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iShares Gold Trust (IAU) Institutional Ownership

iShares Gold Trust logo
$52.76 +0.76 (+1.46%)
Closing price 04:10 PM Eastern
Extended Trading
$52.75 -0.01 (-0.01%)
As of 04:40 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)
766
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
537
Total
Institutional Outflows
(last 12 months)
$1.85B
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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
1/30/2025Beacon Capital Management LLC505$25K0.0%-94.0%0.000%
1/30/2025Ellis Investment Partners LLC16,357$810K0.2%+1.6%0.002%
1/30/2025Ellis Investment Partners LLC16,357$810K0.2%+1.6%0.002%
1/30/2025Highland Financial Advisors LLC142,921$7.08M2.5%-3.2%0.021%
1/30/2025Aveo Capital Partners LLC239,264$11.85M1.3%-10.7%0.036%
1/30/2025Accretive Wealth Partners LLC105,456$5.22M2.2%-2.0%0.016%
1/30/2025Scarborough Advisors LLC35,637$1.76M0.2%N/A0.005%
1/30/2025Nations Financial Group Inc. IA ADV20,725$1.03M0.1%-1.4%0.003%
1/30/2025Spinnaker Trust417,654$20.68M1.3%+1.9%0.062%
1/30/2025Quadrant Private Wealth Management LLC8,596$426K0.1%+2.3%0.001%
1/30/2025BCU Wealth Advisors LLC5,850$290K0.2%N/A0.001%
1/30/2025Valeo Financial Advisors LLC17,311$857K0.0%+2.2%0.003%
1/30/2025 Blue Trust Inc.470,926$23.32M0.3%-1.2%0.070%
1/30/2025Chevy Chase Trust Holdings LLC1,841,803$91.19M0.3%+8.1%0.274%
1/30/2025Vicus Capital42,714$2.12M0.2%-81.7%0.006%
1/30/2025First Merchants Corp7,830$388K0.0%+8.3%0.001%
1/30/2025Compagnie Lombard Odier SCmA42,772$2.12M0.0%+141.9%0.006%
1/30/2025Walkner Condon Financial Advisors LLC42,207$2.09M0.4%-1.7%0.006%
1/30/2025Vontobel Holding Ltd.79,857$3.95M0.0%+19.7%0.012%
1/30/2025ShoreHaven Wealth Partners LLC22,149$1.10M0.5%N/A0.003%
1/30/2025Asset Management One Co. Ltd.55,250$2.73M0.0%-15.2%0.008%
1/30/2025Aries Wealth Management5,730$284K0.1%-5.8%0.001%
1/29/2025 Avestar Capital LLC90,627$4.49M0.4%+71.6%0.013%
1/29/2025 Beckerman Institutional LLC9,030$447K0.4%+29.1%0.001%
1/29/2025Ingalls & Snyder LLC8,389$415K0.0%-35.1%0.001%
1/29/2025McClarren Financial Advisors Inc.1,500$74K0.2%N/A0.000%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,442$170K0.0%N/A0.001%
1/29/2025Three Bridge Wealth Advisors LLC197,524$9.78M3.4%+0.4%0.029%
1/29/2025Values First Advisors Inc.811$40K0.0%-58.7%0.000%
1/29/2025Marks Group Wealth Management Inc34,320$1.70M0.2%-0.6%0.005%
1/29/2025 Avidian Wealth Enterprises LLC12,874$637K0.0%+12.1%0.002%
1/29/2025 Capital Advisors Inc. OK14,223$704K0.0%+29.7%0.002%
1/29/2025 Certuity LLC17,884$885K0.1%-13.2%0.003%
1/29/2025 Beacon Financial Group30,173$1.49M0.2%N/A0.004%
1/29/2025Sage Private Wealth Group LLC117,380$5.81M4.4%N/A0.017%
1/29/2025Signet Investment Advisory Group Inc.236,580$11.71M6.0%-0.9%0.035%
1/29/2025 Authentikos Wealth Advisory LLC20,168$999K1.0%-5.6%0.003%
1/29/2025Leavell Investment Management Inc.203,301$10.07M0.5%+3.3%0.030%
1/29/2025Quent Capital LLC455,867$22.57M2.3%-1.2%0.068%
1/29/2025Towneley Capital Management Inc DE138,043$6.84M1.6%-1.4%0.021%
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1/29/2025 Cardinal Strategic Wealth Guidance31,216$1.55M0.5%N/A0.005%
1/29/2025New Republic Capital LLC34,948$1.73M1.1%+240.6%0.005%
1/29/2025JSF Financial LLC33,929$1.68M0.4%-91.3%0.005%
1/29/2025True Vision MN LLC17,266$855K0.5%N/A0.003%
1/29/2025Sovran Advisors LLC15,392$778K0.1%N/A0.002%
1/29/2025Strengthening Families & Communities LLC50,147$2.48M1.4%-1.5%0.007%
1/29/2025Stonebridge Financial Group LLC178,235$8.82M1.0%N/A0.027%
1/29/2025 Essex Financial Services Inc.15,512$768K0.1%+7.0%0.002%
1/29/2025 Focus Financial Network Inc.29,577$1.46M0.1%-41.0%0.004%
1/29/2025Sapient Capital LLC185,642$9.19M0.2%+1.4%0.028%
1/29/2025International Private Wealth Advisors LLC4,161$206K0.2%-14.5%0.001%
1/29/2025Equitable Trust Co.2,466,167$122.10M6.8%-4.3%0.367%
1/29/2025Soltis Investment Advisors LLC5,698$282K0.0%N/A0.001%
1/29/2025MBA Advisors LLC140,531$6.96M3.5%+5.0%0.021%
1/29/2025Savant Capital LLC31,253$1.55M0.0%+26.2%0.005%
1/29/2025MFA Wealth Advisors LLC167,155$8.28M2.1%+10.5%0.025%
1/28/2025 Wealthstar Advisors LLC60,843$3.01M1.3%N/A0.009%
1/28/2025 Focused Wealth Management Inc4,312$213K0.0%N/A0.001%
1/28/2025 Compass Financial Services Inc554$27K0.0%N/A0.000%
1/28/2025 Newbridge Financial Services Group Inc.813$40K0.0%N/A0.000%
1/28/2025 Kestra Private Wealth Services LLC151,396$7.50M0.1%+2.2%0.023%
1/28/2025 Stephens Inc. AR430,157$21.30M0.3%-4.5%0.064%
1/28/2025 Robinson Value Management Ltd.76,086$3.77M2.5%-3.0%0.011%
1/28/2025 Quotient Wealth Partners LLC6,100$302K0.0%+30.2%0.001%
1/28/2025 Thompson Investment Management Inc.1,362$67K0.0%N/A0.000%
1/28/2025 Empowered Funds LLC64,225$3.18M0.0%N/A0.010%
1/28/2025 Farmers & Merchants Investments Inc.14,587$722K0.0%+2.9%0.002%
1/28/2025 Sanchez Wealth Management Group4,608$228K0.1%N/A0.001%
1/28/2025 Forbes J M & Co. LLP1,395,586$69.10M6.7%+0.8%0.208%
1/28/2025 Wilmington Savings Fund Society FSB6,007$297K0.0%-23.1%0.001%
1/28/2025 Kingsview Wealth Management LLC359,676$17.81M0.3%-23.5%0.054%
1/28/2025 Apollon Wealth Management LLC104,093$5.15M0.1%+0.3%0.016%
1/28/2025 Apollon Financial LLC58,742$2.91M0.7%+10.2%0.009%
1/28/2025 Quattro Financial Advisors LLC3,899$203K0.1%N/A0.001%
1/28/2025 BLB&B Advisors LLC5,080$252K0.0%N/A0.001%
1/28/2025 Bright Financial Advisors Inc.18,286$905K0.6%-2.3%0.003%
1/28/2025 Golden State Wealth Management LLC3,926$194K0.0%N/A0.001%
1/28/2025 FFG Partners LLC29,700$1.47M0.5%+1.4%0.004%
1/28/2025 Prairie Wealth Advisors Inc.121,525$6.02M2.9%+6.8%0.018%
1/28/2025 Fairvoy Private Wealth LLC8,884$440K0.1%N/A0.001%
1/28/2025 5th Street Advisors LLC11,204$555K0.3%+50.4%0.002%
1/28/2025 Ameliora Wealth Management Ltd.12,500$619K0.2%N/A0.002%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd484,522$23.99M0.2%-26.8%0.072%
1/28/2025 Sumitomo Mitsui Trust Group Inc.17,600,803$871.42M0.6%-3.0%2.622%
1/28/2025 Tandem Financial LLC2,155$107K0.1%N/A0.000%
1/28/2025 Spectrum Asset Management Inc. NB CA 151,377$7.50M3.4%-39.4%0.023%
1/28/2025 Strategic Financial Concepts LLC8,931$442K0.0%N/A0.001%
1/27/2025 Telos Capital Management Inc.4,091$203K0.0%-10.3%0.001%
1/27/2025 Silver Oak Securities Incorporated38,964$1.92M0.2%-4.9%0.006%
1/27/2025 Financial Advocates Investment Management72,981$3.61M0.2%+4.6%0.011%
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1/27/2025 Beacon Financial Advisory LLC5,812$288K0.1%+40.4%0.001%
1/27/2025 Vision Capital Management Inc.365,746$18.11M2.7%-0.5%0.054%
1/27/2025 Schmidt P J Investment Management Inc.5,857$290K0.1%+19.1%0.001%
1/27/2025 Robertson Stephens Wealth Management LLC27,130$1.34M0.0%+49.7%0.004%
1/27/2025 Foguth Wealth Management LLC.136,820$7.16M1.9%+61.5%0.020%
1/27/2025 Choreo LLC100,659$4.98M0.1%-14.1%0.015%
1/27/2025 Confluence Wealth Services Inc.42,172$2.19M0.1%+1.9%0.006%
1/27/2025 Mirae Asset Global Investments Co. Ltd.795,062$39.13M0.2%+10.4%0.118%
1/27/2025 Stratos Wealth Advisors LLC71,320$3.53M0.2%+21.7%0.011%
1/27/2025 Stratos Wealth Partners LTD.145,548$7.21M0.1%-8.2%0.022%
(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, 1,282 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were FMR LLC ($1.15B), 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), Empower Advisory Group LLC ($741.61M), and JPMorgan Chase & Co. ($557.50M).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 1,111 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 ($689.87M), Empower Advisory Group LLC ($14.29M), Charles Schwab Investment Management Inc. ($7.98M), Gateway Advisory LLC ($6.52M), Mizuho Bank Ltd. ($6M), JPMorgan Chase & Co. ($5.62M), and Bank of Montreal Can ($4.72M).

How much institutional buying is happening at iShares Gold Trust?

Institutional investors have bought a total of 829,866,352 shares in the last 24 months. This purchase volume represents approximately $30.53B in transactions.

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

Of the 796 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. ($24.00M), Northwestern Mutual Wealth Management Co. ($18.14M), FMR LLC ($16.41M), Sumitomo Mitsui Trust Holdings Inc. ($11.05M), Citigroup Inc. ($6.99M), Bank of Montreal Can ($4.20M), and Bank of New York Mellon Corp ($2.50M).

How much institutional selling is happening at iShares Gold Trust?

Institutional investors have sold a total of 144,768,064 shares in the last 24 months. This volume of shares sold represents approximately $5.59B in transactions.


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This page (NYSEARCA:IAU) was last updated on 1/30/2025 by MarketBeat.com Staff
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