DOSSIER · 13F Holders · Q2 2025
IAUUSD

iShares Gold Trust

12 institutions still hold iShares Gold Trust as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464285105·12 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$146M
visible holders
Holders
12
filers reporting
Concentration
78.45%
Money Design Co.,Ltd. #1
top holder share
AI Holders Summary · Q2 2025

12 institutions reported IAUUSD in Q2 2025. Money Design Co.,Ltd. leads at 78.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Money Design Co.,Ltd.
CIK 0001721608
$115M1.8M5.35%Q2 2025
02
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$30M398K1.06%Q2 2026
03
Sterling Investment Advisors, Ltd.
CIK 0001701132
$329K4K0.05%Q2 2026
04
A. D. Beadell Investment Counsel, Inc.
CIK 0001569102
$317K4K0.20%Q1 2026
05
JOHN G ULLMAN & ASSOCIATES INC
CIK 0000919530
$302K4K0.04%Q2 2026
06
Spire Wealth Management
CIK 0001858740
$235K3K0.01%Q2 2026
07
RMG Wealth Management LLC
CIK 0001844731
$95K1K0.01%Q2 2026
08
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$60K6810.02%Q1 2026
09
Your Advocates Ltd., LLP
CIK 0001774437
$40K5260.01%Q2 2026
10
Byrne Asset Management LLC
CIK 0001911322
$33K4400.02%Q2 2026
11
Brooklyn FI, LLC
CIK 0001916123
$23K3000.00%Q2 2026
12
HUNTINGTON NATIONAL BANK
CIK 0000049205
$1810.00%Q2 2026