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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 200,700 | $7.83M | 0.12% | +10,955+5.8% | Added |
| MinichMacGregor Wealth Management, LLC | 198,760 | $7.76M | 2.24% | −9,164−4.4% | Reduced |
| Permanens Capital L.P. | 198,635 | $7.75M | 1.51% | −57,586−22.5% | Reduced |
| Upper Left Wealth Management, LLC | 198,412 | $7.74M | 7.59% | −19,037−8.8% | Reduced |
| Stratos Wealth Partners, LTD. | 195,879 | $7.65M | 0.14% | −24,747−11.2% | Reduced |
| Silverleafe Capital Partners, LLC | 194,878 | $7.61M | 3.60% | +757+0.4% | Added |
| Archetype Wealth Partners | 193,918 | $7.57M | 1.38% | +6,014+3.2% | Added |
| LifePlan Financial, LLC | 192,713 | $7.52M | 7.53% | +192,713 | New |
| Clear Harbor Asset Management, LLC | 192,108 | $7.50M | 0.72% | −1,957−1.0% | Reduced |
| Wealth Management Partners, LLC | 191,410 | $7.47M | 4.17% | +3,449+1.8% | Added |
| NTV Asset Management LLC | 190,073 | $7.42M | 1.25% | +16,173+9.3% | Added |
| Plum Street Advisors, LLC | 189,664 | $7.40M | 4.93% | +189,664 | New |
| Pariax, LLC | 188,927 | $7.37M | 16.63% | +21,565+12.9% | Added |
| Huntington National Bank | – | $7.28M | 0.07% | – | – |
| Rehmann Capital Advisory Group | 184,974 | $7.22M | 0.60% | +15,423+9.1% | Added |
| Sapient Capital LLC | 184,859 | $7.22M | 0.19% | +184,859 | New |
| GWM Advisors LLC | 185,299 | $7.18M | 0.07% | −2,314−1.2% | Reduced |
| Okabena Investment Services Inc | 181,742 | $7.09M | 2.76% | −10,923−5.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 181,598 | $7.09M | 2.40% | +122+0.1% | Added |
| Three Bridge Wealth Advisors, LLC | 179,639 | $7.01M | 2.42% | +7,173+4.2% | Added |
| National Asset Management, Inc. | 179,312 | $7.00M | 0.19% | +72,863+68.4% | Added |
| Hamilton Wealth, LLC | 177,544 | $6.93M | 2.18% | +14,388+8.8% | Added |
| Gateway Advisory, LLC | 176,598 | $6.89M | 1.32% | −7,043−3.8% | Reduced |
| Commerce Bank | 174,217 | $6.80M | 0.05% | +9,027+5.5% | Added |
| King Luther Capital Management Corp | – | $6.77M | 0.03% | – | – |
| Independent Financial Group, LLC | 170,657 | $6.66M | 0.36% | −20,424−10.7% | Reduced |
| Systelligence, LLC | 169,444 | $6.61M | 1.80% | +14,936+9.7% | Added |
| Allworth Financial LP | 169,432 | $6.61M | 0.05% | −5,391−3.1% | Reduced |
| Gamco Investors, Inc. Et Al | 168,400 | $6.57M | 0.07% | 00.0% | Unchanged |
| Greenline Partners, LLC | 167,821 | $6.55M | 1.11% | +132+0.1% | Added |
| Altiora Financial Group, LLC | 167,602 | $6.54M | 1.90% | +53,121+46.4% | Added |
| Brown Advisory Inc | 167,456 | $6.54M | 0.01% | −9,590−5.4% | Reduced |
| Transform Wealth, LLC | 167,042 | $6.52M | 0.64% | +2,300+1.4% | Added |
| Weil Company, Inc. | 167,030 | $6.52M | 2.86% | +66,704+66.5% | Added |
| Lowe Wealth Advisors, LLC | 166,641 | $6.50M | 3.22% | −4,023−2.4% | Reduced |
| Cape Ann Savings Bank | 168,490 | $6.49M | 4.29% | −2,072−1.2% | Reduced |
| Sowell Financial Services LLC | 165,382 | $6.46M | 0.35% | −502−0.3% | Reduced |
| Towneley Capital Management, Inc | 165,231 | $6.45M | 1.65% | +165,231 | New |
| We Are One Seven, LLC | 164,970 | $6.44M | 0.37% | −6,240−3.6% | Reduced |
| Stablepoint Partners, LLC | 163,011 | $6.36M | 1.63% | +163,011 | New |
| Ariston Services Group | 161,907 | $6.32M | 6.12% | +161,907 | New |
| Financial Counselors Inc | 161,240 | $6.29M | 0.11% | +1,088+0.7% | Added |
| Well Done, LLC | 161,206 | $6.29M | 1.23% | −7,243−4.3% | Reduced |
| Wellspring Financial Advisors, LLC | 160,677 | $6.27M | 1.56% | −2,093−1.3% | Reduced |
| GYL Financial Synergies, LLC | 160,421 | $6.26M | 0.52% | −17,103−9.6% | Reduced |
| GFS Advisors, LLC | 160,153 | $6.25M | 0.91% | +15,650+10.8% | Added |
| Ancora Advisors, LLC | 158,235 | $6.18M | 0.15% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 155,732 | $6.08M | 4.59% | +6,809+4.6% | Added |
| Nottingham Advisors, Inc. | 249,691 | $6.06M | 0.85% | −87,357−25.9% | Reduced |
| FDx Advisors, Inc. | 155,034 | $6.05M | 0.47% | −4,994−3.1% | Reduced |
| BSW Wealth Partners | 154,616 | $6.03M | 1.20% | −6,721−4.2% | Reduced |
| Scotia Capital Inc. | 152,376 | $5.95M | 0.04% | +44,305+41.0% | Added |
| Stephen J. Garry & Associates, LLC | 152,119 | $5.94M | 6.57% | +152,119 | New |
| Southeast Asset Advisors Inc. | 151,820 | $5.93M | 0.79% | −500.0% | Reduced |
| Private Advisor Group, LLC | 151,757 | $5.92M | 0.05% | +1,949+1.3% | Added |
| Yeomans Consulting Group, Inc. | 149,322 | $5.83M | 2.90% | +149,322 | New |
| Alhambra Investment Partners LLC | 149,064 | $5.82M | 3.45% | +4,934+3.4% | Added |
| Patton Fund Management, Inc. | 148,202 | $5.78M | 1.28% | −1,393−0.9% | Reduced |
| Cranbrook Wealth Management, LLC | 145,574 | $5.68M | 1.52% | −1,366−0.9% | Reduced |
| Fermata Advisors, LLC | 145,163 | $5.67M | 1.35% | +4,318+3.1% | Added |
| Omnia Family Wealth, LLC | 143,549 | $5.60M | 2.87% | −4,787−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 143,180 | $5.59M | 0.14% | −4,637−3.1% | Reduced |
| MBA Advisors LLC | 141,314 | $5.52M | 3.07% | +3,060+2.2% | Added |
| Advisory Services Network, LLC | 139,169 | $5.43M | 0.13% | +38,570+38.3% | Added |
| Thrivent Financial for Lutherans | 135,568 | $5.29M | 0.01% | +17,283+14.6% | Added |
| Summit Trail Advisors, LLC | 135,304 | $5.28M | 0.17% | −177,859−56.8% | Reduced |
| Fairview Capital Investment Management, LLC | 134,034 | $5.23M | 0.31% | +555+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 132,028 | $5.15M | 0.19% | +132,028 | New |
| Sinecera Capital, LLC | 131,008 | $5.15M | 6.11% | −29,554−18.4% | Reduced |
| Meridian Investment Counsel Inc. | 130,869 | $5.11M | 1.75% | −75−0.1% | Reduced |
| Cetera Advisors LLC | 130,071 | $5.08M | 0.07% | −2,883−2.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 129,918 | $5.07M | 1.02% | +2,558+2.0% | Added |
| Custom Portfolio Group LLC | 133,382 | $5.06M | 4.50% | +133,382 | New |
| Vivaldi Capital Management, LLC | 134,076 | $5.05M | 1.52% | −9,041−6.3% | Reduced |
| Coastal Bridge Advisors, LLC | 129,335 | $5.05M | 1.29% | −15,130−10.5% | Reduced |
| Kades & Cheifetz LLC | 128,358 | $5.01M | 3.55% | −490−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 127,750 | $4.99M | 0.02% | −115,400−47.5% | Reduced |
| Old Port Advisors | 125,612 | $4.90M | 1.63% | +7,675+6.5% | Added |
| Pathstone Holdings, LLC | 124,792 | $4.87M | 0.03% | +124,792 | New |
| Prospera Financial Services Inc | 123,368 | $4.82M | 0.16% | +90,673+277.3% | 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 |
| Ieq Capital, LLC | 121,216 | $4.73M | 0.08% | +80,093+194.8% | Added |
| Briaud Financial Planning, Inc | 120,535 | $4.70M | 4.01% | −187−0.2% | Reduced |
| Global Wealth Strategies & Associates | 120,183 | $4.69M | 1.95% | +1,205+1.0% | Added |
| Maltin Wealth Management, Inc. | 115,762 | $4.52M | 2.88% | +2,272+2.0% | Added |
| Accretive Wealth Partners, LLC | 115,015 | $4.49M | 2.16% | −410−0.4% | Reduced |
| Wills Financial Group, Inc. | 114,928 | $4.49M | 2.26% | −3,720−3.1% | Reduced |
| Synovus Financial Corp | 114,843 | $4.48M | 0.06% | +71,708+166.2% | Added |
| Ackerman Capital Advisors, LLC | 114,476 | $4.47M | 1.25% | −30,832−21.2% | Reduced |
| Apollon Wealth Management, LLC | 114,161 | $4.46M | 0.15% | −4,131−3.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 114,113 | $4.45M | 0.02% | −234,543−67.3% | Reduced |
| Atria Investments LLC | 112,546 | $4.39M | 0.07% | −3,711−3.2% | Reduced |
| Stableford Capital II LLC | 113,691 | $4.36M | 1.87% | +972+0.9% | Added |
| DFPG Investments, LLC | 111,400 | $4.30M | 0.34% | −1,057−0.9% | Reduced |
| AdvisorNet Financial, Inc | 108,818 | $4.25M | 0.39% | −1,599−1.4% | Reduced |
| Wealthspan Partners, LLC | 107,708 | $4.20M | 2.94% | +1,033+1.0% | Added |
| Cetera Investment Advisers | 107,466 | $4.19M | 0.03% | −5,187−4.6% | Reduced |
| Regency Capital Management Inc. | 107,142 | $4.18M | 2.81% | −16,001−13.0% | Reduced |
| Amplius Wealth Advisors, LLC | 105,074 | $4.10M | 0.50% | −3,981−3.7% | Reduced |