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/ | 02/17/2026 | 30.27 M | $2,457.06 B | -1.72% | 3.54% |
| MORGAN STANLEY | 02/13/2026 | 24.90 M | $2.02 B | 0.24% | 2.91% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 19.30 M | $1.57 B | -5.93% | 2.26% |
| LPL FINANCIAL LLC | 02/11/2026 | 13.74 M | $1.12 B | 1.50% | 1.61% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 13.14 M | $1.07 B | 2.02% | 1.54% |
| JPMORGAN CHASE & CO | 02/11/2026 | 11.84 M | $961.43 M | -10.03% | 1.39% |
| UBS GROUP AG | 01/29/2026 | 8.96 M | $727.11 M | -2.08% | 1.05% |
| CITIGROUP INC | 02/13/2026 | 7.20 M | $584.53 M | 35.68% | 0.84% |
| BLACKROCK, INC. | 02/12/2026 | 7.19 M | $583.60 M | 26.28% | 0.84% |
| WEALTHNAVI INC. | 01/15/2026 | 7.09 M | $575.43 M | -0.58% | 0.83% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 6.60 M | $535.40 M | 18.27% | 0.77% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 6.61 M | $536.45 M | -26.61% | 0.77% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 5.90 M | $479.23 M | 1.55% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.65 M | $458.49 M | 0.39% | 0.66% |
| EMPOWER ADVISORY GROUP, LLC | 02/12/2026 | 5.52 M | $448.08 M | -5.97% | 0.65% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.90 M | $316.61 M | -13.87% | 0.46% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 3.71 M | $300.99 M | 1.31% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 3.54 M | $287.20 M | 0.60% | 0.41% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 3.39 M | $275.23 M | -3.39% | 0.40% |
| CERITY PARTNERS LLC | 02/11/2026 | 3.28 M | $266.43 M | 4.90% | 0.38% |
| SCHF (GPE), LLC | 02/13/2026 | 3.16 M | $256.79 M | 0.00% | 0.37% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 2.74 M | $222.08 M | 3.19% | 0.32% |
| ERSTE ASSET MANAGEMENT GMBH | 02/11/2026 | 2.59 M | $209.88 M | 35.68% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 2.56 M | $207.41 M | 77.00% | 0.30% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 2.53 M | $205.74 M | 381.48% | 0.30% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 2.43 M | $197.43 M | 0.81% | 0.28% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 2.41 M | $195.69 M | 0.46% | 0.28% |
| TWIN TREE MANAGEMENT, LP | 02/11/2026 | 2.39 M | $193.63 M | -70.87% | 0.28% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.32 M | $188.28 M | 2.54% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 2.20 M | $178.93 M | 12.54% | 0.26% |
| PROFICIO CAPITAL PARTNERS LLC | 02/12/2026 | 2.13 M | $172.65 M | -6.16% | 0.25% |
| CITADEL ADVISORS LLC | 02/17/2026 | 2.11 M | $171.16 B | 129.70% | 0.25% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 2.11 M | $171.00 M | 4.90% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.08 M | $169.01 M | 1.98% | 0.24% |
| CITADEL ADVISORS LLC | 02/17/2026 | 2.04 M | $165.80 B | 67.71% | 0.24% |
| CWM, LLC | 01/26/2026 | 1.95 M | $158.62 M | 3.02% | 0.23% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 1.84 M | $149.43 B | 15.52% | 0.22% |
| PACKER & CO LTD | 01/20/2026 | 1.83 M | $148.55 M | -14.88% | 0.21% |
| ARNHOLD LLC | 02/09/2026 | 1.76 M | $142.64 M | 0.00% | 0.21% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 02/12/2026 | 1.75 M | $142.39 M | -3.51% | 0.21% |
| EQUITABLE TRUST CO | 02/02/2026 | 1.75 M | $142.15 M | -6.81% | 0.20% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 1.72 M | $139.73 M | 0.84% | 0.20% |
| CHEVY CHASE TRUST HOLDINGS, LLC | 02/13/2026 | 1.61 M | $130.83 M | -4.66% | 0.19% |
| CARTESIAN GROWTH CORP | 02/13/2026 | 1.59 M | $128.92 M | 4.14% | 0.19% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 1.55 M | $126.05 M | -2.39% | 0.18% |
| GM ADVISORY GROUP, INC. | 02/13/2026 | 1.53 M | $123.97 M | -1.77% | 0.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.47 M | $119.27 M | -5.96% | 0.17% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 01/27/2026 | 1.45 M | $117.98 M | 93.34% | 0.17% |
| MARINER, LLC | 02/13/2026 | 1.45 M | $117.67 M | 1.44% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 1.38 M | $111.63 M | -0.95% | 0.16% |
iShares Gold Trust institutional Ownership - FAQ's
During the previous two years, 2139 institutional investors and hedge funds held shares of iShares Gold Trust. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 30.27 M
MORGAN STANLEY: 24.9 M
ENVESTNET ASSET MANAGEMENT INC: 19.3 M
LPL Financial LLC: 13.74 M
WELLS FARGO & COMPANY/MN: 13.14 M
JPMORGAN CHASE & CO: 11.84 M
36.23% of iShares Gold Trust stock is owned by institutional investors.
Institutional investors have bought a total of 550.92 M shares in the last 24 months. This purchase volume represents approximately $51.86 B in transactions.