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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 79,776 | $3.11M | 0.19% | −9,242−10.4% | Reduced |
| Great Valley Advisor Group, Inc. | 80,293 | $3.13M | 0.11% | −420,910−84.0% | Reduced |
| Crescent Grove Advisors, LLC | 80,670 | $3.15M | 0.35% | −388−0.5% | Reduced |
| Sepio Capital, LP | 81,406 | $3.18M | 0.27% | −93,909−53.6% | Reduced |
| Allie Family Office LLC | 81,519 | $3.18M | 2.20% | +22,700+38.6% | Added |
| Tikvah Management LLC | 82,230 | $3.21M | 1.10% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 82,460 | $3.22M | 1.40% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 82,679 | $3.23M | 1.11% | +15,669+23.4% | Added |
| Bigelow Investment Advisors, LLC | 82,751 | $3.23M | 1.75% | +3,555+4.5% | Added |
| Relative Value Partners Group, LLC | 82,937 | $3.24M | 0.20% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 83,293 | $3.25M | 0.96% | +4,442+5.6% | Added |
| Objectivity Squared, LLC | 86,031 | $3.36M | 3.34% | +86,031 | New |
| SRS Capital Advisors, Inc. | 86,489 | $3.38M | 0.38% | −2,442−2.7% | Reduced |
| Inscription Capital, LLC | 87,590 | $3.42M | 0.93% | +702+0.8% | Added |
| Signature Securities Group Corporation | 87,751 | $3.42M | 1.08% | +13,028+17.4% | Added |
| NVWM, LLC | 87,820 | $3.43M | 1.03% | −3,109−3.4% | Reduced |
| Cambridge Trust Co | 88,166 | $3.44M | 0.14% | −1,041−1.2% | Reduced |
| Northside Capital Management, LLC | 88,247 | $3.44M | 1.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 88,558 | $3.46M | 0.22% | −4,075−4.4% | Reduced |
| Gradient Investments LLC | 88,602 | $3.46M | 0.08% | −210−0.2% | Reduced |
| Provenance Wealth Advisors, LLC | 88,850 | $3.47M | 0.47% | +642+0.7% | Added |
| Argent Trust Co | 89,025 | $3.47M | 0.17% | −3,062−3.3% | Reduced |
| Harvest Fund Management Co., Ltd | 89,680 | $3.50M | 0.55% | −2,841−3.1% | Reduced |
| Welch & Forbes LLC | 90,042 | $3.51M | 0.05% | −500−0.6% | Reduced |
| Moulton Wealth Management, Inc | 91,794 | $3.52M | 4.53% | +35,610+63.4% | Added |
| Two Sigma Securities, LLC | 90,558 | $3.53M | 0.16% | +90,558 | New |
| RiverGlades Family Offices LLC | 92,577 | $3.54M | 2.87% | −7,317−7.3% | Reduced |
| WMS Partners, LLC | 91,570 | $3.57M | 0.26% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 92,014 | $3.59M | 0.11% | +51,243+125.7% | Added |
| HSBC Holdings PLC | 93,368 | $3.64M | 0.00% | −6,145−6.2% | Reduced |
| Twelve Points Wealth Management LLC | 93,373 | $3.64M | 1.73% | +656+0.7% | Added |
| Madden Advisory Services, Inc. | 93,413 | $3.65M | 2.05% | +7,499+8.7% | Added |
| Fiduciary Trust Co | 93,462 | $3.65M | 0.06% | −4,797−4.9% | Reduced |
| Lynx Capital Group Ltd | 94,188 | $3.68M | 2.73% | +94,188 | New |
| Wealth Alliance | 94,698 | $3.70M | 0.52% | −701−0.7% | Reduced |
| VCI Wealth Management LLC | 94,923 | $3.70M | 2.25% | +94,923 | New |
| Fortis Group Advisors, LLC | 99,466 | $3.72M | 0.92% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 95,317 | $3.72M | 0.13% | −3,736−3.8% | Reduced |
| Ziegler Capital Management, LLC | 96,690 | $3.77M | 0.17% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 96,730 | $3.78M | 4.58% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 97,611 | $3.81M | 2.08% | +97,611 | New |
| Bessemer Group Inc | 98,084 | $3.83M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 98,982 | $3.86M | 0.04% | −4,692−4.5% | Reduced |
| Prudential Financial Inc | 99,066 | $3.87M | 0.01% | −106,284−51.8% | Reduced |
| DCF Advisers, LLC | 100,000 | $3.90M | 2.64% | 00.0% | Unchanged |
| Fore Capital, LLC | 100,000 | $3.90M | 8.34% | +15,000+17.6% | Added |
| Pekin Hardy Strauss, Inc. | 100,698 | $3.93M | 0.59% | −1,150−1.1% | Reduced |
| Versant Capital Management, Inc | 100,914 | $3.94M | 1.17% | −9,470−8.6% | Reduced |
| Cypress Capital Group | 100,995 | $3.94M | 0.51% | −256−0.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 102,096 | $3.98M | 1.93% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 102,920 | $4.02M | 0.16% | −266−0.3% | Reduced |
| Kure Advisory, LLC | 103,845 | $4.05M | 2.10% | −170−0.2% | Reduced |
| RSM US Wealth Management LLC | 104,230 | $4.07M | 0.11% | +7,745+8.0% | Added |
| Amplius Wealth Advisors, LLC | 105,074 | $4.10M | 0.50% | −3,981−3.7% | Reduced |
| Regency Capital Management Inc. | 107,142 | $4.18M | 2.81% | −16,001−13.0% | Reduced |
| Cetera Investment Advisers | 107,466 | $4.19M | 0.03% | −5,187−4.6% | Reduced |
| Wealthspan Partners, LLC | 107,708 | $4.20M | 2.94% | +1,033+1.0% | Added |
| AdvisorNet Financial, Inc | 108,818 | $4.25M | 0.39% | −1,599−1.4% | Reduced |
| DFPG Investments, LLC | 111,400 | $4.30M | 0.34% | −1,057−0.9% | Reduced |
| Stableford Capital II LLC | 113,691 | $4.36M | 1.87% | +972+0.9% | Added |
| Atria Investments LLC | 112,546 | $4.39M | 0.07% | −3,711−3.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 114,113 | $4.45M | 0.02% | −234,543−67.3% | Reduced |
| Apollon Wealth Management, LLC | 114,161 | $4.46M | 0.15% | −4,131−3.5% | Reduced |
| Ackerman Capital Advisors, LLC | 114,476 | $4.47M | 1.25% | −30,832−21.2% | Reduced |
| Synovus Financial Corp | 114,843 | $4.48M | 0.06% | +71,708+166.2% | Added |
| Wills Financial Group, Inc. | 114,928 | $4.49M | 2.26% | −3,720−3.1% | Reduced |
| Accretive Wealth Partners, LLC | 115,015 | $4.49M | 2.16% | −410−0.4% | Reduced |
| Maltin Wealth Management, Inc. | 115,762 | $4.52M | 2.88% | +2,272+2.0% | Added |
| Global Wealth Strategies & Associates | 120,183 | $4.69M | 1.95% | +1,205+1.0% | Added |
| Briaud Financial Planning, Inc | 120,535 | $4.70M | 4.01% | −187−0.2% | Reduced |
| Ieq Capital, LLC | 121,216 | $4.73M | 0.08% | +80,093+194.8% | Added |
| Brinker Capital Investments, LLC | 123,883 | $4.75M | 0.06% | −1,740−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 123,883 | $4.75M | 0.06% | −1,740−1.4% | Reduced |
| Prospera Financial Services Inc | 123,368 | $4.82M | 0.16% | +90,673+277.3% | Added |
| Pathstone Holdings, LLC | 124,792 | $4.87M | 0.03% | +124,792 | New |
| Old Port Advisors | 125,612 | $4.90M | 1.63% | +7,675+6.5% | Added |
| Nomura Asset Management Co Ltd | 127,750 | $4.99M | 0.02% | −115,400−47.5% | Reduced |
| Kades & Cheifetz LLC | 128,358 | $5.01M | 3.55% | −490−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 129,335 | $5.05M | 1.29% | −15,130−10.5% | Reduced |
| Vivaldi Capital Management, LLC | 134,076 | $5.05M | 1.52% | −9,041−6.3% | Reduced |
| Custom Portfolio Group LLC | 133,382 | $5.06M | 4.50% | +133,382 | New |
| Hamilton Point Investment Advisors, LLC | 129,918 | $5.07M | 1.02% | +2,558+2.0% | Added |
| Cetera Advisors LLC | 130,071 | $5.08M | 0.07% | −2,883−2.2% | Reduced |
| Meridian Investment Counsel Inc. | 130,869 | $5.11M | 1.75% | −75−0.1% | Reduced |
| Sinecera Capital, LLC | 131,008 | $5.15M | 6.11% | −29,554−18.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 132,028 | $5.15M | 0.19% | +132,028 | New |
| Fairview Capital Investment Management, LLC | 134,034 | $5.23M | 0.31% | +555+0.4% | Added |
| Summit Trail Advisors, LLC | 135,304 | $5.28M | 0.17% | −177,859−56.8% | Reduced |
| Thrivent Financial for Lutherans | 135,568 | $5.29M | 0.01% | +17,283+14.6% | Added |
| Advisory Services Network, LLC | 139,169 | $5.43M | 0.13% | +38,570+38.3% | Added |
| MBA Advisors LLC | 141,314 | $5.52M | 3.07% | +3,060+2.2% | Added |
| Kestra Private Wealth Services, LLC | 143,180 | $5.59M | 0.14% | −4,637−3.1% | Reduced |
| Omnia Family Wealth, LLC | 143,549 | $5.60M | 2.87% | −4,787−3.2% | Reduced |
| Fermata Advisors, LLC | 145,163 | $5.67M | 1.35% | +4,318+3.1% | Added |
| Cranbrook Wealth Management, LLC | 145,574 | $5.68M | 1.52% | −1,366−0.9% | Reduced |
| Patton Fund Management, Inc. | 148,202 | $5.78M | 1.28% | −1,393−0.9% | Reduced |
| Alhambra Investment Partners LLC | 149,064 | $5.82M | 3.45% | +4,934+3.4% | Added |
| Yeomans Consulting Group, Inc. | 149,322 | $5.83M | 2.90% | +149,322 | New |
| Private Advisor Group, LLC | 151,757 | $5.92M | 0.05% | +1,949+1.3% | Added |
| Southeast Asset Advisors Inc. | 151,820 | $5.93M | 0.79% | −500.0% | Reduced |