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 |
|---|---|---|---|---|---|
| Regency Capital Management Inc. | 112,617 | $3.92M | 2.49% | +8,797+8.5% | Added |
| Eqis Capital Management, Inc. | 112,819 | $3.93M | 0.29% | +112,819 | New |
| Executive Wealth Management, LLC | 114,366 | $3.98M | 0.40% | +18,949+19.9% | Added |
| Gateway Advisory, LLC | 115,225 | $4.01M | 0.86% | −6,024−5.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 115,281 | $4.01M | 3.22% | +115,281 | New |
| Laidlaw Wealth Management LLC | 115,473 | $4.02M | 0.64% | +8,865+8.3% | Added |
| Stableford Capital II LLC | 115,093 | $4.03M | 1.70% | +16,268+16.5% | Added |
| Wealthcare Advisory Partners LLC | 116,696 | $4.06M | 0.24% | −25,452−17.9% | Reduced |
| Inscription Capital, LLC | 116,924 | $4.07M | 1.11% | +28,165+31.7% | Added |
| Vivaldi Capital Management, LLC | 117,013 | $4.07M | 0.94% | −9,370−7.4% | Reduced |
| Cohen & Steers, Inc. | 117,550 | $4.09M | 0.01% | +16,500+16.3% | Added |
| Sepio Capital, LP | 118,865 | $4.14M | 0.31% | −16,882−12.4% | Reduced |
| SRS Capital Advisors, Inc. | 118,884 | $4.14M | 0.52% | −3,849−3.1% | Reduced |
| TrinityPoint Wealth, LLC | 122,198 | $4.25M | 0.76% | −37,679−23.6% | Reduced |
| Wills Financial Group, Inc. | 122,343 | $4.26M | 1.68% | +960+0.8% | Added |
| Cetera Investment Advisers | 123,904 | $4.31M | 0.06% | −8,195−6.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 123,891 | $4.31M | 1.22% | +8,758+7.6% | Added |
| Versant Capital Management, Inc | 124,983 | $4.35M | 1.42% | −389−0.3% | Reduced |
| HSBC Holdings PLC | 127,182 | $4.43M | 0.00% | −290.0% | Reduced |
| NewSquare Capital LLC | 127,865 | $4.45M | 0.47% | +6,866+5.7% | Added |
| Briaud Financial Planning, Inc | 128,425 | $4.47M | 2.43% | +3,500+2.8% | Added |
| GWM Advisors LLC | 129,427 | $4.50M | 0.07% | +106,673+468.8% | Added |
| Pekin Hardy Strauss, Inc. | 132,198 | $4.60M | 0.63% | +115+0.1% | Added |
| United Services Automobile Association | 133,423 | $4.64M | 0.08% | −31,009−18.9% | Reduced |
| MMBG Investment Advisors Co. | 133,500 | $4.65M | 0.45% | +133,500 | New |
| Ackerman Capital Advisors, LLC | 136,565 | $4.75M | 1.09% | +125,709+1,158.0% | Added |
| Commerce Bank | 137,676 | $4.79M | 0.03% | +1,445+1.1% | Added |
| Moulton Wealth Management, Inc | 140,112 | $4.84M | 3.54% | −58,362−29.4% | Reduced |
| Maltin Wealth Management, Inc. | 139,942 | $4.87M | 2.93% | +120.0% | Added |
| Meridian Investment Counsel Inc. | 140,809 | $4.90M | 1.63% | −2,301−1.6% | Reduced |
| J2 Capital Management Inc | 141,247 | $4.92M | 4.67% | +141,247 | New |
| Mosaic Advisors LLC | 142,971 | $4.98M | 3.65% | +3,163+2.3% | Added |
| E Fund Management Co., Ltd. | 143,343 | $4.99M | 0.18% | −4,588−3.1% | Reduced |
| Strategic Capital Advisers, Inc. | 144,352 | $5.03M | 3.60% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 146,746 | $5.11M | 0.31% | +3,508+2.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 146,808 | $5.11M | 0.41% | +146,493+46,505.7% | Added |
| Aveo Capital Partners, LLC | 149,222 | $5.19M | 0.94% | +4,346+3.0% | Added |
| Fort Point Capital Partners LLC | 149,338 | $5.20M | 0.73% | +116,837+359.5% | Added |
| Belpointe Asset Management LLC | 149,499 | $5.20M | 0.32% | −2,890−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 151,870 | $5.29M | 0.73% | 00.0% | Unchanged |
| GFS Advisors, LLC | 152,150 | $5.30M | 0.87% | −7,720−4.8% | Reduced |
| Bessemer Group Inc | 153,156 | $5.33M | 0.01% | +1,745+1.2% | Added |
| Sowell Financial Services LLC | 153,474 | $5.34M | 0.31% | +8,968+6.2% | Added |
| Allworth Financial LP | 154,076 | $5.36M | 0.08% | −10,651−6.5% | Reduced |
| Fairview Capital Investment Management, LLC | 155,542 | $5.41M | 0.35% | +4,544+3.0% | Added |
| Brinker Capital Investments, LLC | 156,960 | $5.46M | 0.08% | −85,574−35.3% | Reduced |
| Cape Ann Savings Bank | 157,640 | $5.49M | 3.30% | −67,516−30.0% | Reduced |
| Nauset Wealth Management. LLC | 158,770 | $5.53M | 5.27% | +158,770 | New |
| Cranbrook Wealth Management, LLC | 159,329 | $5.55M | 1.18% | +2,133+1.4% | Added |
| Foundations Investment Advisors, LLC | 160,105 | $5.56M | 0.21% | +3,477+2.2% | Added |
| Ancora Advisors, LLC | 160,564 | $5.59M | 0.13% | −30,590−16.0% | Reduced |
| StrategIQ Financial Group, LLC | 161,081 | $5.61M | 0.56% | +161,081 | New |
| Sigma Planning Corp | 164,035 | $5.71M | 0.16% | +14,605+9.8% | Added |
| Parametric Portfolio Associates LLC | 164,357 | $5.72M | 0.00% | −44,558−21.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 166,500 | $5.80M | 1.27% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 167,484 | $5.83M | 0.17% | +54,037+47.6% | Added |
| Clear Harbor Asset Management, LLC | 170,485 | $5.93M | 0.65% | −30,543−15.2% | Reduced |
| Independent Financial Group, LLC | 176,169 | $6.13M | 0.51% | −2,291−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 178,100 | $6.20M | 0.05% | −2,850−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 178,450 | $6.21M | 0.03% | −199,800−52.8% | Reduced |
| Insight Wealth Partners, LLC | 179,672 | $6.25M | 3.46% | +2,113+1.2% | Added |
| Financial Sense Advisors, Inc. | 180,547 | $6.29M | 2.17% | +112,251+164.4% | Added |
| NTV Asset Management LLC | 180,980 | $6.30M | 1.05% | +6,400+3.7% | Added |
| Cetera Advisors LLC | 181,252 | $6.31M | 0.13% | −90,577−33.3% | Reduced |
| Community Bank, N.A. | 181,327 | $6.31M | 0.73% | −152−0.1% | Reduced |
| Wealth Management Partners, LLC | 182,000 | $6.34M | 4.35% | +384+0.2% | Added |
| Scissortail Wealth Management, LLC | 184,485 | $6.42M | 2.47% | +184,485 | New |
| Axxcess Wealth Management, LLC | 189,248 | $6.59M | 0.50% | +189,248 | New |
| Evoke Wealth, LLC | 189,384 | $6.59M | 0.21% | +16,580+9.6% | Added |
| Permanens Capital L.P. | 190,042 | $6.62M | 1.04% | +44,977+31.0% | Added |
| Wallington Asset Management, LLC | 193,042 | $6.72M | 1.02% | +5,045+2.7% | Added |
| Corrado Advisors, LLC | 194,523 | $6.77M | 4.05% | −4,461−2.2% | Reduced |
| BSW Wealth Partners | 195,674 | $6.81M | 1.71% | +6,177+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 195,948 | $6.82M | 0.10% | −966−0.5% | Reduced |
| Fiduciary Trust Co | 198,416 | $6.91M | 0.11% | −41,149−17.2% | Reduced |
| Rehmann Capital Advisory Group | 200,444 | $6.96M | 0.65% | +5,524+2.8% | Added |
| Sigma Investment Counselors Inc | 208,018 | $7.24M | 0.51% | −3,237−1.5% | Reduced |
| Graham Capital Wealth Management, LLC | 210,060 | $7.29M | 5.95% | +210,060 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 214,374 | $7.46M | 1.10% | −87,702−29.0% | Reduced |
| Beacon Pointe Advisors, LLC | 218,514 | $7.61M | 0.20% | −259,197−54.3% | Reduced |
| FineMark National Bank & Trust | 219,858 | $7.65M | 0.29% | +9,180+4.4% | Added |
| Private Advisor Group, LLC | 220,507 | $7.68M | 0.06% | −83,474−27.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 223,181 | $7.77M | 0.02% | +33,863+17.9% | Added |
| National Asset Management, Inc. | 231,920 | $8.07M | 0.23% | +58,978+34.1% | Added |
| Simmons Bank | 233,460 | $8.13M | 0.57% | −78,495−25.2% | Reduced |
| Verger Capital Management LLC | 236,844 | $8.24M | 6.35% | +10,275+4.5% | Added |
| Bank of Nova Scotia | 238,281 | $8.29M | 0.01% | −364,722−60.5% | Reduced |
| Sterling Financial Planning, Inc. | 242,043 | $8.43M | 5.27% | +18,898+8.5% | Added |
| Wellspring Financial Advisors, LLC | 244,454 | $8.47M | 2.36% | +1,319+0.5% | Added |
| Sinecera Capital, LLC | 242,584 | $8.48M | 8.22% | +242,584 | New |
| Private Harbour Investment Management & Counsel, LLC | 243,945 | $8.49M | 6.79% | +770+0.3% | Added |
| Manning & Napier Group, LLC | – | $8.49M | 0.07% | – | – |
| White Lighthouse Investment Management Inc. | 244,361 | $8.51M | 2.12% | +14,249+6.2% | Added |
| Upper Left Wealth Management, LLC | 248,182 | $8.64M | 8.62% | +248,182 | New |
| First Horizon Advisors, Inc. | 248,156 | $8.64M | 0.26% | +4,463+1.8% | Added |
| Sentinel Trust Co Lba | 251,530 | $8.76M | 1.07% | −7,901−3.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 254,143 | $8.85M | 5.03% | +13,821+5.8% | Added |
| M&T Bank Corp | 263,400 | $9.17M | 0.04% | −105,325−28.6% | Reduced |
| Janney Montgomery Scott LLC | 266,608 | $9.28M | 0.04% | −4,266−1.6% | Reduced |
| Capital Group Private Client Services, Inc. | 267,439 | $9.31M | 0.10% | −1,554−0.6% | Reduced |