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
- 1,152
- +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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 152,376 | $5.95M | 0.04% | +44,305+41.0% | Added |
| BSW Wealth Partners | 154,616 | $6.03M | 1.20% | −6,721−4.2% | Reduced |
| FDx Advisors, Inc. | 155,034 | $6.05M | 0.47% | −4,994−3.1% | Reduced |
| Nottingham Advisors, Inc. | 249,691 | $6.06M | 0.85% | −87,357−25.9% | Reduced |
| Insight Wealth Partners, LLC | 155,732 | $6.08M | 4.59% | +6,809+4.6% | Added |
| Ancora Advisors, LLC | 158,235 | $6.18M | 0.15% | 00.0% | Unchanged |
| GFS Advisors, LLC | 160,153 | $6.25M | 0.91% | +15,650+10.8% | Added |
| GYL Financial Synergies, LLC | 160,421 | $6.26M | 0.52% | −17,103−9.6% | Reduced |
| Wellspring Financial Advisors, LLC | 160,677 | $6.27M | 1.56% | −2,093−1.3% | Reduced |
| Well Done, LLC | 161,206 | $6.29M | 1.23% | −7,243−4.3% | Reduced |
| Financial Counselors Inc | 161,240 | $6.29M | 0.11% | +1,088+0.7% | Added |
| Ariston Services Group | 161,907 | $6.32M | 6.12% | +161,907 | New |
| Stablepoint Partners, LLC | 163,011 | $6.36M | 1.63% | +163,011 | New |
| We Are One Seven, LLC | 164,970 | $6.44M | 0.37% | −6,240−3.6% | Reduced |
| Towneley Capital Management, Inc | 165,231 | $6.45M | 1.65% | +165,231 | New |
| Sowell Financial Services LLC | 165,382 | $6.46M | 0.35% | −502−0.3% | Reduced |
| Cape Ann Savings Bank | 168,490 | $6.49M | 4.29% | −2,072−1.2% | Reduced |
| Lowe Wealth Advisors, LLC | 166,641 | $6.50M | 3.22% | −4,023−2.4% | Reduced |
| Weil Company, Inc. | 167,030 | $6.52M | 2.86% | +66,704+66.5% | Added |
| Transform Wealth, LLC | 167,042 | $6.52M | 0.64% | +2,300+1.4% | Added |
| Brown Advisory Inc | 167,456 | $6.54M | 0.01% | −9,590−5.4% | Reduced |
| Altiora Financial Group, LLC | 167,602 | $6.54M | 1.90% | +53,121+46.4% | Added |
| Greenline Partners, LLC | 167,821 | $6.55M | 1.11% | +132+0.1% | Added |
| Gamco Investors, Inc. Et Al | 168,400 | $6.57M | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 169,432 | $6.61M | 0.05% | −5,391−3.1% | Reduced |
| Systelligence, LLC | 169,444 | $6.61M | 1.80% | +14,936+9.7% | Added |
| Independent Financial Group, LLC | 170,657 | $6.66M | 0.36% | −20,424−10.7% | Reduced |
| King Luther Capital Management Corp | – | $6.77M | 0.03% | – | – |
| Commerce Bank | 174,217 | $6.80M | 0.05% | +9,027+5.5% | Added |
| Gateway Advisory, LLC | 176,598 | $6.89M | 1.32% | −7,043−3.8% | Reduced |
| Hamilton Wealth, LLC | 177,544 | $6.93M | 2.18% | +14,388+8.8% | Added |
| National Asset Management, Inc. | 179,312 | $7.00M | 0.19% | +72,863+68.4% | Added |
| Three Bridge Wealth Advisors, LLC | 179,639 | $7.01M | 2.42% | +7,173+4.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 181,598 | $7.09M | 2.40% | +122+0.1% | Added |
| Okabena Investment Services Inc | 181,742 | $7.09M | 2.76% | −10,923−5.7% | Reduced |
| GWM Advisors LLC | 185,299 | $7.18M | 0.07% | −2,314−1.2% | Reduced |
| Sapient Capital LLC | 184,859 | $7.22M | 0.19% | +184,859 | New |
| Rehmann Capital Advisory Group | 184,974 | $7.22M | 0.60% | +15,423+9.1% | Added |
| Huntington National Bank | – | $7.28M | 0.07% | – | – |
| Pariax, LLC | 188,927 | $7.37M | 16.63% | +21,565+12.9% | Added |
| Plum Street Advisors, LLC | 189,664 | $7.40M | 4.93% | +189,664 | New |
| NTV Asset Management LLC | 190,073 | $7.42M | 1.25% | +16,173+9.3% | Added |
| Wealth Management Partners, LLC | 191,410 | $7.47M | 4.17% | +3,449+1.8% | Added |
| Clear Harbor Asset Management, LLC | 192,108 | $7.50M | 0.72% | −1,957−1.0% | Reduced |
| LifePlan Financial, LLC | 192,713 | $7.52M | 7.53% | +192,713 | New |
| Archetype Wealth Partners | 193,918 | $7.57M | 1.38% | +6,014+3.2% | Added |
| Silverleafe Capital Partners, LLC | 194,878 | $7.61M | 3.60% | +757+0.4% | Added |
| Stratos Wealth Partners, LTD. | 195,879 | $7.65M | 0.14% | −24,747−11.2% | Reduced |
| Upper Left Wealth Management, LLC | 198,412 | $7.74M | 7.59% | −19,037−8.8% | Reduced |
| Permanens Capital L.P. | 198,635 | $7.75M | 1.51% | −57,586−22.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 198,760 | $7.76M | 2.24% | −9,164−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 200,700 | $7.83M | 0.12% | +10,955+5.8% | Added |
| Forza Wealth Management, LLC | 204,644 | $7.99M | 4.41% | −1,525−0.7% | Reduced |
| Barclays PLC | 207,860 | $8.11M | 0.00% | +62,575+43.1% | Added |
| Highland Financial Advisors, LLC | 209,633 | $8.18M | 3.56% | −6,805−3.1% | Reduced |
| Leavell Investment Management, Inc. | 210,256 | $8.21M | 0.52% | +3,596+1.7% | Added |
| Ballentine Partners, LLC | 217,064 | $8.47M | 0.17% | −3,214−1.5% | Reduced |
| Osborne Partners Capital Management, LLC | 217,435 | $8.49M | 0.56% | −5,018−2.3% | Reduced |
| CPA Asset Management LLC | 218,252 | $8.52M | 5.18% | +61,371+39.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 219,012 | $8.55M | 9.83% | −3,950−1.8% | Reduced |
| Sigma Investment Counselors Inc | 220,526 | $8.61M | 0.61% | +4,081+1.9% | Added |
| New Potomac Partners, LLC | 224,623 | $8.77M | 5.22% | −2,385−1.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 224,727 | $8.77M | 5.28% | +333+0.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 228,947 | $8.94M | 2.60% | +228,947 | New |
| First American Trust, FSB | 230,261 | $8.99M | 1.11% | +51,157+28.6% | Added |
| Resonant Capital Advisors, LLC | 230,631 | $9.00M | 0.87% | −120,787−34.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 231,690 | $9.04M | 0.03% | −26,824−10.4% | Reduced |
| JNBA Financial Advisors | 238,655 | $9.31M | 1.06% | −5,533−2.3% | Reduced |
| AMG National Trust Bank | 238,798 | $9.32M | 0.29% | +20,255+9.3% | Added |
| Verger Capital Management LLC | 239,144 | $9.33M | 5.21% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 244,525 | $9.54M | 4.23% | +23,509+10.6% | Added |
| American Investment Services, Inc. | 244,565 | $9.55M | 1.80% | −8,342−3.3% | Reduced |
| Morton Capital Management LLC | 246,144 | $9.61M | 2.85% | −7,400−2.9% | Reduced |
| Wallington Asset Management, LLC | 246,304 | $9.61M | 1.62% | +7,900+3.3% | Added |
| Umb Bank N A | 247,711 | $9.67M | 0.14% | −9,234−3.6% | Reduced |
| Rogco, LP | 252,598 | $9.86M | 4.31% | −3,086−1.2% | Reduced |
| Executive Wealth Management, LLC | 253,615 | $9.90M | 0.93% | +142,043+127.3% | Added |
| Arlington Capital Management, Inc. | 253,973 | $9.91M | 9.01% | −29,859−10.5% | Reduced |
| White Lighthouse Investment Management Inc. | 253,976 | $9.91M | 2.17% | +5,105+2.1% | Added |
| Townsend & Associates, Inc | 261,128 | $9.94M | 1.24% | +2,790+1.1% | Added |
| Aveo Capital Partners, LLC | 258,376 | $10.1M | 1.22% | +39,780+18.2% | Added |
| TMD Wealth Management, LLC | 259,104 | $10.1M | 2.64% | +1,245+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 259,711 | $10.1M | 0.14% | +65,305+33.6% | Added |
| Comerica Bank | 260,327 | $10.2M | 0.05% | −331,212−56.0% | Reduced |
| Cohen & Steers, Inc. | 262,050 | $10.2M | 0.02% | −38,664−12.9% | Reduced |
| Sentinel Trust Co Lba | 262,782 | $10.3M | 1.35% | −15,714−5.6% | Reduced |
| Citizens Financial Group Inc | 267,379 | $10.4M | 0.36% | +267,379 | New |
| Norris Financial Group, LLC | 267,543 | $10.4M | 6.34% | +67,555+33.8% | Added |
| New York State Common Retirement Fund | 271,400 | $10.6M | 0.01% | −4,500−1.6% | Reduced |
| Wellington Management Group LLP | 271,400 | $10.6M | 0.00% | −4,500−1.6% | Reduced |
| Partners Capital Investment Group, LLP | 271,659 | $10.6M | 0.23% | −83,005−23.4% | Reduced |
| Perigon Wealth Management, LLC | 272,497 | $10.6M | 0.35% | −1,140−0.4% | Reduced |
| Van Hulzen Asset Management, LLC | 272,985 | $10.7M | 0.75% | −218−0.1% | Reduced |
| Blair William & Co | 273,878 | $10.7M | 0.04% | +9,352+3.5% | Added |
| LVM Capital Management Ltd | 276,497 | $10.8M | 1.38% | −564−0.2% | Reduced |
| IFP Advisors, Inc | 277,478 | $10.8M | 0.51% | +194,486+234.3% | Added |
| Ambassador Advisors, LLC | 287,541 | $11.0M | 2.44% | +4,905+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 282,169 | $11.0M | 0.13% | +650.0% | Added |
| Parkside Investments, LLC | 283,268 | $11.1M | 1.87% | −11,962−4.1% | Reduced |
| Chemistry Wealth Management LLC | 284,536 | $11.1M | 3.35% | +1,945+0.7% | Added |