iShares Gold TrustIAUETF
13F holders, Q1 2024 (March 31)1,139holders
5famous investors
$42.03avg. 13F price*
At the end of Q1 2024, 1,139 institutions reported holding iShares Gold Trust (IAU) in their 13F filings. The largest holders were Bank of America Corp. ($1.4B), FMR LLC ($961.7M) and Morgan Stanley ($920.9M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $80.3M |
| Exits | 73 | $469.7M |
Ownership 1,139 holders
| Bank of America Corp. | 0.14% | Reduce -1.8% | 33,066,442 | $1.4B |
| FMR LLC | 0.06% | Reduce -0.4% | 22,892,225 | $961.7M |
| Morgan Stanley | 0.07% | Add +0.6% | 21,919,938 | $920.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.61% | Reduce -1.5% | 21,249,413 | $892.7M |
| Charles Schwab Investment Advisory, Inc. | 1.18% | Reduce -0.4% | 20,374,821 | $855.9M |
| Empower Advisory Group, LLC | 2.34% | Add +0.8% | 14,881,670 | $625.2M |
| Wells Fargo & Company | 0.12% | Reduce -3.3% | 11,205,703 | $470.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -12.2% | 10,830,911 | $455.0M |
| Alliancebernstein L.P. | 0.14% | Reduce -2.2% | 9,740,179 | $409.2M |
| LPL Financial LLC | 0.16% | Add +1.3% | 7,059,011 | $296.5M |
| Bank of Montreal | 0.08% | Reduce -8.3% | 6,379,185 | $264.7M |
| Mizuho Bank, Ltd. | 26.07% | Reduce -25.0% | 6,000,000 | $252.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.3% | 5,433,267 | $228.5M |
| WealthNavi Inc. | 2.94% | Add +18.9% | 5,249,427 | $220.5M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Reduce -4.7% | 4,260,514 | $179.0M |
| HighTower Advisors, LLC | 0.26% | Reduce -3.0% | 3,873,170 | $162.7M |
| Raymond James & Associates | 0.11% | Add +4.4% | 3,844,075 | $161.5M |
| Packer & Co Ltd | 52.74% | No change | 3,585,100 | $150.6M |
| BlackRock Inc. | 0.00% | Add +2.4% | 3,490,272 | $146.6M |
| Royal Bank of Canada | 0.03% | Reduce -7.9% | 3,338,716 | $140.3M |
| Cerity Partners LLC | 0.34% | Reduce -1.1% | 3,039,470 | $128.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.6% | 3,038,909 | $127.7M |
| Keybank National Association | 0.52% | Add +3.2% | 3,022,752 | $127.0M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -5.2% | 2,860,553 | $120.2M |
| Equitable Trust Co. | 7.85% | Add +5.0% | 2,694,867 | $113.2M |
| Northern Trust Corp. | 0.02% | Add +1.7% | 2,559,799 | $107.5M |
| Jane Street Group, LLC | 0.13% | Reduce -42.1% | 2,415,185 | $101.5M |
| Tocqueville Asset Management L.P. | 1.56% | Reduce -1.8% | 2,277,395 | $95.7M |
| Captrust Financial Advisors | 0.33% | Reduce -4.0% | 2,166,692 | $91.0M |
| CIBC Private Wealth Group LLC | 0.17% | Add +4.9% | 2,098,523 | $89.1M |
| Proficio Capital Partners LLC | 9.71% | Add +0.4% | 2,099,813 | $88.2M |
| GM Advisory Group, LLC | 5.94% | Reduce -6.9% | 2,016,546 | $84.7M |
| Baird Financial Group, Inc. | 0.18% | Reduce -0.8% | 2,004,478 | $84.2M |
| Arnhold LLC | 7.92% | Reduce -1.4% | 1,782,254 | $74.9M |
| Chevy Chase Trust Holdings, LLC | 0.23% | Reduce -1.0% | 1,679,054 | $70.5M |
| Stifel Financial Corp. | 0.08% | Reduce -5.8% | 1,586,838 | $66.7M |
| Moon Capital Management LP | 65.78% | No change | 1,559,604 | $65.5M |
| CENTRAL TRUST Co | 1.61% | Reduce -2.1% | 1,543,024 | $64.8M |
| First Command Advisory Services, Inc. | 0.64% | Reduce -0.3% | 1,460,851 | $61.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -24.8% | 1,385,307 | $58.2M |
| Forbes J M & Co. LLP | 6.21% | Reduce -1.4% | 1,363,509 | $57.3M |
| Franklin Resources Inc. | 0.02% | Reduce -2.0% | 1,267,621 | $53.3M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -0.3% | 1,257,475 | $52.8M |
| Neuberger Berman Group LLC | 0.04% | Reduce -0.3% | 1,214,938 | $51.0M |
| Tanglewood Wealth Management, Inc. | 6.26% | Add +1.5% | 1,205,013 | $50.6M |
| AlTi Global, Inc. | 1.38% | Reduce -0.1% | 1,177,361 | $49.5M |
| Mariner, LLC | 0.10% | Reduce -0.3% | 1,175,380 | $49.4M |
| Truist Financial Corp. | 0.07% | Add +4.0% | 1,126,259 | $47.3M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +23.0% | 1,067,966 | $44.9M |
| Beacon Investment Advisory Services, Inc. | 1.92% | Add +0.3% | 1,058,762 | $44.5M |
| Asset Management One Co., Ltd. | 0.17% | Reduce -20.3% | 1,028,782 | $43.2M |
| Corient Private Wealth LP | 0.08% | Add +2.7% | 1,011,603 | $42.5M |
| Cresset Asset Management, LLC | 0.20% | Reduce -10.3% | 977,195 | $41.1M |
| Allianz SE | 1.25% | — | 941,548 | $39.6M |
| Mercer Global Advisors Inc. | 0.11% | Add +1.2% | 935,700 | $39.4M |
| MacKay Shields LLC | 7.01% | No change | 929,500 | $39.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.9% | 921,751 | $38.7M |
| Capital Asset Advisory Services LLC | 2.20% | Add +0.0% | 875,424 | $38.5M |
| Axxcess Wealth Management, LLC | 1.06% | Reduce -5.7% | 893,875 | $37.6M |
| Oxbow Advisors, LLC | 5.32% | Add +5.6% | 888,890 | $37.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.0% | 878,925 | $36.9M |
| GenWealth Group, Inc. | 8.96% | Add +4.8% | 846,143 | $35.5M |
| CRCM LP | 25.98% | — | 813,165 | $34.2M |
| Circle Wealth Management, LLC | 0.83% | Reduce -0.0% | 792,348 | $33.3M |
| Creative Planning | 0.04% | Reduce -2.3% | 788,339 | $33.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.5% | 783,452 | $32.9M |
| National Bank of Canada | 0.05% | Add +67.9% | 697,460 | $31.1M |
| Equitable Holdings, Inc. | 0.35% | Add +6.1% | 732,901 | $30.8M |
| 1832 Asset Management L.P. | 0.05% | New | 714,618 | $30.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -31.9% | 710,978 | $29.9M |
| Biltmore Family Office, LLC | 5.84% | Add +10.3% | 705,869 | $29.7M |
| Cetera Investment Advisers | 0.07% | Add +545.9% | 694,118 | $29.2M |
| Narwhal Capital Management | 2.84% | Add +5.1% | 691,515 | $29.1M |
| EverSource Wealth Advisors, LLC | 2.26% | Reduce -10.1% | 662,721 | $28.7M |
| Evercore Wealth Management, LLC | 0.45% | Reduce -1.4% | 677,118 | $28.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.34% | Add +29.1% | 648,702 | $27.3M |
| Deutsche Bank AG | 0.01% | Add +0.2% | 633,098 | $26.6M |
| Strategic Point Investment Advisors, LLC | 4.80% | Add +0.6% | 629,949 | $26.5M |
| Stuart Investment Advisors, Inc. | 17.08% | Add +2.2% | 627,101 | $26.3M |
| West Family Investments, Inc. | 8.15% | No change | 620,540 | $26.3M |
| Cadinha & Co. LLC | 4.47% | Reduce -1.6% | 619,816 | $26.0M |
| VPR Management LLC | 7.10% | No change | 608,780 | $25.6M |
| Dynasty Wealth Management, LLC | 0.77% | — | 572,441 | $24.0M |
| Comerica Bank | 0.10% | Add +117.8% | 566,941 | $23.8M |
| Twin Focus Capital Partners, LLC | 4.50% | Add +0.5% | 562,720 | $23.6M |
| Mader & Shannon Wealth Management, Inc. | 13.07% | Reduce -5.0% | 554,683 | $23.3M |
| Kaydan Wealth Management, Inc. | 7.94% | Add +44.3% | 554,056 | $23.3M |
| EPIQ Capital Group, LLC | 9.01% | Add +0.8% | 538,592 | $22.6M |
| MML Investors Services, LLC | 0.09% | Reduce -33.5% | 537,941 | $22.6M |
| Tiaa Trust, National Association | 0.07% | Add +25.4% | 536,225 | $22.5M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -2.7% | 411,146 | $22.5M |
| Gladius Capital Management LP | 22.13% | Reduce -29.1% | 534,078 | $22.4M |
| Stephens Inc. | 0.34% | Reduce -5.7% | 527,223 | $22.1M |
| Checchi Capital Advisers, LLC | 1.68% | Add +15.0% | 512,290 | $21.5M |
| National Philanthropic Trust | 0.47% | Add +0.8% | 510,675 | $21.5M |
| Zhang Financial LLC | 1.58% | Reduce -22.5% | 506,712 | $21.3M |
| Quent Capital, LLC | 2.45% | Add +2.4% | 498,614 | $20.9M |
| Foundations Investment Advisors, LLC | 0.55% | Add +4.8% | 495,959 | $20.8M |
| Blue Trust, Inc. | 0.29% | Reduce -24.2% | 487,392 | $20.5M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -0.2% | 483,461 | $20.3M |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.