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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 15,732 | $550.5K | 0.20% | +15,732 | New |
| Emfo, LLC | 15,742 | $550.8K | 0.52% | 00.0% | Unchanged |
| Hancock Whitney Corp | 15,759 | $551.4K | 0.02% | +4,741+43.0% | Added |
| Granite Bay Wealth Management, LLC | 15,183 | $554.0K | 0.01% | +15,183 | New |
| Main Street Financial Solutions, LLC | 15,877 | $555.5K | 0.08% | −1,726−9.8% | Reduced |
| Aberdeen Wealth Management LLC | 15,912 | $556.8K | 0.42% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,991 | $559.5K | 0.05% | −1,156−6.7% | Reduced |
| Principle Wealth Partners LLC | 16,000 | $559.8K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 16,234 | $568.0K | 0.15% | +73+0.5% | Added |
| Mill Capital Management, LLC | 16,250 | $568.6K | 0.06% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 16,432 | $573.0K | 0.16% | −600−3.5% | Reduced |
| Aprio Wealth Management, LLC | 16,388 | $573.4K | 0.16% | +5,237+47.0% | Added |
| Edmond de Rothschild Holding S.A. | 16,525 | $578.2K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 16,614 | $581.3K | 0.03% | +115+0.7% | Added |
| IFG Advisory, LLC | 16,820 | $588.6K | 0.05% | −175−1.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 16,821 | $588.6K | 0.02% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 16,875 | $590.0K | 0.20% | −100−0.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,033 | $596.0K | 0.20% | −169−1.0% | Reduced |
| Birchcreek Wealth Management, LLC | 17,046 | $596.4K | 0.40% | −17,231−50.3% | Reduced |
| McAdam, LLC | 17,136 | $599.6K | 0.05% | −9,845−36.5% | Reduced |
| Clearstead Advisors, LLC | 17,147 | $600.0K | 0.04% | −1,623−8.6% | Reduced |
| S&CO Inc | 17,174 | $600.0K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 17,185 | $601.3K | 0.12% | −35,161−67.2% | Reduced |
| NBC Securities, Inc. | 17,205 | $602.0K | 0.07% | +17,205 | New |
| WSFS Capital Management, LLC | 17,269 | $604.2K | 0.04% | +10,828+168.1% | Added |
| Wescott Financial Advisory Group, LLC | 17,278 | $604.6K | 0.11% | −203−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 17,389 | $608.4K | 0.09% | −26−0.1% | Reduced |
| Crosspoint Financial, LLC | 17,392 | $608.5K | 6.43% | −2,650−13.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $614.3K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 17,630 | $616.9K | 0.36% | +845+5.0% | Added |
| Phillips Financial Management, LLC | 17,783 | $622.2K | 0.06% | −1,096−5.8% | Reduced |
| Fort Point Capital Partners LLC | 17,950 | $628.1K | 0.10% | −11,716−39.5% | Reduced |
| Wealthcare Advisory Partners LLC | 18,126 | $634.2K | 0.03% | −1,660−8.4% | Reduced |
| Cardiff Park Advisors, LLC | 18,390 | $643.5K | 0.08% | −505−2.7% | Reduced |
| Kornitzer Capital Management Inc | 18,502 | $647.4K | 0.01% | +4,668+33.7% | Added |
| AlphaCore Capital LLC | 18,654 | $652.7K | 0.10% | +761+4.3% | Added |
| Nations Financial Group Inc, | 18,925 | $662.2K | 0.07% | +2,181+13.0% | Added |
| CWM, LLC | 19,155 | $670.0K | 0.00% | +492+2.6% | Added |
| Strategic Financial Concepts, LLC | 19,204 | $671.9K | 0.23% | +656+3.5% | Added |
| Sentinel Pension Advisors Inc | 19,281 | $674.6K | 0.16% | −5,779−23.1% | Reduced |
| Hanson & Doremus Investment Management | 19,359 | $677.0K | 0.14% | −234−1.2% | Reduced |
| EP Wealth Advisors, LLC | 19,400 | $678.8K | 0.01% | −22,005−53.1% | Reduced |
| Kanawha Capital Management LLC | 19,409 | $679.1K | 0.07% | +125+0.6% | Added |
| Clarity Financial LLC | 19,460 | $680.9K | 0.12% | +13,013+201.8% | Added |
| Sheets Smith Wealth Management | 19,535 | $683.5K | 0.10% | 00.0% | Unchanged |
| First National Trust Co | 19,709 | $689.6K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $695.5K | 0.73% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,890 | $696.0K | 0.03% | −28,448−58.9% | Reduced |
| PFG Advisors | 20,214 | $707.3K | 0.06% | −12,182−37.6% | Reduced |
| Private Portfolio Partners LLC | 20,313 | $710.7K | 0.18% | −1,930−8.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,317 | $710.9K | 0.16% | −450−2.2% | Reduced |
| CWA Asset Management Group, LLC | 20,450 | $715.5K | 0.05% | −760−3.6% | Reduced |
| Blossom Wealth Management | 20,565 | $719.6K | 2.30% | +330+1.6% | Added |
| Authentikos Wealth Advisory, LLC | 20,594 | $720.6K | 0.70% | −996−4.6% | Reduced |
| Narus Financial Partners, LLC | 20,824 | $728.6K | 0.37% | +1,596+8.3% | Added |
| Change Path, LLC | 21,049 | $737.0K | 0.05% | −7,829−27.1% | Reduced |
| Calton & Associates, Inc. | 21,110 | $738.6K | 1.08% | +21,110 | New |
| Bank of Nova Scotia | 21,481 | $742.4K | 0.00% | +1,091+5.4% | Added |
| Port Capital LLC | 21,350 | $747.0K | 0.05% | 00.0% | Unchanged |
| Interactive Financial Advisors | 21,372 | $747.8K | 0.50% | +781+3.8% | Added |
| Worth Financial Advisory Group, LLC | 21,467 | $751.1K | 0.68% | +1,139+5.6% | Added |
| Strategic Wealth Partners, Ltd. | 21,639 | $757.1K | 0.10% | +372+1.7% | Added |
| Spire Wealth Management | 21,677 | $758.5K | 0.03% | −1,008−4.4% | Reduced |
| TD Private Client Wealth LLC | 21,910 | $766.6K | 0.03% | −3,451−13.6% | Reduced |
| Hilltop Holdings Inc. | 21,912 | $766.7K | 0.10% | −780−3.4% | Reduced |
| Silver Oak Securities, Inc | 21,948 | $768.0K | 0.17% | −62,076−73.9% | Reduced |
| Alpha Financial Partners, LLC | 22,339 | $781.6K | 0.91% | +1,898+9.3% | Added |
| Natixis Advisors, L.P. | 22,459 | $786.0K | 0.00% | −5,419−19.4% | Reduced |
| Lake Street Financial LLC | 22,246 | $786.4K | 0.14% | +92+0.4% | Added |
| Family Management Corp | 22,533 | $788.4K | 0.18% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 21,766 | $792.1K | 0.72% | 00.0% | Unchanged |
| Doliver Advisors, LP | 22,712 | $794.7K | 0.24% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 22,708 | $795.0K | 0.32% | +5,666+33.2% | Added |
| Westside Investment Management, Inc. | 22,780 | $797.1K | 0.23% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 22,800 | $797.8K | 0.03% | +635+2.9% | Added |
| Wealth Quarterback LLC | 22,803 | $797.9K | 0.69% | −2,888−11.2% | Reduced |
| Garde Capital, Inc. | 22,820 | $798.0K | 0.07% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 22,860 | $799.9K | 0.34% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 22,901 | $801.0K | 0.05% | +50.0% | Added |
| Coldstream Capital Management Inc | 22,975 | $803.9K | 0.03% | +184+0.8% | Added |
| WealthBridge Capital Management, LLC | 23,068 | $807.1K | 0.33% | +563+2.5% | Added |
| Private Trust Co NA | 23,258 | $813.8K | 0.11% | −824−3.4% | Reduced |
| Oak Family Advisors, LLC | 23,405 | $818.9K | 0.39% | +354+1.5% | Added |
| Midwest Financial Group LLC | 23,735 | $830.0K | 0.70% | −150−0.6% | Reduced |
| Venturi Wealth Management, LLC | 23,909 | $836.6K | 0.07% | −606−2.5% | Reduced |
| EWG Elevate Inc. | 24,054 | $841.6K | 0.38% | +954+4.1% | Added |
| Macroview Investment Management LLC | 24,103 | $843.4K | 1.13% | +1,418+6.3% | Added |
| Pettinga Financial Advisors, LLC | 24,121 | $844.0K | 0.25% | +13,746+132.5% | Added |
| J. W. Coons Advisors, LLC | 24,296 | $850.1K | 0.25% | −500−2.0% | Reduced |
| Dohj, LLC | 24,611 | $852.5K | 0.38% | +13,013+112.2% | Added |
| Montis Financial, LLC | 24,510 | $857.6K | 0.57% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 24,681 | $863.6K | 0.62% | −1,687−6.4% | Reduced |
| Davenport & Co LLC | 24,815 | $868.3K | 0.01% | +50.0% | Added |
| Norris Perne & French LLP | 24,882 | $870.6K | 0.08% | +305+1.2% | Added |
| Wealthspire Advisors, LLC | 24,948 | $872.9K | 0.01% | −2,791−10.1% | Reduced |
| Atlas Capital Advisors LLC | 25,000 | $874.8K | 0.14% | 00.0% | Unchanged |
| Credit Suisse AG | 25,159 | $880.3K | 0.00% | +13,063+108.0% | Added |
| Freestone Capital Holdings, LLC | 25,171 | $880.7K | 0.05% | +40.0% | Added |
| Greenhouse Wealth Management, LLC | 25,221 | $882.5K | 0.79% | −17−0.1% | Reduced |
| Signaturefd, LLC | 25,259 | $883.8K | 0.02% | −863−3.3% | Reduced |