iShares Gold TrustIAUETF

13F holders, Q3 2025 (September 30)
1,705holders +113
173new positions
51sold out
8famous investors
$72.76avg. 13F price*

At the end of Q3 2025, 1,705 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 113 from Q2 2025. 173 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($2.2B), Morgan Stanley ($1.8B) and FMR LLC ($1.6B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
iShares Gold Trust
CUSIP
464285204
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions173$765.9M
Exits51$57.7M

All 13F filers, Q2 2025 → Q3 2025: 46,484,154 shares bought and 20,398,187 shares sold, net +26,085,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,705 holders

Bank of America Corp. 0.17% Add +1.5% 30,799,504 $2.2B
Morgan Stanley 0.11% Add +5.7% 24,836,471 $1.8B
FMR LLC 0.08% Reduce -13.5% 21,989,888 $1.6B
Envestnet Asset Management Inc. 0.43% Add +47.7% 20,520,705 $1.5B
LPL Financial LLC 0.29% Add +24.2% 13,538,758 $985.2M
JPMorgan Chase & Co. 0.06% Add +20.6% 13,165,231 $958.0M
Wells Fargo & Company 0.19% Add +1.6% 12,876,414 $937.0M
UBS Group AG 0.13% Add +6.5% 9,148,055 $665.7M
Sumitomo Mitsui Trust Group, Inc. 0.38% Reduce -42.9% 9,004,594 $655.3M
WealthNavi Inc. 4.81% Add +8.5% 7,130,543 $518.9M
Alliancebernstein L.P. 0.16% Reduce -3.1% 6,815,341 $496.0M
Ameriprise Financial Inc. 0.11% Reduce -0.1% 6,607,356 $481.7M
Empower Advisory Group, LLC 1.18% Reduce -2.6% 5,871,070 $427.2M
Truist Financial Corp. 0.57% Add +5.9% 5,814,190 $423.1M
BlackRock, Inc. 0.01% Add +6.8% 5,693,663 $414.3M
Raymond James Financial Inc. 0.13% Add +5.2% 5,626,480 $409.4M
Northwestern Mutual Wealth Management Co. 0.27% Add +11.4% 5,576,855 $405.8M
Citigroup Inc. 0.27% Add +3.9% 5,307,719 $386.2M
Royal Bank of Canada 0.06% Add +23.3% 4,528,903 $329.6M
Northern Trust Corp. 0.04% Add +5.5% 4,311,479 $313.7M
Keybank National Association 0.94% Add +1.0% 3,660,199 $266.4M
Commonwealth Equity Services, LLC 0.33% Reduce -8.6% 3,517,051 $255.9M
HighTower Advisors, LLC 0.29% Add +2.2% 3,509,779 $255.4M
Prudential Financial Inc. 0.30% Reduce -1.2% 3,451,986 $251.2M
HRTG Gpe, LLC 24.54% New 3,163,660 $230.2M
Cerity Partners LLC 0.37% Add +2.3% 3,129,037 $227.7M
CIBC Private Wealth Group LLC 0.33% Add +3.9% 2,651,432 $192.9M
Stifel Financial Corp. 0.16% Add +2.5% 2,412,750 $175.6M
Captrust Financial Advisors 0.36% Reduce -0.6% 2,399,841 $174.6M
Proficio Capital Partners LLC 11.33% Add +2.2% 2,266,638 $164.9M
Cetera Investment Advisers 0.19% Add +54.4% 2,262,178 $164.6M
Packer & Co Ltd 43.24% — 2,150,100 $156.5M
MML Investors Services, LLC 0.39% Add +29.3% 2,008,348 $146.1M
Bank of New York Mellon Corp 0.03% Add +35.8% 1,958,763 $142.5M
Cwm, LLC 0.42% Add +82.9% 1,896,741 $138.0M
Osaic Holdings, Inc. 0.19% Add +8.9% 2,041,834 $137.9M
Erste Asset Management GmbH 1.33% Add +7.3% 1,905,650 $137.5M
Equitable Trust Co. 6.29% Reduce -0.2% 1,879,299 $136.8M
Tocqueville Asset Management L.P. 1.93% Reduce -1.8% 1,818,092 $132.3M
Arnhold LLC 10.70% No change 1,757,254 $127.9M
Envestnet Portfolio Solutions, Inc. 0.46% Add +51.9% 1,707,152 $124.2M
Cresset Asset Management, LLC 0.54% Add +16.8% 1,692,988 $123.2M
Chevy Chase Trust Holdings, LLC 0.34% Add +0.3% 1,690,589 $123.0M
Rockefeller Capital Management L.P. 0.24% Add +19.1% 1,678,526 $122.1M
Mizuho Bank, Ltd. 13.41% New 1,660,000 $120.8M
Goldman Sachs Group Inc. 0.02% Reduce -15.4% 1,593,631 $116.0M
Park Avenue Securities LLC 0.90% Add +57.0% 1,590,982 $115.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.3% 1,562,436 $113.7M
Moon Capital Management LP 83.50% No change 1,559,604 $113.5M
GM Advisory Group, LLC 4.81% Reduce -0.0% 1,554,871 $113.1M
AlTi Global, Inc. 2.60% Reduce -2.7% 1,525,062 $111.0M
Mariner, LLC 0.13% Add +4.4% 1,429,095 $104.0M
Baird Financial Group, Inc. 0.16% Add +2.9% 1,388,376 $101.0M
Janney Montgomery Scott LLC 0.24% Add +28.5% 1,370,803 $99.8M
OneDigital Investment Advisors LLC 1.02% Add +20.6% 1,362,418 $99.1M
Silver Point Capital L.P. 7.24% New 1,335,000 $97.1M
D. E. Shaw & Co. 0.08% New 1,308,896 $95.2M
Franklin Resources Inc. 0.02% Reduce -0.1% 1,236,023 $89.9M
PNC Financial Services Group, Inc. 0.05% Add +7.4% 1,212,671 $88.2M
Neuberger Berman Group LLC 0.06% Reduce -1.3% 1,205,678 $87.7M
Dynasty Wealth Management, LLC 1.17% Add +6.2% 1,202,449 $87.5M
First Command Advisory Services, Inc. 0.63% Reduce -3.4% 1,188,188 $86.5M
Allianz SE 1.83% Add +2.8% 1,186,632 $86.4M
Forbes J M & Co. LLP 7.12% Add +0.8% 1,177,418 $85.7M
NewEdge Advisors, LLC 0.39% Add +46.2% 1,169,539 $85.1M
Tanglewood Wealth Management, Inc. 7.81% Reduce -0.0% 1,154,959 $84.0M
Emory University 50.09% New 1,080,949 $78.7M
CENTRAL TRUST Co 1.64% Reduce -8.5% 1,078,685 $78.5M
Bank of Montreal 0.03% Add +9.3% 1,065,648 $77.5M
Twin Focus Capital Partners, LLC 9.69% Add +5.7% 1,048,313 $76.3M
1832 Asset Management L.P. 0.13% Reduce -4.2% 1,043,630 $75.9M
Deutsche Bank AG 0.02% Reduce -6.6% 1,006,737 $73.3M
Cambridge Investment Research Advisors, Inc. 0.20% Add +9.1% 1,000,779 $72.8M
Beacon Investment Advisory Services, Inc. 2.83% Add +0.4% 923,448 $67.2M
Citadel Advisors 0.05% Add +221.5% 917,989 $66.8M
Oxbow Advisors, LLC 6.26% Reduce -3.6% 912,179 $66.4M
Permanens Capital L.P. 9.66% Reduce -2.1% 890,255 $64.8M
Sanctuary Advisors, LLC 0.37% Add +9.3% 888,201 $64.6M
Cambridge Associates LLC /Ma/ 1.17% Add +2.1% 873,240 $63.5M
Axxcess Wealth Management, LLC 1.31% Reduce -8.7% 850,881 $61.9M
Pureheart Capital Pte Ltd. 13.67% Reduce -60.8% 840,000 $61.1M
Capital Asset Advisory Services LLC 2.62% Reduce -9.9% 832,256 $60.6M
Circle Wealth Management, LLC 1.16% Add +0.5% 819,093 $59.6M
Foundations Investment Advisors, LLC 0.86% Reduce -5.7% 815,786 $59.4M
National Philanthropic Trust 0.66% Add +16.0% 814,760 $59.3M
Anderson Hoagland & Co. 5.30% Add +9.3% 811,599 $59.1M
Creative Planning 0.04% Add +3.5% 790,958 $57.6M
Mainstay Capital Management LLC 5.48% Reduce -43.4% 751,768 $54.7M
Mirae Asset Global Investments Co., Ltd. 0.17% Add +1.4% 731,514 $53.2M
EverSource Wealth Advisors, LLC 2.10% Reduce -0.4% 729,330 $53.1M
Assetmark, Inc. 0.11% Add +7.2% 725,154 $52.8M
GenWealth Group, Inc. 9.77% Add +5.1% 720,695 $52.4M
Mercer Global Advisors Inc. 0.09% Reduce -18.4% 718,369 $52.3M
Biltmore Family Office, LLC 7.39% Add +1.6% 713,579 $51.9M
Corient Private Wealth LP 0.08% Add +18.2% 712,037 $51.8M
Steward Partners Investment Advisory, LLC 0.29% Add +35.7% 706,174 $51.4M
Parker Investment Management, LLC 6.92% Add +577.9% 697,387 $50.7M
Ieq Capital, LLC 0.15% Add +13.5% 690,383 $50.2M
Equitable Holdings, Inc. 0.37% Add +9.0% 689,833 $50.2M
Intellus Advisors LLC 6.70% Add +0.7% 672,964 $49.0M

"% 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 1,705 holders