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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 473,943 | $16.6M | 2.59% | +5,095+1.1% | Added |
| WESCAP Management Group, Inc. | 456,546 | $16.0M | 5.69% | −5,559−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 436,871 | $15.3M | 1.62% | +66,862+18.1% | Added |
| Cardinal Point Capital Management, ULC | 435,394 | $15.2M | 3.99% | +6,897+1.6% | Added |
| Independent Family Office, LLC | 433,544 | $15.2M | 9.47% | +9,367+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 423,678 | $14.8M | 0.60% | −6,795−1.6% | Reduced |
| JSF Financial, LLC | 419,657 | $14.7M | 5.69% | +5,286+1.3% | Added |
| Foundations Investment Advisors, LLC | 408,211 | $14.3M | 0.44% | +55,392+15.7% | Added |
| Cambridge Associates LLC | 407,297 | $14.3M | 0.95% | +55,225+15.7% | Added |
| CIBC World Markets Inc. | 404,691 | $14.2M | 0.05% | −34,484−7.9% | Reduced |
| Spinnaker Trust | 400,222 | $14.0M | 1.05% | +688+0.2% | Added |
| Susquehanna International Group, LLP | 398,589 | $13.9M | 0.02% | +214,738+116.8% | Added |
| Quest Investment Management LLC | 396,021 | $13.9M | 1.96% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 393,384 | $13.8M | 1.90% | −46,897−10.7% | Reduced |
| National Bank of Canada | 398,996 | $13.8M | 0.03% | +47,463+13.5% | Added |
| Checchi Capital Advisers, LLC | 388,854 | $13.6M | 1.26% | +93,366+31.6% | Added |
| Citigroup Inc | 384,266 | $13.4M | 0.02% | −134,925−26.0% | Reduced |
| James Investment Research Inc | 382,229 | $13.4M | 1.77% | +5,020+1.3% | Added |
| Janney Montgomery Scott LLC | 380,313 | $13.3M | 0.05% | −6,105−1.6% | Reduced |
| Meridian Wealth Advisors, LLC | 378,320 | $13.2M | 3.31% | −11,650−3.0% | Reduced |
| Brave Asset Management Inc | 377,099 | $13.2M | 4.03% | +9,771+2.7% | Added |
| Atria Wealth Solutions, Inc. | 373,587 | $13.1M | 0.18% | −137,072−26.8% | Reduced |
| Syon Capital LLC | 366,578 | $12.8M | 1.60% | +366,578 | New |
| Vision Capital Management, Inc. | 366,473 | $12.8M | 2.36% | −290.0% | Reduced |
| Bokf, NA | 338,717 | $12.7M | 0.28% | −2,381−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 363,058 | $12.7M | 9.52% | +363,058 | New |
| AE Wealth Management LLC | 357,392 | $12.5M | 0.07% | −99,163−21.7% | Reduced |
| Partners Capital Investment Group, LLP | 354,664 | $12.4M | 0.30% | −28,305−7.4% | Reduced |
| Resonant Capital Advisors, LLC | 351,418 | $12.3M | 1.31% | +5,740+1.7% | Added |
| Oppenheimer Asset Management Inc. | 349,997 | $12.2M | 0.19% | −1,569−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 348,656 | $12.2M | 0.07% | −341,231−49.5% | Reduced |
| Sterling Financial Planning, Inc. | 346,022 | $12.1M | 6.20% | +1,253+0.4% | Added |
| Assetmark, Inc | 341,314 | $11.9M | 0.05% | +12,375+3.8% | Added |
| First Foundation Advisors | 333,751 | $11.7M | 0.55% | −24,395−6.8% | Reduced |
| Baldwin Brothers Inc | 333,072 | $11.7M | 1.00% | −8,497−2.5% | Reduced |
| Sage Rhino Capital LLC | 330,935 | $11.6M | 3.25% | −1,199−0.4% | Reduced |
| Kestra Advisory Services, LLC | 329,579 | $11.5M | 0.11% | +10,341+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 324,404 | $11.4M | 0.18% | +61,366+23.3% | Added |
| Modus Advisors, LLC | 323,554 | $11.3M | 4.94% | +5,608+1.8% | Added |
| Howland Capital Management LLC | 322,656 | $11.3M | 0.66% | +23,517+7.9% | Added |
| Timber Creek Capital Management LLC | 322,624 | $11.3M | 4.08% | −3,272−1.0% | Reduced |
| Dakota Wealth Management | 320,630 | $11.2M | 0.50% | +312,127+3,670.8% | Added |
| Brookstone Capital Management | 299,748 | $11.2M | 0.25% | −6,505−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 318,480 | $11.1M | 0.14% | −1260.0% | Reduced |
| Beacon Pointe Advisors, LLC | 314,586 | $11.0M | 0.14% | +83,680+36.2% | Added |
| Summit Trail Advisors, LLC | 313,163 | $11.0M | 0.40% | −64,720−17.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 310,875 | $10.9M | 1.13% | +319+0.1% | Added |
| Graham Capital Wealth Management, LLC | 298,609 | $10.9M | 25.63% | 00.0% | Unchanged |
| BFSG, LLC | 305,861 | $10.7M | 1.74% | +10,936+3.7% | Added |
| Cohen & Steers, Inc. | 300,714 | $10.5M | 0.02% | +26,147+9.5% | Added |
| DT Investment Partners, LLC | 300,105 | $10.5M | 1.27% | +507+0.2% | Added |
| Ambassador Advisors, LLC | 282,636 | $10.4M | 2.54% | −8,215−2.8% | Reduced |
| Legend Financial Advisors, Inc. | 297,297 | $10.4M | 8.88% | +324+0.1% | Added |
| Parkside Investments, LLC | 295,230 | $10.3M | 1.90% | +1,885+0.6% | Added |
| Fifth Third Securities, Inc. | 292,951 | $10.3M | 1.15% | −1,108−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 289,425 | $10.1M | 0.02% | −260,141−47.3% | Reduced |
| Arlington Capital Management, Inc. | 283,832 | $9.93M | 10.41% | −820−0.3% | Reduced |
| Chemistry Wealth Management LLC | 282,591 | $9.89M | 3.27% | +303+0.1% | Added |
| Townsend & Associates, Inc | 258,338 | $9.82M | 2.07% | +143,998+125.9% | Added |
| Sentinel Trust Co Lba | 278,496 | $9.74M | 1.38% | −10,521−3.6% | Reduced |
| Goldman Sachs Group Inc | 278,163 | $9.73M | 0.00% | −347,923−55.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 282,104 | $9.69M | 0.13% | −916−0.3% | Reduced |
| LVM Capital Management Ltd | 277,061 | $9.69M | 1.37% | −3,449−1.2% | Reduced |
| New York State Common Retirement Fund | 275,900 | $9.65M | 0.01% | +135,700+96.8% | Added |
| Wellington Management Group LLP | 275,900 | $9.65M | 0.00% | +135,700+96.8% | Added |
| Perigon Wealth Management, LLC | 273,637 | $9.57M | 0.39% | −9,374−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 273,203 | $9.56M | 0.74% | +3,486+1.3% | Added |
| Blair William & Co | 264,526 | $9.26M | 0.04% | −129,128−32.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 258,514 | $9.05M | 0.03% | +223,125+630.5% | Added |
| TMD Wealth Management, LLC | 257,859 | $9.02M | 2.57% | +7,643+3.1% | Added |
| Umb Bank N A | 256,945 | $8.99M | 0.14% | −2,067−0.8% | Reduced |
| Permanens Capital L.P. | 256,221 | $8.97M | 1.53% | −70,215−21.5% | Reduced |
| Rogco, LP | 255,684 | $8.95M | 4.42% | +255,684 | New |
| Twin Tree Management, LP | 254,345 | $8.90M | 0.30% | −78,592−23.6% | Reduced |
| Morton Capital Management LLC | 253,544 | $8.87M | 3.14% | +2,263+0.9% | Added |
| American Investment Services, Inc. | 252,907 | $8.85M | 1.89% | −16,583−6.2% | Reduced |
| White Lighthouse Investment Management Inc. | 248,871 | $8.71M | 2.11% | +17,597+7.6% | Added |
| JNBA Financial Advisors | 244,188 | $8.54M | 1.07% | −1,501−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 243,150 | $8.51M | 0.04% | +80,200+49.2% | Added |
| Nottingham Advisors, Inc. | 337,048 | $8.42M | 1.30% | −5,963−1.7% | Reduced |
| Verger Capital Management LLC | 239,144 | $8.37M | 7.40% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 238,404 | $8.34M | 1.52% | +8,130+3.5% | Added |
| New Potomac Partners, LLC | 227,008 | $7.94M | 5.47% | +13,814+6.5% | Added |
| Elm Partners Management LLC | 225,819 | $7.90M | 0.82% | −202,936−47.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 224,394 | $7.85M | 5.22% | +2,602+1.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 222,962 | $7.80M | 8.93% | −257−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 222,453 | $7.78M | 0.58% | −1,268−0.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 221,016 | $7.73M | 4.06% | −3,772−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 220,626 | $7.72M | 0.17% | −23,041−9.5% | Reduced |
| Ballentine Partners, LLC | 220,278 | $7.71M | 0.18% | +140.0% | Added |
| Aveo Capital Partners, LLC | 218,596 | $7.65M | 1.01% | −31,535−12.6% | Reduced |
| AMG National Trust Bank | 218,543 | $7.65M | 0.27% | +8,976+4.3% | Added |
| Upper Left Wealth Management, LLC | 217,449 | $7.61M | 7.92% | +8,304+4.0% | Added |
| Sigma Investment Counselors Inc | 216,445 | $7.57M | 0.57% | +2,110+1.0% | Added |
| Highland Financial Advisors, LLC | 216,438 | $7.57M | 3.92% | +2,182+1.0% | Added |
| Sagil Capital LLP | 210,000 | $7.35M | 8.51% | −205,000−49.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 207,924 | $7.28M | 2.41% | −8,089−3.7% | Reduced |
| Leavell Investment Management, Inc. | 206,660 | $7.23M | 0.51% | +4,736+2.3% | Added |
| Forza Wealth Management, LLC | 206,169 | $7.21M | 3.72% | +450+0.2% | Added |
| Public Employees Retirement System of Ohio | 205,700 | $7.20M | 0.03% | +75,200+57.6% | Added |