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 |
|---|---|---|---|---|---|
| Legend Financial Advisors, Inc. | 289,080 | $11.3M | 9.07% | −8,217−2.8% | Reduced |
| Fifth Third Securities, Inc. | 291,705 | $11.4M | 1.18% | −1,246−0.4% | Reduced |
| US Bancorp | 293,437 | $11.5M | 0.02% | −237,967−44.8% | Reduced |
| Kingsview Wealth Management, LLC | 297,851 | $11.6M | 0.35% | +92,708+45.2% | Added |
| Brookstone Capital Management | 298,706 | $11.7M | 0.23% | −1,042−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 302,500 | $11.8M | 0.05% | +96,800+47.1% | Added |
| Citigroup Inc | 304,917 | $11.9M | 0.02% | −79,349−20.6% | Reduced |
| BFSG, LLC | 305,284 | $11.9M | 1.74% | −577−0.2% | Reduced |
| Bokf, NA | 306,933 | $12.0M | 0.23% | −31,784−9.4% | Reduced |
| Timber Creek Capital Management LLC | 311,543 | $12.2M | 4.14% | −11,081−3.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 317,362 | $12.4M | 1.15% | +6,487+2.1% | Added |
| Howland Capital Management LLC | 317,969 | $12.4M | 0.66% | −4,687−1.5% | Reduced |
| Dakota Wealth Management | 318,671 | $12.4M | 0.48% | −1,959−0.6% | Reduced |
| First Foundation Advisors | 321,250 | $12.5M | 0.57% | −12,501−3.7% | Reduced |
| Capital Group Private Client Services, Inc. | 321,287 | $12.5M | 0.13% | +2,807+0.9% | Added |
| Modus Advisors, LLC | 324,418 | $12.7M | 5.14% | +864+0.3% | Added |
| AE Wealth Management LLC | 333,233 | $12.7M | 0.06% | −24,159−6.8% | Reduced |
| Baldwin Brothers Inc | 326,961 | $12.8M | 1.00% | −6,111−1.8% | Reduced |
| AllGen Financial Advisors, Inc. | 329,144 | $12.8M | 6.68% | +329,144 | New |
| Sage Rhino Capital LLC | 332,489 | $13.0M | 3.33% | +1,554+0.5% | Added |
| Graham Capital Wealth Management, LLC | 333,274 | $13.0M | 34.25% | +34,665+11.6% | Added |
| Elm Partners Management LLC | 341,766 | $13.3M | 1.21% | +115,947+51.3% | Added |
| Sterling Financial Planning, Inc. | 345,741 | $13.5M | 5.84% | −281−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 349,085 | $13.6M | 0.19% | −912−0.3% | Reduced |
| CIBC World Markets Inc. | 355,622 | $13.9M | 0.04% | −49,069−12.1% | Reduced |
| Assetmark, Inc | 361,335 | $14.1M | 0.05% | +20,021+5.9% | Added |
| Kestra Advisory Services, LLC | 363,993 | $14.2M | 0.12% | +34,414+10.4% | Added |
| Meridian Wealth Advisors, LLC | 367,557 | $14.3M | 3.14% | −10,763−2.8% | Reduced |
| Cambridge Associates LLC | 368,310 | $14.4M | 0.85% | −38,987−9.6% | Reduced |
| Fielder Capital Group LLC | 370,954 | $14.5M | 8.75% | +370,954 | New |
| James Investment Research Inc | 371,703 | $14.5M | 1.82% | −10,526−2.8% | Reduced |
| Vision Capital Management, Inc. | 373,224 | $14.6M | 2.27% | +6,751+1.8% | Added |
| Sunbelt Securities, Inc. | 382,809 | $14.9M | 1.88% | −10,575−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 383,128 | $15.0M | 0.19% | +9,541+2.6% | Added |
| Janney Montgomery Scott LLC | 383,669 | $15.0M | 0.05% | +3,356+0.9% | Added |
| Kaydan Wealth Management, Inc. | 384,011 | $15.0M | 6.09% | +384,011 | New |
| Chatham Capital Group, Inc. | 395,930 | $15.5M | 3.13% | +290,035+273.9% | Added |
| Quest Investment Management LLC | 396,021 | $15.5M | 1.94% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 400,209 | $15.6M | 0.19% | +85,623+27.2% | Added |
| NorthCrest Asset Manangement, LLC | 406,940 | $15.9M | 0.60% | −16,738−4.0% | Reduced |
| National Bank of Canada | 415,407 | $16.2M | 0.03% | +16,411+4.1% | Added |
| Spinnaker Trust | 414,871 | $16.2M | 1.10% | +14,649+3.7% | Added |
| JSF Financial, LLC | 423,381 | $16.5M | 5.73% | +3,724+0.9% | Added |
| Tiaa Trust, National Association | 427,664 | $16.7M | 0.06% | −412,649−49.1% | Reduced |
| Syon Capital LLC | 431,379 | $16.8M | 1.72% | +64,801+17.7% | Added |
| Independent Family Office, LLC | 433,544 | $16.9M | 9.57% | 00.0% | Unchanged |
| Toronto Dominion Bank | 440,000 | $17.2M | 0.02% | +290,000+193.3% | Added |
| Cardinal Point Capital Management, ULC | 440,959 | $17.2M | 4.16% | +5,565+1.3% | Added |
| Checchi Capital Advisers, LLC | 445,362 | $17.4M | 1.41% | +56,508+14.5% | Added |
| WESCAP Management Group, Inc. | 451,670 | $17.6M | 5.68% | −4,876−1.1% | Reduced |
| SkyView Investment Advisors, LLC | 455,197 | $17.8M | 4.45% | +432,489+1,904.6% | Added |
| Foundations Investment Advisors, LLC | 473,009 | $18.4M | 0.49% | +64,798+15.9% | Added |
| Reuter James Wealth Management, LLC | 473,092 | $18.5M | 12.57% | +110,034+30.3% | Added |
| Parcion Private Wealth LLC | 475,421 | $18.6M | 1.70% | −386,522−44.8% | Reduced |
| Goldman Sachs Group Inc | 476,197 | $18.6M | 0.00% | +198,034+71.2% | Added |
| Cetera Advisor Networks LLC | 483,878 | $18.9M | 0.11% | −9,033−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 484,625 | $18.9M | 0.33% | −8,042−1.6% | Reduced |
| Sowa Financial Group, Inc. | 485,170 | $18.9M | 15.45% | −4,105−0.8% | Reduced |
| Quent Capital, LLC | 487,089 | $19.0M | 2.55% | +13,146+2.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 502,598 | $19.6M | 0.26% | +178,194+54.9% | Added |
| M&T Bank Corp | 503,913 | $19.7M | 0.07% | −37,998−7.0% | Reduced |
| National Philanthropic Trust | 506,704 | $19.8M | 0.52% | +506,704 | New |
| TD Waterhouse Canada Inc. | 422,730 | $20.4M | 0.19% | +18,127+4.5% | Added |
| EPIQ Capital Group, LLC | 534,147 | $20.8M | 9.93% | +11,883+2.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $21.1M | 16.69% | 00.0% | Unchanged |
| Stephens Inc | 559,078 | $21.8M | 0.38% | −35,208−5.9% | Reduced |
| Twin Focus Capital Partners, LLC | 559,850 | $21.9M | 4.45% | +77,165+16.0% | Added |
| Ronald Blue Trust, Inc. | 642,793 | $22.5M | 0.36% | −278,287−30.2% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 584,055 | $22.8M | 12.97% | +3,157+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 591,537 | $23.1M | 0.05% | +302,112+104.4% | Added |
| VPR Management LLC | 608,780 | $23.8M | 6.17% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 613,757 | $24.0M | 16.33% | −4,698−0.8% | Reduced |
| West Family Investments, Inc. | 620,540 | $24.4M | 8.26% | −537−0.1% | Reduced |
| Strategic Point Investment Advisors, LLC | 626,302 | $24.4M | 4.72% | −5,145−0.8% | Reduced |
| Cadinha & Co LLC | 630,052 | $24.6M | 3.93% | +1,396+0.2% | Added |
| Deutsche Bank AG | 631,698 | $24.7M | 0.01% | +600+0.1% | Added |
| Biltmore Family Office, LLC | 639,874 | $25.0M | 5.14% | −44,620−6.5% | Reduced |
| Zhang Financial LLC | 653,644 | $25.5M | 2.19% | −75,696−10.4% | Reduced |
| Narwhal Capital Management | 657,763 | $25.7M | 2.81% | −2910.0% | Reduced |
| Evercore Wealth Management, LLC | 686,358 | $26.8M | 0.45% | +3,789+0.6% | Added |
| Equitable Holdings, Inc. | 690,768 | $27.0M | 0.33% | −28,535−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 737,368 | $28.8M | 2.64% | +300,497+68.8% | Added |
| Gladius Capital Management LP | 753,449 | $29.4M | 18.49% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 792,448 | $30.9M | 0.79% | +615,035+346.7% | Added |
| Creative Planning | 806,553 | $31.5M | 0.06% | −5,959−0.7% | Reduced |
| GenWealth Group, Inc. | 807,417 | $31.5M | 8.71% | −15,623−1.9% | Reduced |
| MML Investors Services, LLC | 809,572 | $31.6M | 0.15% | −45,281−5.3% | Reduced |
| Oxbow Advisors, LLC | 841,652 | $32.8M | 4.98% | −5,955−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 868,466 | $33.9M | 0.06% | −155,946−15.2% | Reduced |
| Capital Asset Advisory Services LLC | 875,368 | $34.2M | 2.11% | −93,113−9.6% | Reduced |
| Mercer Global Advisors Inc | 924,349 | $36.1M | 0.11% | −130,353−12.4% | Reduced |
| Mackay Shields LLC | 929,500 | $36.3M | 1.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 939,867 | $36.7M | 0.03% | −12,965−1.4% | Reduced |
| Bank of New York Mellon Corp | 945,168 | $36.9M | 0.01% | −296,956−23.9% | Reduced |
| Axxcess Wealth Management, LLC | 947,541 | $37.0M | 1.10% | −160,201−14.5% | Reduced |
| CI Private Wealth, LLC | 984,839 | $38.4M | 0.07% | +108,350+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,043,325 | $40.7M | 0.17% | +45,062+4.5% | Added |
| Beacon Investment Advisory Services, Inc. | 1,055,130 | $41.2M | 1.87% | −9,941−0.9% | Reduced |
| Truist Financial Corp | 1,082,556 | $42.3M | 0.07% | +80,327+8.0% | Added |
| Cresset Asset Management, LLC | 1,089,580 | $42.5M | 0.26% | −546,643−33.4% | Reduced |