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.
13F holders, Q3 2021
Institutional positions in iShares Gold Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 883
- +17 vs. Q2 2021
- Shares held
- 474.1M
- −2.80M (−0.6%) vs. Q2 2021
- Total value
- $16.0B
- +$178.8M (+1.1%) vs. Q2 2021
- New holders
- 97
- 318 more added
- Sold out
- 80
- 281 more reduced
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IAU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,916 | $29.1B |
| Q1 2026 | 1,984 | $34.8B |
| Q4 2025 | 1,937 | $35.6B |
| Q3 2025 | 1,713 | $31.5B |
| Q2 2025 | 1,599 | $25.5B |
| Q1 2025 | 1,555 | $24.0B |
| Q4 2024 | 1,418 | $18.6B |
| Q3 2024 | 1,231 | $17.7B |
| Q2 2024 | 1,178 | $16.5B |
| Q1 2024 | 1,149 | $15.7B |
| Q4 2023 | 1,153 | $15.5B |
| Q3 2023 | 1,041 | $13.7B |
| Q2 2023 | 1,068 | $15.9B |
| Q1 2023 | 1,041 | $15.9B |
| Q4 2022 | 1,013 | $14.8B |
| Q3 2022 | 962 | $15.2B |
| Q2 2022 | 1,011 | $17.1B |
| Q1 2022 | 966 | $16.8B |
| Q4 2021 | 986 | $16.3B |
| Q3 2021 | 883 | $16.0B |
| Q2 2021 | 878 | $15.8B |
| Q1 2021 | 956 | $15.0B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 13,764 | $460.0K | 0.05% | +415+3.1% | Added |
| Credit Suisse AG | 13,812 | $461.0K | 0.00% | −62,049−81.8% | Reduced |
| Encompass Wealth Advisors, LLC | 13,825 | $461.0K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,798 | $461.0K | 0.07% | +21+0.2% | Added |
| CCG Wealth Management, LLC | 13,790 | $461.0K | 0.27% | +13,790 | New |
| Wolverine Trading, LLC | 14,050 | $462.0K | 0.01% | −17,587−55.6% | Reduced |
| Hengehold Capital Management LLC | 14,000 | $468.0K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,100 | $471.0K | 0.04% | 00.0% | Unchanged |
| Interactive Financial Advisors | 14,232 | $475.0K | 0.21% | +1,320+10.2% | Added |
| Citizens National Bank Trust Department | 14,230 | $475.0K | 0.14% | +2,500+21.3% | Added |
| United Asset Strategies, Inc. | 14,258 | $476.0K | 0.06% | +1,896+15.3% | Added |
| Robinson Value Management, Ltd. | 14,311 | $478.0K | 0.43% | +14,311 | New |
| Lincoln National Corp | 14,359 | $479.0K | 0.01% | −41,370−74.2% | Reduced |
| MONECO Advisors, LLC | 14,459 | $483.0K | 0.19% | +14,459 | New |
| Old National Bancorp | 14,630 | $488.0K | 0.02% | −2,992−17.0% | Reduced |
| Oarsman Capital, Inc. | 14,619 | $488.0K | 0.20% | 00.0% | Unchanged |
| Cutler Group LP | 14,644 | $489.0K | 0.04% | −150−1.0% | Reduced |
| Ellis Investment Partners, LLC | 14,846 | $496.0K | 0.13% | −507−3.3% | Reduced |
| Inlet Private Wealth, LLC | 14,915 | $498.0K | 0.13% | −3,270−18.0% | Reduced |
| Clear Perspective Advisors, LLC | 14,943 | $499.0K | 0.17% | 00.0% | Unchanged |
| Smith, Salley & Associates | 14,994 | $501.0K | 0.04% | +4,840+47.7% | Added |
| Horan Capital Advisors, LLC. | 15,202 | $508.0K | 0.22% | +117+0.8% | Added |
| Interchange Capital Partners, LLC | 15,347 | $512.0K | 0.86% | +966+6.7% | Added |
| Main Street Financial Solutions, LLC | 15,459 | $516.0K | 0.08% | +2,871+22.8% | Added |
| Ingalls & Snyder LLC | 15,517 | $518.0K | 0.02% | −408−2.6% | Reduced |
| Intellectus Partners, LLC | 15,570 | $520.0K | 0.13% | −14,008−47.4% | Reduced |
| Nwam LLC | 15,879 | $531.0K | 0.05% | −707−4.3% | Reduced |
| Gladstone Institutional Advisory LLC | 16,092 | $538.0K | 0.05% | −241−1.5% | Reduced |
| Kornitzer Capital Management Inc | 16,169 | $540.0K | 0.01% | +1,029+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,933 | $544.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 16,275 | $544.0K | 0.17% | +2,893+21.6% | Added |
| Tarbox Family Office, Inc. | 16,322 | $545.0K | 0.10% | −1,540−8.6% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 16,300 | $545.0K | 0.32% | +5,950+57.5% | Added |
| Toroso Investments, LLC | 16,307 | $545.0K | 0.02% | +16,307 | New |
| Brandywine Oak Private Wealth LLC | 16,541 | $552.0K | 0.06% | +1,526+10.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,595 | $554.0K | 0.10% | +813+5.2% | Added |
| Natixis Advisors, L.P. | 16,683 | $557.0K | 0.00% | +6,263+60.1% | Added |
| Summit Global Investments | 16,779 | $561.0K | 0.04% | −18,300−52.2% | Reduced |
| Keystone Financial Group | 16,944 | $566.0K | 0.10% | −44,238−72.3% | Reduced |
| Principle Wealth Partners LLC | 16,927 | $566.0K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 17,022 | $568.7K | 0.33% | +305+1.8% | Added |
| S&CO Inc | 17,181 | $574.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 17,188 | $574.0K | 0.11% | 00.0% | Unchanged |
| Veritable, L.P. | 17,267 | $577.0K | 0.01% | −17,077−49.7% | Reduced |
| Assetmark, Inc | 17,283 | $577.0K | 0.00% | +8,053+87.2% | Added |
| Pensionmark Financial Group, LLC | 17,411 | $582.0K | 0.13% | +1,475+9.3% | Added |
| Sheets Smith Wealth Management | 17,510 | $585.0K | 0.08% | −1,580−8.3% | Reduced |
| Outlook Wealth Advisors, LLC | 17,547 | $586.0K | 0.19% | −318−1.8% | Reduced |
| IHT Wealth Management, LLC | 17,656 | $590.0K | 0.05% | −4,461−20.2% | Reduced |
| J. W. Coons Advisors, LLC | 17,846 | $595.0K | 0.20% | −200−1.1% | Reduced |
| Hilltop Holdings Inc. | 17,968 | $600.0K | 0.07% | +2,655+17.3% | Added |
| Coldstream Capital Management Inc | 33,514 | $603.0K | 0.03% | +33,514 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 18,260 | $610.0K | 0.24% | +6,509+55.4% | Added |
| Independent Advisor Alliance | 18,426 | $616.0K | 0.03% | −846−4.4% | Reduced |
| Mayflower Financial Advisors, LLC | 18,306 | $617.0K | 0.08% | −27−0.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 18,565 | $620.0K | 0.02% | +156+0.8% | Added |
| Newman & Schimel, LLC | 18,893 | $631.0K | 0.39% | −8,430−30.9% | Reduced |
| Norris Perne & French LLP | 19,107 | $638.0K | 0.05% | +39+0.2% | Added |
| First National Trust Co | 19,120 | $639.0K | 0.04% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 19,209 | $642.0K | 0.17% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 19,250 | $643.0K | 0.40% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,382 | $648.0K | 0.02% | +19,382 | New |
| Hanson & Doremus Investment Management | 19,654 | $657.0K | 0.15% | +3,691+23.1% | Added |
| Family Management Corp | 19,691 | $658.0K | 0.18% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $664.0K | 0.57% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 19,998 | $668.0K | 0.05% | +878+4.6% | Added |
| Global Retirement Partners, LLC | 20,257 | $677.0K | 0.07% | +4,948+32.3% | Added |
| TD Private Client Wealth LLC | 20,906 | $698.5K | 0.03% | +454+2.2% | Added |
| Nations Financial Group Inc, | 20,913 | $699.0K | 0.11% | +1,178+6.0% | Added |
| Jordan Park Group LLC | 21,049 | $703.0K | 0.03% | −556−2.6% | Reduced |
| BFT Financial Group, LLC | 21,073 | $704.0K | 0.13% | +3,455+19.6% | Added |
| Regal Investment Advisors LLC | 21,148 | $707.0K | 0.07% | +543+2.6% | Added |
| Phillips Financial Management, LLC | 21,350 | $713.0K | 0.07% | 00.0% | Unchanged |
| Port Capital LLC | 21,350 | $713.0K | 0.04% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 21,351 | $713.4K | 0.20% | −194−0.9% | Reduced |
| Mirador Capital Partners LP | 21,511 | $719.0K | 0.16% | −992−4.4% | Reduced |
| Cypress Capital Group | 21,761 | $727.0K | 0.10% | +185+0.9% | Added |
| Essex Financial Services, Inc. | 21,923 | $732.0K | 0.08% | +6,690+43.9% | Added |
| Silverleafe Capital Partners, LLC | 21,943 | $733.0K | 0.29% | +1,422+6.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 22,035 | $736.0K | 0.00% | −301,489−93.2% | Reduced |
| Burns J W & Co Inc | 22,209 | $742.0K | 0.12% | +286+1.3% | Added |
| WealthBridge Capital Management, LLC | 22,344 | $747.0K | 0.28% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 22,555 | $754.0K | 0.17% | +813+3.7% | Added |
| Comerica Bank | 22,186 | $758.0K | 0.00% | −1,030−4.4% | Reduced |
| Terra Nova Asset Management LLC | 22,694 | $758.0K | 0.61% | +11,907+110.4% | Added |
| GWM Advisors LLC | 22,754 | $760.0K | 0.02% | +3,178+16.2% | Added |
| Oak Family Advisors, LLC | 23,130 | $773.0K | 0.41% | −265−1.1% | Reduced |
| Ambassador Advisors, LLC | 23,163 | $774.0K | 0.15% | −25,148−52.1% | Reduced |
| Boston Family Office LLC | 23,275 | $778.0K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 23,369 | $781.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 23,427 | $783.0K | 0.01% | +1,127+5.1% | Added |
| Flagship Harbor Advisors, LLC | 23,597 | $795.0K | 0.09% | 00.0% | Unchanged |
| Wade G W & Inc | 23,844 | $797.0K | 0.04% | +903+3.9% | Added |
| Wealthspire Advisors, LLC | 24,118 | $806.0K | 0.02% | +4,739+24.5% | Added |
| Prime Capital Investment Advisors, LLC | 24,706 | $825.0K | 0.05% | −37,394−60.2% | Reduced |
| Country Club Trust Company, n.a. | 25,528 | $839.0K | 0.07% | −134−0.5% | Reduced |
| Millennium Management LLC | 25,200 | $842.0K | 0.00% | −27,900−52.5% | Reduced |
| Forefront Analytics, LLC | 25,571 | $854.0K | 0.31% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,714 | $859.0K | 0.12% | +2,157+9.2% | Added |
| Hamilton Capital, LLC | 25,857 | $864.0K | 0.07% | +5,621+27.8% | Added |