iShares Gold TrustIAUETF

13F holders, Q1 2024 (March 31)
7holders
$42.01avg. 13F price*

At the end of Q1 2024, 7 institutions reported holding iShares Gold Trust (IAU) in their 13F filings. The largest holders were Money Design Co.,Ltd. ($66.4M), Partners Capital Investment Group, LLP ($1.8M) and Valicenti Advisory Services Inc. ($692K).

Company
iShares Gold Trust
CUSIP
464285105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 7Q1 2024Q2 2024: 6Q2 2024Q3 2024: 5Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 6Q3 2025Q4 2025: 6Q4 2025Q1 2026: 7Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$7K
Exits1$9.9M

Ownership 7 holders

Money Design Co.,Ltd. 3.61% Reduce -12.9% 1,579,406 $66.4M
Partners Capital Investment Group, LLP 0.05% Reduce -84.5% 42,088 $1.8M
Valicenti Advisory Services Inc. 0.19% Reduce -2.4% 16,475 $692K
Brooks, Moore & Associates, Inc. 0.27% No change 10,093 $424K
Your Advocates Ltd., LLP 0.07% Reduce -7.6% 4,134 $174K
Retirement Group, LLC 0.03% Add +4.3% 2,130 $89K
FSA Wealth Management LLC 0.00% New 174 $7K

"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.