iShares Gold TrustIAUETF

13F holders, Q1 2026 (March 31)
1,972holders +43
149new positions
105sold out
8famous investors
$87.85avg. 13F price*

At the end of Q1 2026, 1,972 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 43 from Q4 2025. 149 opened new positions and 105 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($2.1B) and UBS Group AG ($1.3B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Mario Gabelli (0.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions149$237.8M
Exits105$429.4M

All 13F filers, Q4 2025 → Q1 2026: 25,394,006 shares bought and 66,958,385 shares sold, net −41,564,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,972 holders

Bank of America Corp. 0.18% Reduce -6.5% 28,294,059 $2.5B
Morgan Stanley 0.12% Reduce -6.6% 23,258,601 $2.1B
UBS Group AG 0.24% Add +70.8% 15,300,061 $1.3B
FMR LLC 0.07% Reduce -34.4% 14,708,899 $1.3B
Wells Fargo & Company 0.23% Add +0.4% 13,187,635 $1.2B
LPL Financial LLC 0.24% Reduce -25.9% 10,179,920 $897.5M
Envestnet Asset Management Inc. 0.21% Reduce -53.5% 8,986,301 $792.2M
BlackRock, Inc. 0.01% Add +19.9% 8,623,425 $760.2M
JPMorgan Chase & Co. 0.05% Reduce -25.1% 8,865,334 $752.9M
Citigroup Inc. 0.40% Reduce -1.1% 7,119,652 $627.7M
Ameriprise Financial Inc. 0.14% Reduce -3.7% 6,995,965 $618.9M
WealthNavi Inc. 5.29% Reduce -2.4% 6,921,771 $610.2M
Northwestern Mutual Wealth Management Co. 0.35% Reduce -2.2% 6,449,886 $568.6M
Raymond James Financial Inc. 0.15% Reduce -2.4% 5,513,280 $486.1M
Empower Advisory Group, LLC 1.24% Reduce -2.1% 5,404,160 $476.4M
Alliancebernstein L.P. 0.15% Reduce -8.0% 5,840,787 $474.1M
Northern Trust Corp. 0.06% Add +16.4% 5,284,401 $465.9M
Truist Financial Corp. 0.62% Reduce -11.6% 5,217,656 $460.0M
HRTG Gpe, LLC 50.89% Add +42.5% 4,508,493 $397.5M
Royal Bank of Canada 0.06% Reduce -2.0% 3,822,912 $337.0M
Keybank National Association 1.16% Reduce -2.5% 3,617,414 $318.9M
Sumitomo Mitsui Trust Group, Inc. 0.21% Reduce -45.3% 3,614,120 $318.6M
Employees Retirement System of Texas 3.03% Add +1247.0% 3,293,500 $290.4M
HighTower Advisors, LLC 0.31% Reduce -3.0% 3,290,890 $290.1M
Commonwealth Equity Services, LLC 0.39% Reduce -9.4% 3,206,296 $282.7M
Cerity Partners LLC 0.39% Reduce -3.8% 3,158,609 $278.5M
CIBC Bancorp USA Inc. 0.32% — 2,700,347 $237.8M
Erste Asset Management GmbH 2.09% Add +2.7% 2,655,650 $225.5M
Captrust Financial Advisors 0.37% Add +0.2% 2,416,160 $213.0M
Stifel Financial Corp. 0.18% Reduce -8.5% 2,225,073 $196.2M
Proficio Capital Partners LLC 9.76% Reduce -2.5% 2,072,841 $182.7M
Rockefeller Capital Management L.P. 0.31% Reduce -1.5% 1,969,602 $173.6M
Permanens Capital L.P. 21.41% Add +68.0% 1,885,466 $166.2M
Goldman Sachs Group Inc. 0.02% Add +0.1% 1,844,642 $162.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +265.0% 1,800,107 $158.7M
Osaic Holdings, Inc. 0.23% Reduce -14.2% 1,785,793 $157.4M
Cresset Asset Management, LLC 0.68% Add +2.7% 1,771,218 $156.2M
Arnhold LLC 11.39% No change 1,757,254 $154.9M
Equitable Trust Co. 6.93% Reduce -2.8% 1,702,312 $150.1M
Bank of New York Mellon Corp 0.03% Reduce -23.3% 1,690,480 $149.0M
Charles Schwab Investment Management Inc. 0.02% Add +11.8% 1,642,015 $144.8M
Tocqueville Asset Management L.P. 2.14% Reduce -6.8% 1,635,839 $144.2M
Chevy Chase Trust Holdings, LLC 0.40% Reduce -2.3% 1,575,158 $138.9M
Pennsylvania State University 72.54% Reduce -9.1% 1,574,099 $138.8M
GM Advisory Group, LLC 5.33% Add +2.8% 1,569,661 $138.4M
AlTi Global, Inc. 3.00% Reduce -1.3% 1,566,989 $138.1M
Moon Capital Management LP 83.01% No change 1,559,604 $137.5M
Mainstay Capital Management LLC 10.13% Add +2.5% 1,490,283 $131.4M
Mariner, LLC 0.14% Reduce -4.2% 1,389,406 $122.5M
Cetera Investment Advisers 0.13% Reduce -40.8% 1,373,536 $121.1M
Baird Financial Group, Inc. 0.19% Reduce -2.0% 1,348,186 $118.9M
Allianz SE 1.32% Add +9.1% 1,346,256 $118.7M
Citadel Advisors 0.08% Reduce -38.5% 1,296,017 $114.3M
PNC Financial Services Group, Inc. 0.07% Add +2.7% 1,295,573 $114.2M
CRCM LP 78.68% Add +73.7% 1,249,870 $111.1M
Emory University 39.05% Reduce 0.0% 1,184,463 $104.4M
Twin Focus Capital Partners, LLC 11.77% Add +5.0% 1,161,576 $102.4M
Neuberger Berman Group LLC 0.08% Reduce -2.6% 1,132,631 $99.9M
MML Investors Services, LLC 0.28% Reduce -46.3% 1,131,583 $99.8M
Franklin Resources Inc. 0.02% Reduce -5.7% 1,107,322 $97.6M
Focus Partners Wealth 0.10% Reduce -1.9% 1,062,868 $93.3M
First Command Advisory Services, Inc. 0.61% Reduce -6.5% 1,029,567 $90.8M
Public Employees Retirement System of Ohio 0.29% Add +109.1% 1,017,800 $89.7M
Dynasty Wealth Management, LLC 0.78% Reduce -14.8% 1,011,766 $89.2M
Deutsche Bank AG 0.03% Reduce -4.2% 997,905 $88.0M
Beacon Investment Advisory Services, Inc. 3.56% Add +4.9% 971,659 $85.7M
Cambridge Investment Research Advisors, Inc. 0.22% Reduce -5.2% 960,561 $84.7M
CENTRAL TRUST Co 1.60% Reduce -9.1% 924,593 $81.5M
Forbes J M & Co. LLP 6.85% Reduce -22.3% 918,801 $81.0M
Tanglewood Wealth Management, Inc. 6.70% Reduce -12.0% 917,288 $80.9M
Barclays PLC 0.03% Add +33827.1% 881,427 $77.7M
Janney Montgomery Scott LLC 0.19% Reduce -36.1% 874,505 $77.1M
OneDigital Investment Advisors LLC 0.73% Reduce -37.9% 843,846 $74.4M
Assetmark, Inc. 0.15% Reduce -19.3% 843,005 $74.3M
Creative Planning 0.05% Add +3.8% 821,163 $72.4M
Circle Wealth Management, LLC 1.03% No change 819,093 $72.2M
Anderson Hoagland & Co. 6.12% Reduce -1.2% 807,580 $71.2M
Cwm, LLC 0.18% Reduce -60.8% 766,371 $67.6M
VCU Investment Management Co 100.00% No change 761,798 $67.2M
National Philanthropic Trust 0.71% Reduce -17.9% 759,979 $67.0M
MAI Capital Management 0.38% Add +0.6% 751,879 $66.3M
Cambridge Associates LLC /Ma/ 1.04% Reduce -1.4% 740,591 $65.3M
Gotham Asset Management 0.20% Reduce -8.3% 730,031 $64.4M
Sanctuary Advisors, LLC 0.35% Reduce -23.3% 728,291 $64.2M
NewEdge Advisors, LLC 0.23% Reduce -38.3% 727,251 $64.1M
Ieq Capital, LLC 0.29% Reduce -12.1% 714,596 $63.0M
Mercer Global Advisors Inc. 0.09% Reduce -12.4% 682,470 $60.2M
Oxbow Advisors, LLC 5.18% Reduce -15.2% 680,458 $60.0M
Narwhal Capital Management 4.37% Reduce -0.1% 671,733 $59.2M
Axxcess Wealth Management, LLC 1.90% Reduce -13.5% 671,507 $59.2M
EverSource Wealth Advisors, LLC 1.80% Reduce -8.0% 666,445 $58.8M
Biltmore Family Office, LLC 8.16% Reduce -0.2% 662,025 $58.4M
Capital Asset Advisory Services LLC 2.23% Reduce -15.1% 641,037 $58.1M
Williams Jones Wealth Management, LLC. 0.71% Add +3.5% 656,355 $57.9M
Steward Partners Investment Advisory, LLC 0.29% Reduce -12.7% 639,925 $56.4M
Foundations Investment Advisors, LLC 0.68% Reduce -23.6% 625,626 $55.2M
GenWealth Group, Inc. 9.43% Reduce -9.2% 625,200 $55.1M
Jones Financial Companies LLLP 0.03% Add +57.9% 647,978 $55.1M
HSBC Holdings PLC 0.03% Reduce -3.4% 624,498 $55.0M
Evercore Wealth Management, LLC 0.86% Reduce -0.8% 620,632 $54.7M

"% 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 1,972 holders