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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.

Q4 2021 vs. Q3 2021

How the institutions holding iShares Gold Trust changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of IAU: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders88318986+121
Shares474.1M5.87M469.8M+1.49M (+0.3%)
Value$16.0B$196.0M$16.3B+$544.0M (+3.4%)

18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (177)

Institutions that held iShares Gold Trust at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 177 by value.

Institutions new to IAU in Q4 2021
InstitutionSharesValue% of portfolio
Castleview Partners, LLC1,701,060$48.9M0.42%
Amplius Wealth Advisors, LLC969,163$33.7M4.65%
Naviter Wealth, LLC834,953$29.1M8.69%
Carl Stuart Investment Advisor, Inc631,194$22.0M15.95%
MainStreet Investment Advisors LLC600,480$20.9M1.82%
Renaissance Technologies LLC528,800$18.4M0.02%
TD Waterhouse Canada Inc.431,916$17.6M0.17%
NorthCrest Asset Manangement, LLC477,980$16.6M0.91%
Quent Capital, LLC398,742$13.9M2.94%
National Bank of Canada333,971$11.6M0.05%
Reuter James Wealth Management, LLC328,247$11.4M4.39%
Cardinal Point Wealth Management Partners, LLC325,398$11.3M4.91%
Morton Capital Management LLC308,040$10.7M4.38%
Mitsubishi UFJ Trust & Banking Corp280,000$9.68M0.02%
Upper Left Wealth Management, LLC248,182$8.64M8.62%
Sinecera Capital, LLC242,584$8.48M8.22%
Graham Capital Wealth Management, LLC210,060$7.29M5.95%
Axxcess Wealth Management, LLC189,248$6.59M0.50%
Scissortail Wealth Management, LLC184,485$6.42M2.47%
StrategIQ Financial Group, LLC161,081$5.61M0.56%
Nauset Wealth Management. LLC158,770$5.53M5.27%
J2 Capital Management Inc141,247$4.92M4.67%
MMBG Investment Advisors Co.133,500$4.65M0.45%
Mid-American Wealth Advisory Group, Inc.115,281$4.01M3.22%
Eqis Capital Management, Inc.112,819$3.93M0.29%
Kellett Schaffner Wealth Advisors LLC96,880$3.37M2.58%
Wealthspan Partners, LLC91,301$3.18M2.81%
Money Concepts Capital Corp90,104$3.14M0.27%
Sage Investment Advisers LLC82,680$2.88M3.70%
China Universal Asset Management Co., Ltd.82,500$2.87M0.68%
CWM, LLC73,298$2.55M0.02%
Allie Family Office LLC72,720$2.53M2.01%
Pine Ridge Advisers LLC70,150$2.44M0.67%
TCWP LLC66,779$2.32M0.46%
Bigelow Investment Advisors, LLC56,653$1.97M0.90%
Walkner Condon Financial Advisors LLC55,750$1.94M1.26%
Sunesis Advisors, LLC52,221$1.82M1.33%
Firestone Capital Management47,901$1.67M0.53%
Elmwood Wealth Management, Inc.47,705$1.66M0.79%
January Capital Advisors LLC47,487$1.65M1.31%
Hirtle Callaghan & Co LLC46,034$1.60M0.08%
Resolute Financial, LLC42,776$1.49M1.11%
Twelve Points Wealth Management LLC40,897$1.42M1.15%
XR Securities LLC39,110$1.36M0.16%
ETF Store, Inc.38,499$1.36M1.02%
Whitener Capital Management, Inc.38,696$1.35M0.48%
Arete Wealth Advisors, LLC37,730$1.31M0.11%
Regatta Capital Group, LLC36,892$1.28M0.45%
Advisor Resource Council35,399$1.23M0.10%
Confluence Wealth Services, Inc.35,038$1.22M0.39%
Ameritas Advisory Services, LLC33,853$1.18M0.04%
Connective Portfolio Management, LLC33,152$1.15M2.03%
HB Wealth Management, LLC33,002$1.15M0.02%
Tru Independence Asset Management 2, LLC32,694$1.14M0.60%
United Community Bank31,392$1.09M1.09%
Benchmark Investment Advisors LLC30,324$1.06M0.87%
Carnegie Capital Asset Management, LLC29,875$1.04M0.03%
SevenOneSeven Capital Management28,118$979.0K1.93%
Intergy Private Wealth, LLC27,600$961.0K0.75%
Lake Street Financial LLC26,527$923.0K0.16%
Exencial Wealth Advisors, LLC26,344$917.0K0.04%
Avaii Wealth Management, LLC25,211$878.0K0.88%
Forum Financial Management, LP24,601$856.0K0.04%
Strategic Wealth Advisors Group, LLC24,906$853.0K0.04%
Cardiff Park Advisors, LLC22,041$767.0K0.10%
Integrity Financial Corp21,051$733.0K0.54%
H. L. Ormond & Company, LLC20,762$721.0K0.85%
Apeiron RIA LLC20,544$715.0K0.29%
Forbes Financial Planning, Inc.17,555$614.0K0.61%
Mill Capital Management, LLC16,250$566.0K0.06%
Cape Cod Five Cents Savings Bank16,232$565.0K0.05%
Northcape Wealth Management, LLC16,225$565.0K0.19%
IPG Investment Advisors LLC15,749$549.0K0.10%
Western Wealth Management, LLC14,939$520.0K0.05%
S.C. Financial Services, Inc.15,012$520.0K0.60%
Fisher Asset Management, LLC14,918$519.0K0.00%
Oak Harbor Wealth Partners, LLC14,730$513.0K0.18%
Mission Financial Group, LLC5,912$479.9K0.45%
Alterna Wealth Management, Inc12,444$433.0K0.36%
Ashton Thomas Private Wealth, LLC11,906$414.4K0.04%
Keebeck Wealth Management, LLC11,550$402.0K0.07%
Greenspring Advisors, LLC11,494$400.0K0.10%
Viewpoint Capital Management LLC10,711$373.0K0.27%
Westshore Wealth, LLC10,700$372.0K0.25%
Dixon Hughes Goodman Wealth Advisors LLC10,143$353.0K0.12%
St. James Investment Advisors, LLC10,107$352.0K0.26%
Cornerstone Wealth Group, LLC10,093$351.0K0.06%
Bell Rock Capital LLC9,956$344.0K0.25%
NEIRG Wealth Management, LLC9,689$337.0K0.06%
Vance Wealth, Inc.9,667$337.0K0.33%
55I, LLC9,614$335.0K0.01%
Evolution Wealth Advisors, LLC9,450$329.0K0.06%
Snowden Capital Advisors LLC9,418$327.0K0.02%
Titleist Asset Management, Ltd.9,270$323.0K0.06%
Insight 2811, Inc.8,995$313.0K0.18%
Strategies Wealth Advisors, LLC8,965$312.1K0.09%
Blossom Wealth Management8,905$310.0K1.53%
Waypoint Capital Advisors, LLC8,903$310.0K0.21%
NorthRock Partners, LLC8,535$297.0K0.02%
Kaydan Wealth Management, Inc.8,455$294.3K0.11%

Sold out (56)

Institutions that held iShares Gold Trust at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of IAU in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mizuho Bank, Ltd.1,000,000$33.4M
Richard Bernstein Advisors LLC772,645$25.8M
Bingham Osborn & Scarborough LLC625,140$20.9M
Flow Traders U.S. LLC284,785$9.52M
Segall Bryant & Hamill, LLC103,865$3.47M
Two Sigma Securities, LLC75,828$2.53M
Jump Financial, LLC63,055$2.11M
Financial & Tax Architects, LLC52,331$1.75M
QCM Cayman, Ltd.47,936$1.60M
Calton & Associates, Inc.46,014$1.54M
Sawtooth Solutions, LLC41,210$1.38M
K2 Principal Fund, L.P.37,500$1.25M
Cumberland Partners Ltd34,632$1.16M
Global Retirement Partners, LLC20,257$677.0K
Coldstream Capital Management Inc33,514$603.0K
Intellectus Partners, LLC15,570$520.0K
Smith, Salley & Associates14,994$501.0K
CCG Wealth Management, LLC13,790$461.0K
Aft, Forsyth & Sober, LLC12,250$410.0K
Lowe Brockenbrough & Co Inc11,388$380.0K
First National Bank of Omaha10,929$365.0K
Compass Ion Advisors, LLC9,938$332.0K
Ritholtz Wealth Management8,250$276.0K
Wall Street Access Asset Management, LLC7,974$266.0K
Silvercrest Asset Management Group LLC7,650$256.0K
Probity Advisors, Inc.7,252$242.0K
Brighton Jones LLC7,067$236.0K
Market Street Wealth Management Advisors LLC7,073$236.0K
Northwest Bancshares, Inc.6,838$228.0K
Cornell Pochily Investment Advisors, Inc.6,782$227.0K
Berkeley Capital Partners, LLC6,727$225.0K
Matrix Private Capital Group LLC6,673$223.0K
Citizens Financial Group Inc6,658$222.0K
Founders Financial Securities LLC6,627$221.0K
Deroy & Devereaux Private Investment Counsel Inc6,500$217.0K
BCJ Capital Management, LLC6,138$205.0K
Joseph P. Lucia & Associates, LLC5,630$188.0K
Guidance Point Advisors, LLC3,312$110.0K
Solstein Capital, LLC1,823$61.0K
D'Orazio & Associates, Inc.1,424$48.0K
TCTC Holdings, LLC1,300$43.0K
Pacifica Partners Inc.1,090$36.0K
Kowal Investment Group, LLC942$31.0K
MCF Advisors LLC843$28.0K
Quadrant Capital Group LLC750$25.0K
Better Money Decisions, LLC600$20.0K
CX Institutional424$14.0K
CoreFirst Bank & Trust275$9.00K
Cahill Financial Advisors Inc232$8.00K
Kistler-Tiffany Companies, LLC168$6.00K
Meridian Wealth Partners, LLC115$4.00K
Disciplined Investments, LLC82$3.00K
AlphaMark Advisors, LLC50$2.00K
IronBridge Private Wealth, LLC21$1.00K
Glassman Wealth Services14$0
Pacific Center for Financial Services12$0

Not filed for Q4 2021 yet (18)

Institutions that held iShares Gold Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Packer & Co Ltd4,685,100$156.5M
Cardinal Point Wealth Management LLC316,899$10.6M
Alexandria Capital, LLC199,400$6.66M
Eudaimonia Partners, LLC174,919$5.84M
Hatton Consulting, Inc.159,680$5.33M
Mid Atlantic Financial Management Inc107,884$3.60M
Cardan Capital Partners, LLC94,132$3.15M
Wealth Quarterback LLC39,345$1.31M
Homrich & Berg32,669$1.09M
BFT Financial Group, LLC21,073$704.0K
New England Investment & Retirement Group, Inc.9,689$324.0K
Landsberg, Bennett, & Dubbaneh LLC8,381$281.0K
Rinet Co LLC7,098$237.0K
Green Harvest Asset Management LLC6,247$209.0K
Sonora Investment Management, LLC2,833$95.0K
BBVA USA1,585$53.0K
Berman Capital Advisors, LLC550$18.0K
Heritage Wealth Management, LLC65$2.00K