iShares Gold Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 28.29 M | $2.49 B | -6.53% | 3.44% |
| MORGAN STANLEY | 05/15/2026 | 23.26 M | $2.05 B | -6.58% | 2.83% |
| UBS GROUP AG | 05/05/2026 | 15.30 M | $1.35 B | 70.80% | 1.86% |
| FMR LLC | 05/15/2026 | 14.71 M | $1.30 B | -34.38% | 1.79% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 13.19 M | $1.16 B | 0.39% | 1.60% |
| LPL FINANCIAL LLC | 05/06/2026 | 10.18 M | $897.46 M | -25.92% | 1.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 8.99 M | $792.23 M | -53.45% | 1.09% |
| JPMORGAN CHASE & CO | 05/13/2026 | 8.87 M | $752.93 M | -25.15% | 1.08% |
| BLACKROCK, INC. | 05/13/2026 | 8.62 M | $760.24 M | 19.94% | 1.05% |
| CITIGROUP INC | 05/11/2026 | 7.12 M | $627.67 M | -1.13% | 0.87% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 7.00 M | $618.93 M | -3.74% | 0.85% |
| WEALTHNAVI INC. | 04/21/2026 | 6.92 M | $610.22 M | -2.36% | 0.84% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 6.45 M | $568.62 M | -2.22% | 0.78% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 5.84 M | $474.10 M | -8.04% | 0.71% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 5.51 M | $486.05 M | -2.39% | 0.67% |
| EMPOWER ADVISORY GROUP, LLC | 05/14/2026 | 5.40 M | $476.43 M | -2.10% | 0.66% |
| NORTHERN TRUST CORP | 05/14/2026 | 5.28 M | $465.87 M | 16.40% | 0.64% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 5.22 M | $459.99 M | -11.63% | 0.63% |
| SCHF (GPE), LLC | 05/15/2026 | 4.51 M | $397.47 M | 42.51% | 0.55% |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.82 M | $337.03 M | -1.99% | 0.46% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 3.62 M | $318.91 M | -2.45% | 0.44% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 3.61 M | $318.62 M | -45.31% | 0.44% |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 05/13/2026 | 3.29 M | $290.36 M | 1,247.03% | 0.40% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 3.29 M | $290.12 M | -2.95% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 3.21 M | $282.67 M | -9.38% | 0.39% |
| CERITY PARTNERS LLC | 05/15/2026 | 3.16 M | $278.46 M | -3.77% | 0.38% |
| 05/12/2026 | 2.70 M | $237.83 M | 100.00% | 0.33% | |
| ERSTE ASSET MANAGEMENT GMBH | 05/11/2026 | 2.66 M | $225.54 M | 2.71% | 0.32% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 2.42 M | $212.99 M | 0.22% | 0.29% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 2.23 M | $196.16 M | -8.52% | 0.27% |
| PROFICIO CAPITAL PARTNERS LLC | 05/14/2026 | 2.07 M | $182.74 M | -2.55% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.97 M | $173.64 M | -1.48% | 0.24% |
| PERMANENS CAPITAL L.P. | 05/15/2026 | 1.89 M | $166.22 M | 67.98% | 0.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.84 M | $162.62 M | 0.08% | 0.22% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.80 M | $158.70 M | 264.97% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.79 M | $157.43 M | -14.24% | 0.22% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 1.77 M | $156.15 M | 2.67% | 0.22% |
| ARNHOLD LLC | 05/11/2026 | 1.76 M | $154.92 M | 0.00% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.72 M | $151.49 M | -15.88% | 0.21% |
| EQUITABLE TRUST CO | 04/30/2026 | 1.70 M | $150.08 M | -2.79% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.69 M | $149.03 M | -23.31% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.64 M | $144.76 M | 11.75% | 0.20% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 05/12/2026 | 1.64 M | $144.22 M | -6.75% | 0.20% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 05/15/2026 | 1.58 M | $138.87 M | -2.27% | 0.19% |
| 05/14/2026 | 1.57 M | $138.77 M | -9.08% | 0.19% | |
| GM ADVISORY GROUP, INC. | 04/28/2026 | 1.57 M | $138.38 M | 2.78% | 0.19% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 1.57 M | $138.15 M | -1.34% | 0.19% |
| MOON CAPITAL MANAGEMENT LP | 05/13/2026 | 1.56 M | $137.49 M | 0.00% | 0.19% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 05/12/2026 | 1.49 M | $131.38 M | 2.53% | 0.18% |
| MARINER, LLC | 05/13/2026 | 1.39 M | $122.49 M | -4.15% | 0.17% |
iShares Gold Trust institutional Ownership - FAQ's
During the previous two years, 2340 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 28.29 M
MORGAN STANLEY: 23.26 M
UBS Group AG: 15.3 M
FMR LLC: 14.71 M
WELLS FARGO & COMPANY/MN: 13.19 M
LPL Financial LLC: 10.18 M
48.09% of iShares Gold Trust stock is owned by institutional investors.
Institutional investors have bought a total of 570.82 M shares in the last 24 months. This purchase volume represents approximately $55.26 B in transactions.