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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.

Q3 2023 vs. Q2 2023

How the institutions holding iShares Gold Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of IAU: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,067171,040−10
Shares436.8M6.74M390.2M−39.8M (−9.3%)
Value$15.9B$245.3M$13.7B−$1.98B (−12.6%)

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held iShares Gold Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to IAU in Q3 2023
InstitutionSharesValue% of portfolio
Packer & Co Ltd3,585,100$125.4M48.46%
Pictet Asset Management Holding SA1,600,840$56.0M0.07%
First Command Advisory Services, Inc.1,442,503$50.5M0.66%
Tiaa Trust, National Association840,313$29.4M0.11%
West Family Investments, Inc.621,077$21.9M7.64%
Comerica Bank591,539$20.7M0.11%
Syon Capital LLC366,578$12.8M1.60%
Reuter James Wealth Management, LLC363,058$12.7M9.52%
Rogco, LP255,684$8.95M4.42%
Circle Wealth Management, LLC177,413$6.21M0.15%
Financial Counselors Inc160,152$5.60M0.11%
Old Port Advisors117,937$4.13M1.50%
Kure Advisory, LLC104,015$3.64M2.06%
E Fund Management Co., Ltd.92,633$3.24M0.25%
Provenance Wealth Advisors, LLC88,208$3.09M0.50%
Fore Capital, LLC85,000$2.97M5.43%
Altman Advisors, Inc.77,839$2.72M1.70%
HRT Financial LP62,178$2.17M0.02%
Avestar Capital, LLC56,445$1.98M0.30%
Sunesis Advisors, LLC52,214$1.83M1.30%
Rathbone Brothers plc50,030$1.75M0.01%
Spartan Planning & Wealth Management49,117$1.72M2.01%
Robertson Stephens Wealth Management, LLC38,621$1.35M0.09%
Signify Wealth34,666$1.21M1.63%
Envestnet Portfolio Solutions, Inc.32,098$1.12M0.01%
Wolverine Trading, LLC31,492$1.10M0.01%
Vident Advisory, LLC27,552$964.0K0.03%
Calton & Associates, Inc.21,110$738.6K1.08%
NBC Securities, Inc.17,205$602.0K0.07%
Granite Bay Wealth Management, LLC15,183$554.0K0.01%
Sovereign Financial Group, Inc.15,732$550.5K0.20%
Connectus Wealth, LLC10,432$365.0K0.01%
Ashford Capital Management Inc9,493$332.2K0.05%
Arkansas Financial Group, Inc.8,048$281.6K0.06%
Sonora Investment Management Group, LLC7,974$279.0K0.02%
Charles Schwab Trust Co7,393$258.7K0.03%
Indiana Trust & Investment Management CO6,885$240.9K0.12%
Money Concepts Capital Corp6,725$235.3K0.02%
Aries Wealth Management6,165$224.0K0.09%
JB Capital LLC5,778$202.2K0.02%
Astoria Portfolio Advisors LLC.5,371$201.8K0.10%
Sound Income Strategies, LLC2,260$79.1K0.01%
CNB Bank2,149$75.2K0.04%
Headlands Technologies LLC2,070$72.4K0.04%
Trust Co of Vermont1,769$61.9K0.00%
Headinvest, LLC1,766$61.2K0.01%
Avondale Wealth Management1,608$56.3K0.05%
Householder Group Estate & Retirement Specialist, LLC1,444$50.5K0.02%
First Financial Corp1,430$50.0K0.03%
Flaharty Asset Management, LLC1,072$37.5K0.01%
Hibernia Wealth Partners, LLC1,022$35.8K0.03%
Salomon & Ludwin, LLC913$31.9K0.00%
Qube Research & Technologies Ltd730$25.5K0.00%
Register Financial Advisors LLC291$10.2K0.01%
LWM Advisory Services, LLC172$6.02K0.01%
Pathway Financial Advisers, LLC155$5.42K0.00%
Team Financial Group, LLC152$5.32K0.00%
LGT Financial Advisors LLC80$2.80K0.00%
HWG Holdings LP16$5600.00%
Creative Capital Management Investments LLC7$2450.00%

Sold out (70)

Institutions that held iShares Gold Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of IAU in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Mainstay Capital Management LLC605,696$22.0M
Russell Investments Group, Ltd.556,300$20.2M
Citizens Financial Group Inc314,691$11.5M
Flow Traders U.S. LLC285,641$10.4M
Leuthold Group, LLC259,069$9.43M
Aptus Capital Advisors, LLC127,735$4.65M
American Asset Management Inc.98,905$3.60M
Bridgewater Associates, LP95,444$3.47M
Two Sigma Securities, LLC66,448$2.42M
Arlington Partners LLC43,202$1.57M
Strategy Asset Managers LLC38,125$1.39M
Waterloo Capital, L.P.31,831$1.16M
Condor Capital Management30,909$1.12M
Bard Financial Services, Inc.30,250$1.10M
Veritable, L.P.25,547$929.7K
Columbus Macro, LLC20,945$773.1K
GTS Securities LLC20,509$746.3K
Vident Investment Advisory, LLC16,022$583.0K
Simplex Trading, LLC12,360$449.0K
SMART Wealth LLC11,911$433.4K
Millennium Management LLC11,882$432.4K
Cutler Group LP11,362$413.0K
V Wealth Advisors LLC11,295$411.0K
NEIRG Wealth Management, LLC10,946$398.3K
Renaissance Technologies LLC10,100$368.0K
Sand Hill Global Advisors, LLC8,291$301.7K
RMB Capital Management, LLC7,483$272.3K
Fisher Asset Management, LLC7,373$268.3K
Westshore Wealth, LLC7,300$265.6K
Spinnaker Investment Group, LLC7,246$264.1K
Atomi Financial Group, Inc.7,000$254.7K
Probity Advisors, Inc.6,991$254.4K
Telos Capital Management, Inc.6,813$247.9K
Cassaday & Co Wealth Management LLC6,539$238.0K
M. Kulyk & Associates, LLC6,486$236.0K
Financial Insights, Inc.6,261$227.8K
Insight 2811, Inc.6,204$225.8K
RIA Advisory Group LLC6,153$223.9K
Daymark Wealth Partners, LLC6,075$221.1K
Rinkey Investments6,050$220.2K
Worth Asset Management, LLC6,044$219.9K
Valley Forge Investment Consultants Inc Adv5,722$208.2K
Clay Northam Wealth Management, LLC5,711$207.8K
Diversified Portfolios, Inc.5,584$203.2K
Diversified Trust Co5,543$201.7K
Summit Wealth Partners, LLC5,515$200.7K
Sanders Morris Harris LLC5,498$200.1K
PCA Investment Advisory Services Inc.3,933$143.1K
WealthPLAN Partners, LLC3,736$136.0K
Jones Financial Companies LLLP3,506$127.6K
Smithfield Trust Co2,500$96.0K
ORG Partners LLC2,167$79.1K
Prostatis Group LLC47,143$63.2K
Fiduciary Alliance LLC1,692$61.6K
CVA Family Office, LLC1,565$57.0K
MRP Capital Investments, LLC1,500$54.6K
Trust Co1,040$37.8K
Providence Capital Advisors, LLC686$25.0K
Hallmark Capital Management Inc575$20.9K
Horan Securities, Inc.575$20.9K
Safeguard Financial, LLC538$19.0K
Compass Wealth Management LLC285$10.4K
VitalStone Financial, LLC256$10.0K
Investment Research & Advisory Group, Inc.229$8.33K
Ameritas Investment Partners, Inc.150$5.46K
Bangor Savings Bank110$4.00K
Tompkins Financial Corp94$3.42K
Ridgewood Investments LLC91$3.31K
Oliver Lagore Vanvalin Investment Group86$3.13K
Tilia Fiduciary Partners, Inc.42$1.53K

Not filed for Q3 2023 yet (17)

Institutions that held iShares Gold Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
First Command Bank1,358,464$49.4M
First Command Financial Services, Inc.1,358,464$49.4M
Pictet Asset Management SA1,321,960$48.1M
Aj Wealth Strategies, LLC867,947$31.6M
Tiaa, FSB860,540$31.3M
Vigilant Capital Management, LLC846,589$30.8M
Intercontinental Wealth Advisors, LLC49,248$1.79M
BDO Wealth Advisors, LLC15,622$568.5K
BerganKDV Wealth Management, LLC11,392$414.6K
Financial Architects, Inc9,120$331.9K
Efg Capital International Corp.7,678$279.8K
Signature Wealth Management Group7,435$270.6K
Silicon Hills Wealth Management, LLC6,766$246.2K
BFT Financial Group, LLC6,295$229.1K
Lumature Wealth Partners, LLC5,823$211.9K
First Capital Advisors Group, LLC.5,076$184.7K
Endurance Wealth Management, Inc.2,800$102.0K