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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$54.57 +0.70 (+1.30%)
Closing price 03/3/2025 04:10 PM Eastern
Extended Trading
$54.64 +0.08 (+0.14%)
As of 03/3/2025 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 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)
933
Total
Institutional Inflows
(last 12 months)
$5.90B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$2.11B
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Skip Chart & View Institutional Buying and Selling Data

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
3/3/2025 American 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%
2/28/2025 BridgePort Financial Solutions LLC42,341$2.30M1.1%N/A0.006%
2/28/2025 Park Square Financial Group LLC1,509$75K0.1%N/A0.000%
2/27/2025 ABLE Financial Group LLC120,721$5.98M1.8%+125.2%0.018%
2/27/2025 Pinnacle Wealth Planning Services Inc.8,063$399K0.1%+61.3%0.001%
2/27/2025 Carolinas Wealth Consulting LLC6,000$297K0.1%+33.3%0.001%
2/26/2025 LifeWealth Investments LLC60,058$2.97M2.0%N/A0.009%
2/26/2025 Discipline Wealth Solutions LLC7,709$382K0.2%N/A0.001%
2/26/2025 Advisor Resource Council5,604$277K0.2%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.163,806$8.11M0.3%-52.6%0.024%
2/25/2025 Integrated Advisors Network LLC45,800$2.27M0.1%+21.5%0.007%
2/25/2025 Garde Capital Inc.36,540$1.81M0.1%+40.4%0.005%
2/24/2025 Liberty Square Wealth Partners LLC4,436$242K0.1%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.66,404$3.29M0.1%-1.1%0.010%
2/22/2025 American Trust36,348$1.80M0.1%N/A0.005%
2/21/2025 Ascent Group LLC29,013$1.44M0.1%N/A0.004%
2/20/2025 Wormser Freres Gestion41,403$2.08M1.2%+8.4%0.006%
2/19/2025 Three Cord True Wealth Management LLC9,285$460K0.4%N/A0.001%
2/19/2025 Invst LLC50,374$2.49M0.3%N/A0.008%
2/19/2025 WCG Wealth Advisors LLC26,998$1.34M0.1%-3.2%0.004%
2/18/2025 Pacific Point Advisors LLC68,862$3.70M2.3%N/A0.010%
2/18/2025 Western Wealth Management LLC15,247$755K0.2%-52.1%0.002%
2/18/2025 Helium Advisors LLC8,985$445K0.4%N/A0.001%
2/18/2025 Sunbelt Securities Inc.252,262$12.42M1.1%-16.7%0.038%
2/18/2025 Vise Technologies Inc.21,306$1.06M0.1%+31.2%0.003%
2/18/2025 Pettinga Financial Advisors LLC58,455$2.89M0.7%+962.8%0.009%
2/18/2025 Pinkerton Retirement Specialists LLC16,853$834K0.1%-42.1%0.003%
2/18/2025 Orion Capital Management LLC663$33K0.0%N/A0.000%
2/18/2025 Novak & Powell Financial Services Inc.38,512$1.91M1.1%-1.2%0.006%
2/18/2025 Novem Group16,518$818K0.1%N/A0.002%
2/18/2025 Focus Partners Advisor Solutions LLC24,004$1.19M0.0%-19.2%0.004%
2/18/2025 CSS LLC IL174,370$8.63M0.4%+1.7%0.026%
2/18/2025 First Heartland Consultants Inc.11,389$564K0.1%+103.6%0.002%
2/18/2025 Lantern Wealth Advisors LLC5,264$261K0.2%N/A0.001%
2/18/2025 Vanguard Capital Wealth Advisors7,216$357K0.4%-89.6%0.001%
2/17/2025 Waverly Advisors LLC14,768$731K0.0%+53.6%0.002%
2/17/2025 Williams Jones Wealth Management LLC.151,084$7.48M0.1%+73.1%0.023%
2/17/2025 Vident Advisory LLC25,456$1.26M0.0%-1.0%0.004%
2/17/2025 Vivaldi Capital Management LP158,243$8.19M1.2%-17.7%0.024%
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2/17/2025 TrinityPoint Wealth LLC76,359$3.78M0.5%+102.0%0.011%
2/17/2025 Strategic Wealth Partners Ltd.22,269$1.10M0.1%-3.7%0.003%
2/17/2025 Snowden Capital Advisors LLC54,309$2.69M0.1%+26.6%0.008%
2/17/2025 SGL Investment Advisors Inc.12,340$676K0.3%-3.3%0.002%
2/17/2025 Royal Bank of Canada3,214,391$159.15M0.0%-10.4%0.480%
2/17/2025 Quantinno Capital Management LP22,431$1.11M0.0%+12.8%0.003%
2/17/2025 Pathstone Holdings LLC166,980$8.27M0.0%+6.5%0.025%
2/17/2025 MainStreet Investment Advisors LLC28,636$1.42M0.2%-2.8%0.004%
2/17/2025 NorthRock Partners LLC4,227$209K0.0%-90.8%0.001%
2/17/2025 Northeast Financial Consultants Inc7,888$391K0.0%N/A0.001%
2/17/2025 Obermeyer Wealth Partners7,133$353K0.0%+68.5%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC9,831$487K0.0%+34.1%0.001%
2/17/2025 LifePlan Investment Advisors Inc.72,056$3.57M2.2%+4.0%0.011%
2/17/2025 Greenline Partners LLC164,182$8.13M1.1%-1.2%0.025%
2/17/2025 Focus Partners Wealth371,921$18.48M0.0%+154.7%0.056%
2/17/2025 Elyxium Wealth LLC11,490$569K0.3%N/A0.002%
2/17/2025 Fairview Capital Investment Management LLC140,267$6.95M0.4%+2.2%0.021%
2/17/2025 Fiduciary Trust Co84,169$4.17M0.1%-8.3%0.013%
2/17/2025 Coastal Bridge Advisors LLC124,791$6.18M1.6%+0.4%0.019%
2/17/2025 Deutsche Bank AG833,875$41.29M0.0%+10.5%0.125%
2/17/2025 EP Wealth Advisors LLC23,619$1.17M0.0%+41.4%0.004%
2/17/2025 EPG Wealth Management LLC9,670$479K0.1%-10.4%0.001%
2/17/2025 CoreCap Advisors LLC11,394$564K0.0%+20.1%0.002%
2/17/2025 Cresset Asset Management LLC1,297,600$64.24M0.3%+4.6%0.194%
2/17/2025 Cambridge Investment Research Advisors Inc.717,417$35.52M0.1%+7.2%0.107%
2/17/2025 Cetera Investment Advisers1,033,471$51.17M0.1%+52.3%0.154%
2/17/2025 Cercano Management LLC59,869$2.96M0.1%N/A0.009%
2/17/2025 BOKF NA295,728$15.02M0.3%-2.3%0.044%
2/17/2025 Bulltick Wealth Management LLC100,879$5.00M1.1%N/A0.015%
2/17/2025 Captrust Financial Advisors2,281,729$112.97M0.3%+4.6%0.341%
2/17/2025 Cardiff Park Advisors LLC17,242$854K0.1%-6.2%0.003%
2/17/2025 Cary Street Partners Financial LLC4,528$224K0.0%N/A0.001%
2/17/2025 Baird Financial Group Inc.1,860,026$92.09M0.2%+1.4%0.278%
2/17/2025 Baker Avenue Asset Management LP8,962$444K0.0%+19.2%0.001%
2/17/2025 Battery Global Advisors LLC103,252$5.11M2.7%+16.0%0.015%
2/17/2025 Bank of America Corp DE30,980,315$1.53B0.1%-3.1%4.631%
2/17/2025 Benjamin Edwards Inc.15,126$749K0.0%+26.8%0.002%
2/17/2025 Ameriprise Financial Inc.5,851,040$289.68M0.1%+9.4%0.875%
2/17/2025 Alteri Wealth LLC4,225$209K0.1%N/A0.001%
2/17/2025 Aptus Capital Advisors LLC4,650$230K0.0%N/A0.001%
2/17/2025 Ancora Advisors LLC161,093$7.98M0.2%+1.5%0.024%
2/17/2025 Arrowroot Family Office LLC11,606$575K0.3%-3.2%0.002%
2/17/2025 Accredited Wealth Management LLC25,451$1.26M1.1%N/A0.004%
2/17/2025 Advocacy Wealth Management Services LLC126,942$6.29M0.5%N/A0.019%
2/17/2025 AlTi Global Inc.1,364,444$67.63M1.6%+6.8%0.204%
2/17/2025 4WEALTH Advisors Inc.9,464$469K0.5%N/A0.001%
2/14/2025 West Paces Advisors Inc.9,515$471K0.1%-13.6%0.001%
2/14/2025 South Plains Financial Inc.2,410$119K0.1%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV986,403$48.84M0.1%+1.5%0.147%
2/14/2025 Keel Point LLC11,298$559K0.0%+108.5%0.002%
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2/14/2025 LGT Financial Advisors LLC1,535$76K0.2%N/A0.000%
2/14/2025 Eagle Strategies LLC64,486$3.19M0.6%+5.4%0.010%
2/14/2025 Rehmann Capital Advisory Group137,982$6.82M0.4%-5.7%0.021%
2/14/2025 Bison Wealth LLC16,778$831K0.2%+78.5%0.003%
2/14/2025 Kitching Partners LLC94,061$4.66M6.0%+5.3%0.014%
2/14/2025 Comerica Bank247,330$12.25M0.0%+3.1%0.037%
2/14/2025 Bridgewealth Advisory Group LLC33,079$1.64M0.5%+33.9%0.005%
2/14/2025 Firestone Capital Management54,604$2.70M0.7%+2.5%0.008%
2/14/2025 Lido Advisors LLC111,234$5.51M0.0%+6.3%0.017%
2/14/2025 Northern Trust Corp3,147,030$155.81M0.0%+6.7%0.470%
(Data available from 1/1/2016 forward)

IAU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAU shares?

During the previous two years, 1,399 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 1,227 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 909,977,065 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 114,361,451 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 3/4/2025 by MarketBeat.com Staff
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