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Public ownership evidence

iShares Gold Trust (IAU) Ownership Disclosures

Read IAU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29197,319$11,633,924None
Corient Private Wealth LP2026-06-302026-08-28503,990$38,056,288None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2846,955$3,811,297None
Legacy Edge Advisors, LLC2025-09-302026-08-277,364$535,878None
HORAN Wealth, LLC2026-06-302026-08-2730,471$2,300,866None
Principia Wealth Advisory, LLC2026-06-302026-08-2762,189$4,695,908None
Principia Wealth Advisory, LLC2026-03-312026-08-2748,287$4,252,137None
Dakota Wealth Management2025-09-302026-08-27343,132$24,969,716None
Dakota Wealth Management2025-12-312026-08-27342,522$27,802,511None
Dakota Wealth Management2026-03-312026-08-27328,928$28,998,293None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2746,825$4,128,048None
Advus Financial Partners, LLC2026-06-302026-08-2632,882$2,482,920None
Advus Financial Partners, LLC2026-03-312026-08-2637,274$3,286,076None
Advus Financial Partners, LLC2025-12-312026-08-2635,726$2,899,879None
Advus Financial Partners, LLC2025-09-302026-08-2631,836$2,316,706None
Advus Financial Partners, LLC2025-06-302026-08-2628,051$1,749,260None
Advus Financial Partners, LLC2025-03-312026-08-2623,446$1,382,376None
Advus Financial Partners, LLC2024-12-312026-08-2614,910$738,194None
Advus Financial Partners, LLC2024-09-302026-08-267,797$387,511None
Advus Financial Partners, LLC2024-06-302026-08-267,797$342,522None
Advus Financial Partners, LLC2024-03-312026-08-267,798$327,594None
Advus Financial Partners, LLC2023-12-312026-08-267,798$304,356None
Advus Financial Partners, LLC2023-09-302026-08-267,798$272,852None
Advus Financial Partners, LLC2023-06-302026-08-267,798$283,769None
Advus Financial Partners, LLC2023-03-312026-08-266,656$248,735None
January Capital Advisors LLC2026-06-302026-08-2623,536$1,777,203None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2697,265$7,895,000None
Financial Insights, Inc.2026-06-302026-08-263,123$235,818None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,172$239,518None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-269,142$805,959None
First Eagle Investment Management, LLC2026-06-302026-08-252,668$201,461None
Kings Path Partners LLC2026-03-312026-08-223,233$285,021None
ATX Financial Planning, LLC2026-06-302026-08-2137,203$2,809,199None
Harvest Fund Management Co., Ltd2026-06-302026-08-21118,298$8,927,000None
Rehmann Capital Advisory Group2026-06-302026-08-2187,075$6,575,089None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-212,520$190,285None
IKE Capital, LLC2025-12-312026-08-207,000$568,190None
Bullock Wealth Management Group2026-06-302026-08-2055$4,178None
Kingsview Wealth Management, LLC2026-06-302026-08-20196,248$14,818,686None
Kingsview Wealth Management, LLC2026-06-302026-08-20139,203$10,511,219None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2013,904$1,225,777None
Archer Investment Corp2026-06-302026-08-201,186$89,555None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20813$61,390None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2026,745$2,019,517None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20667,089$50,371,870None
Sankala Group LLC2026-06-302026-08-195,081$416,007None
Beacon Pointe Advisors, LLC2026-06-302026-08-19431,181$32,558,450None
Copia Wealth Management2026-06-302026-08-196,510$491,570None
JDM Financial Group LLC2026-06-302026-08-1955$4,153None
Twin Lakes Capital Management, LLC2026-06-302026-08-195,969$450,719None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗BOSTON RESEARCH & MANAGEMENT INC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.