iShares Gold TrustIAUETF

13F holders, Q4 2024 (December 31)
1,411holders +187
143new positions
46sold out
6famous investors
$49.45avg. 13F price*

At the end of Q4 2024, 1,411 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 187 from Q3 2024. 143 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.5B), Morgan Stanley ($1.2B) and FMR LLC ($1.1B). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions143$169.6M
Exits46$162.2M

All 13F filers, Q3 2024 → Q4 2024: 32,052,255 shares bought and 16,711,335 shares sold, net +15,340,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,411 holders

Bank of America Corp. 0.14% Reduce -3.1% 30,980,315 $1.5B
Morgan Stanley 0.08% Add +8.5% 23,490,025 $1.2B
FMR LLC 0.07% Reduce -1.9% 22,617,136 $1.1B
Sumitomo Mitsui Trust Group, Inc. 0.59% Reduce -3.0% 17,600,803 $871.4M
Empower Advisory Group, LLC 2.32% Reduce -6.9% 13,893,012 $687.8M
Wells Fargo & Company 0.15% Add +10.7% 12,288,826 $608.4M
Envestnet Asset Management Inc. 0.17% Add +200.8% 10,778,652 $533.7M
JPMorgan Chase & Co. 0.03% Reduce -21.6% 8,788,184 $435.1M
LPL Financial LLC 0.17% Add +35.3% 8,630,437 $427.3M
Alliancebernstein L.P. 0.14% Reduce -3.3% 8,450,919 $418.4M
UBS Group AG 0.09% Add +4.5% 8,188,827 $405.4M
WealthNavi Inc. 3.41% Add +2.4% 5,924,001 $293.3M
Ameriprise Financial Inc. 0.07% Add +9.3% 5,851,040 $289.7M
Raymond James Financial Inc. 0.09% — 5,063,190 $250.7M
Northwestern Mutual Wealth Management Co. 0.18% Add +3.9% 4,303,852 $213.1M
BlackRock, Inc. 0.00% Add +8.4% 4,287,296 $212.3M
Truist Financial Corp. 0.32% Add +56.8% 4,160,293 $206.0M
HighTower Advisors, LLC 0.24% Reduce -4.3% 3,608,675 $178.7M
Packer & Co Ltd 56.73% No change 3,585,100 $177.5M
Cerity Partners LLC 0.35% Add +0.8% 3,271,594 $162.0M
Keybank National Association 0.62% Add +3.3% 3,262,769 $161.5M
Commonwealth Equity Services, LLC 0.23% Add +5.7% 3,238,078 $160.3M
Royal Bank of Canada 0.03% Reduce -10.4% 3,214,391 $159.1M
Northern Trust Corp. 0.02% Add +6.7% 3,147,030 $155.8M
Pureheart Capital Pte Ltd. 25.05% — 2,675,000 $132.4M
CIBC Private Wealth Group LLC 0.23% Add +6.3% 2,510,086 $126.2M
Equitable Trust Co. 6.81% Reduce -4.3% 2,466,167 $122.1M
Captrust Financial Advisors 0.32% Add +4.5% 2,281,729 $113.0M
Proficio Capital Partners LLC 9.00% Add +4.1% 2,241,711 $111.0M
Stifel Financial Corp. 0.11% Add +20.6% 2,056,655 $101.8M
GM Advisory Group, LLC 5.62% Add +1.8% 2,050,754 $101.5M
Tocqueville Asset Management L.P. 1.55% Reduce -1.2% 2,000,169 $99.0M
Baird Financial Group, Inc. 0.18% Add +1.4% 1,860,026 $92.1M
Chevy Chase Trust Holdings, LLC 0.28% Add +8.1% 1,841,803 $91.2M
Arnhold LLC 8.58% No change 1,757,254 $87.0M
Rockefeller Capital Management L.P. 0.20% Add +6.4% 1,588,860 $78.7M
Moon Capital Management LP 58.72% No change 1,559,604 $77.2M
Forbes J M & Co. LLP 6.65% Add +0.8% 1,395,586 $69.1M
First Command Advisory Services, Inc. 0.65% Reduce -1.6% 1,378,187 $68.2M
AlTi Global, Inc. 1.63% Add +6.8% 1,364,444 $67.6M
CENTRAL TRUST Co 1.63% Reduce -8.5% 1,343,042 $66.5M
Neuberger Berman Group LLC 0.05% Add +10.5% 1,338,578 $66.3M
Mariner, LLC 0.11% Add +4.7% 1,306,192 $64.7M
Cresset Asset Management, LLC 0.31% Add +4.5% 1,297,600 $64.2M
Tanglewood Wealth Management, Inc. 7.31% Add +4.7% 1,282,274 $63.5M
Goldman Sachs Group Inc. 0.01% Add +48.6% 1,217,348 $60.3M
Franklin Resources Inc. 0.02% Reduce -3.8% 1,208,679 $59.8M
Osaic Holdings, Inc. 0.13% Add +6.9% 1,169,360 $57.5M
Bank of New York Mellon Corp 0.01% Add +5.8% 1,136,328 $56.3M
Envestnet Portfolio Solutions, Inc. 0.18% Add +4039.4% 1,118,460 $55.4M
Allianz SE 1.35% Add +3.9% 1,050,835 $52.0M
Axxcess Wealth Management, LLC 1.28% Add +0.1% 1,041,762 $51.6M
Capital Asset Advisory Services LLC 2.54% Add +1.2% 1,034,938 $51.5M
Cetera Investment Advisers 0.11% Add +52.3% 1,033,471 $51.2M
Mercer Global Advisors Inc. 0.12% Add +1.5% 986,403 $48.8M
Permanens Capital L.P. 9.32% Add +15.3% 985,936 $48.8M
PNC Financial Services Group, Inc. 0.03% Add +2.6% 975,030 $48.3M
Oxbow Advisors, LLC 5.77% Reduce -0.5% 964,715 $47.8M
MML Investors Services, LLC 0.16% Add +83.1% 960,451 $47.6M
Beacon Investment Advisory Services, Inc. 2.01% Reduce -9.4% 936,197 $46.4M
Twin Focus Capital Partners, LLC 6.57% Add +14.1% 898,038 $44.5M
Sanctuary Advisors, LLC 0.27% Add +1.6% 801,641 $42.3M
OneDigital Investment Advisors LLC 0.48% Add +71.6% 836,425 $41.4M
Deutsche Bank AG 0.02% Add +10.5% 833,875 $41.3M
Janney Montgomery Scott LLC 0.11% Add +136.4% 811,127 $40.2M
GenWealth Group, Inc. 8.98% Reduce -0.5% 797,191 $39.5M
Circle Wealth Management, LLC 0.84% Reduce -0.0% 792,245 $39.2M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +10.4% 795,062 $39.1M
Intellus Advisors LLC 6.70% — 782,214 $38.7M
Cwm, LLC 0.16% Add +2182.7% 767,970 $38.0M
1832 Asset Management L.P. 0.07% Reduce -4.9% 763,532 $37.8M
Creative Planning 0.04% Reduce -4.8% 758,504 $37.6M
Dynasty Wealth Management, LLC 0.64% Add +29.0% 753,522 $37.3M
Biltmore Family Office, LLC 6.03% Reduce -0.4% 724,566 $35.9M
Tiaa Trust, National Association 0.11% Add +2.6% 722,196 $35.8M
Cambridge Investment Research Advisors, Inc. 0.12% Add +7.2% 717,417 $35.5M
National Bank of Canada 0.04% Reduce -0.3% 702,795 $34.8M
MacKay Shields LLC 6.85% Reduce -25.8% 690,000 $34.2M
EverSource Wealth Advisors, LLC 1.92% Add +4.5% 687,728 $34.0M
Park Avenue Securities LLC 0.35% Add +6538.7% 682,854 $33.8M
Bank of Montreal 0.02% Reduce -2.8% 681,760 $33.8M
NorthCoast Asset Management LLC 0.17% Add +1.3% 681,649 $33.7M
Narwhal Capital Management 2.98% Reduce -0.1% 680,464 $33.7M
HSBC Holdings PLC 0.02% Reduce -1.1% 651,039 $32.2M
Anderson Hoagland & Co. 3.31% Add +9.6% 631,665 $32.2M
Evercore Wealth Management, LLC 0.48% Reduce -0.7% 648,598 $32.1M
Stuart Investment Advisors, Inc. 16.32% Reduce -0.8% 617,752 $30.6M
National Philanthropic Trust 0.43% Add +7.2% 603,995 $29.9M
Foundations Investment Advisors, LLC 0.57% Add +9.8% 598,862 $29.6M
Strategic Point Investment Advisors, LLC 4.40% Add +0.3% 544,716 $27.0M
West Family Investments, Inc. 9.23% Add +0.3% 534,779 $26.5M
EPIQ Capital Group, LLC 6.85% Add +5.8% 530,556 $26.3M
Equitable Holdings, Inc. 0.25% Add +11.5% 528,696 $26.2M
Assetmark, Inc. 0.07% Add +8.9% 526,562 $26.1M
Cambridge Associates LLC /Ma/ 0.83% Reduce -11.3% 521,274 $25.8M
VPR Management LLC 13.43% Reduce -1.9% 520,480 $25.8M
Fourpath Capital Management, LLC 4.77% Add +4.3% 520,151 $25.8M
MAI Capital Management 0.19% New 518,559 $25.7M
SkyView Investment Advisors, LLC 4.07% Add +4.3% 515,422 $25.5M
NewEdge Advisors, LLC 0.15% Add +166.2% 513,450 $25.4M

"% 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 1,411 holders