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 |
|---|---|---|---|---|---|
| Archetype Wealth Partners | 220,620 | $11.0M | 1.59% | +6,761+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 220,300 | $10.9M | 0.02% | +972+0.4% | Added |
| Upper Left Wealth Management, LLC | 228,381 | $10.8M | 9.46% | +17,305+8.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 215,933 | $10.7M | 11.31% | −170.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 215,464 | $10.7M | 0.21% | +4,145+2.0% | Added |
| Forza Wealth Management, LLC | 210,467 | $10.5M | 4.79% | +5,000+2.4% | Added |
| Osborne Partners Capital Management, LLC | 210,096 | $10.4M | 0.59% | −712−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 209,426 | $10.4M | 0.15% | +4,733+2.3% | Added |
| Huntington National Bank | – | $10.3M | 0.07% | – | – |
| Clear Harbor Asset Management, LLC | 206,866 | $10.3M | 0.84% | +10,349+5.3% | Added |
| Allworth Financial LP | 205,538 | $10.2M | 0.06% | −5,104−2.4% | Reduced |
| American Investment Services, Inc. | 204,966 | $10.2M | 1.70% | −19,028−8.5% | Reduced |
| Morton Capital Management LLC | 200,733 | $9.98M | 1.96% | −40,379−16.7% | Reduced |
| Wealth Management Partners, LLC | 200,679 | $9.97M | 4.62% | +1,963+1.0% | Added |
| Leavell Investment Management, Inc. | 196,854 | $9.78M | 0.49% | +6,983+3.7% | Added |
| Three Bridge Wealth Advisors, LLC | 196,724 | $9.78M | 3.61% | +2,350+1.2% | Added |
| GWM Advisors LLC | 192,918 | $9.59M | 0.06% | −11,547−5.6% | Reduced |
| Vivaldi Capital Management, LLC | 192,213 | $9.55M | 2.77% | +45,070+30.6% | Added |
| Sowell Financial Services LLC | 191,788 | $9.53M | 0.44% | +3,728+2.0% | Added |
| NTV Asset Management LLC | 190,603 | $9.47M | 1.27% | +1,930+1.0% | Added |
| Okabena Investment Services Inc | 189,452 | $9.42M | 2.66% | −740.0% | Reduced |
| LifePlan Financial, LLC | 189,439 | $9.42M | 8.08% | −3,698−1.9% | Reduced |
| Silverleafe Capital Partners, LLC | 187,742 | $9.33M | 3.30% | +44,201+30.8% | Added |
| Summit Trail Advisors, LLC | 183,389 | $9.11M | 0.23% | +38,982+27.0% | Added |
| Sapient Capital LLC | 183,052 | $9.10M | 0.18% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 181,878 | $9.04M | 1.46% | −8,792−4.6% | Reduced |
| Independent Financial Group, LLC | 179,861 | $8.94M | 0.33% | −40,486−18.4% | Reduced |
| Fore Capital, LLC | 178,000 | $8.85M | 17.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 176,702 | $8.78M | 0.01% | +4,663+2.7% | Added |
| Gamco Investors, Inc. Et Al | 174,750 | $8.69M | 0.09% | +7,600+4.5% | Added |
| Jane Street Group, LLC | 173,845 | $8.64M | 0.01% | −1,319,366−88.4% | Reduced |
| CSS LLC | 171,400 | $8.52M | 0.50% | +14,000+8.9% | Added |
| Stablepoint Partners, LLC | 170,982 | $8.50M | 1.55% | +5,261+3.2% | Added |
| JNBA Financial Advisors | 169,859 | $8.44M | 0.85% | −17,474−9.3% | Reduced |
| Lowe Wealth Advisors, LLC | 168,076 | $8.35M | 3.60% | +1,110+0.7% | Added |
| AE Wealth Management LLC | 167,849 | $8.34M | 0.08% | −14,382−7.9% | Reduced |
| Cape Ann Savings Bank | 166,400 | $8.27M | 4.80% | +1,052+0.6% | Added |
| Greenline Partners, LLC | 166,197 | $8.26M | 1.18% | +1,374+0.8% | Added |
| Sentinel Trust Co Lba | 165,984 | $8.25M | 0.94% | −70,042−29.7% | Reduced |
| Regency Capital Management Inc. | 164,010 | $8.15M | 4.48% | +46,190+39.2% | Added |
| Insight Wealth Partners, LLC | 163,724 | $8.14M | 4.97% | +5,369+3.4% | Added |
| Commerce Bank | 162,902 | $8.10M | 0.05% | +4,336+2.7% | Added |
| Plum Street Advisors, LLC | 162,152 | $8.06M | 4.08% | −10,077−5.9% | Reduced |
| Ariston Services Group | 161,297 | $8.02M | 6.98% | −144−0.1% | Reduced |
| Well Done, LLC | 158,873 | $7.90M | 1.44% | +5,143+3.3% | Added |
| Ancora Advisors, LLC | 158,639 | $7.88M | 0.18% | −70.0% | Reduced |
| Stratos Wealth Partners, LTD. | 158,557 | $7.88M | 0.11% | +7,260+4.8% | Added |
| Pathstone Holdings, LLC | 156,746 | $7.79M | 0.03% | +1,033+0.7% | Added |
| GFS Advisors, LLC | 156,560 | $7.78M | 1.65% | +150,776+2,606.8% | Added |
| Altiora Financial Group, LLC | 156,430 | $7.77M | 1.72% | −11,523−6.9% | Reduced |
| Financial Counselors Inc | 154,460 | $7.68M | 0.11% | +18,770+13.8% | Added |
| Nkcfo LLC | 153,550 | $7.63M | 3.64% | +126,100+459.4% | Added |
| Stephen J. Garry & Associates, LLC | 151,991 | $7.55M | 7.18% | −227−0.1% | Reduced |
| McMahon Financial Advisors, LLC | 151,322 | $7.52M | 1.64% | −231−0.2% | Reduced |
| GYL Financial Synergies, LLC | 149,217 | $7.42M | 0.56% | −1,905−1.3% | Reduced |
| Old Port Advisors | 148,656 | $7.39M | 2.05% | +1,799+1.2% | Added |
| Kestra Private Wealth Services, LLC | 148,104 | $7.36M | 0.13% | +4,056+2.8% | Added |
| Highland Financial Advisors, LLC | 147,686 | $7.34M | 2.61% | −30,144−17.0% | Reduced |
| Rehmann Capital Advisory Group | 146,347 | $7.27M | 0.48% | −2,771−1.9% | Reduced |
| Colony Group, LLC | 146,020 | $7.26M | 0.02% | −161,072−52.5% | Reduced |
| Lifeworks Advisors, LLC | 145,452 | $7.23M | 1.42% | +29,286+25.2% | Added |
| Prudential Financial Inc | 145,326 | $7.22M | 0.01% | +14,910+11.4% | Added |
| Private Advisor Group, LLC | 144,553 | $7.18M | 0.04% | −8,226−5.4% | Reduced |
| Patton Fund Management, Inc. | 143,064 | $7.11M | 1.47% | −2,810−1.9% | Reduced |
| Systelligence, LLC | 142,064 | $7.06M | 1.75% | −17,361−10.9% | Reduced |
| Fermata Advisors, LLC | 141,271 | $7.02M | 1.43% | +3,288+2.4% | Added |
| Sigma Planning Corp | 140,730 | $6.99M | 0.21% | +11,852+9.2% | Added |
| Ballentine Partners, LLC | 140,414 | $6.98M | 0.12% | +964+0.7% | Added |
| Towneley Capital Management, Inc | 139,933 | $6.95M | 1.58% | −4,819−3.3% | Reduced |
| BSW Wealth Partners | 138,968 | $6.91M | 1.04% | −9,244−6.2% | Reduced |
| Advisory Services Network, LLC | 156,403 | $6.87M | 0.14% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 137,235 | $6.82M | 0.37% | +206+0.2% | Added |
| Cranbrook Wealth Management, LLC | 136,807 | $6.80M | 1.55% | −4,881−3.4% | Reduced |
| Omnia Family Wealth, LLC | 136,791 | $6.80M | 2.91% | −410−0.3% | Reduced |
| We Are One Seven, LLC | 136,383 | $6.78M | 0.29% | +4,338+3.3% | Added |
| MBA Advisors LLC | 133,882 | $6.65M | 3.19% | −13,106−8.9% | Reduced |
| Weil Company, Inc. | 130,511 | $6.49M | 2.13% | −5,860−4.3% | Reduced |
| Global Wealth Strategies & Associates | 128,469 | $6.38M | 2.10% | +182+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 128,459 | $6.38M | 1.15% | −2,767−2.1% | Reduced |
| Kades & Cheifetz LLC | 127,102 | $6.32M | 3.62% | −480.0% | Reduced |
| Modern Wealth Management, LLC | 126,883 | $6.31M | 0.39% | +921+0.7% | Added |
| Maltin Wealth Management, Inc. | 125,917 | $6.26M | 3.05% | +2,481+2.0% | Added |
| Meridian Investment Counsel Inc. | 124,843 | $6.20M | 1.88% | −1,739−1.4% | Reduced |
| Sinecera Capital, LLC | 124,762 | $6.20M | 7.48% | −2,847−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 124,348 | $6.18M | 1.53% | −3,590−2.8% | Reduced |
| WealthCare Investment Partners, LLC | 123,732 | $6.18M | 2.71% | +10,430+9.2% | Added |
| RSM US Wealth Management LLC | 117,202 | $5.88M | 0.09% | +10,335+9.7% | Added |
| Southeast Asset Advisors Inc. | 115,540 | $5.74M | 0.64% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 115,215 | $5.73M | 2.83% | +1,052+0.9% | Added |
| Wills Financial Group, Inc. | 114,377 | $5.68M | 2.38% | −10.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 113,792 | $5.66M | 2.80% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 113,749 | $5.65M | 1.46% | −1,352−1.2% | Reduced |
| Barclays PLC | 113,702 | $5.65M | 0.00% | −40,374−26.2% | Reduced |
| Harvest Fund Management Co., Ltd | 113,654 | $5.65M | 0.34% | +21,070+22.8% | Added |
| Twelve Points Wealth Management LLC | 113,504 | $5.64M | 1.77% | +6,920+6.5% | Added |
| Lido Advisors, LLC | 113,100 | $5.62M | 0.04% | −75−0.1% | Reduced |
| FDx Advisors, Inc. | 112,692 | $5.60M | 1.53% | −4,428−3.8% | Reduced |
| Mutual Advisors, LLC | 108,061 | $5.58M | 0.16% | +67,285+165.0% | Added |
| Thrivent Financial for Lutherans | 110,016 | $5.47M | 0.01% | +640+0.6% | Added |
| Atomi Financial Group, Inc. | 108,248 | $5.38M | 0.34% | +5,839+5.7% | Added |