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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.

Q4 2023 vs. Q3 2023

How the institutions holding iShares Gold Trust changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of IAU: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,040131,152+125
Shares390.2M2.96M396.9M+9.63M (+2.5%)
Value$13.7B$103.6M$15.5B+$1.91B (+14.1%)

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (174)

Institutions that held iShares Gold Trust at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 174 by value.

Institutions new to IAU in Q4 2023
InstitutionSharesValue% of portfolio
AlTi Global, Inc.1,178,817$46.0M1.41%
National Philanthropic Trust506,704$19.8M0.52%
Kaydan Wealth Management, Inc.384,011$15.0M6.09%
Fielder Capital Group LLC370,954$14.5M8.75%
AllGen Financial Advisors, Inc.329,144$12.8M6.68%
Citizens Financial Group Inc267,379$10.4M0.36%
Beacon Harbor Wealth Advisors, Inc.228,947$8.94M2.60%
LifePlan Financial, LLC192,713$7.52M7.53%
Plum Street Advisors, LLC189,664$7.40M4.93%
Sapient Capital LLC184,859$7.22M0.19%
Towneley Capital Management, Inc165,231$6.45M1.65%
Stablepoint Partners, LLC163,011$6.36M1.63%
Ariston Services Group161,907$6.32M6.12%
Stephen J. Garry & Associates, LLC152,119$5.94M6.57%
Yeomans Consulting Group, Inc.149,322$5.83M2.90%
Mesirow Financial Investment Management, Inc.132,028$5.15M0.19%
Custom Portfolio Group LLC133,382$5.06M4.50%
Pathstone Holdings, LLC124,792$4.87M0.03%
Deane Retirement Strategies, Inc.97,611$3.81M2.08%
VCI Wealth Management LLC94,923$3.70M2.25%
Lynx Capital Group Ltd94,188$3.68M2.73%
Two Sigma Securities, LLC90,558$3.53M0.16%
Objectivity Squared, LLC86,031$3.36M3.34%
NavPoint Financial, Inc.78,613$3.07M2.81%
Flow Traders U.S. LLC76,074$2.97M0.09%
Signal Advisors Wealth, LLC74,948$2.93M1.01%
Kitching Partners, LLC69,803$2.72M5.48%
Renaissance Technologies LLC64,600$2.52M0.00%
Battery Global Advisors, LLC63,119$2.46M1.89%
Nissay Asset Management Corp62,314$2.43M0.02%
Aspect Partners, LLC53,236$2.08M1.34%
LM Advisors LLC52,798$2.06M0.41%
Red Mountain Financial, LLC48,723$1.90M2.94%
Colony Group, LLC48,510$1.89M0.02%
Advisor Resource Council45,934$1.79M0.21%
Quantinno Capital Management LP45,612$1.78M0.06%
Tempus Wealth Planning, LLC45,343$1.77M0.78%
Dark Forest Capital Management LP43,883$1.71M0.26%
K2 Principal Fund, L.P.43,200$1.69M0.39%
Cutler Group LP42,572$1.66M0.23%
All Season Financial Advisors, Inc.42,420$1.66M1.41%
Farrell Financial LLC45,446$1.61M1.61%
Novak & Powell Financial Services, Inc.39,349$1.54M1.02%
Trust Point Inc.38,851$1.52M0.13%
Valued Retirements, Inc.38,648$1.51M2.61%
Trademark Financial Management, LLC37,717$1.47M1.08%
Arlington Trust Co LLC37,023$1.45M0.40%
Wormser Freres Gestion35,200$1.36M1.10%
Mosley Wealth Management29,904$1.17M1.15%
FFG Partners, LLC28,026$1.09M0.58%
Tudor Investment Corp Et Al27,982$1.09M0.02%
Vima LLC26,817$1.05M2.41%
Focus Financial Network Inc26,789$1.05M0.04%
CSS LLC26,200$1.02M0.08%
First Financial Bankshares Inc22,120$863.3K0.02%
Inlet Private Wealth, LLC20,498$800.0K0.25%
Hobbs Group Advisors, LLC19,082$744.8K0.33%
Muirfield Wealth Advisors LLC18,383$717.5K0.76%
Andina Capital Management, LLC18,009$702.9K0.61%
Apexium Financial, LP17,246$673.1K0.05%
Sanibel Captiva Trust Company, Inc.16,829$656.8K0.02%
Blue Fin Capital, Inc.15,508$605.3K0.16%
Maia Wealth LLC14,505$566.1K0.23%
Access Investment Management LLC14,052$548.5K0.20%
Sequoia Financial Advisors, LLC13,950$544.5K0.01%
Balanced Rock Investment Advisor13,491$526.6K0.47%
Stratos Wealth Advisors, LLC13,189$514.8K0.03%
KKM Financial LLC13,090$510.9K0.32%
Clear Creek Financial Management, LLC12,646$493.6K0.08%
Steward Partners Investment Solutions, LLC12,631$493.0K0.21%
Crestwood Advisors Group LLC11,853$462.6K0.01%
Marex Group plc11,600$452.7K0.02%
Sachetta, LLC10,715$418.2K0.20%
Wealthcare Capital Management LLC9,682$377.9K0.04%
Williams & Novak, LLC9,496$370.6K0.42%
May Barnhard Investments LLC9,420$367.7K0.19%
Principal Securities, Inc.9,375$365.9K0.01%
Fisher Asset Management, LLC9,147$357.0K0.00%
Sharp Financial Services, LLC8,219$320.8K0.35%
Concurrent Investment Advisors, LLC7,409$289.2K0.01%
International Private Wealth Advisors LLC7,340$286.5K0.28%
AA Financial Advisors, LLC7,285$284.3K0.19%
Southland Equity Partners LLC7,280$284.1K0.09%
Savvy Advisors, Inc.7,264$283.5K0.28%
Koa Wealth Management, LLC7,113$277.6K0.27%
Lakeridge Wealth Management LLC7,032$274.5K0.20%
BKM Wealth Management, LLC6,674$260.5K0.11%
Wynn Capital, LLC6,646$259.4K0.21%
DLK Investment Management, LLC6,641$259.2K0.12%
Durante & Waters, LLC6,435$251.2K0.24%
Clay Northam Wealth Management, LLC6,359$248.2K0.22%
XML Financial, LLC6,321$246.7K0.03%
Christensen, King & Associates Investment Services, Inc.6,299$245.8K0.13%
Millennium Management LLC6,294$245.7K0.00%
Summit Financial Strategies, Inc.6,265$244.5K0.04%
HBK Sorce Advisory LLC6,255$244.1K0.01%
GTS Securities LLC6,045$235.9K0.01%
Marcum Wealth, LLC5,898$230.2K0.02%
Leo Wealth, LLC5,731$226.1K0.02%
Verus Capital Partners, LLC5,714$223.0K0.03%

Sold out (49)

Institutions that held iShares Gold Trust at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IAU in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
1832 Asset Management L.P.812,057$28.4M
Brave Asset Management Inc377,099$13.2M
Twin Tree Management, LP254,345$8.90M
Sagil Capital LLP210,000$7.35M
Citadel Advisors LLC173,000$6.05M
StrategIQ Financial Group, LLC139,834$4.89M
Segall Bryant & Hamill, LLC114,635$4.01M
Corrado Advisors, LLC96,804$3.39M
Laird Norton Trust Company, LLC80,036$2.80M
Firestone Capital Management61,388$2.15M
Estate Counselors, LLC59,335$2.08M
United Services Automobile Association47,738$1.67M
SevenOneSeven Capital Management41,908$1.54M
Verity Asset Management, Inc.30,133$1.05M
Interactive Financial Advisors21,372$747.8K
Calton & Associates, Inc.21,110$738.6K
Demars Financial Group, LLC11,964$418.6K
Glenview Trust Co11,643$407.4K
TBH Global Asset Management, LLC11,335$396.6K
Patten Group, Inc.9,922$347.2K
LWMG, LLC9,884$345.8K
Charles Schwab Trust Co7,393$258.7K
Verus Financial Partners, Inc.6,046$220.7K
Strengthening Families & Communities, LLC6,131$215.0K
World Equity Group, Inc.6,044$211.5K
SageView Advisory Group, LLC5,898$206.4K
Carmel Capital Partners, LLC5,260$184.0K
WR Wealth Planners, LLC3,666$128.3K
Headlands Technologies LLC2,070$72.4K
Impact Partnership Wealth, LLC2,040$71.4K
Newbridge Financial Services Group, Inc.1,799$62.9K
Itau Unibanco Holding S.A.1,798$62.9K
Headinvest, LLC1,766$61.2K
Private Ocean, LLC1,527$53.4K
Tfo-TDC, LLC1,350$49.1K
Flaharty Asset Management, LLC1,072$37.5K
Hibernia Wealth Partners, LLC1,022$35.8K
Hoey Investments, Inc311$10.9K
Register Financial Advisors LLC291$10.2K
Stonebridge Capital Advisors LLC285$9.97K
LWM Advisory Services, LLC172$6.02K
Bank of New Hampshire165$5.77K
Pathway Financial Advisers, LLC155$5.42K
LGT Financial Advisors LLC80$2.80K
Raleigh Capital Management Inc.23$805
HWG Holdings LP16$560
Creative Capital Management Investments LLC7$245
Savior LLC4$140
Activest Wealth Management3$105

Not filed for Q4 2023 yet (13)

Institutions that held iShares Gold Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Tiedemann Advisors, LLC1,292,064$45.2M
VCU Investment Management Co792,658$27.7M
KB Financial Partners, LLC475,781$16.6M
Pathstone Family Office, LLC126,744$4.43M
Comerica Securities,inc.86,464$3.03M
J2 Capital Management Inc71,582$2.50M
Colony Group LLC49,726$1.74M
Truadvice, LLC42,818$1.57M
Focus Financial Network, Inc.16,614$581.3K
Column Capital Advisors, LLC4,040$141.4K
Antonetti Capital Management LLC400$14.0K
WFA of San Diego, LLC150$5.25K
Foster Dykema Cabot & Co Inc103$4.00K