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 | 1,230 | $17.7B |
| Q2 2024 | 1,177 | $16.5B |
| Q1 2024 | 1,148 | $15.7B |
| Q4 2023 | 1,152 | $15.5B |
| Q3 2023 | 1,040 | $13.7B |
| Q2 2023 | 1,067 | $15.9B |
| Q1 2023 | 1,040 | $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 |
|---|---|---|---|---|---|
| Sentinel Pension Advisors Inc | 19,281 | $674.6K | 0.16% | −5,779−23.1% | Reduced |
| Strategic Financial Concepts, LLC | 19,204 | $671.9K | 0.23% | +656+3.5% | Added |
| CWM, LLC | 19,155 | $670.0K | 0.00% | +492+2.6% | Added |
| Nations Financial Group Inc, | 18,925 | $662.2K | 0.07% | +2,181+13.0% | Added |
| AlphaCore Capital LLC | 18,654 | $652.7K | 0.10% | +761+4.3% | Added |
| Kornitzer Capital Management Inc | 18,502 | $647.4K | 0.01% | +4,668+33.7% | Added |
| Cardiff Park Advisors, LLC | 18,390 | $643.5K | 0.08% | −505−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 18,126 | $634.2K | 0.03% | −1,660−8.4% | Reduced |
| Fort Point Capital Partners LLC | 17,950 | $628.1K | 0.10% | −11,716−39.5% | Reduced |
| Phillips Financial Management, LLC | 17,783 | $622.2K | 0.06% | −1,096−5.8% | Reduced |
| Wealth Management Associates, Inc. | 17,630 | $616.9K | 0.36% | +845+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $614.3K | 0.00% | 00.0% | Unchanged |
| Crosspoint Financial, LLC | 17,392 | $608.5K | 6.43% | −2,650−13.2% | Reduced |
| Mayflower Financial Advisors, LLC | 17,389 | $608.4K | 0.09% | −26−0.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 17,278 | $604.6K | 0.11% | −203−1.2% | Reduced |
| WSFS Capital Management, LLC | 17,269 | $604.2K | 0.04% | +10,828+168.1% | Added |
| NBC Securities, Inc. | 17,205 | $602.0K | 0.07% | +17,205 | New |
| Lakeview Capital Partners, LLC | 17,185 | $601.3K | 0.12% | −35,161−67.2% | Reduced |
| S&CO Inc | 17,174 | $600.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,147 | $600.0K | 0.04% | −1,623−8.6% | Reduced |
| McAdam, LLC | 17,136 | $599.6K | 0.05% | −9,845−36.5% | Reduced |
| Birchcreek Wealth Management, LLC | 17,046 | $596.4K | 0.40% | −17,231−50.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,033 | $596.0K | 0.20% | −169−1.0% | Reduced |
| Valicenti Advisory Services Inc | 16,875 | $590.0K | 0.20% | −100−0.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 16,821 | $588.6K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16,820 | $588.6K | 0.05% | −175−1.0% | Reduced |
| Focus Financial Network, Inc. | 16,614 | $581.3K | 0.03% | +115+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 16,525 | $578.2K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 16,388 | $573.4K | 0.16% | +5,237+47.0% | Added |
| ICA Group Wealth Management, LLC | 16,432 | $573.0K | 0.16% | −600−3.5% | Reduced |
| Mill Capital Management, LLC | 16,250 | $568.6K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 16,234 | $568.0K | 0.15% | +73+0.5% | Added |
| Principle Wealth Partners LLC | 16,000 | $559.8K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,991 | $559.5K | 0.05% | −1,156−6.7% | Reduced |
| Aberdeen Wealth Management LLC | 15,912 | $556.8K | 0.42% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 15,877 | $555.5K | 0.08% | −1,726−9.8% | Reduced |
| Granite Bay Wealth Management, LLC | 15,183 | $554.0K | 0.01% | +15,183 | New |
| Hancock Whitney Corp | 15,759 | $551.4K | 0.02% | +4,741+43.0% | Added |
| Emfo, LLC | 15,742 | $550.8K | 0.52% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 15,732 | $550.5K | 0.20% | +15,732 | New |
| Avaii Wealth Management, LLC | 15,639 | $547.2K | 0.41% | −286−1.8% | Reduced |
| Jacobi Capital Management LLC | 15,568 | $544.7K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 15,554 | $544.2K | 0.22% | +9,149+142.8% | Added |
| Northcape Wealth Management, LLC | 15,535 | $543.6K | 0.21% | 00.0% | Unchanged |
| Intrua Financial, LLC | 15,522 | $543.1K | 0.10% | −950−5.8% | Reduced |
| Marmo Financial Group, LLC | 15,475 | $541.5K | 0.51% | 00.0% | Unchanged |
| Divergent Wealth Advisors, LLC | 15,316 | $535.9K | 0.12% | +3,401+28.5% | Added |
| EFG Asset Management (Americas) Corp. | 15,354 | $534.3K | 0.13% | +7,676+100.0% | Added |
| Horan Capital Advisors, LLC. | 15,085 | $527.8K | 0.21% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,038 | $526.2K | 0.01% | −1,794−10.7% | Reduced |
| Tarbox Family Office, Inc. | 15,000 | $524.9K | 0.11% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 14,302 | $520.5K | 0.12% | +150+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,871 | $520.3K | 0.02% | −1,613−9.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,784 | $517.3K | 0.02% | −5,579−27.4% | Reduced |
| Mirador Capital Partners LP | 14,714 | $514.8K | 0.12% | −2,244−13.2% | Reduced |
| Capital Investment Advisors, LLC | 14,192 | $496.6K | 0.01% | +1,009+7.7% | Added |
| Independent Advisor Alliance | 14,180 | $496.2K | 0.02% | +233+1.7% | Added |
| Riggs Asset Managment Co. Inc. | 14,146 | $495.0K | 0.18% | −2,542−15.2% | Reduced |
| Farmers & Merchants Investments Inc | 14,125 | $494.2K | 0.02% | 00.0% | Unchanged |
| True North Advisors, LLC | 14,039 | $491.2K | 0.15% | −4,210−23.1% | Reduced |
| Ellis Investment Partners, LLC | 14,031 | $490.9K | 0.13% | +129+0.9% | Added |
| StoneX Group Inc. | 13,846 | $484.5K | 0.05% | +1,411+11.3% | Added |
| Encompass Wealth Advisors, LLC | 13,825 | $483.7K | 0.16% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 13,718 | $480.0K | 0.02% | +2,026+17.3% | Added |
| Keebeck Wealth Management, LLC | 13,690 | $479.0K | 0.08% | +1,150+9.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,576 | $475.0K | 0.07% | −2,845−17.3% | Reduced |
| Auxano Advisors, LLC | 13,575 | $475.0K | 0.19% | −1,055−7.2% | Reduced |
| Bleakley Financial Group, LLC | 13,561 | $474.5K | 0.02% | −1,645−10.8% | Reduced |
| Kovack Advisors, Inc. | 13,383 | $468.3K | 0.07% | −1,194−8.2% | Reduced |
| Compagnie Lombard Odier SCmA | 13,248 | $463.5K | 0.01% | +5,220+65.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $457.4K | 0.15% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 13,040 | $456.3K | 0.16% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 13,000 | $454.9K | 0.09% | −465−3.5% | Reduced |
| Sterling Investment Advisors LLC | 12,994 | $454.7K | 0.29% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,890 | $451.0K | 0.01% | +8+0.1% | Added |
| BKD Wealth Advisors, LLC | 12,843 | $449.4K | 0.01% | −331−2.5% | Reduced |
| Savant Capital, LLC | 12,818 | $448.5K | 0.01% | −133−1.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,815 | $448.4K | 0.05% | −40−0.3% | Reduced |
| Regal Investment Advisors LLC | 12,655 | $442.8K | 0.04% | −2,492−16.5% | Reduced |
| Confluence Investment Management LLC | 12,573 | $439.9K | 0.01% | −6,153−32.9% | Reduced |
| Grove Bank & Trust | 12,425 | $434.8K | 0.09% | +1,637+15.2% | Added |
| Kingswood Wealth Advisors, LLC | 6,432 | $434.1K | 0.07% | −31,377−83.0% | Reduced |
| Phoenix Wealth Advisors | 12,335 | $431.6K | 0.25% | +215+1.8% | Added |
| Wealthgate Family Office, LLC | 12,312 | $430.8K | 1.34% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,091 | $423.1K | 0.05% | +41+0.3% | Added |
| Benedetti & Gucer, Inc. | 12,064 | $422.1K | 0.23% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 11,961 | $422.1K | 0.34% | −112,819−90.4% | Reduced |
| Callan Capital, LLC | 12,026 | $420.8K | 0.05% | +2,831+30.8% | Added |
| Buckingham Strategic Partners | 12,013 | $420.3K | 0.02% | +841+7.5% | Added |
| Moors & Cabot, Inc. | 11,993 | $419.6K | 0.03% | −1,600−11.8% | Reduced |
| Demars Financial Group, LLC | 11,964 | $418.6K | 0.24% | −1,365−10.2% | Reduced |
| American Trust | 11,941 | $417.8K | 0.03% | −6,607−35.6% | Reduced |
| Arrowroot Family Office, LLC | 11,931 | $417.5K | 0.33% | +220+1.9% | Added |
| Essex Financial Services, Inc. | 11,882 | $415.8K | 0.05% | −13−0.1% | Reduced |
| MBL Wealth, LLC | 11,850 | $414.6K | 0.06% | +600+5.3% | Added |
| Trustmark National Bank Trust Department | 11,800 | $412.9K | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 11,793 | $412.6K | 0.02% | −69−0.6% | Reduced |
| Pinnacle Associates Ltd | 11,773 | $411.9K | 0.01% | −1,742−12.9% | Reduced |
| Level Four Advisory Services, LLC | 11,697 | $409.3K | 0.03% | +388+3.4% | Added |
| Glenview Trust Co | 11,643 | $407.4K | 0.01% | +1,396+13.6% | Added |