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, Q3 2023
Institutional positions in iShares Gold Trust as of Sep 30, 2023. 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
- 1,040
- −10 vs. Q2 2023
- Shares held
- 390.2M
- −39.8M (−9.3%) vs. Q2 2023
- Total value
- $13.7B
- −$1.98B (−12.6%) vs. Q2 2023
- New holders
- 60
- 308 more added
- Sold out
- 70
- 436 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Modus Advisors, LLC | 323,554 | $11.3M | 4.94% | +5,608+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 324,404 | $11.4M | 0.18% | +61,366+23.3% | Added |
| Kestra Advisory Services, LLC | 329,579 | $11.5M | 0.11% | +10,341+3.2% | Added |
| Sage Rhino Capital LLC | 330,935 | $11.6M | 3.25% | −1,199−0.4% | Reduced |
| Baldwin Brothers Inc | 333,072 | $11.7M | 1.00% | −8,497−2.5% | Reduced |
| First Foundation Advisors | 333,751 | $11.7M | 0.55% | −24,395−6.8% | Reduced |
| Assetmark, Inc | 341,314 | $11.9M | 0.05% | +12,375+3.8% | Added |
| Sterling Financial Planning, Inc. | 346,022 | $12.1M | 6.20% | +1,253+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 348,656 | $12.2M | 0.07% | −341,231−49.5% | Reduced |
| Oppenheimer Asset Management Inc. | 349,997 | $12.2M | 0.19% | −1,569−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 351,418 | $12.3M | 1.31% | +5,740+1.7% | Added |
| Partners Capital Investment Group, LLP | 354,664 | $12.4M | 0.30% | −28,305−7.4% | Reduced |
| AE Wealth Management LLC | 357,392 | $12.5M | 0.07% | −99,163−21.7% | Reduced |
| Reuter James Wealth Management, LLC | 363,058 | $12.7M | 9.52% | +363,058 | New |
| Bokf, NA | 338,717 | $12.7M | 0.28% | −2,381−0.7% | Reduced |
| Vision Capital Management, Inc. | 366,473 | $12.8M | 2.36% | −290.0% | Reduced |
| Syon Capital LLC | 366,578 | $12.8M | 1.60% | +366,578 | New |
| Atria Wealth Solutions, Inc. | 373,587 | $13.1M | 0.18% | −137,072−26.8% | Reduced |
| Brave Asset Management Inc | 377,099 | $13.2M | 4.03% | +9,771+2.7% | Added |
| Meridian Wealth Advisors, LLC | 378,320 | $13.2M | 3.31% | −11,650−3.0% | Reduced |
| Janney Montgomery Scott LLC | 380,313 | $13.3M | 0.05% | −6,105−1.6% | Reduced |
| James Investment Research Inc | 382,229 | $13.4M | 1.77% | +5,020+1.3% | Added |
| Citigroup Inc | 384,266 | $13.4M | 0.02% | −134,925−26.0% | Reduced |
| Checchi Capital Advisers, LLC | 388,854 | $13.6M | 1.26% | +93,366+31.6% | Added |
| National Bank of Canada | 398,996 | $13.8M | 0.03% | +47,463+13.5% | Added |
| Sunbelt Securities, Inc. | 393,384 | $13.8M | 1.90% | −46,897−10.7% | Reduced |
| Quest Investment Management LLC | 396,021 | $13.9M | 1.96% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 398,589 | $13.9M | 0.02% | +214,738+116.8% | Added |
| Spinnaker Trust | 400,222 | $14.0M | 1.05% | +688+0.2% | Added |
| CIBC World Markets Inc. | 404,691 | $14.2M | 0.05% | −34,484−7.9% | Reduced |
| Cambridge Associates LLC | 407,297 | $14.3M | 0.95% | +55,225+15.7% | Added |
| Foundations Investment Advisors, LLC | 408,211 | $14.3M | 0.44% | +55,392+15.7% | Added |
| JSF Financial, LLC | 419,657 | $14.7M | 5.69% | +5,286+1.3% | Added |
| NorthCrest Asset Manangement, LLC | 423,678 | $14.8M | 0.60% | −6,795−1.6% | Reduced |
| Independent Family Office, LLC | 433,544 | $15.2M | 9.47% | +9,367+2.2% | Added |
| Cardinal Point Capital Management, ULC | 435,394 | $15.2M | 3.99% | +6,897+1.6% | Added |
| EverSource Wealth Advisors, LLC | 436,871 | $15.3M | 1.62% | +66,862+18.1% | Added |
| WESCAP Management Group, Inc. | 456,546 | $16.0M | 5.69% | −5,559−1.2% | Reduced |
| Quent Capital, LLC | 473,943 | $16.6M | 2.59% | +5,095+1.1% | Added |
| KB Financial Partners, LLC | 475,781 | $16.6M | 4.76% | −1,118−0.2% | Reduced |
| Twin Focus Capital Partners, LLC | 482,685 | $16.9M | 3.79% | +14,680+3.1% | Added |
| Sowa Financial Group, Inc. | 489,275 | $17.1M | 12.86% | −8,230−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 492,667 | $17.2M | 0.37% | +1,878+0.4% | Added |
| Cetera Advisor Networks LLC | 492,911 | $17.2M | 0.11% | +1,772+0.4% | Added |
| Great Valley Advisor Group, Inc. | 501,203 | $17.5M | 0.73% | +69,959+16.2% | Added |
| TD Waterhouse Canada Inc. | 404,603 | $18.0M | 0.19% | −3,035−0.7% | Reduced |
| EPIQ Capital Group, LLC | 522,264 | $18.3M | 9.94% | +286+0.1% | Added |
| US Bancorp | 531,404 | $18.6M | 0.03% | −226,682−29.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $18.9M | 2.06% | 00.0% | Unchanged |
| M&T Bank Corp | 541,911 | $19.0M | 0.08% | −25,581−4.5% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 580,898 | $20.3M | 13.36% | +6,053+1.1% | Added |
| Comerica Bank | 591,539 | $20.7M | 0.11% | +591,539 | New |
| Stephens Inc | 594,286 | $20.8M | 0.40% | −29,781−4.8% | Reduced |
| VPR Management LLC | 608,780 | $21.3M | 5.65% | −40,000−6.2% | Reduced |
| Carl Stuart Investment Advisor, Inc | 618,455 | $21.4M | 17.24% | +4,108+0.7% | Added |
| West Family Investments, Inc. | 621,077 | $21.9M | 7.64% | +621,077 | New |
| Cadinha & Co LLC | 628,656 | $22.0M | 4.86% | +233,011+58.9% | Added |
| Deutsche Bank AG | 631,098 | $22.1M | 0.01% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 631,447 | $22.1M | 4.72% | +7,893+1.3% | Added |
| Strategic Investment Solutions, Inc. | 623,821 | $22.8M | 0.28% | +615,016+6,984.8% | Added |
| Narwhal Capital Management | 658,054 | $23.0M | 2.81% | +6,458+1.0% | Added |
| Evercore Wealth Management, LLC | 682,569 | $23.9M | 0.45% | −8,201−1.2% | Reduced |
| Biltmore Family Office, LLC | 684,494 | $24.0M | 5.43% | −16,344−2.3% | Reduced |
| Equitable Holdings, Inc. | 719,303 | $25.2M | 0.36% | +37,422+5.5% | Added |
| Zhang Financial LLC | 729,340 | $25.5M | 2.59% | −8,547−1.2% | Reduced |
| Gladius Capital Management LP | 753,449 | $26.4M | 7.57% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 774,676 | $27.1M | 4.60% | −170,484−18.0% | Reduced |
| VCU Investment Management Co | 792,658 | $27.7M | 100.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 810,584 | $28.4M | 0.08% | −14,357−1.7% | Reduced |
| 1832 Asset Management L.P. | 812,057 | $28.4M | 0.06% | +14,180+1.8% | Added |
| Creative Planning | 812,512 | $28.4M | 0.04% | −79,486−8.9% | Reduced |
| GenWealth Group, Inc. | 823,040 | $28.8M | 8.74% | +11,575+1.4% | Added |
| Tiaa Trust, National Association | 840,313 | $29.4M | 0.11% | +840,313 | New |
| Oxbow Advisors, LLC | 847,607 | $29.7M | 4.67% | −10,294−1.2% | Reduced |
| MML Investors Services, LLC | 854,853 | $29.9M | 0.17% | −146,305−14.6% | Reduced |
| Parcion Private Wealth LLC | 861,943 | $30.2M | 3.13% | −11,787−1.3% | Reduced |
| CI Private Wealth, LLC | 876,489 | $30.7M | 0.07% | +51,973+6.3% | Added |
| Mackay Shields LLC | 929,500 | $32.5M | 0.89% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 932,398 | $32.6M | 0.13% | −170,521−15.5% | Reduced |
| The PNC Financial Services Group, Inc. | 952,832 | $33.3M | 0.03% | −13,714−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 921,080 | $33.5M | 0.51% | −165,857−15.3% | Reduced |
| Capital Asset Advisory Services LLC | 968,481 | $34.4M | 2.35% | −7,152−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 998,263 | $34.9M | 0.16% | +46,438+4.9% | Added |
| Truist Financial Corp | 1,002,229 | $35.1M | 0.06% | −266,424−21.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,024,412 | $35.8M | 0.06% | −129,790−11.2% | Reduced |
| Mariner, LLC | 1,047,153 | $36.6M | 0.10% | +13,631+1.3% | Added |
| Mercer Global Advisors Inc | 1,054,702 | $36.9M | 0.14% | −13,534−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,065,071 | $37.3M | 1.83% | −19,475−1.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,074,479 | $37.6M | 0.15% | −205,283−16.0% | Reduced |
| Axxcess Wealth Management, LLC | 1,107,742 | $38.8M | 1.32% | +946,138+585.5% | Added |
| Neuberger Berman Group LLC | 1,120,370 | $39.2M | 0.04% | +47,892+4.5% | Added |
| Bank of New York Mellon Corp | 1,242,124 | $43.5M | 0.01% | −571,713−31.5% | Reduced |
| Tiedemann Advisors, LLC | 1,292,064 | $45.2M | 1.94% | −35,122−2.6% | Reduced |
| Forbes J M & Co LLP | 1,362,515 | $47.7M | 6.20% | +6,845+0.5% | Added |
| First Command Advisory Services, Inc. | 1,442,503 | $50.5M | 0.66% | +1,442,503 | New |
| Franklin Resources Inc | 1,458,776 | $51.0M | 0.03% | −22,369−1.5% | Reduced |
| Moon Capital Management LP | 1,559,604 | $54.6M | 65.83% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,600,840 | $56.0M | 0.07% | +1,600,840 | New |
| Central Trust Co | 1,601,260 | $56.0M | 1.62% | −24,885−1.5% | Reduced |
| Stifel Financial Corp | 1,611,559 | $56.4M | 0.08% | −40,909−2.5% | Reduced |