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, Q4 2021
Institutional positions in iShares Gold Trust as of Dec 31, 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
- 986
- +121 vs. Q3 2021
- Shares held
- 469.8M
- +1.49M (+0.3%) vs. Q3 2021
- Total value
- $16.3B
- +$544.0M (+3.4%) vs. Q3 2021
- New holders
- 177
- 276 more added
- Sold out
- 56
- 341 more reduced
18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 16,932 | $589.0K | 0.07% | −578−3.3% | Reduced |
| Principle Wealth Partners LLC | 16,927 | $589.0K | 0.06% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 17,022 | $592.5K | 0.32% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,047 | $593.0K | 0.02% | +740+4.5% | Added |
| S&CO Inc | 17,181 | $598.0K | 0.04% | 00.0% | Unchanged |
| Interactive Financial Advisors | 17,392 | $605.0K | 0.23% | +3,160+22.2% | Added |
| Forbes Financial Planning, Inc. | 17,555 | $614.0K | 0.61% | +17,555 | New |
| J. W. Coons Advisors, LLC | 17,711 | $616.0K | 0.19% | −135−0.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 17,777 | $619.0K | 0.05% | +589+3.4% | Added |
| Wealthspire Advisors, LLC | 17,798 | $620.0K | 0.01% | −6,320−26.2% | Reduced |
| Shepherd Financial Partners LLC | 17,908 | $621.0K | 0.11% | −145,128−89.0% | Reduced |
| Garde Capital, Inc. | 17,901 | $623.0K | 0.06% | −8,327−31.7% | Reduced |
| Silverleafe Capital Partners, LLC | 18,109 | $630.0K | 0.23% | −3,834−17.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 18,120 | $631.0K | 0.02% | −445−2.4% | Reduced |
| Mayflower Financial Advisors, LLC | 18,139 | $631.0K | 0.08% | −167−0.9% | Reduced |
| Natixis Advisors, L.P. | 18,142 | $632.0K | 0.00% | +1,459+8.7% | Added |
| Boston Family Office LLC | 18,275 | $636.0K | 0.04% | −5,000−21.5% | Reduced |
| First Pacific Financial | 18,714 | $651.0K | 0.31% | −8,976−32.4% | Reduced |
| Veritable, L.P. | 18,847 | $656.0K | 0.01% | +1,580+9.2% | Added |
| Norris Perne & French LLP | 18,880 | $657.0K | 0.05% | −227−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 19,067 | $664.0K | 0.13% | −16,011−45.6% | Reduced |
| Valicenti Advisory Services Inc | 19,209 | $669.0K | 0.17% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 19,250 | $670.0K | 0.41% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,349 | $674.0K | 0.02% | −33−0.2% | Reduced |
| Phillips Financial Management, LLC | 19,654 | $684.0K | 0.07% | −1,696−7.9% | Reduced |
| Family Management Corp | 19,691 | $685.0K | 0.18% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 19,693 | $686.0K | 0.20% | +3,418+21.0% | Added |
| Forefront Analytics, LLC | 19,812 | $689.0K | 0.23% | −5,759−22.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 19,919 | $690.0K | 0.00% | −8,024−28.7% | Reduced |
| Mirador Capital Partners LP | 19,881 | $692.0K | 0.15% | −1,630−7.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $692.0K | 0.55% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19,900 | $692.7K | 0.03% | −1,006−4.8% | Reduced |
| Hilltop Holdings Inc. | 19,918 | $693.0K | 0.07% | +1,950+10.9% | Added |
| Hanson & Doremus Investment Management | 20,393 | $710.0K | 0.15% | +739+3.8% | Added |
| Apeiron RIA LLC | 20,544 | $715.0K | 0.29% | +20,544 | New |
| H. L. Ormond & Company, LLC | 20,762 | $721.0K | 0.85% | +20,762 | New |
| First National Trust Co | 20,731 | $722.0K | 0.04% | +1,611+8.4% | Added |
| J.W. Cole Advisors, Inc. | 20,858 | $726.0K | 0.05% | +860+4.3% | Added |
| Strategy Asset Managers LLC | 20,908 | $728.0K | 0.19% | −1,647−7.3% | Reduced |
| Integrity Financial Corp | 21,051 | $733.0K | 0.54% | +21,051 | New |
| IHT Wealth Management, LLC | 21,214 | $738.0K | 0.05% | +3,558+20.2% | Added |
| Port Capital LLC | 21,350 | $743.0K | 0.05% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 21,460 | $747.0K | 0.19% | +109+0.5% | Added |
| Burns J W & Co Inc | 21,834 | $760.0K | 0.11% | −375−1.7% | Reduced |
| Cardiff Park Advisors, LLC | 22,041 | $767.0K | 0.10% | +22,041 | New |
| Nations Financial Group Inc, | 22,109 | $770.0K | 0.10% | +1,196+5.7% | Added |
| WealthBridge Capital Management, LLC | 22,344 | $778.0K | 0.29% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 22,556 | $785.0K | 0.01% | −813−3.5% | Reduced |
| Terra Nova Asset Management LLC | 22,694 | $790.0K | 0.59% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 23,318 | $806.0K | 0.01% | +9,268+66.0% | Added |
| Trustmark National Bank Trust Department | 23,707 | $825.0K | 0.06% | −2,313−8.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,286 | $845.0K | 0.05% | −420−1.7% | Reduced |
| Strategic Wealth Advisors Group, LLC | 24,906 | $853.0K | 0.04% | +24,906 | New |
| Forum Financial Management, LP | 24,601 | $856.0K | 0.04% | +24,601 | New |
| Oak Family Advisors, LLC | 24,615 | $857.0K | 0.41% | +1,485+6.4% | Added |
| Prospera Financial Services Inc | 24,664 | $858.0K | 0.04% | −9,522−27.9% | Reduced |
| HAP Trading, LLC | 24,696 | $860.0K | 0.06% | −3,300−11.8% | Reduced |
| NewEdge Wealth, LLC | 24,882 | $866.0K | 0.04% | −1,130−4.3% | Reduced |
| Regal Investment Advisors LLC | 25,107 | $874.0K | 0.08% | +3,959+18.7% | Added |
| Avaii Wealth Management, LLC | 25,211 | $878.0K | 0.88% | +25,211 | New |
| Greenhouse Wealth Management, LLC | 25,505 | $888.0K | 0.79% | −23,500−48.0% | Reduced |
| Country Club Trust Company, n.a. | 26,026 | $900.0K | 0.07% | +498+2.0% | Added |
| Wade G W & Inc | 25,879 | $901.0K | 0.04% | +2,035+8.5% | Added |
| Hamilton Capital, LLC | 25,932 | $903.0K | 0.07% | +75+0.3% | Added |
| Pettinga Financial Advisors, LLC | 25,998 | $905.0K | 0.22% | −920−3.4% | Reduced |
| Group One Trading, L.P. | 26,137 | $910.0K | 0.02% | −7,204−21.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 26,152 | $910.0K | 0.23% | −450−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 26,204 | $912.0K | 0.09% | +2,607+11.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 26,307 | $916.0K | 0.16% | +8,047+44.1% | Added |
| Exencial Wealth Advisors, LLC | 26,344 | $917.0K | 0.04% | +26,344 | New |
| Lake Street Financial LLC | 26,527 | $923.0K | 0.16% | +26,527 | New |
| Montecito Bank & Trust | 26,983 | $939.0K | 0.17% | −8,128−23.1% | Reduced |
| Nkcfo LLC | 27,450 | $956.0K | 0.31% | −7,300−21.0% | Reduced |
| Intergy Private Wealth, LLC | 27,600 | $961.0K | 0.75% | +27,600 | New |
| Advanced Research Investment Solutions, LLC | 27,750 | $965.0K | 0.35% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 27,751 | $966.0K | 0.09% | +1,423+5.4% | Added |
| Avalon Investment & Advisory | 27,883 | $971.0K | 0.02% | −285−1.0% | Reduced |
| Courage Capital Management LLC | 28,000 | $975.0K | 0.65% | 00.0% | Unchanged |
| SevenOneSeven Capital Management | 28,118 | $979.0K | 1.93% | +28,118 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,174 | $981.0K | 0.05% | +1,502+5.6% | Added |
| S.A. Mason LLC | 28,301 | $985.0K | 0.59% | +1,853+7.0% | Added |
| Parallel Advisors, LLC | 28,350 | $987.0K | 0.04% | −1,319−4.4% | Reduced |
| Modera Wealth Management, LLC | 28,798 | $1.00M | 0.04% | +206+0.7% | Added |
| Lakeview Capital Partners, LLC | 29,516 | $1.03M | 0.60% | −5,308−15.2% | Reduced |
| First Hawaiian Bank | 29,831 | $1.04M | 0.03% | −284−0.9% | Reduced |
| Whittier Trust Co | 29,845 | $1.04M | 0.02% | −2,330−7.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,875 | $1.04M | 0.03% | +29,875 | New |
| Inverness Counsel LLC | – | $1.05M | 0.04% | – | – |
| Ausdal Financial Partners, Inc. | 30,301 | $1.05M | 0.14% | +535+1.8% | Added |
| Benchmark Investment Advisors LLC | 30,324 | $1.06M | 0.87% | +30,324 | New |
| Baldrige Asset Management LLC | 30,389 | $1.06M | 0.41% | −3,179−9.5% | Reduced |
| Dynamic Advisor Solutions LLC | 30,487 | $1.06M | 0.08% | −124,334−80.3% | Reduced |
| Ballew Advisors, Inc | 30,990 | $1.07M | 0.74% | 00.0% | Unchanged |
| Emfo, LLC | 31,305 | $1.09M | 0.96% | 00.0% | Unchanged |
| United Community Bank | 31,392 | $1.09M | 1.09% | +31,392 | New |
| Birchcreek Wealth Management, LLC | 31,777 | $1.11M | 0.96% | −873−2.7% | Reduced |
| Gibson Capital, LLC | 32,113 | $1.11M | 0.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 32,027 | $1.11M | 0.04% | +4,808+17.7% | Added |
| Harbour Investments, Inc. | 32,234 | $1.12M | 0.07% | −42,858−57.1% | Reduced |
| Tru Independence Asset Management 2, LLC | 32,694 | $1.14M | 0.60% | +32,694 | New |