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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 17,205 | $671.0K | 0.07% | 00.0% | Unchanged |
| Apexium Financial, LP | 17,246 | $673.1K | 0.05% | +17,246 | New |
| Wescott Financial Advisory Group, LLC | 17,278 | $674.4K | 0.09% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17,337 | $676.7K | 0.22% | +3,191+22.6% | Added |
| Mayflower Financial Advisors, LLC | 17,389 | $678.7K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17,410 | $679.5K | 0.05% | +11,861+213.8% | Added |
| Wealth Management Associates, Inc. | 17,445 | $680.9K | 0.36% | −185−1.0% | Reduced |
| First National Trust Co | 17,511 | $683.5K | 0.03% | −2,198−11.2% | Reduced |
| Fort Point Capital Partners LLC | 17,741 | $692.4K | 0.11% | −209−1.2% | Reduced |
| Andina Capital Management, LLC | 18,009 | $702.9K | 0.61% | +18,009 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18,085 | $705.9K | 0.00% | +742+4.3% | Added |
| IFG Advisory, LLC | 18,180 | $709.6K | 0.05% | +1,360+8.1% | Added |
| Nations Financial Group Inc, | 18,212 | $710.8K | 0.07% | −713−3.8% | Reduced |
| Merit Financial Group, LLC | 18,215 | $710.9K | 0.02% | +9,592+111.2% | Added |
| Strategic Financial Concepts, LLC | 18,257 | $712.6K | 0.42% | −947−4.9% | Reduced |
| Phillips Financial Management, LLC | 18,269 | $713.0K | 0.06% | +486+2.7% | Added |
| EP Wealth Advisors, LLC | 18,373 | $717.1K | 0.01% | −1,027−5.3% | Reduced |
| Muirfield Wealth Advisors LLC | 18,383 | $717.5K | 0.76% | +18,383 | New |
| Cardiff Park Advisors, LLC | 18,390 | $717.8K | 0.08% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 18,491 | $721.7K | 0.10% | −1,044−5.3% | Reduced |
| AlphaCore Capital LLC | 18,654 | $728.1K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 18,676 | $729.0K | 0.14% | −683−3.5% | Reduced |
| Wealth Quarterback LLC | 18,826 | $734.8K | 0.45% | −3,977−17.4% | Reduced |
| Bank of Nova Scotia | 19,020 | $742.4K | 0.00% | −2,461−11.5% | Reduced |
| Hobbs Group Advisors, LLC | 19,082 | $744.8K | 0.33% | +19,082 | New |
| CWA Asset Management Group, LLC | 19,136 | $746.9K | 0.05% | −1,314−6.4% | Reduced |
| Narus Financial Partners, LLC | 19,253 | $751.4K | 0.36% | −1,571−7.5% | Reduced |
| United Capital Financial Advisers, LLC | 19,389 | $756.8K | 0.01% | −11,146−36.5% | Reduced |
| Kanawha Capital Management LLC | 19,478 | $760.2K | 0.07% | +69+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 19,533 | $762.4K | 0.09% | +13,101+203.7% | Added |
| Lazard Asset Management LLC | 19,850 | $774.0K | 0.00% | −11,700−37.1% | Reduced |
| Dohj, LLC | 19,889 | $776.3K | 0.23% | −4,722−19.2% | Reduced |
| Private Portfolio Partners LLC | 19,897 | $776.6K | 0.18% | −416−2.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 19,932 | $777.9K | 0.72% | +54+0.3% | Added |
| Avory & Company, LLC | 20,000 | $780.6K | 0.55% | +11,000+122.2% | Added |
| Snowden Capital Advisors LLC | 20,103 | $784.6K | 0.03% | +213+1.1% | Added |
| Wealthcare Advisory Partners LLC | 20,152 | $786.5K | 0.03% | +2,026+11.2% | Added |
| Mraz, Amerine & Associates, Inc. | 20,317 | $793.0K | 0.17% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,321 | $793.1K | 0.09% | −1,591−7.3% | Reduced |
| Inlet Private Wealth, LLC | 20,498 | $800.0K | 0.25% | +20,498 | New |
| Spire Wealth Management | 21,032 | $807.4K | 0.03% | −645−3.0% | Reduced |
| CWM, LLC | 20,934 | $817.0K | 0.00% | +1,779+9.3% | Added |
| PFG Advisors | 20,968 | $818.4K | 0.07% | +754+3.7% | Added |
| Savant Capital, LLC | 21,133 | $824.8K | 0.01% | +8,315+64.9% | Added |
| Credit Suisse AG | 21,148 | $825.4K | 0.00% | −4,011−15.9% | Reduced |
| TD Private Client Wealth LLC | 21,176 | $826.5K | 0.03% | −734−3.4% | Reduced |
| Glovista Investments LLC | 21,204 | $827.6K | 0.38% | −5,528−20.7% | Reduced |
| Westside Investment Management, Inc. | 21,268 | $830.1K | 0.21% | −1,512−6.6% | Reduced |
| Blossom Wealth Management | 21,307 | $831.6K | 2.24% | +742+3.6% | Added |
| Port Capital LLC | 21,350 | $833.0K | 0.05% | 00.0% | Unchanged |
| Lake Street Financial LLC | 21,389 | $834.8K | 0.13% | −857−3.9% | Reduced |
| Westover Capital Advisors, LLC | 21,625 | $844.0K | 0.27% | +13,391+162.6% | Added |
| Worth Financial Advisory Group, LLC | 21,687 | $846.4K | 0.68% | +220+1.0% | Added |
| Evoke Wealth, LLC | 21,693 | $846.7K | 1.69% | −181,744−89.3% | Reduced |
| Terra Nova Asset Management LLC | 21,766 | $849.5K | 0.74% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 21,921 | $855.6K | 0.84% | −418−1.9% | Reduced |
| Aprio Wealth Management, LLC | 22,003 | $858.8K | 0.19% | +5,615+34.3% | Added |
| Strategic Wealth Partners, Ltd. | 22,079 | $861.7K | 0.11% | +440+2.0% | Added |
| First Financial Bankshares Inc | 22,120 | $863.3K | 0.02% | +22,120 | New |
| Stock Yards Bank & Trust Co | 22,162 | $865.0K | 0.03% | −638−2.8% | Reduced |
| Doliver Advisors, LP | 22,195 | $866.3K | 0.27% | −517−2.3% | Reduced |
| Kovack Advisors, Inc. | 22,211 | $866.9K | 0.10% | +8,828+66.0% | Added |
| Woodward Diversified Capital, LLC | 22,341 | $872.0K | 0.55% | −2,340−9.5% | Reduced |
| Family Management Corp | 22,533 | $879.5K | 0.18% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 22,562 | $880.0K | 0.00% | +103+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,583 | $881.4K | 0.17% | +12,847+132.0% | Added |
| Change Path, LLC | 22,613 | $882.0K | 0.06% | +1,564+7.4% | Added |
| Hirtle Callaghan & Co LLC | 22,649 | $884.0K | 0.04% | −10,601−31.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,789 | $889.5K | 0.03% | −3,229−12.4% | Reduced |
| Regal Investment Advisors LLC | 22,813 | $890.4K | 0.07% | +10,158+80.3% | Added |
| Colony Family Offices, LLC | 22,860 | $892.2K | 0.31% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 22,867 | $892.5K | 0.04% | −34−0.1% | Reduced |
| Coldstream Capital Management Inc | 22,938 | $895.3K | 0.03% | −37−0.2% | Reduced |
| Private Trust Co NA | 22,955 | $895.9K | 0.11% | −303−1.3% | Reduced |
| Davenport & Co LLC | 23,307 | $909.7K | 0.01% | −1,508−6.1% | Reduced |
| Toroso Investments, LLC | 23,502 | $917.3K | 0.02% | +14,262+154.4% | Added |
| WealthBridge Capital Management, LLC | 23,548 | $919.1K | 0.34% | +480+2.1% | Added |
| Midwest Financial Group LLC | 23,800 | $929.0K | 0.69% | +65+0.3% | Added |
| Oak Family Advisors, LLC | 23,817 | $929.6K | 0.39% | +412+1.8% | Added |
| Venturi Wealth Management, LLC | 23,909 | $933.2K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 23,921 | $933.6K | 0.07% | +7,930+49.6% | Added |
| J. W. Coons Advisors, LLC | 24,296 | $948.3K | 0.26% | 00.0% | Unchanged |
| Montis Financial, LLC | 24,339 | $950.0K | 0.56% | −171−0.7% | Reduced |
| Regatta Capital Group, LLC | 24,619 | $960.9K | 0.25% | −1,294−5.0% | Reduced |
| Wealthspire Advisors, LLC | 24,722 | $964.9K | 0.01% | −226−0.9% | Reduced |
| Norris Perne & French LLP | 24,849 | $969.9K | 0.08% | −33−0.1% | Reduced |
| Atlas Capital Advisors LLC | 25,000 | $975.8K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 25,026 | $976.8K | 0.02% | −2,848−10.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,046 | $977.5K | 0.08% | −35,699−58.8% | Reduced |
| Brown Brothers Harriman & Co | 25,059 | $978.1K | 0.01% | −2,774−10.0% | Reduced |
| Ameritas Advisory Services, LLC | 25,500 | $978.6K | 0.05% | −17,303−40.4% | Reduced |
| Greenhouse Wealth Management, LLC | 25,221 | $984.4K | 0.80% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25,287 | $987.0K | 1.18% | +1,184+4.9% | Added |
| Freestone Capital Holdings, LLC | 25,382 | $990.7K | 0.04% | +211+0.8% | Added |
| Advanced Research Investment Solutions, LLC | 25,405 | $991.6K | 0.62% | −2,345−8.5% | Reduced |
| Red Door Wealth Management, LLC | 25,512 | $995.7K | 0.22% | −425−1.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 25,602 | $999.2K | 0.41% | −1,312−4.9% | Reduced |
| Golden State Equity Partners | 25,975 | $1.01M | 0.25% | −5,879−18.5% | Reduced |
| Garde Capital, Inc. | 26,029 | $1.02M | 0.08% | +3,209+14.1% | Added |
| CSS LLC | 26,200 | $1.02M | 0.08% | +26,200 | New |