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Livermore
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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.

Q4 2024 vs. Q3 2024

How the institutions holding iShares Gold Trust changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of IAU: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,230291,418+217
Shares355.5M6.81M375.6M+26.9M (+7.7%)
Value$17.7B$338.3M$18.6B+$1.25B (+7.2%)

29 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (263)

Institutions that held iShares Gold Trust at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 263 by value.

Institutions new to IAU in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc5,063,190$250.7M0.09%
Pureheart Capital Pte Ltd.2,675,000$132.4M25.05%
Intellus Advisors LLC782,214$38.7M6.70%
MAI Capital Management518,559$25.7M0.19%
Tudor Investment Corp Et Al311,793$15.4M0.16%
Purkiss Capital Advisors LLC251,625$12.5M10.76%
Boyer & Corporon Wealth Management, LLC232,432$11.5M4.10%
Sagespring Wealth Partners, LLC207,610$10.3M0.27%
Stonebridge Financial Group, LLC178,235$8.82M0.97%
Impact Investors, Inc159,694$7.91M6.13%
DSG Capital Advisors, LLC159,004$7.87M1.43%
JP Wealth Management, Inc.134,982$6.68M4.91%
Advocacy Wealth Management Services, LLC126,942$6.28M0.48%
Roehl & Yi Investment Advisors, LLC126,033$6.05M3.33%
Sage Private Wealth Group, LLC117,380$5.81M4.36%
Bulltick Wealth Management, LLC100,879$4.99M1.18%
SBI Securities Co., Ltd.97,201$4.81M0.15%
Southern Style Financial, Inc.88,145$4.36M3.53%
J2 Capital Management Inc88,080$4.36M4.09%
Riggs Capital Management LLC84,875$4.20M4.12%
Red Crane Wealth Management, LLC78,894$3.91M3.70%
Pacific Point Advisors, LLC68,862$3.70M2.25%
Eq Wealth Advisors, LLC73,808$3.65M3.51%
Simplex Trading, LLC67,330$3.33M0.09%
Fearless Solutions, LLC dba Best Invest66,861$3.31M2.53%
Icon Wealth Advisors, LLC66,233$3.28M0.27%
Promus Capital, LLC64,363$3.19M2.44%
Empowered Funds, LLC64,225$3.18M0.05%
Principia Wealth Advisory, LLC62,600$3.10M2.91%
Sharkey, Howes & Javer62,042$3.07M0.43%
Wealthstar Advisors, LLC60,843$3.01M1.31%
High Falls Advisors, Inc60,328$2.99M0.69%
LifeWealth Investments, LLC60,058$2.97M1.97%
Cercano Management LLC59,869$2.96M0.08%
Evelyn Partners Asset Management Ltd57,407$2.84M0.77%
Security Financial Services, INC.54,918$2.72M0.55%
Dahring | Cusmano LLC54,516$2.70M2.45%
Alpha Zero LLC53,855$2.67M2.04%
Legacy Financial Group LLC51,560$2.55M0.41%
Invst, LLC50,374$2.49M0.30%
Bank of Jackson Hole Trust49,150$2.43M1.62%
Generation Capital Management LLC48,286$2.39M2.05%
Steel Peak Wealth Management LLC48,165$2.38M0.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors47,254$2.34M0.19%
BridgePort Financial Solutions, LLC42,341$2.29M1.04%
Beacon Bridge Wealth Partners, LLC46,347$2.29M0.97%
Cushing Capital Partners, LLC46,191$2.29M2.20%
Eq LLC46,054$2.28M1.07%
Kelly Financial Services LLC45,221$2.24M0.81%
Lineweaver Wealth Advisors, LLC43,509$2.15M0.40%
Buttonwood Financial Group, LLC40,551$2.12M1.17%
Stokes Family Office, LLC41,382$2.05M0.22%
Ipsen Advisor Group LLC39,993$1.98M1.69%
Five Pine Wealth Management39,129$1.94M1.63%
Brighton Jones LLC37,649$1.86M0.05%
Strategic Blueprint, LLC37,174$1.84M0.11%
American Trust36,348$1.80M0.14%
Scarborough Advisors, LLC35,637$1.76M0.25%
Columbus Macro, LLC35,209$1.74M0.24%
ONE Advisory Partners, LLC34,466$1.71M0.76%
Ofc Financial Planning, LLC33,839$1.68M1.77%
Triad Wealth Partners, LLC32,503$1.61M0.58%
Horst & Graben Wealth Management LLC32,337$1.60M0.28%
Flywheel Private Wealth LLC31,942$1.58M1.45%
Cardinal Strategic Wealth Guidance31,216$1.55M0.49%
Kingswood Wealth Advisors, LLC31,077$1.54M0.12%
Accredited Investor Services, LLC30,493$1.51M1.21%
Beacon Financial Group30,173$1.49M0.16%
4J Wealth Management LLC29,562$1.46M1.18%
Ascent Group, LLC29,013$1.44M0.11%
Comprehensive Money Management Services LLC28,873$1.43M1.18%
Midwest Capital Advisors, LLC27,895$1.38M1.01%
TSA Wealth Managment LLC27,212$1.35M0.55%
Forthright Family Wealth Advisory LLC26,467$1.31M0.85%
Cathy Pareto & Associates, Inc26,125$1.29M1.19%
Tme Financial, Inc.25,611$1.27M1.19%
Accredited Wealth Management, LLC25,451$1.26M1.10%
Cobblestone Asset Management LLC23,956$1.19M0.77%
BCGM Wealth Management, LLC23,373$1.16M0.37%
RFG - Bristol Wealth Advisors, LLC22,710$1.12M0.37%
ShoreHaven Wealth Partners, LLC22,149$1.10M0.52%
Bensler, LLC21,420$1.06M0.13%
Alterna Wealth Management, Inc21,244$1.05M0.89%
Alpha Financial Partners, LLC21,239$1.05M0.83%
WESPAC Advisors, LLC21,152$1.05M0.77%
PAX Financial Group, LLC20,720$1.03M0.18%
Bradley & Co. Private Wealth Management, LLC19,878$984.2K0.61%
Ehrlich Financial Group19,662$973.5K0.69%
Summit X, LLC18,707$926.2K0.21%
Jordan Park Trust Co LLC18,651$923.4K0.77%
Braun-Bostich & Associates Inc.18,527$917.3K0.66%
Noble Wealth Management PBC18,509$916.4K0.64%
SigFig Wealth Management, LLC18,054$888.6K0.03%
Global Wealth Management, LLC17,513$867.1K0.55%
Courier Capital LLC17,451$864.0K0.06%
True Vision MN LLC17,266$854.8K0.51%
West Wealth Group, LLC17,237$853.4K0.25%
XTX Topco Ltd17,049$844.1K0.07%
Novem Group16,518$817.8K0.12%
Sovran Advisors, LLC15,392$777.8K0.11%

Sold out (46)

Institutions that held iShares Gold Trust at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of IAU in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Quadrature Capital Ltd1,927,978$95.8M
Twin Tree Management, LP491,495$24.4M
Innova Wealth Partners258,550$12.8M
Summit Trail Advisors, LLC183,389$9.11M
IMC-Chicago, LLC60,514$3.01M
Toroso Investments, LLC51,277$2.55M
Heck Capital Advisors, LLC49,156$2.44M
AlphaStar Capital Management, LLC30,825$1.53M
Simplify Asset Management Inc.22,085$1.10M
Interactive Financial Advisors21,237$1.06M
Norris Perne & French LLP18,302$909.6K
GTS Securities LLC17,426$866.1K
Southland Equity Partners LLC13,930$692.3K
Encompass Wealth Advisors, LLC13,825$687.1K
Ayrshire Capital Management LLC13,801$685.9K
First Hawaiian Bank8,630$428.9K
Balboa Wealth Partners7,594$377.4K
DLK Investment Management, LLC6,641$330.1K
Wealthcare Capital Management LLC6,171$306.7K
Madison Wealth Partners, Inc5,593$278.0K
BluePointe Capital Management, LLC5,340$265.4K
Money Concepts Capital Corp5,300$263.4K
Fiduciary Family Office, LLC5,249$260.9K
Founders Financial Alliance, LLC5,246$260.7K
Trilogy Capital Inc.4,314$214.4K
Wiser Wealth Management, Inc4,080$202.8K
TruWealth Advisors, LLC4,067$202.1K
Walker Asset Management, LLC4,034$200.5K
Castleview Partners, LLC3,541$176.0K
VisionPoint Advisory Group, LLC3,397$168.8K
Voisard Asset Management Group, Inc.2,120$105.4K
Albion Financial Group1,815$90.2K
Bull Oak Capital, LLC1,592$79.1K
Planned Solutions, Inc.1,591$79.1K
Flaharty Asset Management, LLC697$34.6K
Householder Group Estate & Retirement Specialist, LLC680$33.0K
Clear Point Advisors Inc.582$28.9K
Carolina Wealth Advisors, LLC400$19.9K
Dynamic Wealth Strategies, LLC384$19.0K
Northwest Financial Advisors336$16.7K
Legacy Investment Solutions, LLC335$16.3K
Legacy Wealth Managment, LLC335$16.3K
Financial Network Wealth Advisors LLC252$12.5K
West Oak Capital, LLC207$10.3K
ZRC Wealth Management, LLC175$8.70K
Valley National Advisers Inc105$5.00K

Not filed for Q4 2024 yet (29)

Institutions that held iShares Gold Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates4,337,296$215.6M
Raymond James Financial Services Advisors, Inc.1,128,650$56.1M
New Potomac Partners, LLC224,151$11.1M
Gateway Advisory, LLC181,878$9.04M
GYL Financial Synergies, LLC149,217$7.42M
Sinecera Capital, LLC124,762$6.20M
Kure Advisory, LLC105,693$5.25M
Axiom Advisory, LLC106,340$4.97M
Sage Investment Advisers LLC92,080$4.58M
Inscription Capital, LLC91,137$4.53M
FinTrust Capital Advisors, LLC69,057$3.43M
Raymond James Trust N.A.56,942$2.83M
Vima LLC24,360$1.21M
Wealthgate Family Office, LLC23,097$1.15M
Rakuten Investment Management, Inc.21,655$1.08M
Divergent Wealth Advisors, LLC17,333$861.5K
Crosspoint Financial, LLC17,056$847.7K
Waypoint Capital Advisors, LLC8,913$443.0K
Kingfisher Capital LLC5,530$274.8K
Guardian Capital Advisors LP5,000$251.2K
Lesa Sroufe & Co5,025$250.0K
SpiderRock Advisors, LLC4,570$227.1K
Banque Cantonale Vaudoise4,480$223.0K
Alpine Bank Wealth Management3,461$172.0K
Carmichael Hill & Associates, Inc.2,532$125.8K
M&R Capital Management Inc2,000$99.4K
BBJS Financial Advisors, LLC200$9.94K
WFA of San Diego, LLC150$7.46K
Northwest Investment Counselors, LLC7$348