iShares Gold TrustIAUETF

13F holders, Q3 2024 (September 30)
1,224holders +55
102new positions
48sold out
5famous investors
$49.70avg. 13F price*

At the end of Q3 2024, 1,224 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 55 from Q2 2024. 102 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.6B), FMR LLC ($1.1B) and Morgan Stanley ($1.1B). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Gold Trust
CUSIP
464285204
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions102$229.1M
Exits48$45.6M

All 13F filers, Q2 2024 → Q3 2024: 15,071,715 shares bought and 33,957,131 shares sold, net −18,885,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,224 holders

Bank of America Corp. 0.14% Reduce -1.4% 31,987,661 $1.6B
FMR LLC 0.07% Add +0.3% 23,065,092 $1.1B
Morgan Stanley 0.08% Reduce -1.0% 21,658,106 $1.1B
Sumitomo Mitsui Trust Group, Inc. 0.63% Add +0.8% 18,152,535 $902.2M
Empower Advisory Group, LLC 2.51% Add +0.8% 14,921,731 $741.6M
JPMorgan Chase & Co. 0.04% Add +9.6% 11,217,258 $557.5M
Wells Fargo & Company 0.13% Add +2.3% 11,104,864 $551.9M
Alliancebernstein L.P. 0.15% Reduce -1.7% 8,741,799 $434.5M
UBS Group AG 0.11% Reduce -2.9% 7,836,792 $389.5M
LPL Financial LLC 0.14% Add +0.3% 6,377,347 $317.0M
WealthNavi Inc. 3.29% Add +4.2% 5,782,790 $287.4M
Ameriprise Financial Inc. 0.07% Add +2.8% 5,350,542 $266.3M
Raymond James & Associates 0.13% Add +11.6% 4,337,296 $215.6M
Northwestern Mutual Wealth Management Co. 0.18% Reduce -2.9% 4,143,602 $205.9M
BlackRock, Inc. 0.00% — 3,956,017 $196.6M
HighTower Advisors, LLC 0.28% Reduce -2.3% 3,769,822 $187.3M
Royal Bank of Canada 0.04% Reduce -0.1% 3,588,120 $178.3M
Packer & Co Ltd 60.45% No change 3,585,100 $178.2M
Envestnet Asset Management Inc. 0.06% Add +1.9% 3,583,931 $178.1M
Cerity Partners LLC 0.36% Add +4.2% 3,244,343 $161.2M
Keybank National Association 0.61% Add +2.6% 3,157,953 $157.0M
Commonwealth Equity Services, LLC 0.23% Add +0.8% 3,062,509 $152.2M
Northern Trust Corp. 0.02% Add +9.1% 2,949,045 $146.6M
Truist Financial Corp. 0.21% Add +7.6% 2,652,851 $131.8M
Equitable Trust Co. 8.22% Reduce -1.4% 2,577,697 $128.1M
CIBC Private Wealth Group LLC 0.21% Add +5.2% 2,361,987 $117.4M
Captrust Financial Advisors 0.32% Add +5.3% 2,182,410 $108.5M
Proficio Capital Partners LLC 10.64% Add +0.4% 2,153,091 $107.0M
Tocqueville Asset Management L.P. 1.58% Reduce -1.3% 2,023,770 $100.6M
GM Advisory Group, LLC 6.00% Add +0.2% 2,014,927 $100.1M
Quadrature Capital Ltd 2.17% New 1,927,978 $95.8M
Baird Financial Group, Inc. 0.18% Reduce -6.8% 1,833,969 $91.1M
Arnhold LLC 8.48% No change 1,757,254 $87.3M
Stifel Financial Corp. 0.09% Add +3.6% 1,706,096 $84.8M
Chevy Chase Trust Holdings, LLC 0.26% Add +4.1% 1,703,211 $84.6M
Moon Capital Management LP 56.10% No change 1,559,604 $77.5M
Rockefeller Capital Management L.P. 0.20% Add +12.4% 1,493,820 $74.2M
CENTRAL TRUST Co 1.71% Reduce -2.2% 1,468,441 $73.0M
First Command Advisory Services, Inc. 0.67% Reduce -0.6% 1,399,930 $69.6M
Forbes J M & Co. LLP 6.72% Reduce -0.4% 1,384,211 $68.8M
AlTi Global, Inc. 1.53% Add +3.0% 1,277,133 $63.5M
Franklin Resources Inc. 0.02% Add +0.7% 1,256,447 $62.9M
Mariner, LLC 0.11% Reduce -0.5% 1,247,925 $62.0M
Cresset Asset Management, LLC 0.24% Reduce -3.8% 1,241,101 $61.7M
Tanglewood Wealth Management, Inc. 7.01% Add +1.4% 1,224,901 $60.9M
Neuberger Berman Group LLC 0.05% Reduce -0.1% 1,211,325 $60.2M
Raymond James Financial Services Advisors, Inc. 0.07% Add +4.5% 1,128,650 $56.1M
Osaic Holdings, Inc. 0.12% Reduce -2.3% 1,093,761 $54.4M
Bank of New York Mellon Corp 0.01% Reduce -26.5% 1,074,133 $53.4M
Axxcess Wealth Management, LLC 1.31% Add +18.0% 1,040,264 $51.7M
Beacon Investment Advisory Services, Inc. 2.14% Reduce -1.5% 1,033,901 $51.4M
Corient Private Wealth LP 0.08% Add +0.8% 1,024,450 $50.9M
Capital Asset Advisory Services LLC 2.53% Add +4.0% 1,022,597 $50.7M
Allianz SE 1.36% Add +3.5% 1,010,998 $50.2M
Mercer Global Advisors Inc. 0.11% Reduce -2.2% 971,468 $48.8M
Oxbow Advisors, LLC 4.92% Add +0.6% 969,509 $48.2M
PNC Financial Services Group, Inc. 0.03% Add +2.6% 950,390 $47.2M
MacKay Shields LLC 7.95% No change 929,500 $46.2M
Permanens Capital L.P. 8.63% Add +44.2% 855,260 $42.5M
Goldman Sachs Group Inc. 0.01% Add +1.6% 819,106 $40.7M
Sanctuary Advisors, LLC 0.26% Add +33.6% 788,800 $40.3M
1832 Asset Management L.P. 0.07% Add +26.9% 802,790 $39.9M
GenWealth Group, Inc. 9.16% Reduce -2.0% 801,235 $39.8M
Creative Planning 0.04% Reduce -0.1% 797,061 $39.6M
Circle Wealth Management, LLC 0.87% No change 792,348 $39.4M
Twin Focus Capital Partners, LLC 6.17% Add +10.2% 787,305 $39.1M
Deutsche Bank AG 0.02% Add +29.1% 754,464 $37.5M
Biltmore Family Office, LLC 6.19% Add +0.7% 727,779 $36.2M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +14.7% 720,398 $36.1M
Bank of Montreal 0.02% Reduce -88.7% 701,134 $35.1M
National Bank of Canada 0.05% Add +0.1% 705,078 $35.0M
Tiaa Trust, National Association 0.10% Add +17.9% 703,863 $35.0M
Narwhal Capital Management 3.05% Reduce -0.1% 681,154 $33.9M
Cetera Investment Advisers 0.07% Add +0.3% 678,640 $33.7M
Cadinha & Co. LLC 5.73% Add +2.1% 674,569 $33.5M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -2.7% 669,074 $33.3M
NorthCoast Asset Management LLC 0.23% Add +10279.7% 672,812 $33.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.35% Add +2.1% 661,721 $32.9M
HSBC Holdings PLC 0.02% Reduce -13.2% 658,548 $32.7M
EverSource Wealth Advisors, LLC 2.07% Add +1.1% 658,428 $32.7M
Evercore Wealth Management, LLC 0.49% Reduce -2.9% 653,360 $32.5M
Stuart Investment Advisors, Inc. 17.40% Reduce -0.0% 622,549 $30.9M
Cambridge Associates LLC /Ma/ 1.09% Add +55.1% 587,833 $29.2M
Dynasty Wealth Management, LLC 0.88% Add +0.7% 584,025 $29.0M
Anderson Hoagland & Co. 2.94% Add +29.6% 576,205 $28.9M
Citigroup Inc. 0.03% Add +72.9% 580,005 $28.8M
National Philanthropic Trust 0.51% Add +14.2% 563,632 $28.0M
Foundations Investment Advisors, LLC 0.57% Add +4.6% 545,151 $27.1M
Strategic Point Investment Advisors, LLC 4.45% Reduce -12.6% 542,943 $27.0M
West Family Investments, Inc. 9.06% No change 532,914 $26.6M
VPR Management LLC 9.19% Reduce -9.9% 530,480 $26.4M
Mader & Shannon Wealth Management, Inc. 15.26% Reduce -4.0% 527,949 $26.2M
Brave Asset Management Inc. 6.50% New 526,536 $26.2M
MML Investors Services, LLC 0.10% Reduce -4.1% 524,644 $26.1M
Parker Investment Management, LLC 4.21% New 524,135 $26.0M
EPIQ Capital Group, LLC 7.17% Add +0.1% 501,345 $24.9M
Fourpath Capital Management, LLC 4.57% Add +8.8% 498,757 $24.8M
Pictet Asset Management Holding SA 0.03% Add +76.5% 492,500 $24.7M
SkyView Investment Advisors, LLC 4.08% Add +1.9% 494,263 $24.5M
Twin Tree Management, LP 0.57% Add +3.2% 491,495 $24.4M

"% 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 1,224 holders