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
- 1,152
- +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 |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 21,687 | $846.4K | 0.68% | +220+1.0% | Added |
| Westover Capital Advisors, LLC | 21,625 | $844.0K | 0.27% | +13,391+162.6% | Added |
| Lake Street Financial LLC | 21,389 | $834.8K | 0.13% | −857−3.9% | Reduced |
| Port Capital LLC | 21,350 | $833.0K | 0.05% | 00.0% | Unchanged |
| Blossom Wealth Management | 21,307 | $831.6K | 2.24% | +742+3.6% | Added |
| Westside Investment Management, Inc. | 21,268 | $830.1K | 0.21% | −1,512−6.6% | Reduced |
| Glovista Investments LLC | 21,204 | $827.6K | 0.38% | −5,528−20.7% | Reduced |
| TD Private Client Wealth LLC | 21,176 | $826.5K | 0.03% | −734−3.4% | Reduced |
| Credit Suisse AG | 21,148 | $825.4K | 0.00% | −4,011−15.9% | Reduced |
| Savant Capital, LLC | 21,133 | $824.8K | 0.01% | +8,315+64.9% | Added |
| PFG Advisors | 20,968 | $818.4K | 0.07% | +754+3.7% | Added |
| CWM, LLC | 20,934 | $817.0K | 0.00% | +1,779+9.3% | Added |
| Spire Wealth Management | 21,032 | $807.4K | 0.03% | −645−3.0% | Reduced |
| Inlet Private Wealth, LLC | 20,498 | $800.0K | 0.25% | +20,498 | New |
| Hilltop Holdings Inc. | 20,321 | $793.1K | 0.09% | −1,591−7.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,317 | $793.0K | 0.17% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,152 | $786.5K | 0.03% | +2,026+11.2% | Added |
| Snowden Capital Advisors LLC | 20,103 | $784.6K | 0.03% | +213+1.1% | Added |
| Avory & Company, LLC | 20,000 | $780.6K | 0.55% | +11,000+122.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 19,932 | $777.9K | 0.72% | +54+0.3% | Added |
| Private Portfolio Partners LLC | 19,897 | $776.6K | 0.18% | −416−2.0% | Reduced |
| Dohj, LLC | 19,889 | $776.3K | 0.23% | −4,722−19.2% | Reduced |
| Lazard Asset Management LLC | 19,850 | $774.0K | 0.00% | −11,700−37.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,533 | $762.4K | 0.09% | +13,101+203.7% | Added |
| Kanawha Capital Management LLC | 19,478 | $760.2K | 0.07% | +69+0.4% | Added |
| United Capital Financial Advisers, LLC | 19,389 | $756.8K | 0.01% | −11,146−36.5% | Reduced |
| Narus Financial Partners, LLC | 19,253 | $751.4K | 0.36% | −1,571−7.5% | Reduced |
| CWA Asset Management Group, LLC | 19,136 | $746.9K | 0.05% | −1,314−6.4% | Reduced |
| Hobbs Group Advisors, LLC | 19,082 | $744.8K | 0.33% | +19,082 | New |
| Bank of Nova Scotia | 19,020 | $742.4K | 0.00% | −2,461−11.5% | Reduced |
| Wealth Quarterback LLC | 18,826 | $734.8K | 0.45% | −3,977−17.4% | Reduced |
| Hanson & Doremus Investment Management | 18,676 | $729.0K | 0.14% | −683−3.5% | Reduced |
| AlphaCore Capital LLC | 18,654 | $728.1K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 18,491 | $721.7K | 0.10% | −1,044−5.3% | Reduced |
| Cardiff Park Advisors, LLC | 18,390 | $717.8K | 0.08% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 18,383 | $717.5K | 0.76% | +18,383 | New |
| EP Wealth Advisors, LLC | 18,373 | $717.1K | 0.01% | −1,027−5.3% | Reduced |
| Phillips Financial Management, LLC | 18,269 | $713.0K | 0.06% | +486+2.7% | Added |
| Strategic Financial Concepts, LLC | 18,257 | $712.6K | 0.42% | −947−4.9% | Reduced |
| Merit Financial Group, LLC | 18,215 | $710.9K | 0.02% | +9,592+111.2% | Added |
| Nations Financial Group Inc, | 18,212 | $710.8K | 0.07% | −713−3.8% | Reduced |
| IFG Advisory, LLC | 18,180 | $709.6K | 0.05% | +1,360+8.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18,085 | $705.9K | 0.00% | +742+4.3% | Added |
| Andina Capital Management, LLC | 18,009 | $702.9K | 0.61% | +18,009 | New |
| Fort Point Capital Partners LLC | 17,741 | $692.4K | 0.11% | −209−1.2% | Reduced |
| First National Trust Co | 17,511 | $683.5K | 0.03% | −2,198−11.2% | Reduced |
| Wealth Management Associates, Inc. | 17,445 | $680.9K | 0.36% | −185−1.0% | Reduced |
| Farther Finance Advisors, LLC | 17,410 | $679.5K | 0.05% | +11,861+213.8% | Added |
| Mayflower Financial Advisors, LLC | 17,389 | $678.7K | 0.09% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17,337 | $676.7K | 0.22% | +3,191+22.6% | Added |
| Wescott Financial Advisory Group, LLC | 17,278 | $674.4K | 0.09% | 00.0% | Unchanged |
| Apexium Financial, LP | 17,246 | $673.1K | 0.05% | +17,246 | New |
| NBC Securities, Inc. | 17,205 | $671.0K | 0.07% | 00.0% | Unchanged |
| S&CO Inc | 17,174 | $670.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,164 | $669.9K | 0.04% | +17+0.1% | Added |
| Crosspoint Financial, LLC | 17,056 | $665.7K | 6.61% | −336−1.9% | Reduced |
| Avaii Wealth Management, LLC | 17,039 | $665.0K | 0.43% | +1,400+9.0% | Added |
| Mission Creek Capital Partners, Inc. | 17,033 | $664.8K | 0.17% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 16,923 | $660.5K | 0.01% | +3,675+27.7% | Added |
| Valicenti Advisory Services Inc | 16,875 | $659.0K | 0.20% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 16,874 | $658.6K | 0.01% | −1,628−8.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 16,829 | $656.8K | 0.02% | +16,829 | New |
| Mill Creek Capital Advisors, LLC | 16,821 | $656.5K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16,525 | $645.0K | 0.01% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 16,250 | $634.2K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,178 | $631.4K | 0.04% | −26,126−61.8% | Reduced |
| Principle Wealth Partners LLC | 16,000 | $624.5K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 15,897 | $620.5K | 0.10% | +375+2.4% | Added |
| Divergent Wealth Advisors, LLC | 15,638 | $610.4K | 0.13% | +322+2.1% | Added |
| Jacobi Capital Management LLC | 15,548 | $606.8K | 0.06% | −20−0.1% | Reduced |
| Northcape Wealth Management, LLC | 15,535 | $606.3K | 0.22% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 15,508 | $605.3K | 0.16% | +15,508 | New |
| Emfo, LLC | 15,304 | $597.3K | 0.56% | −438−2.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,301 | $597.2K | 0.02% | +517+3.5% | Added |
| Gladstone Institutional Advisory LLC | 15,260 | $595.6K | 0.03% | +6,383+71.9% | Added |
| Marmo Financial Group, LLC | 15,241 | $594.9K | 0.45% | −234−1.5% | Reduced |
| Sentinel Pension Advisors Inc | 15,227 | $594.3K | 0.14% | −4,054−21.0% | Reduced |
| WSFS Capital Management, LLC | 15,163 | $591.8K | 0.04% | −2,106−12.2% | Reduced |
| Liberty Wealth Management LLC | 9,938 | $589.0K | 0.13% | −32,068−76.3% | Reduced |
| Horan Capital Advisors, LLC. | 15,085 | $588.8K | 0.22% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 15,070 | $588.2K | 0.20% | +1,495+11.0% | Added |
| True North Advisors, LLC | 15,009 | $585.8K | 0.15% | +970+6.9% | Added |
| Tarbox Family Office, Inc. | 15,000 | $585.5K | 0.11% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 14,912 | $582.0K | 0.42% | −1,000−6.3% | Reduced |
| Capital Investment Advisors, LLC | 14,891 | $581.2K | 0.01% | +699+4.9% | Added |
| Mirador Capital Partners LP | 14,866 | $580.2K | 0.12% | +152+1.0% | Added |
| Independent Advisor Alliance | 14,863 | $580.1K | 0.02% | +683+4.8% | Added |
| Azimuth Capital Investment Management LLC | 14,793 | $577.4K | 0.03% | +3,000+25.4% | Added |
| Granite Bay Wealth Management, LLC | 15,183 | $568.0K | 0.01% | 00.0% | Unchanged |
| Maia Wealth LLC | 14,505 | $566.1K | 0.23% | +14,505 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 14,484 | $565.3K | 0.02% | −387−2.6% | Reduced |
| Ellis Investment Partners, LLC | 14,371 | $560.9K | 0.13% | +340+2.4% | Added |
| ICA Group Wealth Management, LLC | 14,333 | $559.4K | 0.12% | −2,099−12.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,297 | $558.0K | 0.01% | +579+4.2% | Added |
| Lakeview Capital Partners, LLC | 14,291 | $557.8K | 0.10% | −2,894−16.8% | Reduced |
| Nwam LLC | 14,205 | $554.4K | 0.04% | +2,586+22.3% | Added |
| Authentikos Wealth Advisory, LLC | 14,126 | $551.3K | 0.58% | −6,468−31.4% | Reduced |
| Farmers & Merchants Investments Inc | 14,125 | $551.3K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 14,052 | $548.5K | 0.20% | +14,052 | New |
| Sequoia Financial Advisors, LLC | 13,950 | $544.5K | 0.01% | +13,950 | New |