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
- 1,148
- +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 | 1,230 | $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, 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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 56,747 | $2.38M | 0.03% | −8,022−12.4% | Reduced |
| Adviser Investments LLC | 56,610 | $2.38M | 0.03% | −340−0.6% | Reduced |
| Avestar Capital, LLC | 56,445 | $2.37M | 0.27% | 00.0% | Unchanged |
| One Capital Management, LLC | 55,954 | $2.35M | 0.09% | +1,905+3.5% | Added |
| First Horizon Advisors, Inc. | 54,999 | $2.31M | 0.07% | −8,687−13.6% | Reduced |
| Aspect Partners, LLC | 54,526 | $2.29M | 1.81% | +1,290+2.4% | Added |
| Thompson Siegel & Walmsley LLC | 54,482 | $2.29M | 0.04% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 51,266 | $2.28M | 0.99% | −5,582−9.8% | Reduced |
| Laidlaw Wealth Management LLC | 53,681 | $2.26M | 1.26% | −5,577−9.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 53,673 | $2.25M | 0.02% | +5,933+12.4% | Added |
| Pinnacle Financial Partners Inc | 53,586 | $2.25M | 0.05% | −431−0.8% | Reduced |
| NewSquare Capital LLC | 53,532 | $2.25M | 0.20% | +1,456+2.8% | Added |
| Allie Family Office LLC | 53,262 | $2.24M | 1.32% | −28,257−34.7% | Reduced |
| LM Advisors LLC | 52,798 | $2.22M | 0.35% | 00.0% | Unchanged |
| Ci Investments Inc. | 52,617 | $2.21M | 0.01% | −13,000−19.8% | Reduced |
| Boston Research & Management Inc | 52,623 | $2.21M | 0.55% | −130−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 52,484 | $2.20M | 0.26% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 51,312 | $2.16M | 0.27% | −2,072−3.9% | Reduced |
| IHT Wealth Management, LLC | 51,055 | $2.14M | 0.09% | −1,233−2.4% | Reduced |
| Two Sigma Securities, LLC | 50,926 | $2.14M | 0.10% | −39,632−43.8% | Reduced |
| Compass Financial Group, Inc. | 50,865 | $2.14M | 1.14% | −1,137−2.2% | Reduced |
| Simplicity Wealth,LLC | 50,459 | $2.12M | 0.05% | +50,459 | New |
| Apeiron RIA LLC | 48,998 | $2.06M | 0.60% | +2,558+5.5% | Added |
| Virtus Family Office LLC | 48,333 | $2.03M | 3.24% | −158−0.3% | Reduced |
| Trademark Financial Management, LLC | 48,111 | $2.02M | 1.68% | +10,394+27.6% | Added |
| Vicus Capital | 47,710 | $2.00M | 0.18% | −2,950−5.8% | Reduced |
| Plan Group Financial, LLC | 47,609 | $2.00M | 1.31% | +15,320+47.4% | Added |
| Robertson Stephens Wealth Management, LLC | 47,125 | $1.98M | 0.11% | +8,504+22.0% | Added |
| Northside Capital Management, LLC | 47,097 | $1.98M | 0.35% | −41,150−46.6% | Reduced |
| Lincoln National Corp | 46,986 | $1.97M | 0.03% | −8,861−15.9% | Reduced |
| Wormser Freres Gestion | 45,250 | $1.97M | 1.35% | +10,050+28.6% | Added |
| Vanguard Capital Wealth Advisors | 46,861 | $1.97M | 1.38% | +2,917+6.6% | Added |
| Farrell Financial LLC | 46,711 | $1.96M | 1.61% | +1,265+2.8% | Added |
| D.A. Davidson & Co. | 46,693 | $1.96M | 0.02% | −18,830−28.7% | Reduced |
| Flputnam Investment Management Co | 46,584 | $1.96M | 0.04% | +877+1.9% | Added |
| Econ Financial Services Corp | 45,823 | $1.93M | 1.20% | +45,823 | New |
| Focus Financial Network, Inc. | 41,652 | $1.87M | 0.09% | +41,652 | New |
| D. Scott Neal, Inc. | 44,249 | $1.86M | 1.22% | +3,466+8.5% | Added |
| Congress Wealth Management LLC | 43,815 | $1.84M | 0.03% | +11,520+35.7% | Added |
| Harbour Investments, Inc. | 43,802 | $1.84M | 0.07% | +1,333+3.1% | Added |
| Walkner Condon Financial Advisors LLC | 43,483 | $1.83M | 0.39% | −210.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 43,355 | $1.82M | 0.29% | +6,846+18.8% | Added |
| Wedbush Securities Inc | 43,341 | $1.82M | 0.07% | +1,331+3.2% | Added |
| Simplify Asset Management Inc. | 43,200 | $1.81M | 0.17% | −5,514−11.3% | Reduced |
| MMBG Investment Advisors Co. | 42,900 | $1.80M | 0.19% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 42,851 | $1.80M | 0.33% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 42,754 | $1.80M | 1.04% | +42,754 | New |
| SignalPoint Asset Management, LLC | 42,586 | $1.79M | 0.49% | −304−0.7% | Reduced |
| Sunesis Advisors, LLC | 42,548 | $1.79M | 1.05% | −9,666−18.5% | Reduced |
| Partners Capital Investment Group, LLP | 42,088 | $1.77M | 0.05% | −229,571−84.5% | Reduced |
| WBH Advisory Inc | 41,894 | $1.76M | 0.18% | −4,814−10.3% | Reduced |
| Confluence Wealth Services, Inc. | 41,763 | $1.75M | 0.16% | +1,049+2.6% | Added |
| Ameritas Advisory Services, LLC | 40,732 | $1.75M | 0.07% | +15,232+59.7% | Added |
| Snowden Capital Advisors LLC | 41,189 | $1.73M | 0.05% | +21,086+104.9% | Added |
| Verity Asset Management, Inc. | 41,116 | $1.73M | 0.96% | +41,116 | New |
| Battery Global Advisors, LLC | 40,785 | $1.71M | 1.39% | −22,334−35.4% | Reduced |
| Mutual Advisors, LLC | 40,420 | $1.70M | 0.05% | −8,840−17.9% | Reduced |
| Synovus Financial Corp | 40,105 | $1.68M | 0.02% | −74,738−65.1% | Reduced |
| Whitener Capital Management, Inc. | 39,895 | $1.68M | 0.55% | +895+2.3% | Added |
| Novak & Powell Financial Services, Inc. | 39,292 | $1.65M | 1.23% | −57−0.1% | Reduced |
| Trust Point Inc. | 38,459 | $1.62M | 0.13% | −392−1.0% | Reduced |
| Valued Retirements, Inc. | 38,447 | $1.62M | 2.58% | −201−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 38,277 | $1.61M | 0.08% | −9,058−19.1% | Reduced |
| ICONIQ Capital, LLC | 38,140 | $1.60M | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 38,068 | $1.60M | 0.18% | −2,000−5.0% | Reduced |
| TrinityPoint Wealth, LLC | 38,008 | $1.60M | 0.26% | −80.0% | Reduced |
| InterOcean Capital Group, LLC | 37,596 | $1.58M | 0.04% | −497−1.3% | Reduced |
| M Holdings Securities, Inc. | 37,598 | $1.58M | 0.27% | −40.0% | Reduced |
| Integrated Advisors Network LLC | 37,355 | $1.57M | 0.08% | −375−1.0% | Reduced |
| Eagle Strategies LLC | 37,328 | $1.57M | 0.35% | −23,742−38.9% | Reduced |
| Arlington Trust Co LLC | 37,023 | $1.56M | 0.40% | 00.0% | Unchanged |
| Bank Ozk | 36,875 | $1.55M | 0.69% | +40+0.1% | Added |
| Eqis Capital Management, Inc. | 35,973 | $1.51M | 0.12% | −4,969−12.1% | Reduced |
| Inlet Private Wealth, LLC | 35,498 | $1.49M | 0.42% | +15,000+73.2% | Added |
| Perkins Coie Trust Co | 35,398 | $1.49M | 0.35% | +2,916+9.0% | Added |
| Guidance Capital, Inc | 32,781 | $1.48M | 0.54% | −13,603−29.3% | Reduced |
| Evergreen Capital Management LLC | 35,087 | $1.47M | 0.06% | +233+0.7% | Added |
| Avantax Advisory Services, Inc. | 34,794 | $1.46M | 0.01% | −1,602−4.4% | Reduced |
| Callan Family Office, LLC | 34,716 | $1.46M | 0.34% | +50+0.1% | Added |
| Satovsky Asset Management LLC | 34,318 | $1.44M | 0.42% | −83−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 34,055 | $1.43M | 0.15% | −2,468−6.8% | Reduced |
| Fidelis Capital Partners, LLC | 33,860 | $1.42M | 0.22% | +33,860 | New |
| Roundview Capital LLC | 33,776 | $1.42M | 0.12% | −159−0.5% | Reduced |
| Highline Wealth Partners LLC | 33,557 | $1.41M | 0.57% | −988−2.9% | Reduced |
| Prospera Financial Services Inc | 33,137 | $1.39M | 0.04% | −90,231−73.1% | Reduced |
| Holistic Financial Partners | 32,987 | $1.39M | 0.70% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 32,943 | $1.38M | 0.12% | +5,881+21.7% | Added |
| Financial Advocates Investment Management | 33,158 | $1.37M | 0.08% | −24,840−42.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,536 | $1.37M | 0.00% | −2,946−8.3% | Reduced |
| FWL Investment Management, LLC | 32,450 | $1.36M | 0.75% | −3,550−9.9% | Reduced |
| Banque Pictet & Cie SA | 32,400 | $1.36M | 0.01% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 30,729 | $1.35M | 0.93% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 32,177 | $1.35M | 0.24% | 00.0% | Unchanged |
| Simmons Bank | 32,168 | $1.35M | 0.10% | −200−0.6% | Reduced |
| Global Retirement Partners, LLC | 32,149 | $1.35M | 0.05% | −102−0.3% | Reduced |
| CWM, LLC | 32,076 | $1.35M | 0.01% | +11,142+53.2% | Added |
| Connective Portfolio Management, LLC | 32,029 | $1.35M | 2.37% | −35,000−52.2% | Reduced |
| Montis Financial, LLC | 31,879 | $1.34M | 0.64% | +7,540+31.0% | Added |
| Ashton Thomas Private Wealth, LLC | 31,759 | $1.33M | 0.08% | +293+0.9% | Added |
| ETF Store, Inc. | 31,618 | $1.33M | 0.76% | −2,717−7.9% | Reduced |