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 |
|---|---|---|---|---|---|
| TMD Wealth Management, LLC | 270,030 | $9.40M | 3.50% | +21,633+8.7% | Added |
| Leuthold Group, LLC | 271,233 | $9.44M | 1.11% | −5,025−1.8% | Reduced |
| New Potomac Partners, LLC | 272,751 | $9.49M | 6.15% | +6,451+2.4% | Added |
| AE Wealth Management LLC | 276,153 | $9.61M | 0.07% | −31,140−10.1% | Reduced |
| Howland Capital Management LLC | 276,452 | $9.62M | 0.49% | +2,482+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 280,000 | $9.68M | 0.02% | +280,000 | New |
| Quest Investment Management LLC | 279,580 | $9.73M | 0.83% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 284,732 | $9.91M | 0.64% | −446,327−61.1% | Reduced |
| Kingfisher Capital LLC | 286,905 | $9.99M | 2.31% | −95,289−24.9% | Reduced |
| Fifth Third Securities, Inc. | 289,802 | $10.1M | 1.10% | −29,459−9.2% | Reduced |
| Modus Advisors, LLC | 292,984 | $10.2M | 4.34% | +859+0.3% | Added |
| LVM Capital Management Ltd | 293,960 | $10.2M | 1.36% | −590−0.2% | Reduced |
| Legend Financial Advisors, Inc. | 298,969 | $10.4M | 7.26% | −352,629−54.1% | Reduced |
| Valmark Advisers, Inc. | 301,081 | $10.5M | 0.18% | −1,058−0.4% | Reduced |
| Ambassador Advisors, LLC | 301,462 | $10.5M | 2.00% | +278,299+1,201.5% | Added |
| Morton Capital Management LLC | 308,040 | $10.7M | 4.38% | +308,040 | New |
| JNBA Financial Advisors | 308,906 | $10.8M | 1.31% | −8,793−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 312,790 | $10.9M | 0.02% | +8,452+2.8% | Added |
| Stratos Wealth Partners, LTD. | 315,917 | $11.0M | 0.24% | +56,341+21.7% | Added |
| Boyer & Corporon Wealth Management, LLC | 318,290 | $11.1M | 3.26% | +3,747+1.2% | Added |
| Cambridge Associates LLC | 321,048 | $11.2M | 0.84% | +130,671+68.6% | Added |
| Integrated Investment Consultants, LLC | 322,579 | $11.2M | 3.00% | −24,165−7.0% | Reduced |
| Meridian Wealth Advisors, LLC | 323,515 | $11.3M | 2.74% | −1,988−0.6% | Reduced |
| Cardinal Point Wealth Management Partners, LLC | 325,398 | $11.3M | 4.91% | +325,398 | New |
| Reuter James Wealth Management, LLC | 328,247 | $11.4M | 4.39% | +328,247 | New |
| National Bank of Canada | 333,971 | $11.6M | 0.05% | +333,971 | New |
| Sunbelt Securities, Inc. | 335,977 | $11.7M | 1.90% | +24,058+7.7% | Added |
| Vision Capital Management, Inc. | 356,431 | $12.4M | 1.85% | +14,731+4.3% | Added |
| Kestra Advisory Services, LLC | 358,350 | $12.5M | 0.13% | −35,381−9.0% | Reduced |
| American Investment Services, Inc. | 363,835 | $12.7M | 2.77% | +3,056+0.8% | Added |
| American Portfolios Advisors | 363,859 | $12.7M | 0.43% | +5,774+1.6% | Added |
| Osborne Partners Capital Management, LLC | 365,947 | $12.7M | 0.93% | +15,625+4.5% | Added |
| Independent Family Office, LLC | 371,870 | $12.9M | 4.89% | +5,942+1.6% | Added |
| Oppenheimer Asset Management Inc. | 373,294 | $13.0M | 0.17% | +1,350+0.4% | Added |
| American Research & Management Co. | 373,520 | $13.0M | 2.81% | −14,829−3.8% | Reduced |
| Cerity Partners LLC | 1,583,305 | $13.1M | 0.20% | +1,534,435+3,139.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 378,957 | $13.2M | 0.17% | −1,030−0.3% | Reduced |
| Bokf, NA | 385,421 | $13.4M | 0.21% | +1,405+0.4% | Added |
| Financial Partners Capital Management LLC | 386,434 | $13.5M | 2.38% | −1,170−0.3% | Reduced |
| New York State Common Retirement Fund | 396,038 | $13.8M | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 398,742 | $13.9M | 2.94% | +398,742 | New |
| Resonant Capital Advisors, LLC | 401,513 | $14.0M | 2.10% | +52,658+15.1% | Added |
| Coastal Bridge Advisors, LLC | 405,216 | $14.1M | 2.94% | −49,313−10.8% | Reduced |
| Cetera Advisor Networks LLC | 405,788 | $14.1M | 0.17% | −11,443−2.7% | Reduced |
| D.A. Davidson & Co. | 410,280 | $14.3M | 0.15% | +26,471+6.9% | Added |
| Sage Rhino Capital LLC | 416,561 | $14.5M | 4.07% | +1,191+0.3% | Added |
| Lake Point Wealth Management | 418,523 | $14.6M | 6.36% | +11,769+2.9% | Added |
| Blair William & Co | 419,971 | $14.6M | 0.05% | −25,909−5.8% | Reduced |
| Goldman Sachs Group Inc | 430,529 | $15.0M | 0.00% | −27,753−6.1% | Reduced |
| Pictet Asset Management SA | 431,665 | $15.0M | 0.01% | +265,745+160.2% | Added |
| First American Trust, FSB | 432,870 | $15.1M | 2.06% | −2,635−0.6% | Reduced |
| Systelligence, LLC | 432,945 | $15.1M | 4.16% | −7,681−1.7% | Reduced |
| Lowe Wealth Advisors, LLC | 441,161 | $15.4M | 6.76% | +6,397+1.5% | Added |
| TRUE Private Wealth Advisors | 460,676 | $16.0M | 2.28% | −58,309−11.2% | Reduced |
| BFSG, LLC | 467,713 | $16.3M | 2.26% | −6,261−1.3% | Reduced |
| Timber Creek Capital Management LLC | 470,501 | $16.4M | 4.88% | −244−0.1% | Reduced |
| Citigroup Inc | 473,643 | $16.5M | 0.01% | −80,569−14.5% | Reduced |
| KB Financial Partners, LLC | 477,373 | $16.6M | 4.77% | +72,965+18.0% | Added |
| NorthCrest Asset Manangement, LLC | 477,980 | $16.6M | 0.91% | +477,980 | New |
| Massmutual Trust Co FSB | 478,529 | $16.7M | 0.62% | −146,605−23.5% | Reduced |
| IMC-Chicago, LLC | 480,110 | $16.7M | 0.68% | −405,493−45.8% | Reduced |
| FDx Advisors, Inc. | 491,652 | $17.1M | 0.47% | −171,734−25.9% | Reduced |
| Twin Focus Capital Partners, LLC | 498,486 | $17.4M | 3.47% | −17,824−3.5% | Reduced |
| Mercer Global Advisors Inc | 504,569 | $17.6M | 0.11% | −81,306−13.9% | Reduced |
| TD Waterhouse Canada Inc. | 431,916 | $17.6M | 0.17% | +431,916 | New |
| Huntington National Bank | – | $17.8M | 0.16% | – | – |
| Nottingham Advisors, Inc. | 517,531 | $18.0M | 1.96% | −146,253−22.0% | Reduced |
| GenWealth Group, Inc. | 521,478 | $18.2M | 4.91% | +15,346+3.0% | Added |
| Renaissance Technologies LLC | 528,800 | $18.4M | 0.02% | +528,800 | New |
| Sowa Financial Group, Inc. | 532,155 | $18.5M | 10.85% | −370.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $18.8M | 0.89% | +56,369+11.7% | Added |
| Chatham Capital Group, Inc. | 540,331 | $18.8M | 3.40% | −21,530−3.8% | Reduced |
| Goldstein Munger & Associates | 546,618 | $19.0M | 4.80% | +3,558+0.7% | Added |
| HawsGoodwin Investment Management LLC | 551,828 | $19.2M | 5.60% | +32,862+6.3% | Added |
| Equitable Holdings, Inc. | 566,836 | $19.7M | 0.31% | −29,786−5.0% | Reduced |
| Spinnaker Trust | 578,556 | $20.1M | 1.29% | −170,819−22.8% | Reduced |
| MML Investors Services, LLC | 585,487 | $20.4M | 0.15% | +51,702+9.7% | Added |
| Gamble Jones Investment Counsel | 596,480 | $20.8M | 1.23% | +4,874+0.8% | Added |
| MainStreet Investment Advisors LLC | 600,480 | $20.9M | 1.82% | +600,480 | New |
| EPIQ Capital Group, LLC | 604,405 | $21.0M | 3.74% | −1,159−0.2% | Reduced |
| West Family Investments, Inc. | 617,593 | $21.5M | 6.03% | −170,081−21.6% | Reduced |
| Covington Capital Management | 624,349 | $21.7M | 0.75% | −15,883−2.5% | Reduced |
| Carl Stuart Investment Advisor, Inc | 631,194 | $22.0M | 15.95% | +631,194 | New |
| Strategic Point Investment Advisors, LLC | 639,710 | $22.3M | 5.02% | −145,699−18.6% | Reduced |
| Bourgeon Capital Management LLC | 645,361 | $22.5M | 4.63% | +3,031+0.5% | Added |
| Confluence Investment Management LLC | 663,024 | $23.1M | 0.31% | +37,129+5.9% | Added |
| Narwhal Capital Management | 663,860 | $23.1M | 2.63% | +22,164+3.5% | Added |
| Evercore Wealth Management, LLC | 680,061 | $23.7M | 0.38% | −21,635−3.1% | Reduced |
| First Command Bank | 719,432 | $24.0M | 4.12% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 692,696 | $24.1M | 2.94% | −78,926−10.2% | Reduced |
| Marks Group Wealth Management, Inc | 704,025 | $24.5M | 2.99% | +10,391+1.5% | Added |
| Biltmore Family Office, LLC | 704,142 | $24.5M | 4.66% | +34,354+5.1% | Added |
| Highland Private Wealth Management | 726,214 | $25.3M | 3.21% | +54,363+8.1% | Added |
| Parkside Investments, LLC | 726,657 | $25.3M | 4.87% | +5,284+0.7% | Added |
| EFG Asset Management (Americas) Corp. | 729,261 | $25.7M | 4.31% | +14,740+2.1% | Added |
| Vigilant Capital Management, LLC | 753,627 | $26.2M | 1.84% | +39,434+5.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 768,007 | $26.7M | 14.79% | +99,485+14.9% | Added |
| First Command Financial Services, Inc. | 779,311 | $27.1M | 3.98% | +59,879+8.3% | Added |
| Tiaa, FSB | 794,682 | $27.7M | 0.09% | −26,556−3.2% | Reduced |
| IndexIQ Advisors LLC | 804,407 | $28.0M | 0.94% | +16,646+2.1% | Added |