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 |
|---|---|---|---|---|---|
| Silvia McColl Wealth Management, LLC | 11,071 | $432.1K | 0.39% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,298 | $438.0K | 0.04% | −36−0.3% | Reduced |
| Werba Rubin Papier Wealth Management | 11,250 | $439.1K | 0.15% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 11,257 | $439.4K | 0.08% | −49−0.4% | Reduced |
| HRT Financial LP | 11,277 | $440.0K | 0.00% | −50,901−81.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,390 | $444.6K | 0.09% | +262+2.4% | Added |
| Black Diamond Financial, LLC | 11,464 | $447.4K | 0.12% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 11,523 | $450.0K | 0.12% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 11,536 | $450.3K | 0.33% | −425−3.6% | Reduced |
| Benedetti & Gucer, Inc. | 11,552 | $450.9K | 0.24% | −512−4.2% | Reduced |
| Pinnacle Associates Ltd | 11,598 | $452.7K | 0.01% | −175−1.5% | Reduced |
| Marex Group plc | 11,600 | $452.7K | 0.02% | +11,600 | New |
| Trustmark National Bank Trust Department | 11,800 | $460.6K | 0.04% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 11,812 | $461.0K | 0.33% | −119−1.0% | Reduced |
| Moors & Cabot, Inc. | 11,813 | $461.1K | 0.03% | −180−1.5% | Reduced |
| Crestwood Advisors Group LLC | 11,853 | $462.6K | 0.01% | +11,853 | New |
| Appleton Partners Inc | 11,869 | $463.0K | 0.04% | +1,758+17.4% | Added |
| Essex Financial Services, Inc. | 11,882 | $463.8K | 0.05% | 00.0% | Unchanged |
| MBL Wealth, LLC | 11,900 | $464.5K | 0.06% | +50+0.4% | Added |
| Phoenix Wealth Advisors | 11,963 | $465.8K | 0.32% | −372−3.0% | Reduced |
| Keebeck Wealth Management, LLC | 12,025 | $469.3K | 0.08% | −1,665−12.2% | Reduced |
| Callan Capital, LLC | 12,026 | $469.4K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,161 | $474.6K | 0.05% | +70+0.6% | Added |
| Independent Wealth Network Inc. | 12,300 | $480.1K | 0.25% | +2,211+21.9% | Added |
| Wealthgate Family Office, LLC | 12,312 | $480.5K | 1.33% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,314 | $480.6K | 0.04% | +962+8.5% | Added |
| Community Bank, N.A. | 12,497 | $487.6K | 0.06% | −80,762−86.6% | Reduced |
| Colonial Trust Co | 12,568 | $490.5K | 0.10% | +3,613+40.3% | Added |
| McAdam, LLC | 12,605 | $492.0K | 0.04% | −4,531−26.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 12,631 | $493.0K | 0.21% | +12,631 | New |
| Clear Creek Financial Management, LLC | 12,646 | $493.6K | 0.08% | +12,646 | New |
| Sterling Investment Advisors LLC | 12,712 | $496.2K | 0.31% | −282−2.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,735 | $497.0K | 0.05% | −80−0.6% | Reduced |
| Buckingham Strategic Partners | 12,753 | $497.8K | 0.02% | +740+6.2% | Added |
| Oak Harbor Wealth Partners, LLC | 12,793 | $499.3K | 0.17% | −247−1.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,817 | $500.2K | 0.01% | −73−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 12,843 | $501.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 12,868 | $502.2K | 0.09% | +443+3.6% | Added |
| Moneta Group Investment Advisors LLC | 12,980 | $506.6K | 0.01% | +6,003+86.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $510.2K | 0.15% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 13,087 | $510.8K | 0.16% | +1,600+13.9% | Added |
| KKM Financial LLC | 13,090 | $510.9K | 0.32% | +13,090 | New |
| Pensionmark Financial Group, LLC | 13,145 | $513.0K | 0.07% | +145+1.1% | Added |
| Stratos Wealth Advisors, LLC | 13,189 | $514.8K | 0.03% | +13,189 | New |
| Clarity Financial LLC | 13,269 | $517.9K | 0.09% | −6,191−31.8% | Reduced |
| Mather Group, LLC. | 13,484 | $526.3K | 0.01% | −1,554−10.3% | Reduced |
| Balanced Rock Investment Advisor | 13,491 | $526.6K | 0.47% | +13,491 | New |
| SlateStone Wealth, LLC | 13,635 | $532.0K | 0.07% | −24,383−64.1% | Reduced |
| Confluence Investment Management LLC | 13,666 | $533.4K | 0.01% | +1,093+8.7% | Added |
| MONECO Advisors, LLC | 13,722 | $535.6K | 0.10% | −2,512−15.5% | Reduced |
| Encompass Wealth Advisors, LLC | 13,825 | $539.6K | 0.16% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,853 | $540.7K | 0.07% | +277+2.0% | Added |
| Bleakley Financial Group, LLC | 13,884 | $541.9K | 0.02% | +323+2.4% | Added |
| Sequoia Financial Advisors, LLC | 13,950 | $544.5K | 0.01% | +13,950 | New |
| Access Investment Management LLC | 14,052 | $548.5K | 0.20% | +14,052 | New |
| Farmers & Merchants Investments Inc | 14,125 | $551.3K | 0.02% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 14,126 | $551.3K | 0.58% | −6,468−31.4% | Reduced |
| Nwam LLC | 14,205 | $554.4K | 0.04% | +2,586+22.3% | Added |
| Lakeview Capital Partners, LLC | 14,291 | $557.8K | 0.10% | −2,894−16.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,297 | $558.0K | 0.01% | +579+4.2% | Added |
| ICA Group Wealth Management, LLC | 14,333 | $559.4K | 0.12% | −2,099−12.8% | Reduced |
| Ellis Investment Partners, LLC | 14,371 | $560.9K | 0.13% | +340+2.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,484 | $565.3K | 0.02% | −387−2.6% | Reduced |
| Maia Wealth LLC | 14,505 | $566.1K | 0.23% | +14,505 | New |
| Granite Bay Wealth Management, LLC | 15,183 | $568.0K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 14,793 | $577.4K | 0.03% | +3,000+25.4% | Added |
| Independent Advisor Alliance | 14,863 | $580.1K | 0.02% | +683+4.8% | Added |
| Mirador Capital Partners LP | 14,866 | $580.2K | 0.12% | +152+1.0% | Added |
| Capital Investment Advisors, LLC | 14,891 | $581.2K | 0.01% | +699+4.9% | Added |
| Aberdeen Wealth Management LLC | 14,912 | $582.0K | 0.42% | −1,000−6.3% | Reduced |
| Tarbox Family Office, Inc. | 15,000 | $585.5K | 0.11% | 00.0% | Unchanged |
| True North Advisors, LLC | 15,009 | $585.8K | 0.15% | +970+6.9% | Added |
| Auxano Advisors, LLC | 15,070 | $588.2K | 0.20% | +1,495+11.0% | Added |
| Horan Capital Advisors, LLC. | 15,085 | $588.8K | 0.22% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 9,938 | $589.0K | 0.13% | −32,068−76.3% | Reduced |
| WSFS Capital Management, LLC | 15,163 | $591.8K | 0.04% | −2,106−12.2% | Reduced |
| Sentinel Pension Advisors Inc | 15,227 | $594.3K | 0.14% | −4,054−21.0% | Reduced |
| Marmo Financial Group, LLC | 15,241 | $594.9K | 0.45% | −234−1.5% | Reduced |
| Gladstone Institutional Advisory LLC | 15,260 | $595.6K | 0.03% | +6,383+71.9% | Added |
| Carnegie Capital Asset Management, LLC | 15,301 | $597.2K | 0.02% | +517+3.5% | Added |
| Emfo, LLC | 15,304 | $597.3K | 0.56% | −438−2.8% | Reduced |
| Blue Fin Capital, Inc. | 15,508 | $605.3K | 0.16% | +15,508 | New |
| Northcape Wealth Management, LLC | 15,535 | $606.3K | 0.22% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 15,548 | $606.8K | 0.06% | −20−0.1% | Reduced |
| Divergent Wealth Advisors, LLC | 15,638 | $610.4K | 0.13% | +322+2.1% | Added |
| Intrua Financial, LLC | 15,897 | $620.5K | 0.10% | +375+2.4% | Added |
| Principle Wealth Partners LLC | 16,000 | $624.5K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,178 | $631.4K | 0.04% | −26,126−61.8% | Reduced |
| Mill Capital Management, LLC | 16,250 | $634.2K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16,525 | $645.0K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 16,821 | $656.5K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 16,829 | $656.8K | 0.02% | +16,829 | New |
| Kornitzer Capital Management Inc | 16,874 | $658.6K | 0.01% | −1,628−8.8% | Reduced |
| Valicenti Advisory Services Inc | 16,875 | $659.0K | 0.20% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 16,923 | $660.5K | 0.01% | +3,675+27.7% | Added |
| Mission Creek Capital Partners, Inc. | 17,033 | $664.8K | 0.17% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 17,039 | $665.0K | 0.43% | +1,400+9.0% | Added |
| Crosspoint Financial, LLC | 17,056 | $665.7K | 6.61% | −336−1.9% | Reduced |
| Clearstead Advisors, LLC | 17,164 | $669.9K | 0.04% | +17+0.1% | Added |
| S&CO Inc | 17,174 | $670.0K | 0.05% | 00.0% | Unchanged |