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 |
|---|---|---|---|---|---|
| Strategic Point Investment Advisors, LLC | 639,710 | $22.3M | 5.02% | −145,699−18.6% | Reduced |
| Carl Stuart Investment Advisor, Inc | 631,194 | $22.0M | 15.95% | +631,194 | New |
| Covington Capital Management | 624,349 | $21.7M | 0.75% | −15,883−2.5% | Reduced |
| West Family Investments, Inc. | 617,593 | $21.5M | 6.03% | −170,081−21.6% | Reduced |
| EPIQ Capital Group, LLC | 604,405 | $21.0M | 3.74% | −1,159−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 600,480 | $20.9M | 1.82% | +600,480 | New |
| Gamble Jones Investment Counsel | 596,480 | $20.8M | 1.23% | +4,874+0.8% | Added |
| MML Investors Services, LLC | 585,487 | $20.4M | 0.15% | +51,702+9.7% | Added |
| Spinnaker Trust | 578,556 | $20.1M | 1.29% | −170,819−22.8% | Reduced |
| Equitable Holdings, Inc. | 566,836 | $19.7M | 0.31% | −29,786−5.0% | Reduced |
| HawsGoodwin Investment Management LLC | 551,828 | $19.2M | 5.60% | +32,862+6.3% | Added |
| Goldstein Munger & Associates | 546,618 | $19.0M | 4.80% | +3,558+0.7% | Added |
| Chatham Capital Group, Inc. | 540,331 | $18.8M | 3.40% | −21,530−3.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $18.8M | 0.89% | +56,369+11.7% | Added |
| Sowa Financial Group, Inc. | 532,155 | $18.5M | 10.85% | −370.0% | Reduced |
| Renaissance Technologies LLC | 528,800 | $18.4M | 0.02% | +528,800 | New |
| GenWealth Group, Inc. | 521,478 | $18.2M | 4.91% | +15,346+3.0% | Added |
| Nottingham Advisors, Inc. | 517,531 | $18.0M | 1.96% | −146,253−22.0% | Reduced |
| Huntington National Bank | – | $17.8M | 0.16% | – | – |
| TD Waterhouse Canada Inc. | 431,916 | $17.6M | 0.17% | +431,916 | New |
| Mercer Global Advisors Inc | 504,569 | $17.6M | 0.11% | −81,306−13.9% | Reduced |
| Twin Focus Capital Partners, LLC | 498,486 | $17.4M | 3.47% | −17,824−3.5% | Reduced |
| FDx Advisors, Inc. | 491,652 | $17.1M | 0.47% | −171,734−25.9% | Reduced |
| IMC-Chicago, LLC | 480,110 | $16.7M | 0.68% | −405,493−45.8% | Reduced |
| Massmutual Trust Co FSB | 478,529 | $16.7M | 0.62% | −146,605−23.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 477,980 | $16.6M | 0.91% | +477,980 | New |
| KB Financial Partners, LLC | 477,373 | $16.6M | 4.77% | +72,965+18.0% | Added |
| Citigroup Inc | 473,643 | $16.5M | 0.01% | −80,569−14.5% | Reduced |
| Timber Creek Capital Management LLC | 470,501 | $16.4M | 4.88% | −244−0.1% | Reduced |
| BFSG, LLC | 467,713 | $16.3M | 2.26% | −6,261−1.3% | Reduced |
| TRUE Private Wealth Advisors | 460,676 | $16.0M | 2.28% | −58,309−11.2% | Reduced |
| Lowe Wealth Advisors, LLC | 441,161 | $15.4M | 6.76% | +6,397+1.5% | Added |
| Systelligence, LLC | 432,945 | $15.1M | 4.16% | −7,681−1.7% | Reduced |
| First American Trust, FSB | 432,870 | $15.1M | 2.06% | −2,635−0.6% | Reduced |
| Pictet Asset Management SA | 431,665 | $15.0M | 0.01% | +265,745+160.2% | Added |
| Goldman Sachs Group Inc | 430,529 | $15.0M | 0.00% | −27,753−6.1% | Reduced |
| Blair William & Co | 419,971 | $14.6M | 0.05% | −25,909−5.8% | Reduced |
| Lake Point Wealth Management | 418,523 | $14.6M | 6.36% | +11,769+2.9% | Added |
| Sage Rhino Capital LLC | 416,561 | $14.5M | 4.07% | +1,191+0.3% | Added |
| D.A. Davidson & Co. | 410,280 | $14.3M | 0.15% | +26,471+6.9% | Added |
| Cetera Advisor Networks LLC | 405,788 | $14.1M | 0.17% | −11,443−2.7% | Reduced |
| Coastal Bridge Advisors, LLC | 405,216 | $14.1M | 2.94% | −49,313−10.8% | Reduced |
| Resonant Capital Advisors, LLC | 401,513 | $14.0M | 2.10% | +52,658+15.1% | Added |
| Quent Capital, LLC | 398,742 | $13.9M | 2.94% | +398,742 | New |
| New York State Common Retirement Fund | 396,038 | $13.8M | 0.01% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 386,434 | $13.5M | 2.38% | −1,170−0.3% | Reduced |
| Bokf, NA | 385,421 | $13.4M | 0.21% | +1,405+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 378,957 | $13.2M | 0.17% | −1,030−0.3% | Reduced |
| Cerity Partners LLC | 1,583,305 | $13.1M | 0.20% | +1,534,435+3,139.8% | Added |
| American Research & Management Co. | 373,520 | $13.0M | 2.81% | −14,829−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 373,294 | $13.0M | 0.17% | +1,350+0.4% | Added |
| Independent Family Office, LLC | 371,870 | $12.9M | 4.89% | +5,942+1.6% | Added |
| Osborne Partners Capital Management, LLC | 365,947 | $12.7M | 0.93% | +15,625+4.5% | Added |
| American Portfolios Advisors | 363,859 | $12.7M | 0.43% | +5,774+1.6% | Added |
| American Investment Services, Inc. | 363,835 | $12.7M | 2.77% | +3,056+0.8% | Added |
| Kestra Advisory Services, LLC | 358,350 | $12.5M | 0.13% | −35,381−9.0% | Reduced |
| Vision Capital Management, Inc. | 356,431 | $12.4M | 1.85% | +14,731+4.3% | Added |
| Sunbelt Securities, Inc. | 335,977 | $11.7M | 1.90% | +24,058+7.7% | Added |
| National Bank of Canada | 333,971 | $11.6M | 0.05% | +333,971 | New |
| Reuter James Wealth Management, LLC | 328,247 | $11.4M | 4.39% | +328,247 | New |
| Cardinal Point Wealth Management Partners, LLC | 325,398 | $11.3M | 4.91% | +325,398 | New |
| Meridian Wealth Advisors, LLC | 323,515 | $11.3M | 2.74% | −1,988−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 322,579 | $11.2M | 3.00% | −24,165−7.0% | Reduced |
| Cambridge Associates LLC | 321,048 | $11.2M | 0.84% | +130,671+68.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 318,290 | $11.1M | 3.26% | +3,747+1.2% | Added |
| Stratos Wealth Partners, LTD. | 315,917 | $11.0M | 0.24% | +56,341+21.7% | Added |
| CIBC Private Wealth Group, LLC | 312,790 | $10.9M | 0.02% | +8,452+2.8% | Added |
| JNBA Financial Advisors | 308,906 | $10.8M | 1.31% | −8,793−2.8% | Reduced |
| Morton Capital Management LLC | 308,040 | $10.7M | 4.38% | +308,040 | New |
| Ambassador Advisors, LLC | 301,462 | $10.5M | 2.00% | +278,299+1,201.5% | Added |
| Valmark Advisers, Inc. | 301,081 | $10.5M | 0.18% | −1,058−0.4% | Reduced |
| Legend Financial Advisors, Inc. | 298,969 | $10.4M | 7.26% | −352,629−54.1% | Reduced |
| LVM Capital Management Ltd | 293,960 | $10.2M | 1.36% | −590−0.2% | Reduced |
| Modus Advisors, LLC | 292,984 | $10.2M | 4.34% | +859+0.3% | Added |
| Fifth Third Securities, Inc. | 289,802 | $10.1M | 1.10% | −29,459−9.2% | Reduced |
| Kingfisher Capital LLC | 286,905 | $9.99M | 2.31% | −95,289−24.9% | Reduced |
| Summit Trail Advisors, LLC | 284,732 | $9.91M | 0.64% | −446,327−61.1% | Reduced |
| Quest Investment Management LLC | 279,580 | $9.73M | 0.83% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 280,000 | $9.68M | 0.02% | +280,000 | New |
| Howland Capital Management LLC | 276,452 | $9.62M | 0.49% | +2,482+0.9% | Added |
| AE Wealth Management LLC | 276,153 | $9.61M | 0.07% | −31,140−10.1% | Reduced |
| New Potomac Partners, LLC | 272,751 | $9.49M | 6.15% | +6,451+2.4% | Added |
| Leuthold Group, LLC | 271,233 | $9.44M | 1.11% | −5,025−1.8% | Reduced |
| TMD Wealth Management, LLC | 270,030 | $9.40M | 3.50% | +21,633+8.7% | Added |
| Capital Group Private Client Services, Inc. | 267,439 | $9.31M | 0.10% | −1,554−0.6% | Reduced |
| Janney Montgomery Scott LLC | 266,608 | $9.28M | 0.04% | −4,266−1.6% | Reduced |
| M&T Bank Corp | 263,400 | $9.17M | 0.04% | −105,325−28.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 254,143 | $8.85M | 5.03% | +13,821+5.8% | Added |
| Sentinel Trust Co Lba | 251,530 | $8.76M | 1.07% | −7,901−3.0% | Reduced |
| First Horizon Advisors, Inc. | 248,156 | $8.64M | 0.26% | +4,463+1.8% | Added |
| Upper Left Wealth Management, LLC | 248,182 | $8.64M | 8.62% | +248,182 | New |
| White Lighthouse Investment Management Inc. | 244,361 | $8.51M | 2.12% | +14,249+6.2% | Added |
| Manning & Napier Group, LLC | – | $8.49M | 0.07% | – | – |
| Private Harbour Investment Management & Counsel, LLC | 243,945 | $8.49M | 6.79% | +770+0.3% | Added |
| Sinecera Capital, LLC | 242,584 | $8.48M | 8.22% | +242,584 | New |
| Wellspring Financial Advisors, LLC | 244,454 | $8.47M | 2.36% | +1,319+0.5% | Added |
| Sterling Financial Planning, Inc. | 242,043 | $8.43M | 5.27% | +18,898+8.5% | Added |
| Bank of Nova Scotia | 238,281 | $8.29M | 0.01% | −364,722−60.5% | Reduced |
| Verger Capital Management LLC | 236,844 | $8.24M | 6.35% | +10,275+4.5% | Added |
| Simmons Bank | 233,460 | $8.13M | 0.57% | −78,495−25.2% | Reduced |