Skip to main content

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
1,041
−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.

Institutional holdersQ3 2023: 1,041 institutions
Q1 2021: 956 institutionsQ2 2021: 878 institutionsQ3 2021: 883 institutionsQ4 2021: 986 institutionsQ1 2022: 966 institutionsQ2 2022: 1,011 institutionsQ3 2022: 962 institutionsQ4 2022: 1,013 institutionsQ1 2023: 1,041 institutionsQ2 2023: 1,068 institutionsQ3 2023: 1,041 institutionsQ4 2023: 1,153 institutionsQ1 2024: 1,149 institutionsQ2 2024: 1,178 institutionsQ3 2024: 1,231 institutionsQ4 2024: 1,418 institutionsQ1 2025: 1,555 institutionsQ2 2025: 1,599 institutionsQ3 2025: 1,713 institutionsQ4 2025: 1,937 institutionsQ1 2026: 1,984 institutionsQ2 2026: 1,916 institutions
Value heldQ3 2023: $13.7B
Q1 2021: $15.0BQ2 2021: $15.8BQ3 2021: $16.0BQ4 2021: $16.3BQ1 2022: $16.8BQ2 2022: $17.1BQ3 2022: $15.2BQ4 2022: $14.8BQ1 2023: $15.9BQ2 2023: $15.9BQ3 2023: $13.7BQ4 2023: $15.5BQ1 2024: $15.7BQ2 2024: $16.5BQ3 2024: $17.7BQ4 2024: $18.6BQ1 2025: $24.0BQ2 2025: $25.5BQ3 2025: $31.5BQ4 2025: $35.6BQ1 2026: $34.8BQ2 2026: $29.1B
Institutions holding IAU and their total value by quarter
QuarterHoldersValue
Q2 20261,916$29.1B
Q1 20261,984$34.8B
Q4 20251,937$35.6B
Q3 20251,713$31.5B
Q2 20251,599$25.5B
Q1 20251,555$24.0B
Q4 20241,418$18.6B
Q3 20241,231$17.7B
Q2 20241,178$16.5B
Q1 20241,149$15.7B
Q4 20231,153$15.5B
Q3 20231,041$13.7B
Q2 20231,068$15.9B
Q1 20231,041$15.9B
Q4 20221,013$14.8B
Q3 2022962$15.2B
Q2 20221,011$17.1B
Q1 2022966$16.8B
Q4 2021986$16.3B
Q3 2021883$16.0B
Q2 2021878$15.8B
Q1 2021956$15.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q2 2023.

Institutions holding IAU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Carmichael Hill & Associates, Inc.1,463$51.2K0.03%−500−25.5%Reduced
Bartlett & Co. Wealth Management LLC1,473$51.5K0.00%+191+14.9%Added
McClarren Financial Advisors, Inc.1,500$52.0K0.05%00.0%Unchanged
Bartlett & Co. LLC1,473$52.0K0.00%+191+14.9%Added
Atticus Wealth Management, LLC1,500$52.5K0.02%00.0%Unchanged
Private Ocean, LLC1,527$53.4K0.01%−2,456−61.7%Reduced
Caldwell Trust Co1,576$55.1K0.01%00.0%Unchanged
Avondale Wealth Management1,608$56.3K0.05%+1,608New
Mascoma Wealth Management LLC1,642$57.5K0.02%00.0%Unchanged
First Eagle Investment Management, LLC1,640$58.2K0.00%−750−31.4%Reduced
JTC Employer Solutions Trusteee Ltd1,698$59.0K0.01%00.0%Unchanged
South State Corp.1,698$59.4K0.01%+1,627+2,291.5%Added
Headinvest, LLC1,766$61.2K0.01%+1,766New
Trust Co of Vermont1,769$61.9K0.00%+1,769New
Itau Unibanco Holding S.A.1,798$62.9K0.00%−1,583−46.8%Reduced
Newbridge Financial Services Group, Inc.1,799$62.9K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC1,812$63.0K0.01%00.0%Unchanged
Stone House Investment Management, LLC1,837$64.3K0.02%−6,458−77.9%Reduced
Central Bank & Trust Co1,854$64.9K0.01%00.0%Unchanged
Retirement Group, LLC2,000$70.0K0.03%00.0%Unchanged
Focused Wealth Management, Inc2,031$71.1K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC2,040$71.4K0.02%+1,985+3,609.1%Added
Concord Wealth Partners2,061$72.1K0.02%−11−0.5%Reduced
Clear Investment Research, LLC2,070$72.4K0.13%−43−2.0%Reduced
Headlands Technologies LLC2,070$72.4K0.04%+2,070New
Salem Investment Counselors Inc2,089$73.1K0.00%−17−0.8%Reduced
JFS Wealth Advisors, LLC2,143$75.0K0.01%00.0%Unchanged
CNB Bank2,149$75.2K0.04%+2,149New
Sound Income Strategies, LLC2,260$79.1K0.01%+2,260New
Nalls Sherbakoff Group, LLC2,350$82.2K0.08%00.0%Unchanged
Crewe Advisors LLC2,373$83.0K0.01%00.0%Unchanged
M&R Capital Management Inc2,450$85.7K0.02%00.0%Unchanged
IAG Wealth Partners, LLC2,468$86.4K0.02%−290−10.5%Reduced
Sugarloaf Wealth Management, LLC2,500$87.5K0.02%−2,358−48.5%Reduced
Northwest Capital Management Inc2,504$87.6K0.03%00.0%Unchanged
Horizons Wealth Management2,725$95.3K0.07%−135−4.7%Reduced
Financial Perspectives, Inc2,753$96.3K0.04%00.0%Unchanged
Caldwell Sutter Capital, Inc.2,755$96.4K0.05%00.0%Unchanged
Geneos Wealth Management Inc.2,768$96.9K0.00%+1,331+92.6%Added
Stephens Consulting, LLC2,781$97.3K0.04%−1,606−36.6%Reduced
Acropolis Investment Management, LLC2,880$100.8K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc2,993$104.7K0.01%−556−15.7%Reduced
Kelly Financial Services LLC3,000$105.0K0.05%+351+13.3%Added
First Pacific Financial3,050$106.7K0.05%−1,015−25.0%Reduced
TSFG, LLC3,182$111.0K0.04%+23+0.7%Added
Financial Synergies Wealth Advisors, Inc.3,183$111.4K0.02%00.0%Unchanged
Carolinas Wealth Consulting LLC3,000$112.8K0.03%00.0%Unchanged
Granite FO LLC3,565$124.7K0.09%00.0%Unchanged
WR Wealth Planners, LLC3,666$128.3K0.05%−1,023−21.8%Reduced
Fifth Third Bancorp3,691$129.1K0.00%−1,503−28.9%Reduced
Beaird Harris Wealth Management, LLC3,819$133.6K0.02%+548+16.8%Added
Column Capital Advisors, LLC4,040$141.4K0.02%00.0%Unchanged
Gould Capital, LLC4,580$158.7K0.13%00.0%Unchanged
Harbor Investment Advisory, LLC4,627$161.9K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc4,636$162.0K0.18%00.0%Unchanged
Bourgeon Capital Management LLC4,846$169.6K0.04%+970+25.0%Added
Colonial Trust Advisors4,959$173.5K0.02%−9−0.2%Reduced
Johnson Financial Group, Inc.4,995$174.8K0.01%+4,542+1,002.6%Added
West Branch Capital LLC5,000$174.9K0.09%00.0%Unchanged
Rosenberg Matthew Hamilton5,250$183.7K0.06%00.0%Unchanged
Carmel Capital Partners, LLC5,260$184.0K0.08%+5,112+3,454.1%Added
Mechanics Financial Corp5,423$189.8K0.10%00.0%Unchanged
Sandy Spring Bank5,426$189.9K0.01%−2,276−29.6%Reduced
Citizens National Bank Trust Department5,536$193.7K0.05%+27+0.5%Added
Farther Finance Advisors, LLC5,549$194.2K0.03%+1,528+38.0%Added
Baystate Wealth Management LLC5,590$195.6K0.02%−118−2.1%Reduced
Blue Chip Partners, Inc.5,665$198.2K0.02%00.0%Unchanged
Oarsman Capital, Inc.5,763$201.6K0.08%+6+0.1%Added
Astoria Portfolio Advisors LLC.5,371$201.8K0.10%+5,371New
Continuum Wealth Advisors, LLC5,770$201.9K0.14%−20−0.3%Reduced
JB Capital LLC5,778$202.2K0.02%+5,778New
Hollencrest Capital Management5,865$205.2K0.02%00.0%Unchanged
KCM Investment Advisors LLC5,877$205.6K0.01%−713−10.8%Reduced
Proequities, Inc.5,881$205.8K0.02%−3,291−35.9%Reduced
Cary Street Partner Investment Advisory LLC5,886$206.0K0.01%+1,592+37.1%Added
SageView Advisory Group, LLC5,898$206.4K0.01%−1,248−17.5%Reduced
Warren Street Wealth Advisors, LLC5,933$207.6K0.14%−21−0.4%Reduced
NWF Advisory Services Inc.5,937$207.7K0.05%00.0%Unchanged
Blue Bell Private Wealth Management, LLC5,948$208.1K0.06%−9−0.2%Reduced
Foundation Wealth Management, LLC5,999$209.9K0.21%00.0%Unchanged
Claudia M.P. Batlle, CRP (R) LLC6,021$210.7K0.07%00.0%Unchanged
World Equity Group, Inc.6,044$211.5K0.04%−1,251−17.1%Reduced
Franklin Street Advisors Inc6,090$213.0K0.02%00.0%Unchanged
Alterna Wealth Management, Inc6,110$213.8K0.27%00.0%Unchanged
Sandy Cove Advisors, LLC6,135$214.7K0.12%00.0%Unchanged
Summit Global Investments6,132$215.0K0.01%−15−0.2%Reduced
Strengthening Families & Communities, LLC6,131$215.0K0.09%00.0%Unchanged
Van Eck Associates Corp6,254$219.0K0.00%00.0%Unchanged
3EDGE Asset Management, LP6,378$219.8K0.02%−79−1.2%Reduced
Verus Financial Partners, Inc.6,046$220.7K0.03%−66−1.1%Reduced
HHM Wealth Advisors, LLC6,307$220.7K0.04%00.0%Unchanged
Capital Analysts, LLC6,294$221.0K0.01%−475−7.0%Reduced
Banque Cantonale Vaudoise6,332$222.0K0.01%00.0%Unchanged
Centurion Wealth Management LLC6,386$223.4K0.11%−958−13.0%Reduced
Aries Wealth Management6,165$224.0K0.09%+6,165New
Schrum Private Wealth Management LLC6,415$224.5K0.26%00.0%Unchanged
TCP Asset Management, LLC6,477$226.6K0.10%+82+1.3%Added
First National Bank Sioux Falls6,500$227.4K0.14%00.0%Unchanged
Baker Ellis Asset Management LLC6,500$227.4K0.04%00.0%Unchanged
SeaCrest Wealth Management, LLC6,526$228.3K0.03%−988−13.1%Reduced