iShares Gold TrustIAUETF

13F holders, Q4 2025 (December 31)
1,929holders +224
158new positions
72sold out
8famous investors
$81.24avg. 13F price*

At the end of Q4 2025, 1,929 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 224 from Q3 2025. 158 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($2.0B) and FMR LLC ($1.8B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions158$151.1M
Exits72$654.4M

All 13F filers, Q3 2025 → Q4 2025: 23,468,178 shares bought and 23,821,243 shares sold, net −353,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,929 holders

Bank of America Corp. 0.18% Reduce -1.7% 30,270,516 $2.5B
Morgan Stanley 0.12% Add +0.2% 24,895,743 $2.0B
FMR LLC 0.09% Add +1.9% 22,414,658 $1.8B
Envestnet Asset Management Inc. 0.46% Reduce -5.9% 19,303,975 $1.6B
LPL Financial LLC 0.30% Add +1.5% 13,742,286 $1.1B
Wells Fargo & Company 0.21% Add +2.0% 13,136,955 $1.1B
JPMorgan Chase & Co. 0.06% Reduce -10.0% 11,844,631 $961.4M
UBS Group AG 0.14% Reduce -2.1% 8,957,847 $727.1M
Ameriprise Financial Inc. 0.13% Add +10.0% 7,267,819 $590.2M
Citigroup Inc. 0.40% Add +35.7% 7,201,313 $584.5M
BlackRock, Inc. 0.01% Add +26.3% 7,189,794 $583.6M
WealthNavi Inc. 5.09% Reduce -0.6% 7,089,248 $575.4M
Sumitomo Mitsui Trust Group, Inc. 0.32% Reduce -26.6% 6,608,915 $536.4M
Northwestern Mutual Wealth Management Co. 0.34% Add +18.3% 6,595,990 $535.4M
Alliancebernstein L.P. 0.16% Reduce -6.8% 6,351,725 $515.6M
Truist Financial Corp. 0.64% Add +1.6% 5,904,081 $479.2M
Raymond James Financial Inc. 0.14% Add +0.4% 5,648,490 $458.5M
Empower Advisory Group, LLC 1.21% Reduce -6.0% 5,520,278 $448.1M
Northern Trust Corp. 0.05% Add +5.3% 4,539,672 $368.5M
Royal Bank of Canada 0.06% Reduce -13.9% 3,900,561 $316.6M
Keybank National Association 1.08% Add +1.3% 3,708,150 $301.0M
Commonwealth Equity Services, LLC 0.38% Add +0.6% 3,538,226 $287.2M
HighTower Advisors, LLC 0.30% Reduce -3.4% 3,390,805 $275.2M
Cerity Partners LLC 0.39% Add +4.9% 3,282,216 $266.4M
HRTG Gpe, LLC 32.71% No change 3,163,660 $256.8M
CIBC Private Wealth Group LLC 0.38% Add +3.2% 2,735,976 $222.1M
Erste Asset Management GmbH 1.76% Add +35.7% 2,585,650 $209.9M
Concurrent Investment Advisors, LLC 2.35% Add +381.5% 2,534,729 $205.7M
Stifel Financial Corp. 0.18% Add +0.8% 2,432,288 $197.4M
Captrust Financial Advisors 0.37% Add +0.5% 2,410,855 $195.7M
Cetera Investment Advisers 0.21% Add +2.5% 2,319,569 $188.3M
Bank of New York Mellon Corp 0.03% Add +12.5% 2,204,361 $178.9M
Proficio Capital Partners LLC 12.12% Reduce -6.2% 2,127,021 $172.7M
Citadel Advisors 0.12% Add +129.7% 2,108,607 $171.2M
MML Investors Services, LLC 0.42% Add +4.9% 2,106,672 $171.0M
Osaic Holdings, Inc. 0.25% Add +2.0% 2,082,256 $169.0M
Rockefeller Capital Management L.P. 0.29% Add +19.1% 1,999,238 $162.3M
Cwm, LLC 0.43% Add +3.0% 1,954,113 $158.6M
Silver Point Capital L.P. 9.21% Add +45.7% 1,945,000 $157.9M
Goldman Sachs Group Inc. 0.02% Add +15.7% 1,843,148 $149.6M
Packer & Co Ltd 39.55% Reduce -14.9% 1,830,100 $148.5M
Arnhold LLC 10.82% No change 1,757,254 $142.6M
Tocqueville Asset Management L.P. 2.08% Reduce -3.5% 1,754,253 $142.4M
Equitable Trust Co. 6.35% Reduce -6.8% 1,751,253 $142.1M
Pennsylvania State University 72.84% — 1,731,332 $140.5M
Cresset Asset Management, LLC 0.60% Add +1.9% 1,725,125 $140.0M
Envestnet Portfolio Solutions, Inc. 0.49% Add +0.8% 1,721,476 $139.7M
Chevy Chase Trust Holdings, LLC 0.35% Reduce -4.7% 1,611,822 $130.8M
AlTi Global, Inc. 2.76% Add +4.1% 1,588,244 $128.9M
Moon Capital Management LP 78.76% No change 1,559,604 $126.6M
Park Avenue Securities LLC 1.07% Reduce -2.4% 1,552,909 $126.0M
GM Advisory Group, LLC 4.86% Reduce -1.8% 1,527,276 $124.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -6.0% 1,469,348 $119.3M
Mainstay Capital Management LLC 9.04% Add +93.3% 1,453,465 $118.0M
Mariner, LLC 0.14% Add +1.4% 1,449,635 $117.7M
Baird Financial Group, Inc. 0.17% Reduce -0.9% 1,375,256 $111.6M
Janney Montgomery Scott LLC 0.25% Reduce -0.2% 1,368,398 $111.1M
OneDigital Investment Advisors LLC 1.08% Reduce -0.3% 1,358,533 $110.3M
PNC Financial Services Group, Inc. 0.06% Add +4.0% 1,261,497 $102.4M
Allianz SE 1.29% Add +4.0% 1,233,566 $100.1M
Dynasty Wealth Management, LLC 0.95% Reduce -1.2% 1,187,564 $96.4M
Emory University 61.22% Add +9.6% 1,184,469 $96.1M
Forbes J M & Co. LLP 7.78% Add +0.5% 1,183,161 $96.0M
NewEdge Advisors, LLC 0.35% Add +0.7% 1,177,701 $95.6M
Franklin Resources Inc. 0.02% Reduce -5.0% 1,174,520 $95.3M
Neuberger Berman Group LLC 0.07% Reduce -3.5% 1,162,978 $94.4M
Permanens Capital L.P. 11.88% Add +26.1% 1,122,462 $91.1M
Twin Focus Capital Partners, LLC 10.35% Add +5.5% 1,106,435 $89.8M
First Command Advisory Services, Inc. 0.62% Reduce -7.4% 1,100,749 $89.3M
Focus Partners Wealth 0.10% Add +118.7% 1,083,477 $87.9M
Assetmark, Inc. 0.17% Add +44.0% 1,044,313 $84.8M
Tanglewood Wealth Management, Inc. 7.75% Reduce -9.8% 1,042,001 $84.6M
Deutsche Bank AG 0.03% Add +3.5% 1,041,430 $84.5M
CENTRAL TRUST Co 1.62% Reduce -5.7% 1,017,210 $82.6M
Cambridge Investment Research Advisors, Inc. 0.22% Add +1.3% 1,013,242 $82.2M
Sanctuary Advisors, LLC 0.42% Add +7.0% 949,929 $77.1M
Beacon Investment Advisory Services, Inc. 3.07% Add +0.3% 926,451 $75.2M
National Philanthropic Trust 0.74% Add +13.7% 925,981 $75.2M
Life Line Wealth Management LLC 20.00% Add +30.8% 834,406 $67.7M
Mirae Asset Global Investments Co., Ltd. 0.19% Add +13.4% 829,366 $67.3M
Circle Wealth Management, LLC 1.02% No change 819,093 $66.5M
Foundations Investment Advisors, LLC 0.87% Add +0.3% 818,322 $66.4M
Anderson Hoagland & Co. 5.71% Add +0.7% 817,382 $66.3M
Ieq Capital, LLC 0.20% Add +17.7% 812,610 $66.0M
Oxbow Advisors, LLC 5.81% Reduce -12.0% 802,424 $65.1M
Gotham Asset Management 0.24% Add +184.0% 796,388 $64.6M
Creative Planning 0.05% Reduce -0.0% 790,808 $64.2M
Capital Asset Advisory Services LLC 2.57% Reduce -9.3% 754,767 $63.9M
Mercer Global Advisors Inc. 0.10% Add +8.5% 779,157 $63.3M
Axxcess Wealth Management, LLC 1.12% Reduce -8.7% 776,549 $63.0M
VCU Investment Management Co 72.64% — 761,798 $61.8M
Cambridge Associates LLC /Ma/ 1.00% Reduce -14.0% 750,805 $60.9M
MAI Capital Management 0.35% Add +27.3% 747,707 $60.7M
Equitable Holdings, Inc. 0.41% Add +7.1% 738,586 $60.0M
Steward Partners Investment Advisory, LLC 0.33% Add +3.7% 732,603 $59.5M
EverSource Wealth Advisors, LLC 2.17% Reduce -0.7% 723,987 $58.8M
CRCM LP 19.74% Add +83.3% 719,722 $58.4M
GenWealth Group, Inc. 9.93% Reduce -4.5% 688,253 $58.2M
Tiaa Trust, National Association 0.14% Add +6.0% 707,627 $57.4M
Corient Private Wealth LP 0.08% Reduce -4.5% 679,862 $55.2M

"% 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 1,929 holders