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, Q4 2024
Institutional positions in iShares Gold Trust as of Dec 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
- 1,418
- +217 vs. Q3 2024
- Shares held
- 375.6M
- +26.9M (+7.7%) vs. Q3 2024
- Total value
- $18.6B
- +$1.25B (+7.2%) vs. Q3 2024
- New holders
- 263
- 504 more added
- Sold out
- 46
- 381 more reduced
29 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 193,471 | $9.58M | 0.32% | +13,610+7.6% | Added |
| Resona Asset Management Co.,Ltd. | 196,270 | $9.72M | 0.06% | −80,375−29.1% | Reduced |
| Nottingham Advisors, Inc. | 196,576 | $9.73M | 1.23% | −36,992−15.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 197,524 | $9.78M | 3.42% | +800+0.4% | Added |
| Advisory Services Network, LLC | 197,601 | $9.78M | 0.18% | +41,198+26.3% | Added |
| American Investment Services, Inc. | 200,657 | $9.93M | 1.76% | −4,309−2.1% | Reduced |
| Wealth Management Partners, LLC | 202,402 | $10.0M | 4.32% | +1,723+0.9% | Added |
| Leavell Investment Management, Inc. | 203,301 | $10.1M | 0.49% | +6,447+3.3% | Added |
| Osborne Partners Capital Management, LLC | 204,149 | $10.1M | 0.58% | −5,947−2.8% | Reduced |
| Morton Capital Management LLC | 207,348 | $10.3M | 1.94% | +6,615+3.3% | Added |
| Sagespring Wealth Partners, LLC | 207,610 | $10.3M | 0.27% | +207,610 | New |
| Evoke Wealth, LLC | 207,704 | $10.3M | 0.29% | −16,517−7.4% | Reduced |
| Huntington National Bank | – | $10.3M | 0.07% | – | – |
| Private Harbour Investment Management & Counsel, LLC | 207,877 | $10.3M | 11.27% | −8,056−3.7% | Reduced |
| Fore Capital, LLC | 208,000 | $10.3M | 12.71% | +30,000+16.9% | Added |
| Clear Harbor Asset Management, LLC | 210,839 | $10.4M | 0.84% | +3,973+1.9% | Added |
| Forza Wealth Management, LLC | 212,840 | $10.5M | 4.80% | +2,373+1.1% | Added |
| Mesirow Financial Investment Management, Inc. | 215,570 | $10.7M | 0.21% | +1060.0% | Added |
| Thrivent Financial for Lutherans | 216,813 | $10.8M | 0.02% | +106,797+97.1% | Added |
| Rogco, LP | 217,529 | $10.8M | 4.39% | −9,458−4.2% | Reduced |
| Sowell Financial Services LLC | 218,876 | $10.8M | 0.57% | +27,088+14.1% | Added |
| Archetype Wealth Partners | 219,401 | $10.9M | 1.59% | −1,219−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 220,128 | $10.9M | 0.09% | +205,834+1,440.0% | Added |
| Prime Capital Investment Advisors, LLC | 220,710 | $10.9M | 0.16% | +11,284+5.4% | Added |
| Parkside Investments, LLC | 222,537 | $11.0M | 1.65% | −2,544−1.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 222,879 | $11.0M | 2.15% | −7,583−3.3% | Reduced |
| Hamilton Wealth, LLC | 228,726 | $11.3M | 2.74% | +6,186+2.8% | Added |
| Nkcfo LLC | 229,200 | $11.3M | 4.99% | +75,650+49.3% | Added |
| Upper Left Wealth Management, LLC | 230,061 | $11.4M | 9.74% | +1,680+0.7% | Added |
| Sigma Investment Counselors Inc | 232,252 | $11.5M | 0.68% | +5,482+2.4% | Added |
| Townsend & Associates, Inc | 222,211 | $11.5M | 1.18% | −1,542−0.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 232,432 | $11.5M | 4.10% | +232,432 | New |
| Verger Capital Management LLC | 232,636 | $11.5M | 5.74% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 235,393 | $11.7M | 3.36% | −3,940−1.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 236,580 | $11.7M | 5.98% | −2,249−0.9% | Reduced |
| Kaydan Wealth Management, Inc. | 237,390 | $11.8M | 3.91% | −147,399−38.3% | Reduced |
| Fifth Third Securities, Inc. | 238,969 | $11.8M | 1.00% | +983+0.4% | Added |
| Aveo Capital Partners, LLC | 239,264 | $11.8M | 1.30% | −28,707−10.7% | Reduced |
| Van Hulzen Asset Management, LLC | 243,168 | $12.0M | 0.88% | +4,340+1.8% | Added |
| Resonant Capital Advisors, LLC | 245,960 | $12.2M | 0.89% | +704+0.3% | Added |
| Umb Bank N A | 246,958 | $12.2M | 0.19% | −13,559−5.2% | Reduced |
| Comerica Bank | 247,330 | $12.2M | 0.05% | +7,413+3.1% | Added |
| White Lighthouse Investment Management Inc. | 247,594 | $12.3M | 2.15% | −6,019−2.4% | Reduced |
| K2 Principal Fund, L.P. | 250,000 | $12.4M | 1.82% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 252,262 | $12.4M | 1.09% | −50,463−16.7% | Reduced |
| Purkiss Capital Advisors LLC | 251,625 | $12.5M | 10.76% | +251,625 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,188 | $12.5M | 2.88% | +7,772+3.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 257,314 | $12.7M | 2.97% | +10,798+4.4% | Added |
| CPA Asset Management LLC | 259,246 | $12.8M | 5.97% | −591−0.2% | Reduced |
| Norris Financial Group, LLC | 266,562 | $13.2M | 6.20% | +35,870+15.5% | Added |
| Wallington Asset Management, LLC | 268,579 | $13.3M | 1.92% | +1,240+0.5% | Added |
| Fielder Capital Group LLC | 268,962 | $13.3M | 4.15% | −4,565−1.7% | Reduced |
| Legend Financial Advisors, Inc. | 269,453 | $13.3M | 9.41% | −8,762−3.1% | Reduced |
| Brookstone Capital Management | 275,398 | $13.6M | 0.20% | +22,803+9.0% | Added |
| Allworth Financial LP | 266,862 | $13.9M | 0.08% | +61,324+29.8% | Added |
| Perigon Wealth Management, LLC | 272,954 | $14.0M | 0.34% | +39,289+16.8% | Added |
| Ambassador Advisors, LLC | 282,766 | $14.0M | 2.38% | +832+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 262,919 | $14.4M | 0.04% | +10,200+4.0% | Added |
| LVM Capital Management Ltd | 290,431 | $14.4M | 1.55% | +5,261+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 291,209 | $14.4M | 0.97% | −21,133−6.8% | Reduced |
| Arlington Capital Management, Inc. | 294,216 | $14.6M | 10.07% | +35,666+13.8% | Added |
| AMG National Trust Bank | 296,011 | $14.6M | 0.40% | +3,883+1.3% | Added |
| M&T Bank Corp | 294,730 | $14.6M | 0.05% | −49,164−14.3% | Reduced |
| Transform Wealth, LLC | 298,295 | $14.8M | 0.82% | +292,442+4,996.4% | Added |
| Chemistry Wealth Management LLC | 301,586 | $14.9M | 3.50% | +2,464+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 303,233 | $15.0M | 0.03% | +82,933+37.6% | Added |
| Bokf, NA | 295,728 | $15.0M | 0.25% | −7,084−2.3% | Reduced |
| Blair William & Co | 303,607 | $15.0M | 0.04% | −40,995−11.9% | Reduced |
| Sage Rhino Capital LLC | 304,513 | $15.1M | 3.29% | −34,353−10.1% | Reduced |
| Baldwin Brothers Inc | 308,115 | $15.3M | 1.05% | −5,480−1.7% | Reduced |
| Tudor Investment Corp Et Al | 311,793 | $15.4M | 0.16% | +311,793 | New |
| Sterling Financial Planning, Inc. | 314,431 | $15.6M | 5.73% | −15,475−4.7% | Reduced |
| Modus Advisors, LLC | 317,580 | $15.7M | 4.93% | −5,729−1.8% | Reduced |
| Quest Investment Management LLC | 317,621 | $15.7M | 1.83% | −78,926−19.9% | Reduced |
| Oppenheimer Asset Management Inc. | 324,755 | $16.1M | 0.20% | +4,376+1.4% | Added |
| Citigroup Inc | 325,591 | $16.1M | 0.02% | −254,414−43.9% | Reduced |
| CIBC World Markets Inc. | 325,899 | $16.1M | 0.04% | −1,726−0.5% | Reduced |
| Dakota Wealth Management | 326,120 | $16.1M | 0.37% | +4,580+1.4% | Added |
| First American Trust, FSB | 332,788 | $16.5M | 1.64% | +4,937+1.5% | Added |
| First Foundation Advisors | 341,891 | $16.9M | 0.64% | +25,557+8.1% | Added |
| Capital Group Private Client Services, Inc. | 343,322 | $17.0M | 0.16% | +19,557+6.0% | Added |
| CI Private Wealth, LLC | 1,041,689 | $17.3M | 0.03% | +17,239+1.7% | Added |
| Pictet Asset Management Holding SA | 350,500 | $17.4M | 0.02% | −142,000−28.8% | Reduced |
| Parcion Private Wealth LLC | 353,503 | $17.5M | 1.34% | −6,560−1.8% | Reduced |
| Cohen & Steers, Inc. | 359,347 | $17.8M | 0.03% | +27,255+8.2% | Added |
| Kingsview Wealth Management, LLC | 359,676 | $17.8M | 0.35% | −110,224−23.5% | Reduced |
| James Investment Research Inc | 359,864 | $17.8M | 2.12% | −630−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 365,300 | $18.1M | 0.16% | +58,565+19.1% | Added |
| Vision Capital Management, Inc. | 365,746 | $18.1M | 2.66% | −1,821−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 366,257 | $18.1M | 0.54% | −10,827−2.9% | Reduced |
| US Bancorp | 369,706 | $18.3M | 0.02% | +86,452+30.5% | Added |
| BFSG, LLC | 370,603 | $18.3M | 2.15% | +590.0% | Added |
| Beacon Pointe Advisors, LLC | 373,251 | $18.5M | 0.20% | +5,071+1.4% | Added |
| Colony Group, LLC | 373,260 | $18.5M | 0.05% | +227,240+155.6% | Added |
| Syon Capital LLC | 384,548 | $19.0M | 1.71% | −24,796−6.1% | Reduced |
| WESCAP Management Group, Inc. | 390,044 | $19.3M | 4.69% | −23,532−5.7% | Reduced |
| TD Waterhouse Canada Inc. | 393,505 | $19.5M | 0.16% | +11,745+3.1% | Added |
| Atria Wealth Solutions, Inc. | 394,533 | $19.5M | 0.21% | +22,634+6.1% | Added |
| AllGen Financial Advisors, Inc. | 395,101 | $19.6M | 6.57% | −8,702−2.2% | Reduced |
| Chatham Capital Group, Inc. | 406,745 | $20.1M | 3.31% | +9,175+2.3% | Added |