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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Gold Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
197,319
Value (USD)
$11,633,924
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IAU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IAU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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