4%N/A0.001%
3/6/2025Wood Tarver Financial Group LLC640$31K0.0%N/A0.000%
3/6/2025Kilter Group LLC14,361$711K0.5%N/A0.002%
3/4/2025Comprehensive Money Management Services LLC28,873$1.43M1.2%N/A0.004%
3/3/2025American Investment Services Inc.200,657$9.94M1.7%-2.1%0.030%
3/3/2025Forthright Family Wealth Advisory LLC26,467$1.31M0.9%N/A0.004%
2/28/2025BridgePort Financial Solutions LLC42,341$2.30M1.1%N/A0.006%
2/28/2025Park Square Financial Group LLC1,509$75K0.1%N/A0.000%
2/27/2025ABLE Financial Group LLC120,721$5.98M1.8%+125.2%0.018%
2/27/2025Pinnacle Wealth Planning Services Inc.8,063$399K0.1%+61.3%0.001%
2/27/2025Carolinas Wealth Consulting LLC6,000$297K0.1%+33.3%0.001%
2/26/2025LifeWealth Investments LLC60,058$2.97M2.0%N/A0.009%
2/26/2025Discipline Wealth Solutions LLC7,709$382K0.2%N/A0.001%
2/26/2025Advisor Resource Council5,604$277K0.2%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.163,806$8.11M0.3%-52.6%0.024%
2/25/2025Integrated Advisors Network LLC45,800$2.27M0.1%+21.5%0.007%
2/25/2025Garde Capital Inc.36,540$1.81M0.1%+40.4%0.005%
2/24/2025Liberty Square Wealth Partners LLC4,436$242K0.1%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.66,404$3.29M0.1%-1.1%0.010%
2/22/2025American Trust36,348$1.80M0.1%N/A0.005%
2/21/2025Ascent Group LLC29,013$1.44M0.1%N/A0.004%
2/20/2025Wormser Freres Gestion41,403$2.08M1.2%+8.4%0.006%
2/19/2025Three Cord True Wealth Management LLC9,285$460K0.4%N/A0.001%
2/19/2025Invst LLC50,374$2.49M0.3%N/A0.008%
2/19/2025WCG Wealth Advisors LLC26,998$1.34M0.1%-3.2%0.004%
2/18/2025Pacific Point Advisors LLC68,862$3.70M2.3%N/A0.010%
2/18/2025Western Wealth Management LLC15,247$755K0.2%-52.1%0.002%
2/18/2025Helium Advisors LLC8,985$445K0.4%N/A0.001%
2/18/2025Sunbelt Securities Inc.252,262$12.42M1.1%-16.7%0.038%
2/18/2025Vise Technologies Inc.21,306$1.06M0.1%+31.2%0.003%
2/18/2025Pettinga Financial Advisors LLC58,455$2.89M0.7%+962.8%0.009%
2/18/2025Pinkerton Retirement Specialists LLC16,853$834K0.1%-42.1%0.003%
2/18/2025Orion Capital Management LLC663$33K0.0%N/A0.000%
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2/18/2025Novak & Powell Financial Services Inc.38,512$1.91M1.1%-1.2%0.006%
2/18/2025Novem Group16,518$818K0.1%N/A0.002%
2/18/2025Focus Partners Advisor Solutions LLC24,004$1.19M0.0%-19.2%0.004%
2/18/2025CSS LLC IL174,370$8.63M0.4%+1.7%0.026%
2/18/2025First Heartland Consultants Inc.11,389$564K0.1%+103.6%0.002%
2/18/2025Lantern Wealth Advisors LLC5,264$261K0.2%N/A0.001%
2/18/2025Vanguard Capital Wealth Advisors7,216$357K0.4%-89.6%0.001%
2/17/2025Waverly Advisors LLC14,768$731K0.0%+53.6%0.002%
2/17/2025Williams Jones Wealth Management LLC.151,084$7.48M0.1%+73.1%0.023%
2/17/2025Vident Advisory LLC25,456$1.26M0.0%-1.0%0.004%
2/17/2025Vivaldi Capital Management LP158,243$8.19M1.2%-17.7%0.024%
2/17/2025TrinityPoint Wealth LLC76,359$3.78M0.5%+102.0%0.011%
2/17/2025Strategic Wealth Partners Ltd.22,269$1.10M0.1%-3.7%0.003%
2/17/2025Snowden Capital Advisors LLC54,309$2.69M0.1%+26.6%0.008%
2/17/2025SGL Investment Advisors Inc.12,340$676K0.3%-3.3%0.002%
2/17/2025Royal Bank of Canada3,214,391$159.15M0.0%-10.4%0.480%
2/17/2025Quantinno Capital Management LP22,431$1.11M0.0%+12.8%0.003%
2/17/2025Pathstone Holdings LLC166,980$8.27M0.0%+6.5%0.025%
2/17/2025MainStreet Investment Advisors LLC28,636$1.42M0.2%-2.8%0.004%
2/17/2025NorthRock Partners LLC4,227$209K0.0%-90.8%0.001%
2/17/2025Northeast Financial Consultants Inc7,888$391K0.0%N/A0.001%
2/17/2025Obermeyer Wealth Partners7,133$353K0.0%+68.5%0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC9,831$487K0.0%+34.1%0.001%
2/17/2025LifePlan Investment Advisors Inc.72,056$3.57M2.2%+4.0%0.011%
2/17/2025Greenline Partners LLC164,182$8.13M1.1%-1.2%0.025%
2/17/2025Focus Partners Wealth371,921$18.48M0.0%+154.7%0.056%
2/17/2025Elyxium Wealth LLC11,490$569K0.3%N/A0.002%
2/17/2025Fairview Capital Investment Management LLC140,267$6.95M0.4%+2.2%0.021%
2/17/2025Fiduciary Trust Co84,169$4.17M0.1%-8.3%0.013%
2/17/2025Coastal Bridge Advisors LLC124,791$6.18M1.6%+0.4%0.019%
2/17/2025Deutsche Bank AG833,875$41.29M0.0%+10.5%0.125%
2/17/2025EP Wealth Advisors LLC23,619$1.17M0.0%+41.4%0.004%
2/17/2025EPG Wealth Management LLC9,670$479K0.1%-10.4%0.001%
2/17/2025CoreCap Advisors LLC11,394$564K0.0%+20.1%0.002%
2/17/2025Cresset Asset Management LLC1,297,600$64.24M0.3%+4.6%0.194%
2/17/2025Cambridge Investment Research Advisors Inc.717,417$35.52M0.1%+7.2%0.107%
2/17/2025Cetera Investment Advisers1,033,471$51.17M0.1%+52.3%0.154%
2/17/2025Cercano Management LLC59,869$2.96M0.1%N/A0.009%
2/17/2025BOKF NA295,728$15.02M0.3%-2.3%0.044%
2/17/2025Bulltick Wealth Management LLC100,879$5.00M1.1%N/A0.015%
2/17/2025Captrust Financial Advisors2,281,729$112.97M0.3%+4.6%0.341%
2/17/2025Cardiff Park Advisors LLC17,242$854K0.1%-6.2%0.003%
2/17/2025Cary Street Partners Financial LLC4,528$224K0.0%N/A0.001%
2/17/2025Baird Financial Group Inc.1,860,026$92.09M0.2%+1.4%0.278%
2/17/2025Baker Avenue Asset Management LP8,962$444K0.0%+19.2%0.001%
2/17/2025Battery Global Advisors LLC103,252$5.11M2.7%+16.0%0.015%
2/17/2025Bank of America Corp DE30,980,315$1.53B0.1%-3.1%4.631%
2/17/2025Benjamin Edwards Inc.15,126$749K0.0%+26.8%0.002%
2/17/2025Ameriprise Financial Inc.5,851,040$289.68M0.1%+9.4%0.875%
2/17/2025Alteri Wealth LLC4,225$209K0.1%N/A0.001%
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2/17/2025Aptus Capital Advisors LLC4,650$230K0.0%N/A0.001%
2/17/2025Ancora Advisors LLC161,093$7.98M0.2%+1.5%0.024%
2/17/2025Arrowroot Family Office LLC11,606$575K0.3%-3.2%0.002%
2/17/2025Accredited Wealth Management LLC25,451$1.26M1.1%N/A0.004%
2/17/2025Advocacy Wealth Management Services LLC126,942$6.29M0.5%N/A0.019%
2/17/2025AlTi Global Inc.1,364,444$67.63M1.6%+6.8%0.204%
2/17/20254WEALTH Advisors Inc.9,464$469K0.5%N/A0.001%
2/14/2025West Paces Advisors Inc.9,515$471K0.1%-13.6%0.001%
2/14/2025South Plains Financial Inc.2,410$119K0.1%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV986,403$48.84M0.1%+1.5%0.147%
(Data available from 1/1/2016 forward)

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IAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAU shares?

During the previous two years, 1,405 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were Bank of America Corp DE ($1.53B), FMR LLC ($1.12B), Sumitomo Mitsui Trust Group Inc. ($871.42M), Charles Schwab Investment Advisory Inc. ($855.95M), Sumitomo Mitsui Trust Holdings Inc. ($791.18M), Morgan Stanley ($781.36M), and Empower Advisory Group LLC ($687.84M).Learn more on IAU's institutional investors.

What percentage of iShares Gold Trust stock is owned by institutional investors?

59.67% of iShares Gold Trust stock is owned by institutional investors. Learn more on IAU's institutional investor holdings.

Which institutional investors have been buying iShares Gold Trust stock?

Of the 1,232 institutional investors that purchased iShares Gold Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($689.88M), Proficio Capital Partners LLC ($63.53M), Empower Advisory Group LLC ($14.29M), Charles Schwab Investment Management Inc. ($7.98M), Envestnet Asset Management Inc. ($7.82M), Gateway Advisory LLC ($6.52M), and Mizuho Bank Ltd. ($6M).

How much institutional buying is happening at iShares Gold Trust?

Institutional investors have bought a total of 909,892,448 shares in the last 24 months. This purchase volume represents approximately $34.65B in transactions.

Which iShares Gold Trust major shareholders have been selling company stock?

Of the 810 institutional investors that sold iShares Gold Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($24.01M), FMR LLC ($16.86M), Sumitomo Mitsui Trust Holdings Inc. ($9.81M), Citigroup Inc. ($6.99M), JPMorgan Chase & Co. ($3.67M), Bank of New York Mellon Corp ($2.50M), and Bridgewater Associates LP ($1.76M).

How much institutional selling is happening at iShares Gold Trust?

Institutional investors have sold a total of 114,370,784 shares in the last 24 months. This volume of shares sold represents approximately $4.67B in transactions.


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This page (NYSEARCA:IAU) was last updated on 4/3/2025 by MarketBeat.com Staff
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