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 | 1,230 | $17.7B |
| Q2 2024 | 1,177 | $16.5B |
| Q1 2024 | 1,148 | $15.7B |
| Q4 2023 | 1,152 | $15.5B |
| Q3 2023 | 1,040 | $13.7B |
| Q2 2023 | 1,067 | $15.9B |
| Q1 2023 | 1,040 | $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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 13,884 | $541.9K | 0.02% | +323+2.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,853 | $540.7K | 0.07% | +277+2.0% | Added |
| Encompass Wealth Advisors, LLC | 13,825 | $539.6K | 0.16% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 13,722 | $535.6K | 0.10% | −2,512−15.5% | Reduced |
| Confluence Investment Management LLC | 13,666 | $533.4K | 0.01% | +1,093+8.7% | Added |
| SlateStone Wealth, LLC | 13,635 | $532.0K | 0.07% | −24,383−64.1% | Reduced |
| Balanced Rock Investment Advisor | 13,491 | $526.6K | 0.47% | +13,491 | New |
| Mather Group, LLC. | 13,484 | $526.3K | 0.01% | −1,554−10.3% | Reduced |
| Clarity Financial LLC | 13,269 | $517.9K | 0.09% | −6,191−31.8% | Reduced |
| Stratos Wealth Advisors, LLC | 13,189 | $514.8K | 0.03% | +13,189 | New |
| Pensionmark Financial Group, LLC | 13,145 | $513.0K | 0.07% | +145+1.1% | Added |
| KKM Financial LLC | 13,090 | $510.9K | 0.32% | +13,090 | New |
| GSB Wealth Management, LLC | 13,087 | $510.8K | 0.16% | +1,600+13.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $510.2K | 0.15% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,980 | $506.6K | 0.01% | +6,003+86.0% | Added |
| Grove Bank & Trust | 12,868 | $502.2K | 0.09% | +443+3.6% | Added |
| BKD Wealth Advisors, LLC | 12,843 | $501.3K | 0.01% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,817 | $500.2K | 0.01% | −73−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 12,793 | $499.3K | 0.17% | −247−1.9% | Reduced |
| Buckingham Strategic Partners | 12,753 | $497.8K | 0.02% | +740+6.2% | Added |
| Jaffetilchin Investment Partners, LLC | 12,735 | $497.0K | 0.05% | −80−0.6% | Reduced |
| Sterling Investment Advisors LLC | 12,712 | $496.2K | 0.31% | −282−2.2% | Reduced |
| Clear Creek Financial Management, LLC | 12,646 | $493.6K | 0.08% | +12,646 | New |
| Steward Partners Investment Solutions, LLC | 12,631 | $493.0K | 0.21% | +12,631 | New |
| McAdam, LLC | 12,605 | $492.0K | 0.04% | −4,531−26.4% | Reduced |
| Colonial Trust Co | 12,568 | $490.5K | 0.10% | +3,613+40.3% | Added |
| Community Bank, N.A. | 12,497 | $487.6K | 0.06% | −80,762−86.6% | Reduced |
| Arkadios Wealth Advisors | 12,314 | $480.6K | 0.04% | +962+8.5% | Added |
| Wealthgate Family Office, LLC | 12,312 | $480.5K | 1.33% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 12,300 | $480.1K | 0.25% | +2,211+21.9% | Added |
| PDS Planning, Inc | 12,161 | $474.6K | 0.05% | +70+0.6% | Added |
| Callan Capital, LLC | 12,026 | $469.4K | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 12,025 | $469.3K | 0.08% | −1,665−12.2% | Reduced |
| Phoenix Wealth Advisors | 11,963 | $465.8K | 0.32% | −372−3.0% | Reduced |
| MBL Wealth, LLC | 11,900 | $464.5K | 0.06% | +50+0.4% | Added |
| Essex Financial Services, Inc. | 11,882 | $463.8K | 0.05% | 00.0% | Unchanged |
| Appleton Partners Inc | 11,869 | $463.0K | 0.04% | +1,758+17.4% | Added |
| Crestwood Advisors Group LLC | 11,853 | $462.6K | 0.01% | +11,853 | New |
| Moors & Cabot, Inc. | 11,813 | $461.1K | 0.03% | −180−1.5% | Reduced |
| Arrowroot Family Office, LLC | 11,812 | $461.0K | 0.33% | −119−1.0% | Reduced |
| Trustmark National Bank Trust Department | 11,800 | $460.6K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 11,600 | $452.7K | 0.02% | +11,600 | New |
| Pinnacle Associates Ltd | 11,598 | $452.7K | 0.01% | −175−1.5% | Reduced |
| Benedetti & Gucer, Inc. | 11,552 | $450.9K | 0.24% | −512−4.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 11,536 | $450.3K | 0.33% | −425−3.6% | Reduced |
| Kingfisher Capital LLC | 11,523 | $450.0K | 0.12% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 11,464 | $447.4K | 0.12% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 11,390 | $444.6K | 0.09% | +262+2.4% | Added |
| HRT Financial LP | 11,277 | $440.0K | 0.00% | −50,901−81.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 11,257 | $439.4K | 0.08% | −49−0.4% | Reduced |
| Werba Rubin Papier Wealth Management | 11,250 | $439.1K | 0.15% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,298 | $438.0K | 0.04% | −36−0.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 11,071 | $432.1K | 0.39% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 11,065 | $431.9K | 0.06% | −4,812−30.3% | Reduced |
| Hancock Whitney Corp | 11,018 | $430.0K | 0.02% | −4,741−30.1% | Reduced |
| West Paces Advisors Inc. | 11,015 | $429.9K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10,922 | $426.0K | 0.04% | +603+5.8% | Added |
| Capital Planning Advisors, LLC | 10,910 | $425.8K | 0.08% | −435−3.8% | Reduced |
| Sachetta, LLC | 10,715 | $418.2K | 0.20% | +10,715 | New |
| PFG Investments, LLC | 10,677 | $416.7K | 0.08% | +500+4.9% | Added |
| Viewpoint Capital Management LLC | 10,639 | $415.2K | 0.29% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 11,004 | $414.7K | 0.11% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 10,603 | $413.8K | 0.35% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 10,550 | $411.8K | 0.07% | −49,786−82.5% | Reduced |
| Level Four Advisory Services, LLC | 10,529 | $410.9K | 0.02% | −1,168−10.0% | Reduced |
| Birchcreek Wealth Management, LLC | 10,502 | $409.9K | 0.25% | −6,544−38.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,260 | $400.4K | 0.03% | +3,370+48.9% | Added |
| Signature Estate & Investment Advisors LLC | 10,166 | $397.0K | 0.01% | −125−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 10,193 | $396.9K | 0.07% | +40+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 10,093 | $393.9K | 0.27% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,011 | $390.7K | 0.02% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 10,000 | $390.3K | 0.05% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 9,980 | $389.5K | 0.10% | −14,141−58.6% | Reduced |
| Integrated Investment Consultants, LLC | 9,914 | $386.9K | 0.12% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,882 | $385.6K | 0.06% | +8,028+433.0% | Added |
| Shepherd Financial Partners LLC | 9,873 | $385.3K | 0.05% | +2,364+31.5% | Added |
| Perennial Investment Advisors, LLC | 9,836 | $383.9K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,793 | $382.2K | 0.02% | +2,197+28.9% | Added |
| Smith & Howard Wealth Management, LLC | 9,746 | $380.4K | 0.13% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 9,728 | $379.7K | 0.02% | +1,845+23.4% | Added |
| Wealthcare Capital Management LLC | 9,682 | $377.9K | 0.04% | +9,682 | New |
| StoneX Group Inc. | 9,664 | $376.8K | 0.04% | −4,182−30.2% | Reduced |
| DMG Group, LLC | 9,630 | $375.9K | 0.36% | −80−0.8% | Reduced |
| R.P. Boggs & Co. | 9,605 | $374.9K | 0.26% | −689−6.7% | Reduced |
| Valeo Financial Advisors, LLC | 9,591 | $374.3K | 0.02% | −175−1.8% | Reduced |
| Choate Investment Advisors | 9,517 | $371.4K | 0.01% | 00.0% | Unchanged |
| Williams & Novak, LLC | 9,496 | $370.6K | 0.42% | +9,496 | New |
| Ashford Capital Management Inc | 9,493 | $370.5K | 0.05% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 9,420 | $367.7K | 0.19% | +9,420 | New |
| Berkeley Capital Partners, LLC | 9,396 | $366.7K | 0.12% | +353+3.9% | Added |
| Principal Securities, Inc. | 9,375 | $365.9K | 0.01% | +9,375 | New |
| Valmark Advisers, Inc. | 9,299 | $362.9K | 0.01% | +142+1.6% | Added |
| Boston Family Office LLC | 9,275 | $362.0K | 0.03% | −1,500−13.9% | Reduced |
| Meritage Portfolio Management | 9,210 | $359.0K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 9,175 | $358.0K | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 9,174 | $358.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,147 | $357.0K | 0.00% | +9,147 | New |
| Endowment Wealth Management, Inc. | 9,121 | $356.0K | 0.30% | +53+0.6% | Added |
| Quadrant Private Wealth Management, LLC | 9,097 | $355.1K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 9,079 | $354.4K | 0.03% | +67+0.7% | Added |