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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 858,766 | $28.7M | 0.24% | +263,384+44.2% | Added |
| IMC-Chicago, LLC | 885,603 | $29.6M | 2.41% | +819,303+1,235.8% | Added |
| Stephens Inc | 902,246 | $30.1M | 0.47% | −102,447−10.2% | Reduced |
| Brookstone Capital Management | 892,941 | $30.5M | 0.55% | −37,090−4.0% | Reduced |
| Deutsche Bank AG | 919,330 | $30.7M | 0.01% | −96,951−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 922,956 | $30.8M | 0.32% | +45,940+5.2% | Added |
| Mackay Shields LLC | 929,500 | $31.1M | 0.29% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 934,960 | $31.2M | 0.59% | −48,467−4.9% | Reduced |
| Zhang Financial LLC | 943,995 | $31.5M | 7.29% | +14,671+1.6% | Added |
| Oxbow Advisors, LLC | 946,970 | $31.6M | 3.22% | +284,810+43.0% | Added |
| Tanglewood Wealth Management, Inc. | 951,622 | $31.8M | 5.64% | +23,494+2.5% | Added |
| Truist Financial Corp | 953,621 | $31.9M | 0.05% | −127,784−11.8% | Reduced |
| VPR Management LLC | 956,475 | $32.0M | 6.23% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 1,000,000 | $33.4M | 3.35% | +1,000,000 | New |
| Cambridge Investment Research Advisors, Inc. | 1,003,975 | $33.5M | 0.17% | +308,000+44.3% | Added |
| Mariner, LLC | 1,006,414 | $33.6M | 0.18% | +108,558+12.1% | Added |
| VCU Investment Management Co | 1,020,205 | $34.1M | 20.24% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,041,598 | $34.8M | 0.03% | −14,829−1.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,056,000 | $35.3M | 1.46% | +45,853+4.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,125,526 | $37.6M | 1.89% | +59,549+5.6% | Added |
| Gladius Capital Management LP | 1,146,237 | $38.3M | 20.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,196,937 | $40.0M | 4.45% | −4,155−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 1,202,520 | $40.2M | 4.30% | +1,202,520 | New |
| Chevy Chase Trust Holdings, Inc. | 1,241,935 | $41.5M | 0.14% | −379,507−23.4% | Reduced |
| Forbes J M & Co LLP | 1,282,986 | $42.9M | 5.41% | −3,734−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,319,221 | $44.1M | 0.09% | −125,052−8.7% | Reduced |
| Northern Trust Corp | 1,331,012 | $44.5M | 0.01% | −44,546−3.2% | Reduced |
| Greenline Partners, LLC | 1,349,672 | $45.1M | 9.43% | −11,559−0.8% | Reduced |
| GM Advisory Group, Inc. | 1,413,803 | $47.2M | 4.76% | +16,828+1.2% | Added |
| Advisor Group Holdings, Inc. | 1,417,427 | $47.4M | 0.10% | −188,196−11.7% | Reduced |
| People's United Financial, Inc. | 1,438,067 | $48.0M | 1.07% | +27,637+2.0% | Added |
| Bank of New York Mellon Corp | 1,448,740 | $48.4M | 0.01% | −2,167,382−59.9% | Reduced |
| Creative Planning | 1,463,548 | $48.9M | 0.09% | −986,831−40.3% | Reduced |
| Asset Management One Co.,Ltd. | 1,482,222 | $49.5M | 0.19% | +25,307+1.7% | Added |
| Parcion Private Wealth LLC | 1,482,853 | $49.9M | 4.43% | +54,591+3.8% | Added |
| Baird Financial Group, Inc. | 1,517,361 | $50.7M | 0.13% | +122,802+8.8% | Added |
| Partners Capital Investment Group, LLP | 1,527,022 | $51.0M | 2.34% | +82,715+5.7% | Added |
| Moon Capital Management LP | 1,552,064 | $51.9M | 66.91% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,614,100 | $53.9M | 0.09% | −69,900−4.2% | Reduced |
| Franklin Resources Inc | 1,690,741 | $56.5M | 0.02% | −61,194−3.5% | Reduced |
| Money Design Co.,Ltd. | 1,699,667 | $56.8M | 4.69% | +1,033,181+155.0% | Added |
| Nadler Financial Group, Inc. | 1,760,331 | $58.8M | 9.60% | +34,979+2.0% | Added |
| HRT Financial LP | 1,762,217 | $58.9M | 0.36% | +15,887+0.9% | Added |
| Arnhold LLC | 1,807,254 | $60.4M | 6.97% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,849,039 | $61.8M | 0.92% | +15,999+0.9% | Added |
| Flputnam Investment Management Co | 1,883,142 | $62.9M | 2.13% | −638,738−25.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,055,675 | $68.7M | 0.06% | −71,814−3.4% | Reduced |
| Central Trust Co | 2,101,874 | $70.2M | 2.50% | −101,243−4.6% | Reduced |
| Equitable Trust Co | 2,118,958 | $70.8M | 4.52% | −15,000−0.7% | Reduced |
| Tiedemann Advisors, LLC | 2,147,524 | $71.7M | 3.82% | −151,944−6.6% | Reduced |
| Proficio Capital Partners LLC | 2,265,370 | $75.7M | 9.96% | +311,866+16.0% | Added |
| Keybank National Association | 2,416,487 | $80.7M | 0.35% | +238,156+10.9% | Added |
| Alliancebernstein L.P. | 2,603,320 | $87.0M | 0.03% | +2,590,645+20,439.0% | Added |
| BlackRock Inc. | 2,638,866 | $88.2M | 0.00% | +119,055+4.7% | Added |
| First Foundation Advisors | 2,677,515 | $89.5M | 3.34% | −16,670−0.6% | Reduced |
| Cresset Asset Management, LLC | 2,936,119 | $98.1M | 1.32% | +925,223+46.0% | Added |
| Commonwealth Equity Services, LLC | 2,963,268 | $99.0M | 0.25% | −116,163−3.8% | Reduced |
| Huntington National Bank | – | $102.9M | 1.03% | – | – |
| HighTower Advisors, LLC | 3,261,733 | $109.0M | 0.29% | +42,318+1.3% | Added |
| Thrivent Financial for Lutherans | 3,300,584 | $115.7M | 0.23% | +13,009+0.4% | Added |
| Royal Bank of Canada | 3,533,715 | $118.1M | 0.03% | +73,566+2.1% | Added |
| Stifel Financial Corp | 3,534,757 | $118.1M | 0.17% | +106,055+3.1% | Added |
| Raymond James & Associates | 3,793,427 | $126.7M | 0.11% | +98,247+2.7% | Added |
| Bridgewater Associates, LP | 3,805,198 | $127.1M | 0.70% | −405,989−9.6% | Reduced |
| Packer & Co Ltd | 4,685,100 | $156.5M | 71.35% | +4,685,100 | New |
| Envestnet Asset Management Inc | 5,368,425 | $179.4M | 0.10% | −67,349−1.2% | Reduced |
| Ameriprise Financial Inc | 5,450,790 | $181.8M | 0.06% | −173,539−3.1% | Reduced |
| LPL Financial LLC | 5,837,989 | $195.0M | 0.18% | +382,328+7.0% | Added |
| Charles Schwab Investment Management Inc | 5,959,368 | $199.1M | 0.07% | +4,114,593+223.0% | Added |
| Temasek Holdings (Private) Ltd | 7,087,182 | $236.8M | 0.83% | +2,552,222+56.3% | Added |
| Bank of Montreal | 8,038,214 | $275.4M | 0.14% | +256,914+3.3% | Added |
| JPMorgan Chase & Co | 9,043,067 | $302.1M | 0.04% | +4,509,099+99.5% | Added |
| UBS Group AG | 9,647,812 | $322.3M | 0.13% | −341,198−3.4% | Reduced |
| Personal Capital Advisors Corp | 12,596,838 | $420.9M | 2.11% | +873,105+7.4% | Added |
| Wells Fargo & Company | 14,552,644 | $486.2M | 0.11% | −1,074,804−6.9% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 20,041,274 | $669.6M | 1.12% | +910,629+4.8% | Added |
| Morgan Stanley | 25,013,099 | $835.7M | 0.11% | −416,406−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 35,723,304 | $1.19B | 0.74% | −1,571,462−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 37,883,312 | $1.27B | 2.31% | +2,605,809+7.4% | Added |
| Bank of America Corp | 39,582,505 | $1.32B | 0.15% | −321,080−0.8% | Reduced |
| FMR LLC | 41,980,600 | $1.40B | 0.11% | −7,132,438−14.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 315 | – | – | −209,801−99.9% | Reduced |
| Westside Investment Management, Inc. | 44,980 | – | – | +425+1.0% | Added |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −5,568,000−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −763,340−100.0% | Sold out |
| AllGen Financial Advisors, Inc. | 0 | $0 | 0.00% | −440,265−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −351,500−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −318,601−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −227,160−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −435,485−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −129,300−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −95,742−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −89,795−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −87,161−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −87,161−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −81,248−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −74,169−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −69,711−100.0% | Sold out |