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 |
|---|---|---|---|---|---|
| Nottingham Advisors, Inc. | 663,784 | $22.3M | 2.21% | +512,333+338.3% | Added |
| FDx Advisors, Inc. | 663,386 | $22.2M | 0.71% | +38,470+6.2% | Added |
| Legend Financial Advisors, Inc. | 651,598 | $21.8M | 13.83% | +38,178+6.2% | Added |
| Bourgeon Capital Management LLC | 642,330 | $21.5M | 4.59% | +8,051+1.3% | Added |
| Narwhal Capital Management | 641,696 | $21.4M | 2.71% | +22,453+3.6% | Added |
| Covington Capital Management | 640,232 | $21.4M | 0.81% | +140,078+28.0% | Added |
| Confluence Investment Management LLC | 625,895 | $20.9M | 0.29% | +25,796+4.3% | Added |
| Massmutual Trust Co FSB | 625,134 | $20.9M | 0.86% | +50,031+8.7% | Added |
| Bingham Osborn & Scarborough LLC | 625,140 | $20.9M | 1.47% | +230,177+58.3% | Added |
| West Family Investments, Inc. | 787,674 | $20.6M | 5.46% | +787,674 | New |
| EPIQ Capital Group, LLC | 605,564 | $20.2M | 2.09% | −41,540−6.4% | Reduced |
| Bank of Nova Scotia | 603,003 | $20.1M | 0.04% | −250,497−29.3% | Reduced |
| Equitable Holdings, Inc. | 596,622 | $19.9M | 0.34% | +39,607+7.1% | Added |
| Gamble Jones Investment Counsel | 591,606 | $19.8M | 1.29% | −3,868−0.6% | Reduced |
| Mercer Global Advisors Inc | 585,875 | $19.6M | 0.14% | +444,269+313.7% | Added |
| Chatham Capital Group, Inc. | 561,861 | $18.8M | 3.61% | +2,760+0.5% | Added |
| Citigroup Inc | 554,212 | $18.5M | 0.02% | −52,721−8.7% | Reduced |
| Goldstein Munger & Associates | 543,060 | $18.1M | 4.87% | +2,424+0.4% | Added |
| MML Investors Services, LLC | 533,785 | $17.8M | 0.14% | −101,266−15.9% | Reduced |
| Sowa Financial Group, Inc. | 532,192 | $17.8M | 11.54% | +532,192 | New |
| TRUE Private Wealth Advisors | 518,985 | $17.3M | 2.52% | +32,074+6.6% | Added |
| HawsGoodwin Investment Management LLC | 518,966 | $17.3M | 5.26% | +39,064+8.1% | Added |
| Twin Focus Capital Partners, LLC | 516,310 | $17.3M | 4.03% | +9,849+1.9% | Added |
| Citadel Advisors LLC | 507,695 | $17.0M | 0.02% | +361,352+246.9% | Added |
| GenWealth Group, Inc. | 506,132 | $16.9M | 4.96% | +36,871+7.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 483,291 | $16.1M | 0.82% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 477,711 | $16.0M | 0.39% | −56,715−10.6% | Reduced |
| BFSG, LLC | 473,974 | $15.8M | 2.42% | +473,974 | New |
| Timber Creek Capital Management LLC | 470,745 | $15.7M | 4.99% | +94,242+25.0% | Added |
| Goldman Sachs Group Inc | 458,282 | $15.3M | 0.00% | +12,876+2.9% | Added |
| Coastal Bridge Advisors, LLC | 454,529 | $15.2M | 3.51% | −32,082−6.6% | Reduced |
| Blair William & Co | 445,880 | $14.9M | 0.05% | −13,988−3.0% | Reduced |
| Systelligence, LLC | 440,626 | $14.7M | 3.91% | +70,407+19.0% | Added |
| First American Trust, FSB | 435,505 | $14.6M | 2.20% | +624+0.1% | Added |
| Lowe Wealth Advisors, LLC | 434,764 | $14.5M | 6.89% | +4,678+1.1% | Added |
| Cetera Advisor Networks LLC | 417,231 | $13.9M | 0.19% | −20,341−4.6% | Reduced |
| Sage Rhino Capital LLC | 415,370 | $13.9M | 4.22% | +5,966+1.5% | Added |
| Lake Point Wealth Management | 406,754 | $13.6M | 6.26% | +8,122+2.0% | Added |
| KB Financial Partners, LLC | 404,408 | $13.5M | 4.95% | +7,932+2.0% | Added |
| New York State Common Retirement Fund | 396,038 | $13.2M | 0.01% | −373,515−48.5% | Reduced |
| Kestra Advisory Services, LLC | 393,731 | $13.2M | 0.13% | −28,819−6.8% | Reduced |
| American Research & Management Co. | 388,349 | $13.0M | 3.00% | −2,931−0.7% | Reduced |
| Financial Partners Capital Management LLC | 387,604 | $12.9M | 2.37% | −3,329−0.9% | Reduced |
| Bokf, NA | 384,016 | $12.8M | 0.22% | +384,016 | New |
| D.A. Davidson & Co. | 383,809 | $12.8M | 0.15% | +41,875+12.2% | Added |
| Kingfisher Capital LLC | 382,194 | $12.8M | 3.32% | +9,649+2.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 379,987 | $12.7M | 0.20% | +185,799+95.7% | Added |
| Nomura Asset Management Co Ltd | 378,250 | $12.6M | 0.07% | +152,100+67.3% | Added |
| Oppenheimer Asset Management Inc. | 371,944 | $12.4M | 0.18% | +14,027+3.9% | Added |
| M&T Bank Corp | 368,725 | $12.3M | 0.06% | −27,714−7.0% | Reduced |
| Independent Family Office, LLC | 365,928 | $12.2M | 5.02% | +13,296+3.8% | Added |
| American Investment Services, Inc. | 360,779 | $12.1M | 2.71% | −3,862−1.1% | Reduced |
| American Portfolios Advisors | 358,085 | $12.0M | 0.45% | +21,345+6.3% | Added |
| Kelly Financial Services LLC | 357,591 | $11.9M | 6.72% | −11,572,479−97.0% | Reduced |
| Osborne Partners Capital Management, LLC | 350,322 | $11.7M | 0.94% | +22,011+6.7% | Added |
| Resonant Capital Advisors, LLC | 348,855 | $11.7M | 2.03% | +348,855 | New |
| Integrated Investment Consultants, LLC | 346,744 | $11.6M | 3.40% | −19,853−5.4% | Reduced |
| Vision Capital Management, Inc. | 341,700 | $11.4M | 1.86% | +31,858+10.3% | Added |
| Meridian Wealth Advisors, LLC | 325,503 | $10.9M | 3.03% | +4,213+1.3% | Added |
| Sunbelt Securities, Inc. | 311,919 | $10.8M | 1.94% | 00.0% | Unchanged |
| Fifth Third Securities, Inc. | 319,261 | $10.7M | 1.46% | +319,261 | New |
| JNBA Financial Advisors | 317,699 | $10.6M | 1.43% | +1,268+0.4% | Added |
| Cardinal Point Wealth Management LLC | 316,899 | $10.6M | 4.98% | +6,304+2.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 314,543 | $10.5M | 3.14% | +38,532+14.0% | Added |
| Simmons Bank | 311,955 | $10.4M | 0.76% | −28,714−8.4% | Reduced |
| Jane Street Group, LLC | 308,269 | $10.3M | 0.03% | +294,314+2,109.0% | Added |
| AE Wealth Management LLC | 307,293 | $10.3M | 0.08% | +60,994+24.8% | Added |
| CIBC Private Wealth Group, LLC | 304,338 | $10.2M | 0.02% | −8,415−2.7% | Reduced |
| Private Advisor Group, LLC | 303,981 | $10.2M | 0.06% | +21,445+7.6% | Added |
| Valmark Advisers, Inc. | 302,139 | $10.1M | 0.19% | +11,963+4.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 302,076 | $10.1M | 1.61% | +10,570+3.6% | Added |
| LVM Capital Management Ltd | 294,550 | $9.84M | 1.48% | −4,006−1.3% | Reduced |
| Modus Advisors, LLC | 292,125 | $9.76M | 4.22% | +25,702+9.6% | Added |
| Flow Traders U.S. LLC | 284,785 | $9.52M | 0.38% | +284,785 | New |
| Quest Investment Management LLC | 279,580 | $9.34M | 0.86% | 00.0% | Unchanged |
| Leuthold Group, LLC | 276,258 | $9.23M | 1.13% | −789−0.3% | Reduced |
| Howland Capital Management LLC | 273,970 | $9.15M | 0.48% | +4,416+1.6% | Added |
| Cetera Advisors LLC | 271,829 | $9.08M | 0.18% | +106,591+64.5% | Added |
| Janney Montgomery Scott LLC | 270,874 | $9.05M | 0.04% | +254+0.1% | Added |
| Capital Group Private Client Services, Inc. | 268,993 | $8.99M | 0.10% | +268,993 | New |
| New Potomac Partners, LLC | 266,300 | $8.90M | 6.14% | −1,970−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 263,845 | $8.81M | 2.52% | +1,895+0.7% | Added |
| Stratos Wealth Partners, LTD. | 259,576 | $8.67M | 0.22% | −1,507−0.6% | Reduced |
| Sentinel Trust Co Lba | 259,431 | $8.67M | 1.36% | −3,626−1.4% | Reduced |
| TMD Wealth Management, LLC | 248,397 | $8.30M | 3.47% | +15,986+6.9% | Added |
| Brinker Capital Investments, LLC | 242,534 | $8.18M | 0.13% | −137,500−36.2% | Reduced |
| First Horizon Advisors, Inc. | 243,693 | $8.14M | 0.27% | +231,341+1,872.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 243,175 | $8.12M | 7.15% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 243,135 | $8.09M | 2.44% | −4,260−1.7% | Reduced |
| Manning & Napier Group, LLC | – | $8.05M | 0.07% | – | New |
| Signet Investment Advisory Group, Inc. | 240,322 | $8.03M | 5.06% | +5,037+2.1% | Added |
| Fiduciary Trust Co | 239,565 | $8.00M | 0.14% | −36,348−13.2% | Reduced |
| White Lighthouse Investment Management Inc. | 230,112 | $7.69M | 2.06% | +18,184+8.6% | Added |
| Verger Capital Management LLC | 226,569 | $7.57M | 6.17% | +45,500+25.1% | Added |
| Cape Ann Savings Bank | 225,156 | $7.52M | 4.87% | +195+0.1% | Added |
| Sterling Financial Planning, Inc. | 223,145 | $7.46M | 4.75% | +16,559+8.0% | Added |
| Sigma Investment Counselors Inc | 211,255 | $7.06M | 0.52% | −1,753−0.8% | Reduced |
| FineMark National Bank & Trust | 210,678 | $7.04M | 0.30% | +33,936+19.2% | Added |
| Parametric Portfolio Associates LLC | 208,915 | $6.98M | 0.00% | +21,652+11.6% | Added |
| Clear Harbor Asset Management, LLC | 201,028 | $6.72M | 0.80% | +14,378+7.7% | Added |