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 | 1,230 | $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, 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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 10,458 | $517.8K | 0.06% | −29−0.3% | Reduced |
| OneAscent Financial Services LLC | 10,450 | $517.0K | 0.04% | +10,450 | New |
| Sovereign Financial Group, Inc. | 10,386 | $514.2K | 0.12% | +4,303+70.7% | Added |
| Pinnacle Bancorp, Inc. | 10,357 | $512.8K | 0.17% | −1,750−14.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 10,352 | $512.5K | 0.22% | +10,352 | New |
| Fisher Asset Management, LLC | 10,264 | $508.2K | 0.00% | −87−0.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 10,153 | $507.8K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 10,250 | $507.5K | 0.18% | +10,250 | New |
| Tradition Wealth Management, LLC | 10,233 | $506.6K | 0.04% | 00.0% | Unchanged |
| Atala Financial Inc | 10,225 | $506.2K | 0.36% | +10,225 | New |
| SWMG, LLC | 9,668 | $503.0K | 0.20% | −272−2.7% | Reduced |
| North Forty Two & Co. | 10,129 | $501.5K | 0.58% | +10,129 | New |
| Mission Wealth Management, LP | 10,126 | $501.3K | 0.01% | +798+8.6% | Added |
| Belpointe Asset Management LLC | 10,538 | $498.4K | 0.03% | −376−3.4% | Reduced |
| Hengehold Capital Management LLC | 10,000 | $495.1K | 0.05% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 9,856 | $488.0K | 0.02% | +2,280+30.1% | Added |
| Wetherby Asset Management Inc | 9,831 | $486.7K | 0.02% | +2,501+34.1% | Added |
| Moneta Group Investment Advisors LLC | 9,819 | $486.1K | 0.01% | +1,062+12.1% | Added |
| DMG Group, LLC | 9,787 | $484.6K | 0.39% | −3,143−24.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,773 | $483.9K | 0.02% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 9,763 | $483.4K | 0.33% | −13,628−58.3% | Reduced |
| Valmark Advisers, Inc. | 9,739 | $482.2K | 0.01% | −3,416−26.0% | Reduced |
| Patten & Patten Inc | 9,710 | $480.7K | 0.03% | +165+1.7% | Added |
| EPG Wealth Management LLC | 9,670 | $478.8K | 0.13% | −1,125−10.4% | Reduced |
| Staley Capital Advisers Inc | 9,648 | $477.7K | 0.02% | −80−0.8% | Reduced |
| Black Diamond Financial, LLC | 9,644 | $477.5K | 0.07% | +60+0.6% | Added |
| Sonora Investment Management Group, LLC | 9,643 | $477.4K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 9,570 | $473.8K | 0.13% | +310+3.3% | Added |
| Isthmus Partners, LLC | 9,520 | $471.3K | 0.06% | +9,520 | New |
| Choate Investment Advisors | 9,517 | $471.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9,515 | $471.1K | 0.11% | −1,500−13.6% | Reduced |
| Williams & Novak, LLC | 9,496 | $470.1K | 0.45% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 9,464 | $468.6K | 0.48% | +9,464 | New |
| Greenleaf Trust | 9,416 | $466.2K | 0.00% | −515−5.2% | Reduced |
| R.P. Boggs & Co. | 9,363 | $463.6K | 0.28% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 9,330 | $461.9K | 0.31% | +339+3.8% | Added |
| Peapack Gladstone Financial Corp | 9,306 | $461.0K | 0.01% | −68−0.7% | Reduced |
| XML Financial, LLC | 9,302 | $460.5K | 0.04% | +3,600+63.1% | Added |
| Three Cord True Wealth Management, LLC | 9,285 | $459.7K | 0.40% | +9,285 | New |
| Farmers Trust Co | 9,246 | $457.8K | 0.09% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 9,238 | $457.4K | 0.01% | +4,632+100.6% | Added |
| Winch Advisory Services, LLC | 9,195 | $455.2K | 0.12% | −1,991−17.8% | Reduced |
| Callan Capital, LLC | 9,195 | $455.2K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,125 | $451.8K | 0.01% | −7,479−45.0% | Reduced |
| Woodward Diversified Capital, LLC | 9,120 | $451.5K | 0.33% | −75−0.8% | Reduced |
| Essex Savings Bank | 9,091 | $450.0K | 0.11% | +791+9.5% | Added |
| Beckerman Institutional, LLC | 9,030 | $447.0K | 0.36% | +2,034+29.1% | Added |
| Redhawk Wealth Advisors, Inc. | 9,024 | $446.8K | 0.06% | +337+3.9% | Added |
| Tyler-Stone Wealth Management | 9,009 | $446.0K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 9,000 | $445.6K | 0.04% | 00.0% | Unchanged |
| Helium Advisors LLC | 8,985 | $444.8K | 0.35% | +8,985 | New |
| Baker Avenue Asset Management, LP | 8,962 | $443.7K | 0.01% | +1,445+19.2% | Added |
| Dynamic Financial Group | 8,959 | $443.6K | 0.45% | +8,959 | New |
| May Barnhard Investments LLC | 8,950 | $443.1K | 0.21% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 8,931 | $442.2K | 0.08% | +8,931 | New |
| DGS Capital Management, LLC | 8,896 | $440.4K | 0.11% | +177+2.0% | Added |
| Fairvoy Private Wealth, LLC | 8,884 | $439.8K | 0.12% | +8,884 | New |
| Quintet Private Bank (Europe) S.A. | 8,825 | $436.9K | 0.02% | +8,825 | New |
| GeoWealth Management, LLC | 8,780 | $434.7K | 0.01% | +1,584+22.0% | Added |
| Endeavor Private Wealth, Inc. | 8,777 | $434.5K | 0.41% | +8,777 | New |
| Ashford Capital Management Inc | 8,711 | $431.3K | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 8,690 | $430.2K | 0.01% | −100−1.1% | Reduced |
| KKM Financial LLC | 8,683 | $429.9K | 0.18% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 7,781 | $427.0K | 0.27% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 8,596 | $425.6K | 0.10% | +195+2.3% | Added |
| Level Four Advisory Services, LLC | 8,593 | $425.4K | 0.02% | −973−10.2% | Reduced |
| Strategies Wealth Advisors, LLC | 7,752 | $425.4K | 0.05% | 00.0% | Unchanged |
| Patten Group, Inc. | 8,589 | $425.2K | 0.09% | +8,589 | New |
| Lowe Brockenbrough & Co Inc | 8,513 | $421.5K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 8,500 | $420.8K | 0.04% | 00.0% | Unchanged |
| CRCM LP | 8,495 | $420.6K | 0.17% | −1,950−18.7% | Reduced |
| Capital Planning Advisors, LLC | 8,464 | $419.1K | 0.06% | −778−8.4% | Reduced |
| Reliant Wealth Planning | 8,462 | $419.0K | 0.20% | +145+1.7% | Added |
| First PREMIER Bank | 8,414 | $417.0K | 0.11% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 8,416 | $416.7K | 0.01% | +8,416 | New |
| Integral Investment Advisors, Inc. | 8,395 | $415.6K | 0.13% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 8,389 | $415.0K | 0.02% | −4,538−35.1% | Reduced |
| Custom Index Systems, LLC | 8,340 | $412.9K | 0.22% | +2,551+44.1% | Added |
| NWF Advisory Services Inc. | 8,325 | $412.2K | 0.06% | +2,895+53.3% | Added |
| Andina Capital Management, LLC | 8,310 | $411.4K | 0.34% | −2,884−25.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,275 | $411.3K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,287 | $410.3K | 0.04% | +215+2.7% | Added |
| Talon Private Wealth, LLC | 8,284 | $410.1K | 0.09% | −48−0.6% | Reduced |
| Compass Ion Advisors, LLC | 8,276 | $409.7K | 0.05% | +761+10.1% | Added |
| Adviser Investments LLC | 8,255 | $408.7K | 0.01% | −37,598−82.0% | Reduced |
| Great Diamond Partners, LLC | 8,234 | $407.7K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8,185 | $405.2K | 0.02% | 00.0% | Unchanged |
| Clarity Financial LLC | 8,144 | $403.2K | 0.05% | +281+3.6% | Added |
| Disciplined Investors, L.L.C. | 7,950 | $399.5K | 0.38% | +7,950 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,063 | $399.2K | 0.06% | +3,063+61.3% | Added |
| Howard Financial Services, Ltd. | 8,024 | $397.3K | 0.05% | +250+3.2% | Added |
| Arrien Investments, Inc. | 7,500 | $395.7K | 0.28% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 7,955 | $393.9K | 0.02% | +1,498+23.2% | Added |
| StoneX Group Inc. | 7,888 | $390.5K | 0.02% | +645+8.9% | Added |
| Northeast Financial Consultants Inc | 7,888 | $390.5K | 0.02% | +7,888 | New |
| Klingman & Associates, LLC | 7,866 | $389.4K | 0.02% | −117−1.5% | Reduced |
| Squarepoint Ops LLC | 7,866 | $389.4K | 0.00% | +7,866 | New |
| McAdam, LLC | 7,833 | $387.8K | 0.02% | −226−2.8% | Reduced |
| Stegent Equity Advisors, Inc. | 7,832 | $387.8K | 0.39% | 00.0% | Unchanged |
| Terry L. Blaker | 7,830 | $387.7K | 0.01% | +600+8.3% | Added |