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.
| 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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 9,766 | $341.7K | 0.02% | +23+0.2% | Added |
| American National Bank | 9,768 | $341.8K | 0.06% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 9,833 | $344.1K | 0.21% | −444−4.3% | Reduced |
| Perennial Investment Advisors, LLC | 9,836 | $344.2K | 0.06% | −62−0.6% | Reduced |
| LWMG, LLC | 9,884 | $345.8K | 0.09% | −1,395−12.4% | Reduced |
| Integrated Investment Consultants, LLC | 9,914 | $346.9K | 0.13% | −1,381−12.2% | Reduced |
| Patten Group, Inc. | 9,922 | $347.2K | 0.10% | −121−1.2% | Reduced |
| Hengehold Capital Management LLC | 10,000 | $349.9K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,011 | $350.3K | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 10,042 | $351.0K | 0.17% | −5,224−34.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 10,093 | $353.0K | 0.27% | +100+1.0% | Added |
| Independent Wealth Network Inc. | 10,089 | $353.0K | 0.22% | −45−0.4% | Reduced |
| Appleton Partners Inc | 10,111 | $354.0K | 0.03% | −459−4.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 10,153 | $355.3K | 0.07% | −800−7.3% | Reduced |
| PFG Investments, LLC | 10,177 | $356.1K | 0.07% | −9,572−48.5% | Reduced |
| Granite Harbor Advisors, Inc. | 10,251 | $358.7K | 0.29% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,291 | $360.0K | 0.01% | 00.0% | Unchanged |
| R.P. Boggs & Co. | 10,294 | $360.2K | 0.28% | −375−3.5% | Reduced |
| Tradition Wealth Management, LLC | 10,319 | $361.0K | 0.04% | −75−0.7% | Reduced |
| Connectus Wealth, LLC | 10,432 | $365.0K | 0.01% | +10,432 | New |
| GeoWealth Management, LLC | 10,542 | $370.0K | 0.04% | −705−6.3% | Reduced |
| Petra Financial Advisors Inc | 10,603 | $371.0K | 0.31% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 10,639 | $372.3K | 0.30% | 00.0% | Unchanged |
| Boston Family Office LLC | 10,775 | $377.0K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 11,004 | $385.0K | 0.12% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11,015 | $385.4K | 0.12% | −2,179−16.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 11,071 | $387.4K | 0.39% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 11,128 | $389.4K | 0.13% | +835+8.1% | Added |
| Werba Rubin Papier Wealth Management | 11,250 | $393.6K | 0.14% | +16+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 11,306 | $395.6K | 0.08% | −81−0.7% | Reduced |
| Trilogy Capital Inc. | 11,316 | $395.9K | 0.03% | −1,129−9.1% | Reduced |
| Asset Dedication, LLC | 11,334 | $396.0K | 0.03% | +278+2.5% | Added |
| TBH Global Asset Management, LLC | 11,335 | $396.6K | 0.08% | −6,568−36.7% | Reduced |
| Capital Planning Advisors, LLC | 11,345 | $397.0K | 0.08% | +150+1.3% | Added |
| Arkadios Wealth Advisors | 11,352 | $397.2K | 0.04% | −1,827−13.9% | Reduced |
| Black Diamond Financial, LLC | 11,464 | $401.1K | 0.12% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 11,487 | $401.9K | 0.13% | −1,548−11.9% | Reduced |
| Kingfisher Capital LLC | 11,523 | $403.0K | 0.11% | −75−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,580 | $405.2K | 0.02% | +5,790+100.0% | Added |
| Nwam LLC | 11,619 | $406.5K | 0.04% | −5,579−32.4% | Reduced |
| Glenview Trust Co | 11,643 | $407.4K | 0.01% | +1,396+13.6% | Added |
| Level Four Advisory Services, LLC | 11,697 | $409.3K | 0.03% | +388+3.4% | Added |
| Pinnacle Associates Ltd | 11,773 | $411.9K | 0.01% | −1,742−12.9% | Reduced |
| Azimuth Capital Investment Management LLC | 11,793 | $412.6K | 0.02% | −69−0.6% | Reduced |
| Trustmark National Bank Trust Department | 11,800 | $412.9K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 11,850 | $414.6K | 0.06% | +600+5.3% | Added |
| Essex Financial Services, Inc. | 11,882 | $415.8K | 0.05% | −13−0.1% | Reduced |
| Arrowroot Family Office, LLC | 11,931 | $417.5K | 0.33% | +220+1.9% | Added |
| American Trust | 11,941 | $417.8K | 0.03% | −6,607−35.6% | Reduced |
| Demars Financial Group, LLC | 11,964 | $418.6K | 0.24% | −1,365−10.2% | Reduced |
| Moors & Cabot, Inc. | 11,993 | $419.6K | 0.03% | −1,600−11.8% | Reduced |
| Buckingham Strategic Partners | 12,013 | $420.3K | 0.02% | +841+7.5% | Added |
| Callan Capital, LLC | 12,026 | $420.8K | 0.05% | +2,831+30.8% | Added |
| Mid-American Wealth Advisory Group, Inc. | 11,961 | $422.1K | 0.34% | −112,819−90.4% | Reduced |
| Benedetti & Gucer, Inc. | 12,064 | $422.1K | 0.23% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,091 | $423.1K | 0.05% | +41+0.3% | Added |
| Wealthgate Family Office, LLC | 12,312 | $430.8K | 1.34% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 12,335 | $431.6K | 0.25% | +215+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 6,432 | $434.1K | 0.07% | −31,377−83.0% | Reduced |
| Grove Bank & Trust | 12,425 | $434.8K | 0.09% | +1,637+15.2% | Added |
| Confluence Investment Management LLC | 12,573 | $439.9K | 0.01% | −6,153−32.9% | Reduced |
| Regal Investment Advisors LLC | 12,655 | $442.8K | 0.04% | −2,492−16.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,815 | $448.4K | 0.05% | −40−0.3% | Reduced |
| Savant Capital, LLC | 12,818 | $448.5K | 0.01% | −133−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 12,843 | $449.4K | 0.01% | −331−2.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,890 | $451.0K | 0.01% | +8+0.1% | Added |
| Sterling Investment Advisors LLC | 12,994 | $454.7K | 0.29% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 13,000 | $454.9K | 0.09% | −465−3.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 13,040 | $456.3K | 0.16% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $457.4K | 0.15% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 13,248 | $463.5K | 0.01% | +5,220+65.0% | Added |
| Kovack Advisors, Inc. | 13,383 | $468.3K | 0.07% | −1,194−8.2% | Reduced |
| Bleakley Financial Group, LLC | 13,561 | $474.5K | 0.02% | −1,645−10.8% | Reduced |
| Auxano Advisors, LLC | 13,575 | $475.0K | 0.19% | −1,055−7.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,576 | $475.0K | 0.07% | −2,845−17.3% | Reduced |
| Keebeck Wealth Management, LLC | 13,690 | $479.0K | 0.08% | +1,150+9.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,718 | $480.0K | 0.02% | +2,026+17.3% | Added |
| Encompass Wealth Advisors, LLC | 13,825 | $483.7K | 0.16% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,846 | $484.5K | 0.05% | +1,411+11.3% | Added |
| Ellis Investment Partners, LLC | 14,031 | $490.9K | 0.13% | +129+0.9% | Added |
| True North Advisors, LLC | 14,039 | $491.2K | 0.15% | −4,210−23.1% | Reduced |
| Farmers & Merchants Investments Inc | 14,125 | $494.2K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14,146 | $495.0K | 0.18% | −2,542−15.2% | Reduced |
| Independent Advisor Alliance | 14,180 | $496.2K | 0.02% | +233+1.7% | Added |
| Capital Investment Advisors, LLC | 14,192 | $496.6K | 0.01% | +1,009+7.7% | Added |
| Mirador Capital Partners LP | 14,714 | $514.8K | 0.12% | −2,244−13.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,784 | $517.3K | 0.02% | −5,579−27.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14,871 | $520.3K | 0.02% | −1,613−9.8% | Reduced |
| Coastal Investment Advisors, Inc. | 14,302 | $520.5K | 0.12% | +150+1.1% | Added |
| Tarbox Family Office, Inc. | 15,000 | $524.9K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,038 | $526.2K | 0.01% | −1,794−10.7% | Reduced |
| Horan Capital Advisors, LLC. | 15,085 | $527.8K | 0.21% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 15,354 | $534.3K | 0.13% | +7,676+100.0% | Added |
| Divergent Wealth Advisors, LLC | 15,316 | $535.9K | 0.12% | +3,401+28.5% | Added |
| Marmo Financial Group, LLC | 15,475 | $541.5K | 0.51% | 00.0% | Unchanged |
| Intrua Financial, LLC | 15,522 | $543.1K | 0.10% | −950−5.8% | Reduced |
| Northcape Wealth Management, LLC | 15,535 | $543.6K | 0.21% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 15,554 | $544.2K | 0.22% | +9,149+142.8% | Added |
| Jacobi Capital Management LLC | 15,568 | $544.7K | 0.06% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 15,639 | $547.2K | 0.41% | −286−1.8% | Reduced |