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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 43,001 | $1.50M | 0.48% | +899+2.1% | Added |
| Synovus Financial Corp | 43,135 | $1.51M | 0.02% | −104−0.2% | Reduced |
| Mutual Advisors, LLC | 43,745 | $1.53M | 0.06% | −5,622−11.4% | Reduced |
| Harbour Investments, Inc. | 43,765 | $1.53M | 0.08% | −290−0.7% | Reduced |
| Financial Advocates Investment Management | 43,776 | $1.53M | 0.11% | +1,744+4.1% | Added |
| SevenOneSeven Capital Management | 41,908 | $1.54M | 3.59% | +914+2.2% | Added |
| Ameritas Advisory Services, LLC | 42,803 | $1.55M | 0.08% | +19,001+79.8% | Added |
| Truadvice, LLC | 42,818 | $1.57M | 0.62% | +1,410+3.4% | Added |
| Guidance Capital, Inc | 46,075 | $1.59M | 0.71% | +45+0.1% | Added |
| Flputnam Investment Management Co | 46,262 | $1.62M | 0.04% | −1,996−4.1% | Reduced |
| Oppenheimer & Co Inc | 46,503 | $1.63M | 0.03% | −29,632−38.9% | Reduced |
| Apeiron RIA LLC | 46,670 | $1.63M | 0.56% | −2,541−5.2% | Reduced |
| Virtus Family Office LLC | 46,907 | $1.64M | 2.98% | +603+1.3% | Added |
| Plan Group Financial, LLC | 47,594 | $1.67M | 1.20% | +40,040+530.1% | Added |
| United Services Automobile Association | 47,738 | $1.67M | 0.04% | −19,618−29.1% | Reduced |
| Winch Advisory Services, LLC | 48,144 | $1.69M | 0.62% | −907−1.8% | Reduced |
| Spartan Planning & Wealth Management | 49,117 | $1.72M | 2.01% | +49,117 | New |
| FinTrust Capital Advisors, LLC | 49,259 | $1.72M | 0.38% | +16,911+52.3% | Added |
| Colony Group LLC | 49,726 | $1.74M | 0.03% | −1,128−2.2% | Reduced |
| Rathbone Brothers plc | 50,030 | $1.75M | 0.01% | +50,030 | New |
| WBH Advisory Inc | 50,154 | $1.75M | 0.22% | +573+1.2% | Added |
| Pinnacle Financial Partners Inc | 50,556 | $1.77M | 0.05% | +14,065+38.5% | Added |
| NewSquare Capital LLC | 51,608 | $1.81M | 0.19% | −483−0.9% | Reduced |
| Lincoln National Corp | 51,758 | $1.81M | 0.04% | +1,865+3.7% | Added |
| Sunesis Advisors, LLC | 52,214 | $1.83M | 1.30% | +52,214 | New |
| One Capital Management, LLC | 52,225 | $1.83M | 0.08% | −506−1.0% | Reduced |
| Compass Financial Group, Inc. | 52,694 | $1.84M | 1.12% | +448+0.9% | Added |
| Boston Research & Management Inc | 52,753 | $1.84M | 0.55% | 00.0% | Unchanged |
| Jump Financial, LLC | 52,809 | $1.85M | 0.07% | +26,462+100.4% | Added |
| TriaGen Wealth Management LLC | 52,985 | $1.85M | 0.95% | +3,138+6.3% | Added |
| Simplify Asset Management Inc. | 54,228 | $1.90M | 0.31% | −26,651−33.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,482 | $1.91M | 0.03% | 00.0% | Unchanged |
| Vicus Capital | 54,820 | $1.92M | 0.20% | −18,121−24.8% | Reduced |
| XR Securities LLC | 54,897 | $1.92M | 2.64% | −7,011−11.3% | Reduced |
| Belpointe Asset Management LLC | 54,953 | $1.92M | 0.20% | +12,346+29.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55,595 | $1.95M | 0.13% | −2,435−4.2% | Reduced |
| Avestar Capital, LLC | 56,445 | $1.98M | 0.30% | +56,445 | New |
| Instrumental Wealth, LLC | 54,617 | $1.99M | 2.32% | −7,923−12.7% | Reduced |
| Moulton Wealth Management, Inc | 56,184 | $1.99M | 2.93% | −14,489−20.5% | Reduced |
| Carlson Capital Management | 57,239 | $2.00M | 0.12% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 57,493 | $2.01M | 1.19% | +1,919+3.5% | Added |
| Eagle Strategies LLC | 57,702 | $2.02M | 0.50% | +3,929+7.3% | Added |
| Winton Group Ltd | 58,250 | $2.04M | 0.17% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 58,343 | $2.04M | 0.28% | −1,070−1.8% | Reduced |
| Allie Family Office LLC | 58,819 | $2.06M | 1.66% | −2,446−4.0% | Reduced |
| Estate Counselors, LLC | 59,335 | $2.08M | 0.28% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 60,336 | $2.11M | 0.34% | +7,019+13.2% | Added |
| Financial Management Network Inc | 61,429 | $2.12M | 0.70% | −637−1.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 60,745 | $2.13M | 0.19% | −1,257,857−95.4% | Reduced |
| Firestone Capital Management | 61,388 | $2.15M | 0.73% | −550−0.9% | Reduced |
| HRT Financial LP | 62,178 | $2.17M | 0.02% | +62,178 | New |
| Raymond James Trust N.A. | 62,435 | $2.18M | 0.06% | −5,379−7.9% | Reduced |
| Nadler Financial Group, Inc. | 62,687 | $2.19M | 0.33% | +5,365+9.4% | Added |
| Gould Asset Management LLC | 63,240 | $2.21M | 0.62% | −269−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 64,028 | $2.24M | 0.08% | −4,255−6.2% | Reduced |
| Intrepid Capital Management Inc | 64,012 | $2.24M | 1.55% | +1,482+2.4% | Added |
| WealthCare Investment Partners, LLC | 65,545 | $2.27M | 1.38% | +17,849+37.4% | Added |
| China Universal Asset Management Co., Ltd. | 65,000 | $2.27M | 0.66% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 65,121 | $2.28M | 0.71% | −13,147−16.8% | Reduced |
| Financial Sense Advisors, Inc. | 65,519 | $2.29M | 0.98% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 65,693 | $2.30M | 0.04% | −5,010−7.1% | Reduced |
| Modera Wealth Management, LLC | 65,885 | $2.31M | 0.04% | +3,965+6.4% | Added |
| Lifeworks Advisors, LLC | 67,010 | $2.34M | 0.91% | +21,804+48.2% | Added |
| Bradley Foster & Sargent Inc | 65,747 | $2.39M | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 68,402 | $2.39M | 0.22% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 68,526 | $2.40M | 2.23% | +26,427+62.8% | Added |
| Pinkerton Retirement Specialists, LLC | 68,873 | $2.41M | 0.52% | −19,066−21.7% | Reduced |
| Summit Place Financial Advisors, LLC | 68,915 | $2.41M | 1.72% | +100.0% | Added |
| RFG Advisory, LLC | 70,004 | $2.45M | 0.11% | +1,424+2.1% | Added |
| Regions Financial Corp | 70,222 | $2.46M | 0.02% | −1,368−1.9% | Reduced |
| Financial Alternatives, Inc | 70,860 | $2.48M | 2.30% | +225+0.3% | Added |
| Advisory Alpha, LLC | 71,283 | $2.49M | 0.13% | −6,146−7.9% | Reduced |
| J2 Capital Management Inc | 71,582 | $2.50M | 3.17% | −2,678−3.6% | Reduced |
| Cobblestone Capital Advisors LLC | 71,747 | $2.51M | 0.19% | −95−0.1% | Reduced |
| Wealthstar Advisors, LLC | 72,894 | $2.55M | 1.11% | −12,064−14.2% | Reduced |
| Marks Group Wealth Management, Inc | 73,367 | $2.57M | 0.32% | −7,588−9.4% | Reduced |
| LifePlan Investment Advisors, Inc. | 73,488 | $2.57M | 2.73% | +513+0.7% | Added |
| HB Wealth Management, LLC | 73,823 | $2.58M | 0.04% | +150+0.2% | Added |
| Motco | 73,835 | $2.58M | 0.18% | +532+0.7% | Added |
| First Horizon Advisors, Inc. | 74,197 | $2.60M | 0.09% | −8,879−10.7% | Reduced |
| Mengis Capital Management, Inc. | 74,463 | $2.61M | 0.54% | −1,250−1.7% | Reduced |
| Signature Securities Group Corporation | 74,723 | $2.61M | 0.99% | +12,681+20.4% | Added |
| Blue Investment Partners LLC | 74,852 | $2.62M | 2.08% | +3,038+4.2% | Added |
| Whittier Trust Co | 75,107 | $2.63M | 0.05% | +250+0.3% | Added |
| Vontobel Holding Ltd. | 76,587 | $2.68M | 0.02% | +279+0.4% | Added |
| Robinson Value Management, Ltd. | 77,164 | $2.70M | 2.01% | +3,480+4.7% | Added |
| Altman Advisors, Inc. | 77,839 | $2.72M | 1.70% | +77,839 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 78,851 | $2.76M | 0.90% | −50,952−39.3% | Reduced |
| Bigelow Investment Advisors, LLC | 79,196 | $2.77M | 1.59% | +2,423+3.2% | Added |
| waypoint wealth counsel | 79,521 | $2.78M | 2.62% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 79,756 | $2.79M | 0.78% | −15,801−16.5% | Reduced |
| Jordan Park Group LLC | 79,874 | $2.79M | 0.20% | −3,323−4.0% | Reduced |
| Laird Norton Trust Company, LLC | 80,036 | $2.80M | 0.36% | −7,335−8.4% | Reduced |
| Crescent Grove Advisors, LLC | 81,058 | $2.84M | 0.35% | +1,064+1.3% | Added |
| Cowa, LLC | 81,553 | $2.85M | 1.93% | +4,057+5.2% | Added |
| Tikvah Management LLC | 82,230 | $2.88M | 1.03% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 82,460 | $2.89M | 1.30% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 82,937 | $2.90M | 0.19% | 00.0% | Unchanged |
| IFP Advisors, Inc | 82,992 | $2.90M | 0.13% | −11,992−12.6% | Reduced |
| Ci Investments Inc. | 84,617 | $2.96M | 0.02% | 00.0% | Unchanged |