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, Q4 2023
Institutional positions in iShares Gold Trust as of Dec 31, 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
- 1,153
- +125 vs. Q3 2023
- Shares held
- 396.9M
- +9.63M (+2.5%) vs. Q3 2023
- Total value
- $15.5B
- +$1.91B (+14.1%) vs. Q3 2023
- New holders
- 174
- 317 more added
- Sold out
- 49
- 432 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 33,686,889 | $1.31B | 0.15% | −672,166−2.0% | Reduced |
| FMR LLC | 22,974,436 | $896.7M | 0.07% | −703,581−3.0% | Reduced |
| Morgan Stanley | 21,800,445 | $850.9M | 0.07% | −530,452−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,572,711 | $842.0M | 0.62% | +121,364+0.6% | Added |
| Charles Schwab Investment Advisory, Inc. | 20,447,632 | $798.1M | 1.15% | −149,580−0.7% | Reduced |
| Empower Advisory Group, LLC | 14,755,931 | $575.9M | 2.27% | +398,583+2.8% | Added |
| JPMorgan Chase & Co | 12,329,155 | $481.2M | 0.05% | +2,035,105+19.8% | Added |
| Wells Fargo & Company | 11,592,328 | $452.4M | 0.13% | +463,281+4.2% | Added |
| Alliancebernstein L.P. | 9,956,389 | $388.6M | 0.15% | −396,350−3.8% | Reduced |
| UBS Group AG | 8,258,567 | $322.3M | 0.13% | −336,190−3.9% | Reduced |
| Mizuho Bank, Ltd. | 8,000,000 | $312.2M | 36.88% | 00.0% | Unchanged |
| Bank of Montreal | 6,952,994 | $272.2M | 0.15% | +343,040+5.2% | Added |
| LPL Financial LLC | 6,969,340 | $272.0M | 0.17% | +49,192+0.7% | Added |
| Charles Schwab Investment Management Inc | 6,060,223 | $236.5M | 0.06% | +4,200,989+226.0% | Added |
| Ameriprise Financial Inc | 6,058,800 | $236.4M | 0.07% | −403,724−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,468,939 | $174.4M | 0.20% | −1,669,471−27.2% | Reduced |
| WealthNavi Inc. | 4,414,668 | $172.3M | 2.50% | +505,352+12.9% | Added |
| Jane Street Group, LLC | 4,171,128 | $162.8M | 0.20% | +2,432,940+140.0% | Added |
| HighTower Advisors, LLC | 3,991,410 | $155.8M | 0.26% | −801,271−16.7% | Reduced |
| Raymond James & Associates | 3,682,035 | $143.7M | 0.11% | +128,177+3.6% | Added |
| Royal Bank of Canada | 3,626,590 | $141.5M | 0.04% | −251,557−6.5% | Reduced |
| Packer & Co Ltd | 3,585,100 | $139.9M | 51.77% | 00.0% | Unchanged |
| BlackRock Inc. | 3,407,316 | $133.0M | 0.00% | +42,774+1.3% | Added |
| Cerity Partners LLC | 3,072,094 | $119.9M | 0.40% | −3100.0% | Reduced |
| Envestnet Asset Management Inc | 3,021,507 | $117.9M | 0.05% | −95,183−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 3,016,553 | $117.7M | 0.22% | −101,286−3.2% | Reduced |
| Keybank National Association | 2,929,566 | $114.3M | 0.51% | −7,019−0.2% | Reduced |
| Equitable Trust Co | 2,567,039 | $100.2M | 7.53% | +127,124+5.2% | Added |
| Northern Trust Corp | 2,516,986 | $98.2M | 0.02% | +164,787+7.0% | Added |
| Tocqueville Asset Management L.P. | 2,318,287 | $90.5M | 1.64% | −27,432−1.2% | Reduced |
| Captrust Financial Advisors | 2,257,799 | $88.1M | 0.30% | +21,701+1.0% | Added |
| GM Advisory Group, Inc. | 2,166,673 | $84.6M | 6.39% | +36,696+1.7% | Added |
| Proficio Capital Partners LLC | 2,091,370 | $81.7M | 10.10% | +33,422+1.6% | Added |
| Baird Financial Group, Inc. | 2,021,137 | $78.9M | 0.18% | +1,210,553+149.3% | Added |
| CIBC Private Wealth Group, LLC | 2,000,500 | $78.1M | 0.17% | +144,014+7.8% | Added |
| Advisor Group Holdings, Inc. | 1,842,892 | $71.9M | 0.13% | −302,991−14.1% | Reduced |
| Money Design Co.,Ltd. | 1,813,363 | $70.8M | 4.00% | −66,393−3.5% | Reduced |
| Arnhold LLC | 1,807,254 | $70.5M | 7.88% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,695,861 | $66.2M | 0.24% | +621,382+57.8% | Added |
| Stifel Financial Corp | 1,685,419 | $65.8M | 0.08% | +73,860+4.6% | Added |
| Pictet Asset Management Holding SA | 1,638,530 | $64.0M | 0.07% | +37,690+2.4% | Added |
| Central Trust Co | 1,575,549 | $61.5M | 1.63% | −25,711−1.6% | Reduced |
| Moon Capital Management LP | 1,559,604 | $60.9M | 61.74% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,465,473 | $57.2M | 0.67% | +22,970+1.6% | Added |
| Forbes J M & Co LLP | 1,382,884 | $54.0M | 6.27% | +20,369+1.5% | Added |
| Franklin Resources Inc | 1,293,923 | $50.5M | 0.02% | −164,853−11.3% | Reduced |
| Asset Management One Co.,Ltd. | 1,291,482 | $50.5M | 0.20% | −351,628−21.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,260,772 | $49.2M | 0.16% | +328,374+35.2% | Added |
| Neuberger Berman Group LLC | 1,218,435 | $47.6M | 0.04% | +98,065+8.8% | Added |
| Tanglewood Wealth Management, Inc. | 1,187,083 | $46.3M | 5.67% | +412,407+53.2% | Added |
| Mariner, LLC | 1,178,854 | $46.0M | 0.11% | +131,701+12.6% | Added |
| AlTi Global, Inc. | 1,178,817 | $46.0M | 1.41% | +1,178,817 | New |
| Cresset Asset Management, LLC | 1,089,580 | $42.5M | 0.26% | −546,643−33.4% | Reduced |
| Truist Financial Corp | 1,082,556 | $42.3M | 0.07% | +80,327+8.0% | Added |
| Beacon Investment Advisory Services, Inc. | 1,055,130 | $41.2M | 1.87% | −9,941−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,043,325 | $40.7M | 0.17% | +45,062+4.5% | Added |
| CI Private Wealth, LLC | 984,839 | $38.4M | 0.07% | +108,350+12.4% | Added |
| Axxcess Wealth Management, LLC | 947,541 | $37.0M | 1.10% | −160,201−14.5% | Reduced |
| Bank of New York Mellon Corp | 945,168 | $36.9M | 0.01% | −296,956−23.9% | Reduced |
| The PNC Financial Services Group, Inc. | 939,867 | $36.7M | 0.03% | −12,965−1.4% | Reduced |
| Mackay Shields LLC | 929,500 | $36.3M | 1.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 924,349 | $36.1M | 0.11% | −130,353−12.4% | Reduced |
| Capital Asset Advisory Services LLC | 875,368 | $34.2M | 2.11% | −93,113−9.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 868,466 | $33.9M | 0.06% | −155,946−15.2% | Reduced |
| Oxbow Advisors, LLC | 841,652 | $32.8M | 4.98% | −5,955−0.7% | Reduced |
| MML Investors Services, LLC | 809,572 | $31.6M | 0.15% | −45,281−5.3% | Reduced |
| GenWealth Group, Inc. | 807,417 | $31.5M | 8.71% | −15,623−1.9% | Reduced |
| Creative Planning | 806,553 | $31.5M | 0.06% | −5,959−0.7% | Reduced |
| Circle Wealth Management, LLC | 792,448 | $30.9M | 0.79% | +615,035+346.7% | Added |
| Gladius Capital Management LP | 753,449 | $29.4M | 18.49% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 737,368 | $28.8M | 2.64% | +300,497+68.8% | Added |
| Equitable Holdings, Inc. | 690,768 | $27.0M | 0.33% | −28,535−4.0% | Reduced |
| Evercore Wealth Management, LLC | 686,358 | $26.8M | 0.45% | +3,789+0.6% | Added |
| Narwhal Capital Management | 657,763 | $25.7M | 2.81% | −2910.0% | Reduced |
| Zhang Financial LLC | 653,644 | $25.5M | 2.19% | −75,696−10.4% | Reduced |
| Biltmore Family Office, LLC | 639,874 | $25.0M | 5.14% | −44,620−6.5% | Reduced |
| Deutsche Bank AG | 631,698 | $24.7M | 0.01% | +600+0.1% | Added |
| Cadinha & Co LLC | 630,052 | $24.6M | 3.93% | +1,396+0.2% | Added |
| Strategic Point Investment Advisors, LLC | 626,302 | $24.4M | 4.72% | −5,145−0.8% | Reduced |
| West Family Investments, Inc. | 620,540 | $24.4M | 8.26% | −537−0.1% | Reduced |
| Carl Stuart Investment Advisor, Inc | 613,757 | $24.0M | 16.33% | −4,698−0.8% | Reduced |
| VPR Management LLC | 608,780 | $23.8M | 6.17% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 591,537 | $23.1M | 0.05% | +302,112+104.4% | Added |
| Mader & Shannon Wealth Management, Inc. | 584,055 | $22.8M | 12.97% | +3,157+0.5% | Added |
| Ronald Blue Trust, Inc. | 642,793 | $22.5M | 0.36% | −278,287−30.2% | Reduced |
| Twin Focus Capital Partners, LLC | 559,850 | $21.9M | 4.45% | +77,165+16.0% | Added |
| Stephens Inc | 559,078 | $21.8M | 0.38% | −35,208−5.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $21.1M | 16.69% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 534,147 | $20.8M | 9.93% | +11,883+2.3% | Added |
| TD Waterhouse Canada Inc. | 422,730 | $20.4M | 0.19% | +18,127+4.5% | Added |
| National Philanthropic Trust | 506,704 | $19.8M | 0.52% | +506,704 | New |
| M&T Bank Corp | 503,913 | $19.7M | 0.07% | −37,998−7.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 502,598 | $19.6M | 0.26% | +178,194+54.9% | Added |
| Quent Capital, LLC | 487,089 | $19.0M | 2.55% | +13,146+2.8% | Added |
| Sowa Financial Group, Inc. | 485,170 | $18.9M | 15.45% | −4,105−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 484,625 | $18.9M | 0.33% | −8,042−1.6% | Reduced |
| Cetera Advisor Networks LLC | 483,878 | $18.9M | 0.11% | −9,033−1.8% | Reduced |
| Goldman Sachs Group Inc | 476,197 | $18.6M | 0.00% | +198,034+71.2% | Added |
| Parcion Private Wealth LLC | 475,421 | $18.6M | 1.70% | −386,522−44.8% | Reduced |
| Reuter James Wealth Management, LLC | 473,092 | $18.5M | 12.57% | +110,034+30.3% | Added |