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 |
|---|---|---|---|---|---|
| Moulton Wealth Management, Inc | 56,184 | $1.99M | 2.93% | −14,489−20.5% | Reduced |
| Instrumental Wealth, LLC | 54,617 | $1.99M | 2.32% | −7,923−12.7% | Reduced |
| Avestar Capital, LLC | 56,445 | $1.98M | 0.30% | +56,445 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55,595 | $1.95M | 0.13% | −2,435−4.2% | Reduced |
| Belpointe Asset Management LLC | 54,953 | $1.92M | 0.20% | +12,346+29.0% | Added |
| XR Securities LLC | 54,897 | $1.92M | 2.64% | −7,011−11.3% | Reduced |
| Vicus Capital | 54,820 | $1.92M | 0.20% | −18,121−24.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,482 | $1.91M | 0.03% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 54,228 | $1.90M | 0.31% | −26,651−33.0% | Reduced |
| TriaGen Wealth Management LLC | 52,985 | $1.85M | 0.95% | +3,138+6.3% | Added |
| Jump Financial, LLC | 52,809 | $1.85M | 0.07% | +26,462+100.4% | Added |
| Boston Research & Management Inc | 52,753 | $1.84M | 0.55% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 52,694 | $1.84M | 1.12% | +448+0.9% | Added |
| One Capital Management, LLC | 52,225 | $1.83M | 0.08% | −506−1.0% | Reduced |
| Sunesis Advisors, LLC | 52,214 | $1.83M | 1.30% | +52,214 | New |
| Lincoln National Corp | 51,758 | $1.81M | 0.04% | +1,865+3.7% | Added |
| NewSquare Capital LLC | 51,608 | $1.81M | 0.19% | −483−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 50,556 | $1.77M | 0.05% | +14,065+38.5% | Added |
| WBH Advisory Inc | 50,154 | $1.75M | 0.22% | +573+1.2% | Added |
| Rathbone Brothers plc | 50,030 | $1.75M | 0.01% | +50,030 | New |
| Colony Group LLC | 49,726 | $1.74M | 0.03% | −1,128−2.2% | Reduced |
| FinTrust Capital Advisors, LLC | 49,259 | $1.72M | 0.38% | +16,911+52.3% | Added |
| Spartan Planning & Wealth Management | 49,117 | $1.72M | 2.01% | +49,117 | New |
| Winch Advisory Services, LLC | 48,144 | $1.69M | 0.62% | −907−1.8% | Reduced |
| United Services Automobile Association | 47,738 | $1.67M | 0.04% | −19,618−29.1% | Reduced |
| Plan Group Financial, LLC | 47,594 | $1.67M | 1.20% | +40,040+530.1% | Added |
| Virtus Family Office LLC | 46,907 | $1.64M | 2.98% | +603+1.3% | Added |
| Apeiron RIA LLC | 46,670 | $1.63M | 0.56% | −2,541−5.2% | Reduced |
| Oppenheimer & Co Inc | 46,503 | $1.63M | 0.03% | −29,632−38.9% | Reduced |
| Flputnam Investment Management Co | 46,262 | $1.62M | 0.04% | −1,996−4.1% | Reduced |
| Guidance Capital, Inc | 46,075 | $1.59M | 0.71% | +45+0.1% | Added |
| Truadvice, LLC | 42,818 | $1.57M | 0.62% | +1,410+3.4% | Added |
| Ameritas Advisory Services, LLC | 42,803 | $1.55M | 0.08% | +19,001+79.8% | Added |
| SevenOneSeven Capital Management | 41,908 | $1.54M | 3.59% | +914+2.2% | Added |
| Financial Advocates Investment Management | 43,776 | $1.53M | 0.11% | +1,744+4.1% | Added |
| Harbour Investments, Inc. | 43,765 | $1.53M | 0.08% | −290−0.7% | Reduced |
| Mutual Advisors, LLC | 43,745 | $1.53M | 0.06% | −5,622−11.4% | Reduced |
| Synovus Financial Corp | 43,135 | $1.51M | 0.02% | −104−0.2% | Reduced |
| SignalPoint Asset Management, LLC | 43,001 | $1.50M | 0.48% | +899+2.1% | Added |
| MMBG Investment Advisors Co. | 42,900 | $1.50M | 0.19% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 42,851 | $1.50M | 0.70% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 42,614 | $1.49M | 0.02% | −25,902−37.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 42,344 | $1.48M | 0.39% | +43+0.1% | Added |
| TrinityPoint Wealth, LLC | 42,307 | $1.48M | 0.29% | −2,959−6.5% | Reduced |
| Meridian Wealth Management, LLC | 42,304 | $1.48M | 0.09% | +27,228+180.6% | Added |
| IHT Wealth Management, LLC | 42,161 | $1.48M | 0.07% | +50.0% | Added |
| Liberty Wealth Management LLC | 42,006 | $1.47M | 0.37% | +461+1.1% | Added |
| Buckingham Strategic Wealth, LLC | 41,926 | $1.47M | 0.02% | +1,848+4.6% | Added |
| Wade G W & Inc | 41,898 | $1.47M | 0.05% | −1,660−3.8% | Reduced |
| Wedbush Securities Inc | 41,696 | $1.46M | 0.07% | −1,236−2.9% | Reduced |
| D. Scott Neal, Inc. | 41,478 | $1.45M | 1.24% | +32,438+358.8% | Added |
| Ieq Capital, LLC | 41,123 | $1.44M | 0.03% | +266+0.7% | Added |
| Wealthsource Partners, LLC | 41,063 | $1.44M | 0.10% | −2,869−6.5% | Reduced |
| CX Institutional | 40,913 | $1.43M | 0.08% | −417,931−91.1% | Reduced |
| IMC-Chicago, LLC | 40,771 | $1.43M | 0.09% | −194,795−82.7% | Reduced |
| Confluence Wealth Services, Inc. | 40,769 | $1.43M | 0.28% | −3,784−8.5% | Reduced |
| Massmutual Trust Co FSB | 40,537 | $1.42M | 0.05% | −22,939−36.1% | Reduced |
| Bank Ozk | 39,727 | $1.39M | 0.76% | −140.0% | Reduced |
| Callan Family Office, LLC | 39,721 | $1.39M | 0.37% | +112+0.3% | Added |
| Eqis Capital Management, Inc. | 39,640 | $1.39M | 0.17% | −4,968−11.1% | Reduced |
| J.W. Cole Advisors, Inc. | 39,583 | $1.39M | 0.10% | −1,162−2.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 39,479 | $1.38M | 0.32% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40,012 | $1.38M | 0.07% | −1,296−3.1% | Reduced |
| TRUE Private Wealth Advisors | 39,427 | $1.38M | 0.19% | −302−0.8% | Reduced |
| Whitener Capital Management, Inc. | 39,020 | $1.37M | 0.55% | +1,854+5.0% | Added |
| Robertson Stephens Wealth Management, LLC | 38,621 | $1.35M | 0.09% | +38,621 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 38,393 | $1.35M | 0.12% | +31,096+426.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,173 | $1.34M | 0.00% | −5,404−12.4% | Reduced |
| ICONIQ Capital, LLC | 38,140 | $1.33M | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 38,018 | $1.33M | 0.19% | −2,543−6.3% | Reduced |
| M Holdings Securities, Inc. | 37,798 | $1.32M | 0.17% | +9,790+35.0% | Added |
| Prudential PLC | 37,516 | $1.31M | 0.02% | −21,610−36.5% | Reduced |
| Austin Private Wealth, LLC | 36,820 | $1.29M | 0.19% | −990−2.6% | Reduced |
| InterOcean Capital Group, LLC | 36,819 | $1.29M | 0.04% | +3,324+9.9% | Added |
| FWL Investment Management, LLC | 36,000 | $1.26M | 0.85% | −900−2.4% | Reduced |
| ETF Store, Inc. | 33,909 | $1.25M | 0.90% | −1,300−3.7% | Reduced |
| Sawtooth Solutions, LLC | 35,598 | $1.25M | 0.04% | −1,490−4.0% | Reduced |
| Highline Wealth Partners LLC | 35,586 | $1.25M | 0.77% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 35,169 | $1.23M | 1.14% | −1,500−4.1% | Reduced |
| Signify Wealth | 34,666 | $1.21M | 1.63% | +34,666 | New |
| Satovsky Asset Management LLC | 34,567 | $1.21M | 0.41% | −825−2.3% | Reduced |
| Roundview Capital LLC | 34,157 | $1.20M | 0.12% | −1,195−3.4% | Reduced |
| Evergreen Capital Management LLC | 33,842 | $1.18M | 0.05% | −362−1.1% | Reduced |
| Congress Wealth Management LLC | 33,438 | $1.17M | 0.02% | −504−1.5% | Reduced |
| Simmons Bank | 33,424 | $1.17M | 0.10% | −62−0.2% | Reduced |
| Americana Partners, LLC | 28,105 | $1.17M | 0.13% | −5,373−16.0% | Reduced |
| London & Capital Asset Management Ltd | 33,343 | $1.17M | 0.11% | +130.0% | Added |
| Cadent Capital Advisors, LLC | 33,312 | $1.17M | 0.57% | −43,881−56.8% | Reduced |
| Hirtle Callaghan & Co LLC | 33,250 | $1.16M | 0.06% | −4,002−10.7% | Reduced |
| Bristlecone Advisors, LLC | 33,114 | $1.16M | 0.13% | +380+1.2% | Added |
| Holistic Financial Partners | 32,987 | $1.15M | 0.77% | −132−0.4% | Reduced |
| Prospera Financial Services Inc | 32,695 | $1.14M | 0.04% | −24,378−42.7% | Reduced |
| Naviter Wealth, LLC | 32,427 | $1.13M | 0.27% | −10,728−24.9% | Reduced |
| Banque Pictet & Cie SA | 32,400 | $1.13M | 0.01% | −2,559−7.3% | Reduced |
| BKA Wealth Consulting, Inc. | 32,198 | $1.13M | 1.88% | −78−0.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 32,192 | $1.13M | 1.38% | −1,160−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 32,098 | $1.12M | 0.01% | +32,098 | New |
| Interchange Capital Partners, LLC | 32,075 | $1.12M | 0.89% | −189−0.6% | Reduced |
| Connective Portfolio Management, LLC | 32,029 | $1.12M | 3.41% | 00.0% | Unchanged |
| Golden State Equity Partners | 31,854 | $1.11M | 0.31% | −318−1.0% | Reduced |