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iShares Gold Trust

IAU
Exchange
NYSE
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0001278680

No open-market purchases or sales by iShares Gold Trust insiders were filed in the last 90 days; 1,916 institutions reported holding it in 13F filings for Q2 2026, worth $29.1B in total; no superinvestor holds it.

Q3 2021 vs. Q2 2021

How the institutions holding iShares Gold Trust changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of IAU: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders87812883+17
Shares477.9M996.5K474.1M−2.80M (−0.6%)
Value$15.8B$33.6M$16.0B+$178.8M (+1.1%)

12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held iShares Gold Trust at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to IAU in Q3 2021
InstitutionSharesValue% of portfolio
Packer & Co Ltd4,685,100$156.5M71.35%
Lake Street Advisors Group, LLC1,202,520$40.2M4.30%
Mizuho Bank, Ltd.1,000,000$33.4M3.35%
West Family Investments, Inc.787,674$20.6M5.46%
Sowa Financial Group, Inc.532,192$17.8M11.54%
BFSG, LLC473,974$15.8M2.42%
Bokf, NA384,016$12.8M0.22%
Resonant Capital Advisors, LLC348,855$11.7M2.03%
Fifth Third Securities, Inc.319,261$10.7M1.46%
Flow Traders U.S. LLC284,785$9.52M0.38%
Capital Group Private Client Services, Inc.268,993$8.99M0.10%
Manning & Napier Group, LLC–$8.05M0.07%
Cambridge Associates LLC190,377$6.36M0.55%
Pictet Asset Management SA165,920$5.54M0.01%
E Fund Management Co., Ltd.147,931$4.94M0.21%
HSBC Holdings PLC127,211$4.25M0.00%
Susquehanna International Group, LLP110,379$3.69M0.00%
Ferris Capital, LLC87,217$3.09M0.66%
Regions Financial Corp80,141$2.68M0.02%
Van Hulzen Asset Management, LLC63,924$2.14M0.32%
Altman Advisors, Inc.62,054$2.10M1.17%
Blueprint Investment Partners LLC59,678$1.99M1.00%
Golden State Equity Partners59,218$1.98M0.82%
Signature Securities Group Corporation57,430$1.92M0.64%
QCM Cayman, Ltd.47,936$1.60M4.38%
Spearhead Capital Advisors, LLC47,636$1.59M0.21%
Arlington Partners LLC45,910$1.53M0.44%
K2 Principal Fund, L.P.37,500$1.25M0.15%
Moody National Bank Trust Division35,935$1.20M0.02%
Farmers & Merchants Investments Inc35,829$1.20M0.05%
Strategic Wealth Partners, Ltd.35,078$1.17M0.34%
Cumberland Partners Ltd34,632$1.16M0.09%
Birchcreek Wealth Management, LLC32,650$1.09M1.02%
First Hawaiian Bank30,115$1.01M0.04%
Trustmark National Bank Trust Department26,020$869.0K0.07%
TownSquare Capital, LLC19,382$648.0K0.02%
Coldstream Capital Management Inc33,514$603.0K0.03%
Toroso Investments, LLC16,307$545.0K0.02%
MONECO Advisors, LLC14,459$483.0K0.19%
Robinson Value Management, Ltd.14,311$478.0K0.43%
CCG Wealth Management, LLC13,790$461.0K0.27%
Wealthgate Family Office, LLC12,312$411.0K0.63%
Lowe Brockenbrough & Co Inc11,388$380.0K0.03%
First National Bank of Omaha10,929$365.0K0.02%
Choate Investment Advisors10,106$338.0K0.02%
Orion Capital Management LLC10,000$334.0K0.20%
Independent Wealth Network Inc.8,794$297.0K0.19%
Mark Stevens8,872$296.0K0.03%
Essex Savings Bank8,594$296.0K0.11%
Altavista Wealth Management, Inc.8,297$277.0K0.06%
Wall Street Access Asset Management, LLC7,974$266.0K0.12%
Washington Trust Co7,893$263.0K0.01%
Essex Private Wealth Management, LLC7,761$259.0K0.24%
Silvercrest Asset Management Group LLC7,650$256.0K0.00%
Sterling Investment Advisors LLC7,637$255.0K0.15%
Probity Advisors, Inc.7,252$242.0K0.05%
Moneta Group Investment Advisors LLC6,884$230.0K0.01%
Regentatlantic Capital LLC6,882$230.0K0.01%
Crumly & Associates Inc.6,775$226.0K0.11%
Berkeley Capital Partners, LLC6,727$225.0K0.10%
Lehman & Derafelo Financial Resources LLC6,550$219.0K0.07%
Peapack Gladstone Financial Corp6,513$218.0K0.00%
Woodmont Investment Counsel LLC6,519$218.0K0.03%
Camden National Bank6,500$217.0K0.04%
Green Harvest Asset Management LLC6,247$209.0K0.03%
Sugarloaf Wealth Management, LLC5,000$167.0K0.04%
Compagnie Lombard Odier SCmA4,872$162.0K0.00%
Pin Oak Investment Advisors Inc4,636$155.0K0.17%
RWM Asset Management, LLC3,711$124.0K0.02%
Guidance Point Advisors, LLC3,312$110.0K0.04%
Selective Wealth Management, Inc.1,859$62.0K0.03%
Solstein Capital, LLC1,823$61.0K0.04%
JTC Employer Solutions Trusteee Ltd1,698$57.0K0.01%
BBVA USA1,585$53.0K0.00%
TCTC Holdings, LLC1,300$43.0K0.00%
Mascoma Wealth Management LLC1,250$42.0K0.02%
Pacifica Partners Inc.1,090$36.0K0.03%
Kowal Investment Group, LLC942$31.0K0.01%
HC Financial Advisors Inc892$30.0K0.02%
PFG Private Wealth Management, LLC850$28.0K0.02%
Quadrant Capital Group LLC750$25.0K0.00%
Truvestments Capital LLC705$24.0K0.01%
Vectors Research Management, LLC712$24.0K0.01%
Antonetti Capital Management LLC550$18.0K0.01%
Legacy Bridge, LLC500$17.0K0.01%
HHM Wealth Advisors, LLC500$17.0K0.00%
PSI Advisors, LLC500$17.0K0.01%
Cahill Financial Advisors Inc232$8.00K0.00%
Total Clarity Wealth Management, Inc.175$6.00K0.00%
Meridian Wealth Partners, LLC115$4.00K0.00%
TD Capital Management LLC101$3.00K0.00%
Disciplined Investments, LLC82$3.00K0.00%
Strategic Asset Management, LLC50$2.00K0.00%
FourThought Financial, LLC53$1.00K0.00%
Glassman Wealth Services14$00.00%
Pacific Center for Financial Services12$00.00%
Bogart Wealth, LLC2$00.00%

Sold out (80)

Institutions that held iShares Gold Trust at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of IAU in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Alaska Permanent Fund Corp5,568,000$187.7M
MainStreet Investment Advisors LLC763,340$25.7M
AllGen Financial Advisors, Inc.440,265$14.8M
Sagil Capital LLP351,500$11.8M
Capital Bank & Trust Co318,601$10.7M
Brave Asset Management Inc227,160$7.66M
Leavell Investment Management, Inc.435,485$7.08M
Renaissance Technologies LLC129,300$4.36M
Clarity Financial LLC95,742$3.23M
Exencial Wealth Advisors, LLC89,795$3.03M
Genesee Capital Advisors, LLC87,161$2.94M
IAM Advisory, LLC87,161$2.94M
Alpha Cubed Investments, LLC81,248$2.74M
Transform Wealth, LLC74,169$2.50M
Ulysses Management LLC70,000$2.36M
Summit Place Financial Advisors, LLC69,711$2.35M
Old Mission Capital LLC52,894$1.78M
Eqis Capital Management, Inc.52,077$1.75M
Hayden Royal, LLC51,352$1.73M
Jaffetilchin Investment Partners, LLC90,964$1.65M
Firestone Capital Management45,231$1.52M
Camarda Financial Advisors, LLC44,996$1.52M
SageGuard Financial Group, LLC43,757$1.48M
Whitener Capital Management, Inc.39,130$1.32M
Consolidated Investment Group LLC37,500$1.26M
Ameritas Investment Company, LLC21,923$1.09M
Advisor Resource Council30,057$1.01M
Strategic Wealth Advisors Group, LLC27,952$942.0K
Pure Financial Advisors, Inc.20,934$706.0K
HBK Sorce Advisory LLC20,662$697.0K
Tectonic Advisors LLC20,236$682.0K
Caption Management, LLC17,500$590.0K
Sprott Inc.15,911$536.0K
Koshinski Asset Management, Inc.14,121$476.0K
Cutler Investment Counsel LLC12,895$435.0K
Hochman Cole Investment Advisors, Inc.10,150$342.0K
Schwartz Investment Counsel Inc9,964$336.0K
Aberdeen Wealth Management LLC9,424$318.0K
Sound View Wealth Advisors Group, LLC9,225$311.0K
Element Pointe Advisors, LLC8,217$282.0K
Viewpoint Investment Partners Corp8,250$278.0K
Schmidt P J Investment Management Inc7,920$272.0K
Indiana Trust & Investment Management CO14,808$268.0K
Latitude Advisors, LLC7,929$267.0K
55I, LLC7,863$265.0K
ShoreHaven Wealth Partners, LLC7,333$247.0K
Associated Banc-Corp7,052$238.0K
Murphy Capital Management Inc7,077$238.0K
TruWealth Advisors, LLC7,071$238.0K
Valley Forge Investment Consultants Inc Adv7,036$237.0K
Retirement Income Solutions, Inc6,889$232.0K
Davis R M Inc6,850$231.0K
WealthShield Partners, LLC6,776$228.0K
Destination Wealth Management6,730$227.0K
Steel Peak Wealth Management LLC6,554$221.0K
Smart Portfolios, LLC6,341$214.0K
N.E.W. Advisory Services LLC6,093$205.0K
Leonard Rickey Investment Advisors P.L.L.C.5,917$204.0K
Pitcairn Co5,977$202.0K
Budros, Ruhlin & Roe, Inc.5,948$201.0K
Perennial Advisors, LLC4,389$148.0K
Arete Wealth Advisors, LLC33,605$76.0K
Mark Sheptoff Financial Planning, LLC2,000$67.0K
CVA Family Office, LLC1,565$53.0K
Financial Insights, Inc.1,547$52.1K
Mizuho Securities Co. Ltd.1,300$44.0K
Trust Co of Vermont1,223$41.0K
Tower Research Capital LLC (TRC)1,200$40.0K
Strategic Blueprint, LLC1,026$35.0K
Front Row Advisors LLC1,000$34.0K
Anchor Investment Management, LLC969$32.7K
Harel Insurance Investments & Financial Services Ltd.650$22.0K
Concord Wealth Partners610$21.0K
Eubel Brady & Suttman Asset Management Inc1,200$20.0K
Evolution Wealth Advisors, LLC500$17.0K
Danda Trouve Investment Management, Inc.300$10.0K
Filbrandt Wealth Management, LLC74$2.00K
First Command Advisory Services, Inc.162$0
Atlas Private Wealth Advisors5$0
Aldebaran Financial Inc.2,901–

Not filed for Q3 2021 yet (12)

Institutions that held iShares Gold Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
MACRO Consulting Group495,211$16.7M
Novak Financial Planning, LLC122,599$4.13M
CWM, LLC104,586$3.53M
Pictet Asset Management Ltd64,165$2.16M
M Holdings Securities, Inc.52,651$1.77M
Elmwood Wealth Management, Inc.49,803$1.68M
Castleview Partners, LLC49,465$1.67M
Pinnacle Wealth Advisors36,377$1.23M
Western Wealth Management, LLC13,282$448.0K
Strategic Wealth Management Group, LLC6,897$232.0K
Hoover Financial Advisors, Inc.1,400$47.0K
FormulaFolio Investments, LLC104$4.00K