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, Q1 2024
Institutional positions in iShares Gold Trust as of Mar 31, 2024. 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
- 1,149
- +15 vs. Q4 2023
- Shares held
- 373.9M
- −21.8M (−5.5%) vs. Q4 2023
- Total value
- $15.7B
- +$268.4M (+1.7%) vs. Q4 2023
- New holders
- 91
- 346 more added
- Sold out
- 76
- 464 more reduced
19 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BSW Wealth Partners | 154,625 | $6.50M | 1.10% | +90.0% | Added |
| Executive Wealth Management, LLC | 153,586 | $6.52M | 0.57% | −100,029−39.4% | Reduced |
| Well Done, LLC | 155,573 | $6.54M | 1.29% | −5,633−3.5% | Reduced |
| Insight Wealth Partners, LLC | 156,509 | $6.57M | 4.27% | +777+0.5% | Added |
| GYL Financial Synergies, LLC | 156,903 | $6.59M | 0.52% | −3,518−2.2% | Reduced |
| Ancora Advisors, LLC | 157,827 | $6.63M | 0.15% | −408−0.3% | Reduced |
| Fore Capital, LLC | 158,000 | $6.64M | 12.04% | +58,000+58.0% | Added |
| Vivaldi Capital Management, LLC | 148,985 | $6.66M | 1.94% | +14,909+11.1% | Added |
| Stratos Wealth Partners, LTD. | 158,940 | $6.68M | 0.11% | −36,939−18.9% | Reduced |
| Ariston Services Group | 161,865 | $6.80M | 6.51% | −420.0% | Reduced |
| Towneley Capital Management, Inc | 163,657 | $6.88M | 1.69% | −1,574−1.0% | Reduced |
| Weil Company, Inc. | 165,085 | $6.94M | 2.75% | −1,945−1.2% | Reduced |
| Lowe Wealth Advisors, LLC | 166,379 | $6.99M | 3.25% | −262−0.2% | Reduced |
| Greenline Partners, LLC | 167,746 | $7.05M | 1.12% | −750.0% | Reduced |
| Cape Ann Savings Bank | 168,260 | $7.07M | 4.43% | −230−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 168,400 | $7.07M | 0.07% | 00.0% | Unchanged |
| Systelligence, LLC | 169,117 | $7.10M | 1.86% | −327−0.2% | Reduced |
| Independent Financial Group, LLC | 171,214 | $7.19M | 0.33% | +557+0.3% | Added |
| Scotia Capital Inc. | 171,599 | $7.21M | 0.04% | +19,223+12.6% | Added |
| Allworth Financial LP | 171,828 | $7.22M | 0.05% | +2,396+1.4% | Added |
| Commerce Bank | 172,666 | $7.25M | 0.05% | −1,551−0.9% | Reduced |
| Brown Advisory Inc | 173,279 | $7.28M | 0.01% | +5,823+3.5% | Added |
| Ballentine Partners, LLC | 176,840 | $7.43M | 0.14% | −40,224−18.5% | Reduced |
| Gateway Advisory, LLC | 181,378 | $7.62M | 1.34% | +4,780+2.7% | Added |
| GWM Advisors LLC | 181,973 | $7.64M | 0.07% | −3,326−1.8% | Reduced |
| Silverleafe Capital Partners, LLC | 182,081 | $7.65M | 3.06% | −12,797−6.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 182,879 | $7.68M | 3.03% | +3,240+1.8% | Added |
| Sapient Capital LLC | 182,902 | $7.68M | 0.17% | −1,957−1.1% | Reduced |
| Hamilton Wealth, LLC | 183,654 | $7.72M | 2.41% | +6,110+3.4% | Added |
| Cohen & Steers, Inc. | 185,536 | $7.79M | 0.02% | −76,514−29.2% | Reduced |
| Huntington National Bank | – | $7.79M | 0.06% | – | – |
| Leavell Investment Management, Inc. | 186,574 | $7.84M | 0.45% | −23,682−11.3% | Reduced |
| Rehmann Capital Advisory Group | 186,992 | $7.86M | 0.59% | +2,018+1.1% | Added |
| NTV Asset Management LLC | 187,207 | $7.86M | 1.20% | −2,866−1.5% | Reduced |
| Sowell Financial Services LLC | 189,232 | $7.95M | 0.38% | +23,850+14.4% | Added |
| Okabena Investment Services Inc | 189,898 | $7.98M | 2.66% | +8,156+4.5% | Added |
| Plum Street Advisors, LLC | 162,152 | $8.06M | 4.08% | −27,512−14.5% | Reduced |
| Clear Harbor Asset Management, LLC | 191,886 | $8.06M | 0.71% | −222−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 193,068 | $8.11M | 0.03% | +78,955+69.2% | Added |
| Highland Financial Advisors, LLC | 193,735 | $8.14M | 3.26% | −15,898−7.6% | Reduced |
| Altiora Financial Group, LLC | 196,079 | $8.24M | 2.24% | +28,477+17.0% | Added |
| Wealth Management Partners, LLC | 196,521 | $8.26M | 4.19% | +5,111+2.7% | Added |
| Archetype Wealth Partners | 197,099 | $8.28M | 1.38% | +3,181+1.6% | Added |
| LifePlan Financial, LLC | 197,713 | $8.31M | 7.61% | +5,000+2.6% | Added |
| CPA Asset Management LLC | 197,715 | $8.31M | 4.65% | −20,537−9.4% | Reduced |
| Renaissance Technologies LLC | 198,500 | $8.34M | 0.01% | +133,900+207.3% | Added |
| Stablepoint Partners, LLC | 199,251 | $8.37M | 1.70% | +36,240+22.2% | Added |
| We Are One Seven, LLC | 199,721 | $8.39M | 0.44% | +34,751+21.1% | Added |
| Toronto Dominion Bank | 200,000 | $8.40M | 0.01% | −240,000−54.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 200,504 | $8.42M | 0.12% | −196−0.1% | Reduced |
| Forza Wealth Management, LLC | 203,092 | $8.53M | 4.44% | −1,552−0.8% | Reduced |
| JNBA Financial Advisors | 207,623 | $8.72M | 0.92% | −31,032−13.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 211,319 | $8.88M | 0.20% | +79,291+60.1% | Added |
| Upper Left Wealth Management, LLC | 211,525 | $8.89M | 8.24% | +13,113+6.6% | Added |
| Yeomans Consulting Group, Inc. | 212,383 | $8.92M | 3.91% | +63,061+42.2% | Added |
| Osborne Partners Capital Management, LLC | 213,192 | $8.96M | 0.55% | −4,243−2.0% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 214,314 | $9.00M | 3.10% | +32,716+18.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 215,975 | $9.07M | 9.76% | −3,037−1.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 220,271 | $9.25M | 2.82% | +152,944+227.2% | Added |
| Barclays PLC | 220,590 | $9.27M | 0.00% | +12,730+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 221,694 | $9.31M | 0.02% | −9,996−4.3% | Reduced |
| Sigma Investment Counselors Inc | 223,672 | $9.40M | 0.61% | +3,146+1.4% | Added |
| New Potomac Partners, LLC | 227,626 | $9.56M | 5.31% | +3,003+1.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 229,793 | $9.65M | 4.14% | −14,732−6.0% | Reduced |
| Evoke Wealth, LLC | 230,098 | $9.67M | 0.29% | +208,405+960.7% | Added |
| Resonant Capital Advisors, LLC | 231,017 | $9.71M | 0.83% | +386+0.2% | Added |
| Signet Investment Advisory Group, Inc. | 233,196 | $9.80M | 5.36% | +8,469+3.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 240,083 | $10.1M | 2.61% | +156,790+188.2% | Added |
| American Investment Services, Inc. | 241,126 | $10.1M | 1.80% | −3,439−1.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 241,433 | $10.1M | 2.69% | +12,486+5.5% | Added |
| Nottingham Advisors, Inc. | 244,234 | $10.3M | 1.26% | −5,457−2.2% | Reduced |
| Umb Bank N A | 244,333 | $10.3M | 0.16% | −3,378−1.4% | Reduced |
| Morton Capital Management LLC | 245,326 | $10.3M | 2.78% | −818−0.3% | Reduced |
| First American Trust, FSB | 247,446 | $10.4M | 1.09% | +17,185+7.5% | Added |
| Sentinel Trust Co Lba | 247,486 | $10.4M | 1.34% | −15,296−5.8% | Reduced |
| Rogco, LP | 248,516 | $10.4M | 4.27% | −4,082−1.6% | Reduced |
| Fifth Third Securities, Inc. | 249,366 | $10.5M | 1.02% | −42,339−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 249,607 | $10.5M | 0.12% | −10,104−3.9% | Reduced |
| Arlington Capital Management, Inc. | 249,925 | $10.5M | 8.73% | −4,048−1.6% | Reduced |
| K2 Principal Fund, L.P. | 250,000 | $10.5M | 2.50% | +206,800+478.7% | Added |
| Wallington Asset Management, LLC | 250,154 | $10.5M | 1.65% | +3,850+1.6% | Added |
| Parkside Investments, LLC | 251,551 | $10.6M | 1.68% | −31,717−11.2% | Reduced |
| Sunbelt Securities, Inc. | 255,094 | $10.7M | 1.20% | −127,715−33.4% | Reduced |
| Norris Financial Group, LLC | 258,211 | $10.8M | 5.95% | −9,332−3.5% | Reduced |
| Perigon Wealth Management, LLC | 262,711 | $11.0M | 0.33% | −9,786−3.6% | Reduced |
| White Lighthouse Investment Management Inc. | 265,371 | $11.1M | 2.26% | +11,395+4.5% | Added |
| Aveo Capital Partners, LLC | 258,953 | $11.3M | 1.23% | +577+0.2% | Added |
| AMG National Trust Bank | 272,117 | $11.4M | 0.33% | +33,319+14.0% | Added |
| Van Hulzen Asset Management, LLC | 273,391 | $11.5M | 0.76% | +406+0.1% | Added |
| LVM Capital Management Ltd | 275,112 | $11.6M | 1.37% | −1,385−0.5% | Reduced |
| Townsend & Associates, Inc | 263,359 | $11.6M | 1.35% | +2,231+0.9% | Added |
| Resona Asset Management Co.,Ltd. | 276,645 | $11.6M | 0.07% | +276,645 | New |
| TMD Wealth Management, LLC | 276,687 | $11.6M | 2.71% | +17,583+6.8% | Added |
| US Bancorp | 283,290 | $11.9M | 0.02% | −10,147−3.5% | Reduced |
| Brookstone Capital Management | 288,620 | $12.1M | 0.22% | −10,086−3.4% | Reduced |
| Legend Financial Advisors, Inc. | 290,865 | $12.2M | 8.85% | +1,785+0.6% | Added |
| Chemistry Wealth Management LLC | 291,691 | $12.3M | 3.30% | +7,155+2.5% | Added |
| Ambassador Advisors, LLC | 292,082 | $12.3M | 2.23% | +4,541+1.6% | Added |
| Oppenheimer Asset Management Inc. | 296,520 | $12.5M | 0.18% | −52,565−15.1% | Reduced |
| Permanens Capital L.P. | 299,036 | $12.6M | 1.54% | +100,401+50.5% | Added |