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, Q3 2024
Institutional positions in iShares Gold Trust as of Sep 30, 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
- 1,230
- +68 vs. Q2 2024
- Shares held
- 355.5M
- −14.6M (−3.9%) vs. Q2 2024
- Total value
- $17.7B
- +$1.39B (+8.5%) vs. Q2 2024
- New holders
- 115
- 405 more added
- Sold out
- 47
- 414 more reduced
15 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 174,750 | $8.69M | 0.09% | +7,600+4.5% | Added |
| Brown Advisory Inc | 176,702 | $8.78M | 0.01% | +4,663+2.7% | Added |
| Fore Capital, LLC | 178,000 | $8.85M | 17.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 179,861 | $8.94M | 0.33% | −40,486−18.4% | Reduced |
| Gateway Advisory, LLC | 181,878 | $9.04M | 1.46% | −8,792−4.6% | Reduced |
| Sapient Capital LLC | 183,052 | $9.10M | 0.18% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 183,389 | $9.11M | 0.23% | +38,982+27.0% | Added |
| Silverleafe Capital Partners, LLC | 187,742 | $9.33M | 3.30% | +44,201+30.8% | Added |
| LifePlan Financial, LLC | 189,439 | $9.42M | 8.08% | −3,698−1.9% | Reduced |
| Okabena Investment Services Inc | 189,452 | $9.42M | 2.66% | −740.0% | Reduced |
| NTV Asset Management LLC | 190,603 | $9.47M | 1.27% | +1,930+1.0% | Added |
| Sowell Financial Services LLC | 191,788 | $9.53M | 0.44% | +3,728+2.0% | Added |
| Vivaldi Capital Management, LLC | 192,213 | $9.55M | 2.77% | +45,070+30.6% | Added |
| GWM Advisors LLC | 192,918 | $9.59M | 0.06% | −11,547−5.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 196,724 | $9.78M | 3.61% | +2,350+1.2% | Added |
| Leavell Investment Management, Inc. | 196,854 | $9.78M | 0.49% | +6,983+3.7% | Added |
| Wealth Management Partners, LLC | 200,679 | $9.97M | 4.62% | +1,963+1.0% | Added |
| Morton Capital Management LLC | 200,733 | $9.98M | 1.96% | −40,379−16.7% | Reduced |
| American Investment Services, Inc. | 204,966 | $10.2M | 1.70% | −19,028−8.5% | Reduced |
| Allworth Financial LP | 205,538 | $10.2M | 0.06% | −5,104−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 206,866 | $10.3M | 0.84% | +10,349+5.3% | Added |
| Huntington National Bank | – | $10.3M | 0.07% | – | – |
| Prime Capital Investment Advisors, LLC | 209,426 | $10.4M | 0.15% | +4,733+2.3% | Added |
| Osborne Partners Capital Management, LLC | 210,096 | $10.4M | 0.59% | −712−0.3% | Reduced |
| Forza Wealth Management, LLC | 210,467 | $10.5M | 4.79% | +5,000+2.4% | Added |
| Mesirow Financial Investment Management, Inc. | 215,464 | $10.7M | 0.21% | +4,145+2.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 215,933 | $10.7M | 11.31% | −170.0% | Reduced |
| Upper Left Wealth Management, LLC | 228,381 | $10.8M | 9.46% | +17,305+8.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 220,300 | $10.9M | 0.02% | +972+0.4% | Added |
| Archetype Wealth Partners | 220,620 | $11.0M | 1.59% | +6,761+3.2% | Added |
| Hamilton Wealth, LLC | 222,540 | $11.1M | 2.70% | +23,790+12.0% | Added |
| New Potomac Partners, LLC | 224,151 | $11.1M | 5.72% | −2,790−1.2% | Reduced |
| Evoke Wealth, LLC | 224,221 | $11.1M | 0.30% | +224,221 | New |
| Parkside Investments, LLC | 225,081 | $11.2M | 1.69% | −27,560−10.9% | Reduced |
| Sigma Investment Counselors Inc | 226,770 | $11.3M | 0.66% | −1,619−0.7% | Reduced |
| Rogco, LP | 226,987 | $11.3M | 4.42% | −15,275−6.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 230,462 | $11.5M | 2.24% | −45,141−16.4% | Reduced |
| Norris Financial Group, LLC | 230,692 | $11.5M | 5.64% | −8,469−3.5% | Reduced |
| Townsend & Associates, Inc | 223,753 | $11.5M | 1.18% | −37,033−14.2% | Reduced |
| Verger Capital Management LLC | 232,636 | $11.6M | 5.72% | −111,033−32.3% | Reduced |
| Vicus Capital | 232,822 | $11.6M | 1.02% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 233,568 | $11.6M | 1.28% | −7,543−3.1% | Reduced |
| Perigon Wealth Management, LLC | 233,665 | $11.6M | 0.31% | +1,371+0.6% | Added |
| Fifth Third Securities, Inc. | 237,986 | $11.8M | 1.12% | −4,779−2.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 238,829 | $11.9M | 5.94% | +3,058+1.3% | Added |
| Van Hulzen Asset Management, LLC | 238,828 | $11.9M | 0.86% | −3,011−1.2% | Reduced |
| Timber Creek Capital Management LLC | 239,333 | $11.9M | 3.33% | −2,214−0.9% | Reduced |
| Comerica Bank | 239,917 | $11.9M | 0.05% | −288,312−54.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 244,416 | $12.1M | 2.76% | +400.0% | Added |
| Resonant Capital Advisors, LLC | 245,256 | $12.2M | 0.90% | +5,847+2.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 246,516 | $12.3M | 2.92% | +1,444+0.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 249,697 | $12.4M | 5.25% | +20,793+9.1% | Added |
| K2 Principal Fund, L.P. | 250,000 | $12.4M | 2.07% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 285,170 | $12.5M | 1.43% | 00.0% | Unchanged |
| Brookstone Capital Management | 252,595 | $12.6M | 0.19% | −141−0.1% | Reduced |
| White Lighthouse Investment Management Inc. | 253,613 | $12.6M | 2.26% | +2,017+0.8% | Added |
| Arlington Capital Management, Inc. | 258,550 | $12.8M | 10.58% | +9,197+3.7% | Added |
| Innova Wealth Partners | 258,550 | $12.8M | 10.58% | +258,550 | New |
| CPA Asset Management LLC | 259,837 | $12.9M | 6.24% | +16,684+6.9% | Added |
| Umb Bank N A | 260,517 | $12.9M | 0.20% | −9,063−3.4% | Reduced |
| Fortis Group Advisors, LLC | 265,254 | $13.2M | 2.44% | +34,316+14.9% | Added |
| Partners Capital Investment Group, LLP | 267,057 | $13.3M | 0.21% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 267,339 | $13.3M | 1.85% | +15,700+6.2% | Added |
| Aveo Capital Partners, LLC | 267,971 | $13.3M | 1.41% | +32,932+14.0% | Added |
| Fielder Capital Group LLC | 273,527 | $13.6M | 4.49% | −56,214−17.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 276,645 | $13.7M | 0.08% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 276,884 | $13.8M | 1.08% | +276,884 | New |
| Legend Financial Advisors, Inc. | 278,215 | $13.8M | 9.55% | −3,400−1.2% | Reduced |
| Ambassador Advisors, LLC | 281,934 | $14.0M | 2.44% | −8,480−2.9% | Reduced |
| US Bancorp | 283,254 | $14.1M | 0.02% | −2,028−0.7% | Reduced |
| AMG National Trust Bank | 292,128 | $14.5M | 0.39% | −13,926−4.6% | Reduced |
| Chemistry Wealth Management LLC | 299,122 | $14.9M | 3.56% | +1,293+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 252,719 | $14.9M | 0.05% | −33,874−11.8% | Reduced |
| Sunbelt Securities, Inc. | 302,725 | $15.0M | 1.48% | +26,791+9.7% | Added |
| Bokf, NA | 302,812 | $15.2M | 0.27% | +685+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 306,735 | $15.2M | 0.14% | +64,554+26.7% | Added |
| Graham Capital Wealth Management, LLC | 311,104 | $15.5M | 15.83% | −5,344−1.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 312,342 | $15.5M | 1.08% | +3,766+1.2% | Added |
| Baldwin Brothers Inc | 313,595 | $15.6M | 1.06% | −5,845−1.8% | Reduced |
| First Foundation Advisors | 316,334 | $15.7M | 0.59% | −2,194−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 320,379 | $15.9M | 0.19% | −2,230−0.7% | Reduced |
| Dakota Wealth Management | 321,540 | $16.0M | 0.36% | +5,623+1.8% | Added |
| Modus Advisors, LLC | 323,309 | $16.1M | 5.28% | −1,511−0.5% | Reduced |
| Capital Group Private Client Services, Inc. | 323,765 | $16.1M | 0.15% | +17,226+5.6% | Added |
| CIBC World Markets Inc. | 327,625 | $16.3M | 0.04% | −112,075−25.5% | Reduced |
| First American Trust, FSB | 327,851 | $16.3M | 1.62% | +29,046+9.7% | Added |
| Sterling Financial Planning, Inc. | 329,906 | $16.4M | 6.05% | +544+0.2% | Added |
| Cohen & Steers, Inc. | 332,092 | $16.5M | 0.03% | +67,393+25.5% | Added |
| Sage Rhino Capital LLC | 338,866 | $16.8M | 3.73% | +2,831+0.8% | Added |
| Janney Montgomery Scott LLC | 343,179 | $17.1M | 0.05% | +3,516+1.0% | Added |
| M&T Bank Corp | 343,894 | $17.1M | 0.06% | −16,791−4.7% | Reduced |
| Blair William & Co | 344,602 | $17.1M | 0.05% | +23,105+7.2% | Added |
| National Asset Management, Inc. | 345,514 | $17.2M | 0.48% | +114,650+49.7% | Added |
| Gimbal Financial | 343,344 | $17.7M | 11.52% | +34,730+11.3% | Added |
| Parcion Private Wealth LLC | 360,063 | $17.9M | 1.49% | −13,150−3.5% | Reduced |
| Tradewinds Capital Management, LLC | 360,243 | $17.9M | 4.79% | −253,587−41.3% | Reduced |
| James Investment Research Inc | 360,494 | $17.9M | 2.07% | −2,151−0.6% | Reduced |
| VCI Wealth Management LLC | 363,948 | $18.1M | 8.05% | +251,180+222.7% | Added |
| Vision Capital Management, Inc. | 367,567 | $18.3M | 2.58% | +432+0.1% | Added |
| Beacon Pointe Advisors, LLC | 368,180 | $18.3M | 0.21% | −10,210−2.7% | Reduced |