iShares Gold TrustIAUETF

13F holders, Q2 2024 (June 30)
1,169holders +30
84new positions
54sold out
6famous investors
$43.98avg. 13F price*

At the end of Q2 2024, 1,169 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 30 from Q1 2024. 84 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($1.4B), FMR LLC ($1.0B) and Morgan Stanley ($960.9M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Gold Trust
CUSIP
464285204
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions84$497.9M
Exits54$344.4M

All 13F filers, Q1 2024 → Q2 2024: 42,252,687 shares bought and 21,709,916 shares sold, net +20,542,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,169 holders

Bank of America Corp. 0.14% Reduce -1.9% 32,441,264 $1.4B
FMR LLC 0.06% Add +0.5% 23,004,308 $1.0B
Morgan Stanley 0.07% Reduce -0.2% 21,873,377 $960.9M
Charles Schwab Investment Management Inc. 0.17% Add +193989.8% 20,026,187 $879.8M
Sumitomo Mitsui Trust Group, Inc. 0.58% Reduce -15.2% 18,010,048 $791.2M
Empower Advisory Group, LLC 2.42% Reduce -0.5% 14,810,521 $650.6M
Wells Fargo & Company 0.12% Reduce -3.1% 10,854,032 $476.8M
JPMorgan Chase & Co. 0.04% Reduce -5.5% 10,235,896 $449.7M
Alliancebernstein L.P. 0.14% Reduce -8.7% 8,889,944 $390.5M
UBS Group AG 0.11% New 8,073,218 $354.7M
LPL Financial LLC 0.14% Reduce -9.9% 6,359,362 $279.4M
Bank of Montreal 0.08% Reduce -2.8% 6,202,728 $276.8M
WealthNavi Inc. 3.09% Add +5.7% 5,548,791 $243.8M
Ameriprise Financial Inc. 0.06% Reduce -4.2% 5,205,549 $228.8M
Northwestern Mutual Wealth Management Co. 0.18% Add +0.2% 4,269,195 $187.5M
BlackRock Inc. 0.00% Add +12.1% 3,911,753 $171.8M
Raymond James & Associates 0.11% Add +1.1% 3,887,294 $170.8M
HighTower Advisors, LLC 0.26% Reduce -0.3% 3,860,177 $169.6M
Royal Bank of Canada 0.04% Add +7.6% 3,591,856 $157.8M
Packer & Co Ltd 53.63% No change 3,585,100 $157.5M
Envestnet Asset Management Inc. 0.05% Add +15.8% 3,518,705 $154.6M
Cerity Partners LLC 0.37% Add +2.4% 3,112,784 $136.7M
Keybank National Association 0.55% Add +1.8% 3,078,450 $135.2M
Commonwealth Equity Services, LLC 0.21% Add +6.3% 3,039,451 $133.5M
Northern Trust Corp. 0.02% Add +5.6% 2,703,270 $118.8M
Equitable Trust Co. 7.90% Reduce -3.0% 2,613,229 $114.8M
Truist Financial Corp. 0.17% Add +118.9% 2,465,359 $108.3M
CIBC Private Wealth Group LLC 0.19% Add +7.0% 2,245,091 $100.1M
Proficio Capital Partners LLC 9.89% Add +2.1% 2,144,328 $94.2M
Captrust Financial Advisors 0.29% Reduce -4.4% 2,072,026 $91.0M
Tocqueville Asset Management L.P. 1.49% Reduce -10.0% 2,049,661 $90.0M
GM Advisory Group, LLC 5.70% Reduce -0.3% 2,010,038 $88.3M
Baird Financial Group, Inc. 0.18% Reduce -1.8% 1,967,560 $86.4M
Arnhold LLC 8.15% Reduce -1.4% 1,757,254 $77.2M
Stifel Financial Corp. 0.08% Add +3.8% 1,646,917 $72.3M
Chevy Chase Trust Holdings, LLC 0.23% Reduce -2.6% 1,635,479 $71.8M
Moon Capital Management LP 58.03% No change 1,559,604 $68.5M
CENTRAL TRUST Co 1.62% Reduce -2.7% 1,501,977 $66.0M
Jane Street Group, LLC 0.07% Reduce -38.2% 1,493,211 $65.6M
Bank of New York Mellon Corp 0.01% Add +66.2% 1,460,596 $64.2M
First Command Advisory Services, Inc. 0.64% Reduce -3.6% 1,408,755 $61.9M
Forbes J M & Co. LLP 6.26% Add +1.9% 1,389,998 $61.1M
Rockefeller Capital Management L.P. 0.17% Add +5.7% 1,329,224 $58.4M
Cresset Asset Management, LLC 0.24% Add +32.0% 1,289,747 $56.7M
Mariner, LLC 0.11% Add +6.7% 1,253,973 $55.1M
Franklin Resources Inc. 0.02% Reduce -1.5% 1,248,040 $54.8M
AlTi Global, Inc. 1.46% Add +5.3% 1,240,272 $54.5M
Neuberger Berman Group LLC 0.04% Reduce -0.2% 1,212,683 $53.3M
Tanglewood Wealth Management, Inc. 6.60% Add +0.3% 1,208,420 $53.1M
Osaic Holdings, Inc. 0.12% Reduce -19.2% 1,119,569 $49.2M
Raymond James Financial Services Advisors, Inc. 0.07% Add +1.1% 1,079,908 $47.4M
Beacon Investment Advisory Services, Inc. 1.98% Reduce -0.8% 1,049,987 $46.1M
Corient Private Wealth LP 0.08% Add +0.5% 1,016,841 $44.7M
Capital Asset Advisory Services LLC 2.38% Add +12.4% 983,734 $43.9M
Allianz SE 1.26% Add +3.8% 977,150 $42.9M
Mercer Global Advisors Inc. 0.12% Add +6.2% 993,311 $42.8M
Oxbow Advisors, LLC 5.13% Add +8.5% 964,209 $42.4M
MacKay Shields LLC 7.23% No change 929,500 $40.8M
PNC Financial Services Group, Inc. 0.03% Add +0.4% 925,833 $40.7M
Axxcess Wealth Management, LLC 1.06% Reduce -1.4% 881,367 $38.7M
GenWealth Group, Inc. 8.84% Reduce -3.4% 817,408 $35.9M
CRCM LP 26.17% Add +0.2% 814,745 $35.8M
Goldman Sachs Group Inc. 0.01% Add +2.9% 806,514 $35.4M
Creative Planning 0.04% Add +1.2% 798,044 $35.1M
Circle Wealth Management, LLC 0.80% No change 792,348 $34.8M
HSBC Holdings PLC 0.02% Add +713.8% 758,903 $33.3M
Biltmore Family Office, LLC 5.85% Add +2.4% 722,865 $31.8M
Twin Focus Capital Partners, LLC 5.01% Add +27.0% 714,644 $31.4M
National Bank of Canada 0.05% Add +0.9% 704,114 $30.9M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -3.3% 687,408 $30.2M
EverSource Wealth Advisors, LLC 2.00% Reduce -1.7% 651,369 $30.2M
Narwhal Capital Management 2.83% Reduce -1.4% 682,068 $30.0M
Cetera Investment Advisers 0.07% Reduce -2.5% 676,468 $29.7M
Evercore Wealth Management, LLC 0.47% Reduce -0.7% 672,743 $29.6M
Cadinha & Co. LLC 5.38% Add +6.6% 660,887 $29.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.34% Reduce -0.1% 648,051 $28.5M
1832 Asset Management L.P. 0.05% Reduce -11.4% 632,830 $27.8M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +36.3% 627,919 $27.6M
Stuart Investment Advisors, Inc. 17.11% Reduce -0.7% 622,756 $27.4M
Strategic Point Investment Advisors, LLC 4.89% Reduce -1.4% 621,175 $27.3M
Tradewinds Capital Management, LLC 7.95% Add +340916.7% 613,830 $27.0M
Tiaa Trust, National Association 0.08% Add +11.3% 596,866 $26.2M
Sanctuary Advisors, LLC 0.19% — 590,459 $26.1M
Permanens Capital L.P. 2.66% Add +98.3% 593,102 $26.1M
VPR Management LLC 9.66% Reduce -3.3% 588,480 $25.9M
Deutsche Bank AG 0.01% Reduce -7.7% 584,589 $25.7M
Dynasty Wealth Management, LLC 0.75% Add +1.4% 580,187 $25.5M
TMD Wealth Management, LLC 5.36% Add +101.1% 556,502 $24.4M
Mader & Shannon Wealth Management, Inc. 14.53% Reduce -0.8% 550,097 $24.2M
MML Investors Services, LLC 0.10% Add +1.7% 547,055 $24.0M
West Family Investments, Inc. 7.05% Reduce -14.1% 532,914 $23.5M
Comerica Bank 0.10% Reduce -6.8% 528,229 $23.2M
Foundations Investment Advisors, LLC 0.56% Add +5.1% 521,262 $22.9M
EPIQ Capital Group, LLC 7.74% Reduce -7.0% 500,703 $22.0M
Checchi Capital Advisers, LLC 1.72% Reduce -3.5% 494,117 $21.7M
National Philanthropic Trust 0.41% Reduce -3.4% 493,418 $21.7M
Zhang Financial LLC 1.51% Reduce -2.8% 492,723 $21.6M
Quent Capital, LLC 2.38% Reduce -1.4% 491,838 $21.6M
OneDigital Investment Advisors LLC 0.27% Add +1.1% 488,763 $21.5M
SkyView Investment Advisors, LLC 3.81% Add +0.7% 484,854 $21.3M

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

Show all 1,169 holders