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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 29,516 | $1.03M | 0.60% | −5,308−15.2% | Reduced |
| Modera Wealth Management, LLC | 28,798 | $1.00M | 0.04% | +206+0.7% | Added |
| Parallel Advisors, LLC | 28,350 | $987.0K | 0.04% | −1,319−4.4% | Reduced |
| S.A. Mason LLC | 28,301 | $985.0K | 0.59% | +1,853+7.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,174 | $981.0K | 0.05% | +1,502+5.6% | Added |
| SevenOneSeven Capital Management | 28,118 | $979.0K | 1.93% | +28,118 | New |
| Courage Capital Management LLC | 28,000 | $975.0K | 0.65% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 27,883 | $971.0K | 0.02% | −285−1.0% | Reduced |
| Kovack Advisors, Inc. | 27,751 | $966.0K | 0.09% | +1,423+5.4% | Added |
| Advanced Research Investment Solutions, LLC | 27,750 | $965.0K | 0.35% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 27,600 | $961.0K | 0.75% | +27,600 | New |
| Nkcfo LLC | 27,450 | $956.0K | 0.31% | −7,300−21.0% | Reduced |
| Montecito Bank & Trust | 26,983 | $939.0K | 0.17% | −8,128−23.1% | Reduced |
| Lake Street Financial LLC | 26,527 | $923.0K | 0.16% | +26,527 | New |
| Exencial Wealth Advisors, LLC | 26,344 | $917.0K | 0.04% | +26,344 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 26,307 | $916.0K | 0.16% | +8,047+44.1% | Added |
| Flagship Harbor Advisors, LLC | 26,204 | $912.0K | 0.09% | +2,607+11.0% | Added |
| 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 |
| Pettinga Financial Advisors, LLC | 25,998 | $905.0K | 0.22% | −920−3.4% | Reduced |
| Hamilton Capital, LLC | 25,932 | $903.0K | 0.07% | +75+0.3% | Added |
| Wade G W & Inc | 25,879 | $901.0K | 0.04% | +2,035+8.5% | Added |
| Country Club Trust Company, n.a. | 26,026 | $900.0K | 0.07% | +498+2.0% | Added |
| Greenhouse Wealth Management, LLC | 25,505 | $888.0K | 0.79% | −23,500−48.0% | Reduced |
| Avaii Wealth Management, LLC | 25,211 | $878.0K | 0.88% | +25,211 | New |
| Regal Investment Advisors LLC | 25,107 | $874.0K | 0.08% | +3,959+18.7% | Added |
| NewEdge Wealth, LLC | 24,882 | $866.0K | 0.04% | −1,130−4.3% | Reduced |
| HAP Trading, LLC | 24,696 | $860.0K | 0.06% | −3,300−11.8% | Reduced |
| Prospera Financial Services Inc | 24,664 | $858.0K | 0.04% | −9,522−27.9% | Reduced |
| Oak Family Advisors, LLC | 24,615 | $857.0K | 0.41% | +1,485+6.4% | Added |
| Forum Financial Management, LP | 24,601 | $856.0K | 0.04% | +24,601 | New |
| Strategic Wealth Advisors Group, LLC | 24,906 | $853.0K | 0.04% | +24,906 | New |
| Prime Capital Investment Advisors, LLC | 24,286 | $845.0K | 0.05% | −420−1.7% | Reduced |
| Trustmark National Bank Trust Department | 23,707 | $825.0K | 0.06% | −2,313−8.9% | Reduced |
| Wolverine Trading, LLC | 23,318 | $806.0K | 0.01% | +9,268+66.0% | Added |
| Terra Nova Asset Management LLC | 22,694 | $790.0K | 0.59% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 22,556 | $785.0K | 0.01% | −813−3.5% | Reduced |
| WealthBridge Capital Management, LLC | 22,344 | $778.0K | 0.29% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 22,109 | $770.0K | 0.10% | +1,196+5.7% | Added |
| Cardiff Park Advisors, LLC | 22,041 | $767.0K | 0.10% | +22,041 | New |
| Burns J W & Co Inc | 21,834 | $760.0K | 0.11% | −375−1.7% | Reduced |
| Private Portfolio Partners LLC | 21,460 | $747.0K | 0.19% | +109+0.5% | Added |
| Port Capital LLC | 21,350 | $743.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 21,214 | $738.0K | 0.05% | +3,558+20.2% | Added |
| Integrity Financial Corp | 21,051 | $733.0K | 0.54% | +21,051 | New |
| Strategy Asset Managers LLC | 20,908 | $728.0K | 0.19% | −1,647−7.3% | Reduced |
| J.W. Cole Advisors, Inc. | 20,858 | $726.0K | 0.05% | +860+4.3% | Added |
| First National Trust Co | 20,731 | $722.0K | 0.04% | +1,611+8.4% | Added |
| H. L. Ormond & Company, LLC | 20,762 | $721.0K | 0.85% | +20,762 | New |
| Apeiron RIA LLC | 20,544 | $715.0K | 0.29% | +20,544 | New |
| Hanson & Doremus Investment Management | 20,393 | $710.0K | 0.15% | +739+3.8% | Added |
| Hilltop Holdings Inc. | 19,918 | $693.0K | 0.07% | +1,950+10.9% | Added |
| TD Private Client Wealth LLC | 19,900 | $692.7K | 0.03% | −1,006−4.8% | 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 |
| Kayne Anderson Rudnick Investment Management LLC | 19,919 | $690.0K | 0.00% | −8,024−28.7% | Reduced |
| Forefront Analytics, LLC | 19,812 | $689.0K | 0.23% | −5,759−22.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 19,693 | $686.0K | 0.20% | +3,418+21.0% | Added |
| Family Management Corp | 19,691 | $685.0K | 0.18% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 19,654 | $684.0K | 0.07% | −1,696−7.9% | Reduced |
| TownSquare Capital, LLC | 19,349 | $674.0K | 0.02% | −33−0.2% | Reduced |
| FWL Investment Management, LLC | 19,250 | $670.0K | 0.41% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 19,209 | $669.0K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 19,067 | $664.0K | 0.13% | −16,011−45.6% | Reduced |
| Norris Perne & French LLP | 18,880 | $657.0K | 0.05% | −227−1.2% | Reduced |
| Veritable, L.P. | 18,847 | $656.0K | 0.01% | +1,580+9.2% | Added |
| First Pacific Financial | 18,714 | $651.0K | 0.31% | −8,976−32.4% | Reduced |
| Boston Family Office LLC | 18,275 | $636.0K | 0.04% | −5,000−21.5% | Reduced |
| Natixis Advisors, L.P. | 18,142 | $632.0K | 0.00% | +1,459+8.7% | Added |
| 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 |
| Silverleafe Capital Partners, LLC | 18,109 | $630.0K | 0.23% | −3,834−17.5% | Reduced |
| Garde Capital, Inc. | 17,901 | $623.0K | 0.06% | −8,327−31.7% | Reduced |
| Shepherd Financial Partners LLC | 17,908 | $621.0K | 0.11% | −145,128−89.0% | Reduced |
| Wealthspire Advisors, LLC | 17,798 | $620.0K | 0.01% | −6,320−26.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 17,777 | $619.0K | 0.05% | +589+3.4% | Added |
| J. W. Coons Advisors, LLC | 17,711 | $616.0K | 0.19% | −135−0.8% | Reduced |
| Forbes Financial Planning, Inc. | 17,555 | $614.0K | 0.61% | +17,555 | New |
| Interactive Financial Advisors | 17,392 | $605.0K | 0.23% | +3,160+22.2% | Added |
| S&CO Inc | 17,181 | $598.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,047 | $593.0K | 0.02% | +740+4.5% | Added |
| Wealth Management Associates, Inc. | 17,022 | $592.5K | 0.32% | 00.0% | Unchanged |
| 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 |
| Outlook Wealth Advisors, LLC | 16,889 | $588.0K | 0.17% | −658−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,165 | $588.0K | 0.01% | +1,232+7.7% | Added |
| Tarbox Family Office, Inc. | 16,322 | $568.0K | 0.10% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 16,263 | $566.0K | 0.47% | +1,952+13.6% | Added |
| Mill Capital Management, LLC | 16,250 | $566.0K | 0.06% | +16,250 | New |
| Cape Cod Five Cents Savings Bank | 16,232 | $565.0K | 0.05% | +16,232 | New |
| Northcape Wealth Management, LLC | 16,225 | $565.0K | 0.19% | +16,225 | New |
| Tradition Wealth Management, LLC | 16,177 | $563.0K | 0.07% | −43,663−73.0% | Reduced |
| Newman & Schimel, LLC | 16,185 | $563.0K | 0.32% | −2,708−14.3% | Reduced |
| Kornitzer Capital Management Inc | 16,169 | $563.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 16,041 | $558.0K | 0.04% | +162+1.0% | Added |
| Credit Suisse AG | 15,957 | $555.0K | 0.00% | +2,145+15.5% | Added |
| IPG Investment Advisors LLC | 15,749 | $549.0K | 0.10% | +15,749 | New |
| Vontobel Holding Ltd. | 15,727 | $548.0K | 0.00% | −7,700−32.9% | Reduced |
| United Asset Strategies, Inc. | 15,579 | $542.0K | 0.06% | +1,321+9.3% | Added |
| Ingalls & Snyder LLC | 15,517 | $540.0K | 0.02% | 00.0% | Unchanged |