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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 10,225 | $429.6K | 0.11% | +245+2.5% | Added |
| Tradition Wealth Management, LLC | 10,233 | $429.9K | 0.04% | −689−6.3% | Reduced |
| Custom Index Systems, LLC | 10,235 | $430.0K | 0.24% | +10,235 | New |
| Redhawk Wealth Advisors, Inc. | 10,294 | $432.5K | 0.07% | −1,096−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 10,318 | $433.5K | 0.00% | −6,049,905−99.8% | Reduced |
| Principal Securities, Inc. | 10,497 | $441.0K | 0.01% | +1,122+12.0% | Added |
| Betterment LLC | 10,490 | $441.0K | 0.00% | +1,445+16.0% | Added |
| CoreCap Advisors, LLC | 10,527 | $442.2K | 0.02% | +10,527 | New |
| Petra Financial Advisors Inc | 10,606 | $445.6K | 0.33% | +30.0% | Added |
| Viewpoint Capital Management LLC | 10,639 | $446.9K | 0.28% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 10,640 | $447.0K | 0.08% | −270−2.5% | Reduced |
| Black Diamond Financial, LLC | 11,464 | $447.4K | 0.12% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10,749 | $452.0K | 0.03% | −549−4.9% | Reduced |
| Mission Wealth Management, LP | 10,786 | $453.1K | 0.01% | +10,786 | New |
| Bogart Wealth, LLC | 10,787 | $453.2K | 0.02% | +3,000+38.5% | Added |
| Gladstone Institutional Advisory LLC | 10,839 | $455.3K | 0.02% | −4,421−29.0% | Reduced |
| Davenport & Co LLC | 10,872 | $456.7K | 0.00% | −12,435−53.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,927 | $459.1K | 0.04% | +667+6.5% | Added |
| Davies Financial Advisors, Inc. | 10,941 | $459.6K | 0.47% | +10,941 | New |
| EPG Wealth Management LLC | 11,004 | $462.3K | 0.11% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11,015 | $462.7K | 0.12% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,018 | $462.9K | 0.02% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 11,037 | $463.7K | 0.01% | −11,083−50.1% | Reduced |
| Winch Advisory Services, LLC | 11,186 | $469.9K | 0.14% | −35,763−76.2% | Reduced |
| Werba Rubin Papier Wealth Management | 11,250 | $472.6K | 0.14% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 11,257 | $472.9K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 11,376 | $477.9K | 0.09% | −1,192−9.5% | Reduced |
| Sharp Financial Services, LLC | 11,431 | $480.2K | 0.45% | +3,212+39.1% | Added |
| Edmond de Rothschild Holding S.A. | 11,575 | $486.3K | 0.01% | −4,950−30.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 11,071 | $487.6K | 0.42% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 11,657 | $489.7K | 0.23% | −643−5.2% | Reduced |
| Woodward Diversified Capital, LLC | 11,695 | $491.3K | 0.31% | −10,646−47.7% | Reduced |
| Pinnacle Associates Ltd | 11,799 | $495.7K | 0.01% | +201+1.7% | Added |
| Trustmark National Bank Trust Department | 11,800 | $495.7K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 11,895 | $499.7K | 0.05% | +13+0.1% | Added |
| Sentinel Pension Advisors Inc | 11,941 | $501.6K | 0.11% | −3,286−21.6% | Reduced |
| MBL Wealth, LLC | 12,000 | $504.1K | 0.06% | +100+0.8% | Added |
| ICA Group Wealth Management, LLC | 12,013 | $504.7K | 0.10% | −2,320−16.2% | Reduced |
| Arkadios Wealth Advisors | 12,014 | $504.7K | 0.04% | −300−2.4% | Reduced |
| Savant Capital, LLC | 12,023 | $505.1K | 0.01% | −9,110−43.1% | Reduced |
| Keebeck Wealth Management, LLC | 12,025 | $505.2K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 12,026 | $505.2K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 12,073 | $507.2K | 0.05% | −88−0.7% | Reduced |
| Arrowroot Family Office, LLC | 12,109 | $508.7K | 0.33% | +297+2.5% | Added |
| Phoenix Wealth Advisors | 12,145 | $510.2K | 0.31% | +182+1.5% | Added |
| Moors & Cabot, Inc. | 12,175 | $511.5K | 0.03% | +362+3.1% | Added |
| WSFS Capital Management, LLC | 20,293 | $513.7K | 0.03% | +5,130+33.8% | Added |
| Wealthgate Family Office, LLC | 12,312 | $517.2K | 1.34% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 12,402 | $521.0K | 0.02% | −10,247−45.2% | Reduced |
| Bleakley Financial Group, LLC | 12,436 | $522.4K | 0.02% | −1,448−10.4% | Reduced |
| Venturi Wealth Management, LLC | 12,480 | $524.3K | 0.03% | −11,429−47.8% | Reduced |
| Mather Group, LLC. | 13,439 | $524.5K | 0.01% | −45−0.3% | Reduced |
| Sterling Investment Advisors LLC | 12,498 | $525.0K | 0.31% | −214−1.7% | Reduced |
| Community Bank, N.A. | 12,507 | $525.3K | 0.07% | +10+0.1% | Added |
| TCW Group Inc | 12,525 | $526.2K | 0.01% | +12,525 | New |
| Northcape Wealth Management, LLC | 12,535 | $526.6K | 0.19% | −3,000−19.3% | Reduced |
| First Hawaiian Bank | 12,568 | $528.0K | 0.02% | −16,142−56.2% | Reduced |
| BKD Wealth Advisors, LLC | 12,681 | $532.7K | 0.01% | −162−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 12,710 | $533.9K | 0.09% | −1,581−11.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 12,793 | $537.4K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 12,839 | $539.4K | 0.09% | +208+1.6% | Added |
| Mission Creek Capital Partners, Inc. | 12,841 | $539.5K | 0.14% | −4,192−24.6% | Reduced |
| Grove Bank & Trust | 12,868 | $540.6K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,873 | $540.8K | 0.01% | −2,018−13.6% | Reduced |
| Appleton Partners Inc | 12,866 | $541.0K | 0.04% | +997+8.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,913 | $542.5K | 0.06% | −940−6.8% | Reduced |
| Ingalls & Snyder LLC | 12,931 | $543.0K | 0.02% | +3,946+43.9% | Added |
| Kanawha Capital Management LLC | 12,928 | $543.1K | 0.04% | −6,550−33.6% | Reduced |
| Independent Advisor Alliance | 13,058 | $548.6K | 0.02% | −1,805−12.1% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $549.2K | 0.15% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 13,076 | $549.3K | 0.15% | −11−0.1% | Reduced |
| KKM Financial LLC | 13,090 | $549.9K | 0.27% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 13,116 | $551.0K | 0.55% | −1,010−7.1% | Reduced |
| Clear Creek Financial Management, LLC | 13,225 | $555.6K | 0.07% | +579+4.6% | Added |
| Confluence Investment Management LLC | 13,300 | $558.7K | 0.01% | −366−2.7% | Reduced |
| SlateStone Wealth, LLC | 13,324 | $560.0K | 0.06% | −311−2.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,332 | $560.1K | 0.01% | +515+4.0% | Added |
| Jaffetilchin Investment Partners, LLC | 13,349 | $560.8K | 0.05% | +614+4.8% | Added |
| Clarity Financial LLC | 13,412 | $563.4K | 0.09% | +143+1.1% | Added |
| Western Wealth Management, LLC | 13,522 | $568.1K | 0.04% | −10,399−43.5% | Reduced |
| MONECO Advisors, LLC | 13,722 | $576.5K | 0.09% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 13,825 | $580.8K | 0.15% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 13,965 | $586.7K | 0.02% | −519−3.6% | Reduced |
| American National Bank | 13,976 | $587.1K | 0.08% | +5,100+57.5% | Added |
| Nwam LLC | 13,551 | $588.9K | 0.05% | −654−4.6% | Reduced |
| Access Investment Management LLC | 14,052 | $590.3K | 0.19% | 00.0% | Unchanged |
| Old National Bancorp | 14,100 | $592.3K | 0.01% | +7,250+105.8% | Added |
| Farmers & Merchants Investments Inc | 14,125 | $593.4K | 0.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 14,331 | $602.0K | 0.05% | +7,989+126.0% | Added |
| Avaii Wealth Management, LLC | 14,437 | $606.5K | 0.36% | −2,602−15.3% | Reduced |
| NBC Securities, Inc. | 14,340 | $612.0K | 0.06% | −2,865−16.7% | Reduced |
| Mirador Capital Partners LP | 14,625 | $614.4K | 0.12% | −241−1.6% | Reduced |
| Intrua Financial, LLC | 14,647 | $615.3K | 0.10% | −1,250−7.9% | Reduced |
| Ellis Investment Partners, LLC | 14,734 | $619.0K | 0.13% | +363+2.5% | Added |
| Carnegie Capital Asset Management, LLC | 14,770 | $620.5K | 0.02% | −531−3.5% | Reduced |
| Dark Forest Capital Management LP | 14,796 | $621.6K | 0.11% | −29,087−66.3% | Reduced |
| Meridian Wealth Management, LLC | 14,816 | $622.4K | 0.10% | −1,362−8.4% | Reduced |
| Tarbox Family Office, Inc. | 15,000 | $630.1K | 0.11% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 15,070 | $633.1K | 0.49% | −2,939−16.3% | Reduced |
| Horan Capital Advisors, LLC. | 15,085 | $633.7K | 0.23% | 00.0% | Unchanged |