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 | 1,230 | $17.7B |
| Q2 2024 | 1,177 | $16.5B |
| Q1 2024 | 1,148 | $15.7B |
| Q4 2023 | 1,152 | $15.5B |
| Q3 2023 | 1,040 | $13.7B |
| Q2 2023 | 1,067 | $15.9B |
| Q1 2023 | 1,040 | $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 |
|---|---|---|---|---|---|
| McAdam, LLC | 6,044 | $210.0K | 0.02% | +6,044 | New |
| Congress Wealth Management LLC | 6,047 | $210.0K | 0.00% | +6,047 | New |
| Walleye Trading LLC | 6,018 | $209.0K | 0.00% | +6,018 | New |
| Golden State Wealth Management, LLC | 6,009 | $209.0K | 0.04% | +6,009 | New |
| Pitcairn Co | 5,976 | $208.0K | 0.01% | +5,976 | New |
| Blue Bell Private Wealth Management, LLC | 5,957 | $207.0K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 5,950 | $207.0K | 0.04% | +5,950 | New |
| Summit Financial Wealth Advisors, LLC | 6,008 | $207.0K | 0.04% | +6,008 | New |
| Arkansas Financial Group, Inc. | 5,879 | $205.0K | 0.04% | +5,879 | New |
| McMahon Financial Advisors, LLC | 5,841 | $204.0K | 0.09% | +5,841 | New |
| Wealthcare Capital Management LLC | 5,841 | $203.0K | 0.02% | −1,970−25.2% | Reduced |
| Foster & Motley Inc | 5,828 | $203.0K | 0.02% | −1,127−16.2% | Reduced |
| Klingman & Associates, LLC | 5,790 | $202.0K | 0.02% | +5,790 | New |
| Barrett Asset Management, LLC | 5,623 | $196.0K | 0.01% | −3,330−37.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,500 | $191.0K | 0.00% | +5,500 | New |
| Compagnie Lombard Odier SCmA | 5,472 | $190.0K | 0.00% | +600+12.3% | Added |
| WFA of San Diego, LLC | 5,355 | $186.0K | 0.11% | +156+3.0% | Added |
| Rosenberg Matthew Hamilton | 5,250 | $183.0K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,177 | $180.0K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,160 | $180.0K | 0.05% | +5,160 | New |
| Capital Analysts, LLC | 5,079 | $177.0K | 0.01% | +255+5.3% | Added |
| Harbor Investment Advisory, LLC | 5,077 | $177.0K | 0.02% | +450+9.7% | Added |
| Sugarloaf Wealth Management, LLC | 5,000 | $174.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 5,000 | $174.0K | 0.07% | 00.0% | Unchanged |
| West Bancorporation Inc | 4,951 | $172.0K | 0.14% | +4,951 | New |
| Kelly Financial Services LLC | 4,903 | $170.7K | 0.08% | −352,688−98.6% | Reduced |
| Sandy Spring Bank | 4,870 | $170.0K | 0.01% | −70−1.4% | Reduced |
| Sargent Bickham Lagudis LLC | 4,681 | $163.0K | 0.01% | −350−7.0% | Reduced |
| Pin Oak Investment Advisors Inc | 4,636 | $161.0K | 0.16% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4,619 | $160.0K | 0.09% | 00.0% | Unchanged |
| Gould Capital, LLC | 4,587 | $160.0K | 0.11% | +4,587 | New |
| Larson Financial Group LLC | 4,074 | $142.0K | 0.02% | +804+24.6% | Added |
| Column Capital Advisors, LLC | 4,040 | $141.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,024 | $140.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 3,966 | $138.0K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,938 | $137.0K | 0.02% | +1,639+71.3% | Added |
| Mechanics Financial Corp | 3,904 | $136.0K | 0.06% | +3,904 | New |
| GeoWealth Management, LLC | 3,867 | $135.0K | 0.01% | +961+33.1% | Added |
| Cullen/Frost Bankers, Inc. | 3,862 | $134.0K | 0.00% | +3,722+2,658.6% | Added |
| RWM Asset Management, LLC | 3,711 | $129.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,581 | $125.0K | 0.05% | +1,722+92.6% | Added |
| M&R Capital Management Inc | 3,500 | $121.0K | 0.03% | −250−6.7% | Reduced |
| Baystate Wealth Management LLC | 3,291 | $115.0K | 0.01% | +147+4.7% | Added |
| High Net Worth Advisory Group LLC | 3,238 | $113.0K | 0.04% | +3,238 | New |
| Kings Point Capital Management | 3,064 | $107.0K | 0.01% | +3,064 | New |
| Lumature Wealth Partners, LLC | 3,033 | $106.0K | 0.04% | −50−1.6% | Reduced |
| Jones Financial Companies LLLP | 3,040 | $106.0K | 0.00% | +3,040 | New |
| Financial Enhancement Group LLC | 3,012 | $105.0K | 0.02% | −142−4.5% | Reduced |
| Carolinas Wealth Consulting LLC | 3,000 | $104.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,000 | $104.0K | 0.05% | +3,000 | New |
| Central Bank & Trust Co | 2,919 | $102.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,895 | $101.0K | 0.07% | −690−19.2% | Reduced |
| Canton Hathaway, LLC | 2,813 | $98.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,800 | $97.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,622 | $91.3K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 2,519 | $88.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,508 | $87.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,400 | $83.5K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,865 | $82.0K | 0.01% | +805+39.1% | Added |
| CoreCap Advisors, LLC | 2,234 | $78.0K | 0.01% | +2,234 | New |
| Vectors Research Management, LLC | 2,212 | $77.0K | 0.02% | +1,500+210.7% | Added |
| Focused Wealth Management, Inc | 2,042 | $71.0K | 0.01% | −162−7.4% | Reduced |
| Blume Capital Management, Inc. | 2,000 | $70.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,941 | $68.0K | 0.03% | +1,941 | New |
| Surevest, LLC | 1,826 | $64.0K | 0.02% | +1,826 | New |
| Eagle Bay Advisors LLC | 1,814 | $63.0K | 0.04% | −91−4.8% | Reduced |
| Global Financial Private Client, LLC | 1,770 | $61.6K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,698 | $59.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,622 | $56.0K | 0.00% | −110−6.4% | Reduced |
| McIlrath & Eck, LLC | 1,619 | $56.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,577 | $55.0K | 0.01% | +1,577 | New |
| CVA Family Office, LLC | 1,565 | $54.0K | 0.01% | +1,565 | New |
| Private Ocean, LLC | 1,527 | $53.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,500 | $52.2K | 0.01% | −505−25.2% | Reduced |
| Private Capital Group, LLC | 1,484 | $52.0K | 0.01% | −1−0.1% | Reduced |
| Atticus Wealth Management, LLC | 1,500 | $52.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 1,500 | $52.0K | 0.01% | +1,500 | New |
| Beaird Harris Wealth Management, LLC | 1,489 | $52.0K | 0.02% | +1,489 | New |
| Accel Wealth Management | 1,458 | $51.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,390 | $48.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,382 | $48.0K | 0.01% | +450+48.3% | Added |
| Sandy Cove Advisors, LLC | 1,340 | $47.0K | 0.04% | +1,340 | New |
| Center for Financial Planning, Inc. | 1,300 | $45.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,250 | $44.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,237 | $43.1K | 0.04% | +1,237 | New |
| Bellwether Advisors, LLC | 1,200 | $41.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,153 | $40.1K | 0.03% | +1,153 | New |
| Oakworth Capital, Inc. | 1,134 | $39.0K | 0.00% | −101−8.2% | Reduced |
| Retirement Group, LLC | 1,108 | $39.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,072 | $37.0K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 1,050 | $37.0K | 0.04% | +1,050 | New |
| AllSquare Wealth Management LLC | 1,045 | $36.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 931 | $32.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 908 | $31.6K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 892 | $31.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 852 | $30.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 850 | $30.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 875 | $30.0K | 0.02% | +875 | New |
| Operose Advisors LLC | 868 | $30.0K | 0.02% | +868 | New |