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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 473,009 | $18.4M | 0.49% | +64,798+15.9% | Added |
| SkyView Investment Advisors, LLC | 455,197 | $17.8M | 4.45% | +432,489+1,904.6% | Added |
| WESCAP Management Group, Inc. | 451,670 | $17.6M | 5.68% | −4,876−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 445,362 | $17.4M | 1.41% | +56,508+14.5% | Added |
| Cardinal Point Capital Management, ULC | 440,959 | $17.2M | 4.16% | +5,565+1.3% | Added |
| Toronto Dominion Bank | 440,000 | $17.2M | 0.02% | +290,000+193.3% | Added |
| Independent Family Office, LLC | 433,544 | $16.9M | 9.57% | 00.0% | Unchanged |
| Syon Capital LLC | 431,379 | $16.8M | 1.72% | +64,801+17.7% | Added |
| Tiaa Trust, National Association | 427,664 | $16.7M | 0.06% | −412,649−49.1% | Reduced |
| JSF Financial, LLC | 423,381 | $16.5M | 5.73% | +3,724+0.9% | Added |
| Spinnaker Trust | 414,871 | $16.2M | 1.10% | +14,649+3.7% | Added |
| National Bank of Canada | 415,407 | $16.2M | 0.03% | +16,411+4.1% | Added |
| NorthCrest Asset Manangement, LLC | 406,940 | $15.9M | 0.60% | −16,738−4.0% | Reduced |
| Beacon Pointe Advisors, LLC | 400,209 | $15.6M | 0.19% | +85,623+27.2% | Added |
| Quest Investment Management LLC | 396,021 | $15.5M | 1.94% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 395,930 | $15.5M | 3.13% | +290,035+273.9% | Added |
| Kaydan Wealth Management, Inc. | 384,011 | $15.0M | 6.09% | +384,011 | New |
| Janney Montgomery Scott LLC | 383,669 | $15.0M | 0.05% | +3,356+0.9% | Added |
| Atria Wealth Solutions, Inc. | 383,128 | $15.0M | 0.19% | +9,541+2.6% | Added |
| Sunbelt Securities, Inc. | 382,809 | $14.9M | 1.88% | −10,575−2.7% | Reduced |
| Vision Capital Management, Inc. | 373,224 | $14.6M | 2.27% | +6,751+1.8% | Added |
| James Investment Research Inc | 371,703 | $14.5M | 1.82% | −10,526−2.8% | Reduced |
| Fielder Capital Group LLC | 370,954 | $14.5M | 8.75% | +370,954 | New |
| Cambridge Associates LLC | 368,310 | $14.4M | 0.85% | −38,987−9.6% | Reduced |
| Meridian Wealth Advisors, LLC | 367,557 | $14.3M | 3.14% | −10,763−2.8% | Reduced |
| Kestra Advisory Services, LLC | 363,993 | $14.2M | 0.12% | +34,414+10.4% | Added |
| Assetmark, Inc | 361,335 | $14.1M | 0.05% | +20,021+5.9% | Added |
| CIBC World Markets Inc. | 355,622 | $13.9M | 0.04% | −49,069−12.1% | Reduced |
| Oppenheimer Asset Management Inc. | 349,085 | $13.6M | 0.19% | −912−0.3% | Reduced |
| Sterling Financial Planning, Inc. | 345,741 | $13.5M | 5.84% | −281−0.1% | Reduced |
| Elm Partners Management LLC | 341,766 | $13.3M | 1.21% | +115,947+51.3% | Added |
| Graham Capital Wealth Management, LLC | 333,274 | $13.0M | 34.25% | +34,665+11.6% | Added |
| Sage Rhino Capital LLC | 332,489 | $13.0M | 3.33% | +1,554+0.5% | Added |
| AllGen Financial Advisors, Inc. | 329,144 | $12.8M | 6.68% | +329,144 | New |
| Baldwin Brothers Inc | 326,961 | $12.8M | 1.00% | −6,111−1.8% | Reduced |
| AE Wealth Management LLC | 333,233 | $12.7M | 0.06% | −24,159−6.8% | Reduced |
| Modus Advisors, LLC | 324,418 | $12.7M | 5.14% | +864+0.3% | Added |
| Capital Group Private Client Services, Inc. | 321,287 | $12.5M | 0.13% | +2,807+0.9% | Added |
| First Foundation Advisors | 321,250 | $12.5M | 0.57% | −12,501−3.7% | Reduced |
| Dakota Wealth Management | 318,671 | $12.4M | 0.48% | −1,959−0.6% | Reduced |
| Howland Capital Management LLC | 317,969 | $12.4M | 0.66% | −4,687−1.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 317,362 | $12.4M | 1.15% | +6,487+2.1% | Added |
| Timber Creek Capital Management LLC | 311,543 | $12.2M | 4.14% | −11,081−3.4% | Reduced |
| Bokf, NA | 306,933 | $12.0M | 0.23% | −31,784−9.4% | Reduced |
| BFSG, LLC | 305,284 | $11.9M | 1.74% | −577−0.2% | Reduced |
| Citigroup Inc | 304,917 | $11.9M | 0.02% | −79,349−20.6% | Reduced |
| Public Employees Retirement System of Ohio | 302,500 | $11.8M | 0.05% | +96,800+47.1% | Added |
| Brookstone Capital Management | 298,706 | $11.7M | 0.23% | −1,042−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 297,851 | $11.6M | 0.35% | +92,708+45.2% | Added |
| US Bancorp | 293,437 | $11.5M | 0.02% | −237,967−44.8% | Reduced |
| Fifth Third Securities, Inc. | 291,705 | $11.4M | 1.18% | −1,246−0.4% | Reduced |
| Legend Financial Advisors, Inc. | 289,080 | $11.3M | 9.07% | −8,217−2.8% | Reduced |
| Chemistry Wealth Management LLC | 284,536 | $11.1M | 3.35% | +1,945+0.7% | Added |
| Parkside Investments, LLC | 283,268 | $11.1M | 1.87% | −11,962−4.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 282,169 | $11.0M | 0.13% | +650.0% | Added |
| Ambassador Advisors, LLC | 287,541 | $11.0M | 2.44% | +4,905+1.7% | Added |
| IFP Advisors, Inc | 277,478 | $10.8M | 0.51% | +194,486+234.3% | Added |
| LVM Capital Management Ltd | 276,497 | $10.8M | 1.38% | −564−0.2% | Reduced |
| Blair William & Co | 273,878 | $10.7M | 0.04% | +9,352+3.5% | Added |
| Van Hulzen Asset Management, LLC | 272,985 | $10.7M | 0.75% | −218−0.1% | Reduced |
| Perigon Wealth Management, LLC | 272,497 | $10.6M | 0.35% | −1,140−0.4% | Reduced |
| Partners Capital Investment Group, LLP | 271,659 | $10.6M | 0.23% | −83,005−23.4% | Reduced |
| 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 |
| Norris Financial Group, LLC | 267,543 | $10.4M | 6.34% | +67,555+33.8% | Added |
| Citizens Financial Group Inc | 267,379 | $10.4M | 0.36% | +267,379 | New |
| Sentinel Trust Co Lba | 262,782 | $10.3M | 1.35% | −15,714−5.6% | Reduced |
| Cohen & Steers, Inc. | 262,050 | $10.2M | 0.02% | −38,664−12.9% | Reduced |
| Comerica Bank | 260,327 | $10.2M | 0.05% | −331,212−56.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 259,711 | $10.1M | 0.14% | +65,305+33.6% | Added |
| TMD Wealth Management, LLC | 259,104 | $10.1M | 2.64% | +1,245+0.5% | Added |
| Aveo Capital Partners, LLC | 258,376 | $10.1M | 1.22% | +39,780+18.2% | Added |
| Townsend & Associates, Inc | 261,128 | $9.94M | 1.24% | +2,790+1.1% | Added |
| White Lighthouse Investment Management Inc. | 253,976 | $9.91M | 2.17% | +5,105+2.1% | Added |
| Arlington Capital Management, Inc. | 253,973 | $9.91M | 9.01% | −29,859−10.5% | Reduced |
| Executive Wealth Management, LLC | 253,615 | $9.90M | 0.93% | +142,043+127.3% | Added |
| Rogco, LP | 252,598 | $9.86M | 4.31% | −3,086−1.2% | Reduced |
| Umb Bank N A | 247,711 | $9.67M | 0.14% | −9,234−3.6% | Reduced |
| Wallington Asset Management, LLC | 246,304 | $9.61M | 1.62% | +7,900+3.3% | Added |
| Morton Capital Management LLC | 246,144 | $9.61M | 2.85% | −7,400−2.9% | Reduced |
| American Investment Services, Inc. | 244,565 | $9.55M | 1.80% | −8,342−3.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 244,525 | $9.54M | 4.23% | +23,509+10.6% | Added |
| Verger Capital Management LLC | 239,144 | $9.33M | 5.21% | 00.0% | Unchanged |
| AMG National Trust Bank | 238,798 | $9.32M | 0.29% | +20,255+9.3% | Added |
| JNBA Financial Advisors | 238,655 | $9.31M | 1.06% | −5,533−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 231,690 | $9.04M | 0.03% | −26,824−10.4% | Reduced |
| Resonant Capital Advisors, LLC | 230,631 | $9.00M | 0.87% | −120,787−34.4% | Reduced |
| First American Trust, FSB | 230,261 | $8.99M | 1.11% | +51,157+28.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 228,947 | $8.94M | 2.60% | +228,947 | New |
| Signet Investment Advisory Group, Inc. | 224,727 | $8.77M | 5.28% | +333+0.1% | Added |
| New Potomac Partners, LLC | 224,623 | $8.77M | 5.22% | −2,385−1.1% | Reduced |
| Sigma Investment Counselors Inc | 220,526 | $8.61M | 0.61% | +4,081+1.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 219,012 | $8.55M | 9.83% | −3,950−1.8% | Reduced |
| CPA Asset Management LLC | 218,252 | $8.52M | 5.18% | +61,371+39.1% | Added |
| Osborne Partners Capital Management, LLC | 217,435 | $8.49M | 0.56% | −5,018−2.3% | Reduced |
| Ballentine Partners, LLC | 217,064 | $8.47M | 0.17% | −3,214−1.5% | Reduced |
| Leavell Investment Management, Inc. | 210,256 | $8.21M | 0.52% | +3,596+1.7% | Added |
| Highland Financial Advisors, LLC | 209,633 | $8.18M | 3.56% | −6,805−3.1% | Reduced |
| Barclays PLC | 207,860 | $8.11M | 0.00% | +62,575+43.1% | Added |
| Forza Wealth Management, LLC | 204,644 | $7.99M | 4.41% | −1,525−0.7% | Reduced |