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 |
|---|---|---|---|---|---|
| Regency Capital Management Inc. | 103,820 | $3.47M | 2.44% | +15,469+17.5% | Added |
| Segall Bryant & Hamill, LLC | 103,865 | $3.47M | 0.03% | −1,837−1.7% | Reduced |
| RiverGlades Family Offices LLC | 104,825 | $3.50M | 2.74% | +863+0.8% | Added |
| Roundview Capital LLC | 105,439 | $3.52M | 0.39% | −79,783−43.1% | Reduced |
| AdvisorNet Financial, Inc | 105,715 | $3.53M | 0.25% | −4,194−3.8% | Reduced |
| Laidlaw Wealth Management LLC | 106,608 | $3.56M | 0.91% | −6,404−5.7% | Reduced |
| Accretive Wealth Partners, LLC | 107,462 | $3.59M | 2.53% | −6,120−5.4% | Reduced |
| Mid Atlantic Financial Management Inc | 107,884 | $3.60M | 0.24% | −2,393−2.2% | Reduced |
| Patton Fund Management, Inc. | 109,545 | $3.66M | 1.39% | +46,063+72.6% | Added |
| Susquehanna International Group, LLP | 110,379 | $3.69M | 0.00% | +110,379 | New |
| Perigon Wealth Management, LLC | 110,478 | $3.69M | 0.32% | +275+0.2% | Added |
| Orion Portfolio Solutions, LLC | 111,307 | $3.72M | 0.14% | +357+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,089 | $3.78M | 0.02% | −2,338−2.0% | Reduced |
| Ballentine Partners, LLC | 113,447 | $3.79M | 0.13% | +45,126+66.0% | Added |
| Glovista Investments LLC | 114,860 | $3.84M | 1.12% | −176,116−60.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 115,133 | $3.85M | 1.18% | −899−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 118,803 | $3.97M | 0.19% | −25,179−17.5% | Reduced |
| NewSquare Capital LLC | 120,999 | $4.04M | 0.47% | +43,746+56.6% | Added |
| Gateway Advisory, LLC | 121,249 | $4.05M | 0.84% | +8,560+7.6% | Added |
| Wills Financial Group, Inc. | 121,383 | $4.05M | 1.82% | +3,805+3.2% | Added |
| SRS Capital Advisors, Inc. | 122,733 | $4.10M | 0.56% | −2,093−1.7% | Reduced |
| Briaud Financial Planning, Inc | 124,925 | $4.17M | 2.74% | +2,027+1.6% | Added |
| Versant Capital Management, Inc | 125,372 | $4.19M | 1.48% | +7,098+6.0% | Added |
| Vivaldi Capital Management, LLC | 126,383 | $4.22M | 0.91% | −510−0.4% | Reduced |
| HSBC Holdings PLC | 127,211 | $4.25M | 0.00% | +127,211 | New |
| Vanguard Capital Wealth Advisors | 129,344 | $4.34M | 3.31% | +64,553+99.6% | Added |
| Weil Company, Inc. | 130,937 | $4.38M | 2.28% | −27,857−17.5% | Reduced |
| Personal Wealth Partners | 131,091 | $4.38M | 1.85% | −13,537−9.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 132,083 | $4.41M | 0.63% | −683−0.5% | Reduced |
| Cetera Investment Advisers | 132,099 | $4.41M | 0.07% | +22,104+20.1% | Added |
| Silicon Hills Wealth Management, LLC | 132,763 | $4.44M | 3.04% | −120,165−47.5% | Reduced |
| Sepio Capital, LP | 135,747 | $4.54M | 0.38% | −107,373−44.2% | Reduced |
| Commerce Bank | 136,231 | $4.55M | 0.03% | −2,700−1.9% | Reduced |
| Charles Schwab Trust Co | 138,443 | $4.63M | 0.91% | +12,573+10.0% | Added |
| Mosaic Advisors LLC | 139,808 | $4.67M | 3.11% | +1,433+1.0% | Added |
| Maltin Wealth Management, Inc. | 139,930 | $4.67M | 2.87% | −1,194−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 142,148 | $4.75M | 0.31% | −305,543−68.2% | Reduced |
| Meridian Investment Counsel Inc. | 143,110 | $4.78M | 1.73% | +14,629+11.4% | Added |
| London & Capital Asset Management Ltd | 143,238 | $4.79M | 0.35% | +7,215+5.3% | Added |
| ICONIQ Capital, LLC | 143,895 | $4.81M | 0.03% | −175,697−55.0% | Reduced |
| Strategic Capital Advisers, Inc. | 144,352 | $4.82M | 3.76% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 144,506 | $4.83M | 0.33% | +36,807+34.2% | Added |
| Aveo Capital Partners, LLC | 144,876 | $4.84M | 1.01% | +4,738+3.4% | Added |
| Permanens Capital L.P. | 145,065 | $4.85M | 0.88% | −5,075−3.4% | Reduced |
| E Fund Management Co., Ltd. | 147,931 | $4.94M | 0.21% | +147,931 | New |
| Sigma Planning Corp | 149,430 | $4.99M | 0.15% | +4,684+3.2% | Added |
| Fairview Capital Investment Management, LLC | 150,998 | $5.04M | 0.34% | −1,076−0.7% | Reduced |
| Bessemer Group Inc | 151,411 | $5.06M | 0.01% | +1,223+0.8% | Added |
| Southeast Asset Advisors Inc. | 151,870 | $5.07M | 0.83% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 152,389 | $5.09M | 0.35% | +4,747+3.2% | Added |
| Dynamic Advisor Solutions LLC | 154,821 | $5.17M | 0.39% | −34,254−18.1% | Reduced |
| Foundations Investment Advisors, LLC | 156,628 | $5.25M | 0.23% | +18,565+13.4% | Added |
| Cranbrook Wealth Management, LLC | 157,196 | $5.25M | 1.19% | +4,925+3.2% | Added |
| Hatton Consulting, Inc. | 159,680 | $5.33M | 3.97% | +4,480+2.9% | Added |
| GFS Advisors, LLC | 159,870 | $5.34M | 1.16% | −3,904−2.4% | Reduced |
| TrinityPoint Wealth, LLC | 159,877 | $5.34M | 1.02% | −1,850−1.1% | Reduced |
| Shepherd Financial Partners LLC | 163,036 | $5.46M | 1.05% | −125,158−43.4% | Reduced |
| United Services Automobile Association | 164,432 | $5.49M | 0.10% | −33,496−16.9% | Reduced |
| Allworth Financial LP | 164,727 | $5.50M | 0.09% | +114,943+230.9% | Added |
| Pictet Asset Management SA | 165,920 | $5.54M | 0.01% | +165,920 | New |
| Hussman Strategic Advisors, Inc. | 166,500 | $5.56M | 1.23% | +45,500+37.6% | Added |
| Norris Financial Group, LLC | 172,417 | $5.76M | 3.81% | −22,095−11.4% | Reduced |
| Evoke Wealth, LLC | 172,804 | $5.77M | 0.22% | −407−0.2% | Reduced |
| National Asset Management, Inc. | 172,942 | $5.78M | 0.18% | +9,341+5.7% | Added |
| NTV Asset Management LLC | 174,580 | $5.83M | 1.01% | −270−0.2% | Reduced |
| Eudaimonia Partners, LLC | 174,919 | $5.84M | 1.05% | +17,692+11.3% | Added |
| Insight Wealth Partners, LLC | 177,559 | $5.93M | 3.77% | −18,242−9.3% | Reduced |
| Independent Financial Group, LLC | 178,460 | $5.96M | 0.61% | +4,690+2.7% | Added |
| Gamco Investors, Inc. Et Al | 180,950 | $6.05M | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 181,479 | $6.06M | 0.74% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 181,616 | $6.07M | 4.50% | +5,818+3.3% | Added |
| Wallington Asset Management, LLC | 187,997 | $6.28M | 1.05% | +3,880+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 189,318 | $6.33M | 0.02% | −112,203−37.2% | Reduced |
| BSW Wealth Partners | 189,497 | $6.33M | 1.77% | +3,120+1.7% | Added |
| Cambridge Associates LLC | 190,377 | $6.36M | 0.55% | +190,377 | New |
| Ancora Advisors, LLC | 191,154 | $6.39M | 0.17% | −941−0.5% | Reduced |
| Rehmann Capital Advisory Group | 194,920 | $6.50M | 0.62% | +12,395+6.8% | Added |
| Steward Partners Investment Advisory, LLC | 196,914 | $6.58M | 0.11% | −18,109−8.4% | Reduced |
| Moulton Wealth Management, Inc | 198,474 | $6.65M | 4.96% | −137,402−40.9% | Reduced |
| Corrado Advisors, LLC | 198,984 | $6.65M | 4.12% | −610−0.3% | Reduced |
| Alexandria Capital, LLC | 199,400 | $6.66M | 0.62% | −4,962−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 201,028 | $6.72M | 0.80% | +14,378+7.7% | Added |
| Parametric Portfolio Associates LLC | 208,915 | $6.98M | 0.00% | +21,652+11.6% | Added |
| FineMark National Bank & Trust | 210,678 | $7.04M | 0.30% | +33,936+19.2% | Added |
| Sigma Investment Counselors Inc | 211,255 | $7.06M | 0.52% | −1,753−0.8% | Reduced |
| Sterling Financial Planning, Inc. | 223,145 | $7.46M | 4.75% | +16,559+8.0% | Added |
| Cape Ann Savings Bank | 225,156 | $7.52M | 4.87% | +195+0.1% | Added |
| Verger Capital Management LLC | 226,569 | $7.57M | 6.17% | +45,500+25.1% | Added |
| White Lighthouse Investment Management Inc. | 230,112 | $7.69M | 2.06% | +18,184+8.6% | Added |
| Fiduciary Trust Co | 239,565 | $8.00M | 0.14% | −36,348−13.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 240,322 | $8.03M | 5.06% | +5,037+2.1% | Added |
| Manning & Napier Group, LLC | – | $8.05M | 0.07% | – | New |
| Wellspring Financial Advisors, LLC | 243,135 | $8.09M | 2.44% | −4,260−1.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 243,175 | $8.12M | 7.15% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 243,693 | $8.14M | 0.27% | +231,341+1,872.9% | Added |
| Brinker Capital Investments, LLC | 242,534 | $8.18M | 0.13% | −137,500−36.2% | Reduced |
| TMD Wealth Management, LLC | 248,397 | $8.30M | 3.47% | +15,986+6.9% | Added |
| Sentinel Trust Co Lba | 259,431 | $8.67M | 1.36% | −3,626−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 259,576 | $8.67M | 0.22% | −1,507−0.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 263,845 | $8.81M | 2.52% | +1,895+0.7% | Added |