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
- 1,231
- +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 | 1,231 | $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, 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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 30,906 | $1.54M | 0.11% | −1,250−3.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 31,000 | $1.54M | 0.17% | −34,000−52.3% | Reduced |
| Clearstead Advisors, LLC | 31,093 | $1.55M | 0.02% | −4,503−12.7% | Reduced |
| Eastern Bank | 31,491 | $1.57M | 0.03% | +31,491 | New |
| Relyea Zuckerberg Hanson LLC | 31,505 | $1.57M | 0.24% | 00.0% | Unchanged |
| Wedbush Securities Inc | 31,837 | $1.58M | 0.06% | −598−1.8% | Reduced |
| Western Wealth Management, LLC | 31,844 | $1.58M | 0.09% | +15,379+93.4% | Added |
| Connective Portfolio Management, LLC | 32,029 | $1.61M | 3.15% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 32,600 | $1.62M | 0.27% | +2,292+7.6% | Added |
| Oak Family Advisors, LLC | 32,663 | $1.62M | 0.59% | −69−0.2% | Reduced |
| Sage Mountain Advisors LLC | 32,683 | $1.62M | 0.14% | −3,103−8.7% | Reduced |
| Ameritas Advisory Services, LLC | 32,736 | $1.63M | 0.07% | −10,713−24.7% | Reduced |
| Holistic Financial Partners | 32,987 | $1.64M | 0.79% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 33,169 | $1.65M | 0.15% | +2,255+7.3% | Added |
| Satovsky Asset Management LLC | 33,446 | $1.66M | 0.37% | +54+0.2% | Added |
| Guidance Capital, Inc | 32,529 | $1.67M | 0.52% | −114−0.3% | Reduced |
| CWM, LLC | 33,643 | $1.67M | 0.01% | −417−1.2% | Reduced |
| Highline Wealth Partners LLC | 33,756 | $1.68M | 0.56% | −144−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 34,529 | $1.72M | 0.16% | +474+1.4% | Added |
| TownSquare Capital, LLC | 34,573 | $1.72M | 0.02% | +1,943+6.0% | Added |
| BCJ Capital Management, LLC | 34,604 | $1.72M | 0.13% | +4,812+16.2% | Added |
| David R. Rahn & Associates Inc. | 34,799 | $1.73M | 0.52% | +650+1.9% | Added |
| Mosley Wealth Management | 33,694 | $1.73M | 1.18% | +1,933+6.1% | Added |
| Evergreen Capital Management LLC | 35,269 | $1.75M | 0.06% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 35,787 | $1.78M | 0.45% | −147−0.4% | Reduced |
| Family Management Corp | 35,933 | $1.79M | 0.30% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 33,665 | $1.80M | 0.06% | +17,950+114.2% | Added |
| J.W. Cole Advisors, Inc. | 36,216 | $1.80M | 0.08% | +76+0.2% | Added |
| Waterloo Capital, L.P. | 36,251 | $1.80M | 0.20% | +36,251 | New |
| Sunesis Advisors, LLC | 36,471 | $1.81M | 1.09% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 36,527 | $1.82M | 0.40% | −496−1.3% | Reduced |
| TRUE Private Wealth Advisors | 36,643 | $1.82M | 0.22% | −1,395−3.7% | Reduced |
| Bank Ozk | 36,770 | $1.83M | 0.75% | −107−0.3% | Reduced |
| Change Path, LLC | 37,215 | $1.85M | 0.06% | +7,358+24.6% | Added |
| Perkins Coie Trust Co | 37,347 | $1.86M | 0.41% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 37,404 | $1.86M | 0.11% | −668−1.8% | Reduced |
| Integrated Advisors Network LLC | 37,703 | $1.87M | 0.09% | −331−0.9% | Reduced |
| United Asset Strategies, Inc. | 37,797 | $1.88M | 0.17% | −10,060−21.0% | Reduced |
| TrinityPoint Wealth, LLC | 37,799 | $1.88M | 0.27% | −50.0% | Reduced |
| Howland Capital Management LLC | 38,110 | $1.89M | 0.08% | −6,000−13.6% | Reduced |
| ICONIQ Capital, LLC | 38,140 | $1.90M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 38,259 | $1.90M | 0.03% | +11,471+42.8% | Added |
| Wormser Freres Gestion | 38,211 | $1.91M | 1.17% | −10,201−21.1% | Reduced |
| Valued Retirements, Inc. | 38,447 | $1.91M | 2.63% | 00.0% | Unchanged |
| Trust Point Inc. | 38,459 | $1.91M | 0.14% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 38,986 | $1.94M | 1.12% | −306−0.8% | Reduced |
| SignalPoint Asset Management, LLC | 38,932 | $1.95M | 0.46% | −2,311−5.6% | Reduced |
| Apeiron RIA LLC | 39,482 | $1.96M | 0.56% | −10,137−20.4% | Reduced |
| WBH Advisory Inc | 39,528 | $1.96M | 0.19% | −60.0% | Reduced |
| Whitener Capital Management, Inc. | 39,782 | $1.98M | 0.56% | +80.0% | Added |
| Allstate Corp | 40,000 | $1.99M | 0.19% | +40,000 | New |
| Sachetta, LLC | 40,070 | $1.99M | 0.79% | +28,790+255.2% | Added |
| Silver Oak Securities, Inc | 40,987 | $2.05M | 0.22% | +26,469+182.3% | Added |
| Confluence Wealth Services, Inc. | 41,389 | $2.06M | 0.15% | −1,845−4.3% | Reduced |
| Cadent Capital Advisors, LLC | 41,808 | $2.08M | 0.71% | +20,369+95.0% | Added |
| Virtus Family Office LLC | 42,004 | $2.09M | 2.76% | +334+0.8% | Added |
| Knollwood Investment Advisory, LLC | 42,851 | $2.13M | 0.23% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 42,868 | $2.13M | 1.12% | −3,570−7.7% | Reduced |
| Snowden Capital Advisors LLC | 42,883 | $2.13M | 0.06% | +1,759+4.3% | Added |
| MMBG Investment Advisors Co. | 42,900 | $2.13M | 0.22% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 42,941 | $2.13M | 0.44% | −125−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43,414 | $2.16M | 0.33% | +1,936+4.7% | Added |
| D.A. Davidson & Co. | 43,764 | $2.18M | 0.02% | −1,779−3.9% | Reduced |
| Prospera Financial Services Inc | 44,531 | $2.21M | 0.06% | +7,001+18.7% | Added |
| Ashton Thomas Private Wealth, LLC | 44,731 | $2.22M | 0.12% | +7,190+19.2% | Added |
| First Manhattan Co | 45,204 | $2.25M | 0.01% | −10,973−19.5% | Reduced |
| Strategic Investment Solutions, Inc. | 45,300 | $2.25M | 0.67% | −586−1.3% | Reduced |
| Adviser Investments LLC | 45,853 | $2.28M | 0.03% | +21,990+92.2% | Added |
| Simplicity Wealth,LLC | 45,911 | $2.28M | 0.21% | −14,160−23.6% | Reduced |
| Citadel Advisors LLC | 45,970 | $2.28M | 0.00% | +426+0.9% | Added |
| Red Mountain Financial, LLC | 46,314 | $2.30M | 2.45% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46,600 | $2.32M | 0.07% | +3,053+7.0% | Added |
| Intrepid Capital Management Inc | 46,987 | $2.34M | 1.30% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 47,422 | $2.36M | 0.37% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 48,390 | $2.40M | 0.85% | +2,171+4.7% | Added |
| Berkshire Asset Management LLC | 54,758 | $2.41M | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 49,100 | $2.44M | 0.08% | +49,100 | New |
| Heck Capital Advisors, LLC | 49,156 | $2.44M | 0.28% | +49,156 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,213 | $2.45M | 0.10% | −47−0.1% | Reduced |
| Scotia Capital Inc. | 49,319 | $2.45M | 0.01% | −8,680−15.0% | Reduced |
| Farrell Financial LLC | 48,484 | $2.46M | 1.74% | −148−0.3% | Reduced |
| Smith Thornton Advisors LLC | 49,492 | $2.46M | 1.62% | +469+1.0% | Added |
| Compass Financial Group, Inc. | 49,667 | $2.47M | 1.14% | −110.0% | Reduced |
| Jones Financial Companies LLLP | 49,434 | $2.48M | 0.00% | +25,414+105.8% | Added |
| Focus Financial Network, Inc. | 50,145 | $2.49M | 0.10% | +2,274+4.8% | Added |
| Boston Research & Management Inc | 50,383 | $2.50M | 0.58% | −1,130−2.2% | Reduced |
| Laidlaw Wealth Management LLC | 50,460 | $2.51M | 1.24% | −2,173−4.1% | Reduced |
| Lynx Investment Advisory | 50,889 | $2.53M | 1.82% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50,892 | $2.53M | 0.65% | +37,476+279.3% | Added |
| Toroso Investments, LLC | 51,277 | $2.55M | 0.03% | +43,301+542.9% | Added |
| NewSquare Capital LLC | 51,326 | $2.55M | 0.20% | −1,469−2.8% | Reduced |
| First Horizon Advisors, Inc. | 51,805 | $2.57M | 0.07% | −3,246−5.9% | Reduced |
| Advisory Alpha, LLC | 52,066 | $2.59M | 0.09% | +9,992+23.7% | Added |
| LM Advisors LLC | 52,348 | $2.60M | 0.53% | −450−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 50,945 | $2.61M | 0.31% | +8,173+19.1% | Added |
| Trademark Financial Management, LLC | 52,665 | $2.62M | 2.08% | +2,069+4.1% | Added |
| Avestar Capital, LLC | 52,806 | $2.62M | 0.29% | −3,639−6.4% | Reduced |
| Integrated Wealth Concepts LLC | 53,139 | $2.64M | 0.03% | +44+0.1% | Added |
| Firestone Capital Management | 53,258 | $2.65M | 0.66% | −7,416−12.2% | Reduced |
| Apollon Financial, LLC | 53,310 | $2.65M | 0.78% | +53,310 | New |