Vault-13

ISHARES GOLD TR IAU

ISHARES NEW · ETP · CUSIP 464285204

1,549 institutional holders +137 vs Q4 2024
405,104,614405.1m shares reported held*
$23.9bnreported value*
195 new 637 added 404 reduced 47 sold out net bought ≈ $2.0bn (+33.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($59.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.97. Options: 11 managers hold calls ($197.9m notional), 11 hold puts ($448.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 948Q4 22: 1,001Q1 23: 1,029Q2 23: 1,059Q3 23: 1,034Q4 23: 1,146Q1 24: 1,142Q2 24: 1,174Q3 24: 1,226Q4 24: 1,412Q1 25: 1,5491,549Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022948
Q4 20221,001
Q1 20231,029
Q2 20231,059
Q3 20231,034
Q4 20231,146
Q1 20241,142
Q2 20241,174
Q3 20241,226
Q4 20241,412
Q1 20251,549

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 23: 423 bought or addedQ2 23: 430 cut or sold outQ3 23: 347 bought or addedQ3 23: 505 cut or sold outQ3 23Q4 23: 390 bought or addedQ4 23: 479 cut or sold outQ1 24: 420 bought or addedQ1 24: 538 cut or sold outQ1 24Q2 24: 469 bought or addedQ2 24: 482 cut or sold outQ3 24: 508 bought or addedQ3 24: 461 cut or sold outQ3 24Q4 24: 647 bought or addedQ4 24: 426 cut or sold outQ1 25: 832 bought or addedQ1 25: 451 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023423430
Q3 2023347505
Q4 2023390479
Q1 2024420538
Q2 2024469482
Q3 2024508461
Q4 2024647426
Q1 2025832451

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bnQ2 24 calls: $376.5mQ2 24 puts: $1.3bnQ2 24P/C 3.35Q3 24 calls: $271.0mQ3 24 puts: $1.1bnQ3 24P/C 4.23Q4 24 calls: $297.3mQ4 24 puts: $1.2bnQ4 24P/C 3.98Q1 25 calls: $197.9mQ1 25 puts: $448.6mQ1 25P/C 2.27
Numbers
QuarterCallsPutsP/C
Q2 2024$376.5m$1.3bn3.35
Q3 2024$271.0m$1.1bn4.23
Q4 2024$297.3m$1.2bn3.98
Q1 2025$197.9m$448.6m2.27

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +6,797,066+6.8m
FMR LLC Added +3,503,474+3.5m
LPL Financial LLC Added +2,552,405+2.6m
Erste Asset Management GmbH New +1,164,000+1.2m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +913,987+914.0k
UBS Group AG Added +771,515+771.5k
BlackRock, Inc. Added +704,974+705.0k
PARK AVENUE SECURITIES LLC Added +692,113+692.1k
Parker Investment Management, LLC Added +672,535+672.5k
TRUIST FINANCIAL CORP Added +637,298+637.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,267,175-2.3m
Packer & Co Ltd Reduced -1,235,000-1.2m
ALLIANCEBERNSTEIN L.P. Reduced -702,216-702.2k
Corient Private Wealth LP Reduced -698,610-698.6k
Empower Advisory Group, LLC Reduced -597,339-597.3k
GOLDMAN SACHS GROUP INC Reduced -488,103-488.1k
Focus Partners Wealth Reduced -404,873-404.9k
K2 PRINCIPAL FUND, L.P. Sold out -250,000-250.0k
EQUITABLE TRUST CO Reduced -173,249-173.2k
Rockefeller Capital Management L.P. Reduced -170,268-170.3k

Biggest calls

Twin Tree Management, LP Reduced $98.8m1.7m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $31.0m525.5k shares
CITADEL ADVISORS LLC Added $28.0m474.6k shares
SIMPLEX TRADING, LLC Reduced $16.0m271.0k shares
GROUP ONE TRADING LLC Added $9.3m157.9k shares
IMC-Chicago, LLC Added $5.8m98.3k shares
Belvedere Trading LLC Added $4.4m75.3k shares
JANE STREET GROUP, LLC Reduced $3.0m50.8k shares
Walleye Trading LLC New $1.2m20.9k shares
Squarepoint Ops LLC Reduced $342.0k5.8k shares

Biggest puts

Twin Tree Management, LP Reduced $379.1m6.4m shares
SIMPLEX TRADING, LLC Reduced $27.9m474.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.0m237.9k shares
JANE STREET GROUP, LLC Added $10.2m172.8k shares
CITADEL ADVISORS LLC Reduced $7.1m120.0k shares
IMC-Chicago, LLC Added $4.8m81.3k shares
GROUP ONE TRADING LLC Reduced $2.1m35.8k shares
Squarepoint Ops LLC Reduced $1.6m27.5k shares
RAYMOND JAMES FINANCIAL INC Unchanged $1.2m23.6k shares
Walleye Trading LLC New $589.6k10.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.16% of their portfolio CHARLOTTE, NC 31,338,64231.3m $1.8bn $1.8bn 0.16% Added +358.3k +358,327
2 FMR LLC 0.10% of their portfolio BOSTON, MA 26,120,61026.1m $1.5bn $1.5bn 0.10% Added +3.5m +3,503,474
3 MORGAN STANLEY 0.10% of their portfolio NEW YORK, NY 23,783,41623.8m $1.4bn $1.4bn 0.10% Added +293.4k +293,391
4 Sumitomo Mitsui Trust Group, Inc. 0.75% of their portfolio CHIYODA-KU, TOKYO, M0 17,940,08917.9m $1.1bn $1.1bn 0.75% Added +339.3k +339,286
5 ENVESTNET ASSET MANAGEMENT INC 0.33% of their portfolio Berwyn, PA 17,575,71817.6m $1.0bn $1.0bn 0.33% Added +6.8m +6,797,066
6 Empower Advisory Group, LLC 2.56% of their portfolio Greenwood Village, CO 13,295,67313.3m $783.9m $783.9m 2.56% Reduced -597.3k -597,339
7 WELLS FARGO & COMPANY/MN 0.18% of their portfolio SAN FRANCISCO, CA 12,625,05112.6m $744.4m $744.4m 0.18% Added +336.2k +336,225
8 LPL Financial LLC 0.26% of their portfolio FORT MILL, SC 11,182,84211.2m $659.3m $659.3m 0.26% Added +2.6m +2,552,405
9 UBS Group AG 0.12% of their portfolio ZURICH, V8 8,960,3429.0m $528.3m $528.3m 0.12% Added +771.5k +771,515
10 ALLIANCEBERNSTEIN L.P. 0.17% of their portfolio NASHVILLE, TN 7,748,7037.7m $456.9m $456.9m 0.17% Reduced -702.2k -702,216
11 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 6,521,0096.5m $384.5m $384.5m 0.03% Reduced -2.3m -2,267,175
12 AMERIPRISE FINANCIAL INC 0.10% of their portfolio MINNEAPOLIS, MN 6,467,5996.5m $381.9m $381.9m 0.10% Added +616.6k +616,559
13 WealthNavi Inc. 3.97% of their portfolio Shinagawa-ku, TOKYO, M0 6,049,6006.0m $356.7m $356.7m 3.97% Added +125.6k +125,599
14 RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio ST. PETERSBURG, FL 5,395,6935.4m $318.1m $318.1m 0.12% Added +332.5k +332,503
15 BlackRock, Inc. 0.01% of their portfolio New York, NY 4,992,2705.0m $294.3m $294.3m 0.01% Added +705.0k +704,974
16 TRUIST FINANCIAL CORP 0.45% of their portfolio CHARLOTTE, NC 4,797,5914.8m $282.9m $282.9m 0.45% Added +637.3k +637,298
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.23% of their portfolio MILWAUKEE, WI 4,718,4364.7m $278.2m $278.2m 0.23% Added +414.6k +414,584
18 COMMONWEALTH EQUITY SERVICES, LLC 0.32% of their portfolio WALTHAM, MA 3,849,5913.8m $227.0m $227.0m 0.32% Added +611.5k +611,513
19 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 3,591,7323.6m $211.8m $211.8m 0.03% Added +444.7k +444,702
20 HighTower Advisors, LLC 0.28% of their portfolio CHICAGO, IL 3,546,0343.5m $209.1m $209.1m 0.28% Reduced -62.6k -62,641
21 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 3,500,6973.5m $206.4m $206.4m 0.05% Added +286.3k +286,306
22 KEYBANK NATIONAL ASSOCIATION/OH 0.81% of their portfolio BROOKLYN, OH 3,420,2143.4m $201.7m $201.7m 0.81% Added +157.4k +157,445
23 Cerity Partners LLC 0.40% of their portfolio NEW YORK, NY 3,264,4403.3m $192.5m $192.5m 0.40% Reduced -7.2k -7,154
24 Pureheart Capital Pte Ltd. 23.44% of their portfolio SINGAPORE, U0 2,675,0002.7m $157.7m $157.7m 23.44% Unchanged
25 CIBC Private Wealth Group LLC 0.32% of their portfolio ATLANTA, GA 2,651,7742.7m $149.3m $149.3m 0.32% Added +141.7k +141,688
26 CAPTRUST FINANCIAL ADVISORS 0.36% of their portfolio RALEIGH, NC 2,434,6322.4m $143.5m $143.5m 0.36% Added +152.9k +152,903
27 STIFEL FINANCIAL CORP 0.15% of their portfolio ST. LOUIS, MO 2,351,0392.4m $138.6m $138.6m 0.15% Added +294.4k +294,384
28 Packer & Co Ltd 42.10% of their portfolio COTTESLOE, C3 2,350,1002.4m $138.6m $138.6m 42.10% Reduced -1.2m -1,235,000
29 EQUITABLE TRUST CO 7.49% of their portfolio NASHVILLE, TN 2,292,9182.3m $135.2m $135.2m 7.49% Reduced -173.2k -173,249
30 Proficio Capital Partners LLC 10.28% of their portfolio NEWTON, MA 2,291,8352.3m $133.0m $133.0m 10.28% Added +50.1k +50,124
31 GM Advisory Group, LLC 6.59% of their portfolio MELVILLE, NY 2,068,5362.1m $122.0m $122.0m 6.59% Added +17.8k +17,782
32 TOCQUEVILLE ASSET MANAGEMENT L.P. 1.93% of their portfolio New York, NY 2,001,9102.0m $118.0m $118.0m 1.93% Added +1.7k +1,741
33 Chevy Chase Trust Holdings, LLC 0.35% of their portfolio BETHESDA, MD 1,844,8871.8m $108.8m $108.8m 0.35% Added +3.1k +3,084
34 Baird Financial Group, Inc. 0.21% of their portfolio MILWAUKEE, WI 1,840,0211.8m $108.5m $108.5m 0.21% Reduced -20.0k -20,005
35 Arnhold LLC 10.47% of their portfolio New York, NY 1,757,2541.8m $103.6m $103.6m 10.47% Unchanged
36 Envestnet Portfolio Solutions, Inc. 0.38% of their portfolio BERWYN, PA 1,663,2051.7m $98.1m $98.1m 0.38% Added +544.7k +544,745
37 Cetera Investment Advisers 0.19% of their portfolio SCHAUMBURG, IL 1,647,1511.6m $97.1m $97.1m 0.19% Added +613.7k +613,680
38 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,561,2431.6m $92.1m $92.1m 0.02% Added +424.9k +424,915
39 MOON CAPITAL MANAGEMENT LP 72.85% of their portfolio NEW YORK, NY 1,559,6041.6m $92.0m $92.0m 72.85% Unchanged
40 AlTi Global, Inc. 2.39% of their portfolio NEW YORK, NY 1,548,2421.5m $91.3m $91.3m 2.39% Added +183.8k +183,798
41 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 1,543,2111.5m $91.0m $91.0m 0.30% Added +582.8k +582,760
42 Cresset Asset Management, LLC 0.45% of their portfolio Chicago, IL 1,525,9941.5m $90.0m $90.0m 0.45% Added +228.4k +228,394
43 FORBES J M & CO LLP 8.27% of their portfolio Boston, MA 1,447,4001.4m $85.3m $85.3m 8.27% Added +51.8k +51,814
44 Rockefeller Capital Management L.P. 0.21% of their portfolio NEW YORK, NY 1,418,5921.4m $83.6m $83.6m 0.21% Reduced -170.3k -170,268
45 PARK AVENUE SECURITIES LLC 1.00% of their portfolio NEW YORK, NY 1,374,9671.4m $81.1m $81.1m 1.00% Added +692.1k +692,113
46 Mariner, LLC 0.13% of their portfolio Overland Park, KS 1,331,5821.3m $78.5m $78.5m 0.13% Added +25.4k +25,390
47 OSAIC HOLDINGS, INC. 0.17% of their portfolio SCOTTSDALE, AZ 1,321,6571.3m $77.9m $77.9m 0.17% Added +152.3k +152,297
48 First Command Advisory Services, Inc. 0.74% of their portfolio FORT WORTH, TX 1,308,9191.3m $77.2m $77.2m 0.74% Reduced -69.3k -69,268
49 CENTRAL TRUST Co 1.86% of their portfolio JEFFERSON CITY, MO 1,280,8281.3m $75.5m $75.5m 1.86% Reduced -62.2k -62,214
50 Tanglewood Wealth Management, Inc. 8.44% of their portfolio HOUSTON, TX 1,272,2871.3m $75.0m $75.0m 8.44% Reduced -10.0k -9,987
51 NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio NEW YORK, NY 1,251,2981.3m $73.8m $73.8m 0.06% Reduced -87.3k -87,280
52 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,239,1191.2m $73.1m $73.1m 0.02% Added +30.4k +30,440
53 OneDigital Investment Advisors LLC 0.86% of their portfolio OVERLAND PARK, KS 1,232,3131.2m $72.7m $72.7m 0.86% Added +395.9k +395,888
54 Dynasty Wealth Management, LLC 1.18% of their portfolio ST. PETERSBURG, FL 1,205,2741.2m $71.1m $71.1m 1.18% Added +451.8k +451,752
55 Janney Montgomery Scott LLC 0.20% of their portfolio PHILADELPHIA, PA 1,197,5371.2m $70.6m $70.6m 0.20% Added +386.4k +386,410
56 Erste Asset Management GmbH 0.88% of their portfolio VIENNA, C4 1,164,0001.2m $68.6m $68.6m 0.88% New
57 Allianz SE 1.72% of their portfolio Munich, 2M 1,095,1941.1m $64.6m $64.6m 1.72% Added +44.4k +44,359
58 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,056,6121.1m $62.3m $62.3m 0.03% Added +81.6k +81,582
59 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 981,332981.3k $57.9m $57.9m 0.01% Added +914.0k +913,987
60 CWM, LLC 0.23% of their portfolio OMAHA, NE 980,573980.6k $57.8m $57.8m 0.23% Added +212.6k +212,603
61 MERCER GLOBAL ADVISORS INC /ADV 0.13% of their portfolio DENVER, CO 971,068971.1k $57.3m $57.3m 0.13% Reduced -15.3k -15,335
62 Oxbow Advisors, LLC 6.03% of their portfolio Austin, TX 967,484967.5k $57.0m $57.0m 6.03% Added +2.8k +2,769
63 AXXCESS WEALTH MANAGEMENT, LLC 1.56% of their portfolio CARLSBAD, CA 967,089967.1k $57.0m $57.0m 1.56% Reduced -74.7k -74,673
64 DEUTSCHE BANK AG\ 0.02% of their portfolio FRANKFURT AM MAIN, 2M 959,591959.6k $56.6m $56.6m 0.02% Added +125.7k +125,716
65 Capital Asset Advisory Services LLC 2.85% of their portfolio Williamston, MI 947,542947.5k $55.9m $55.9m 2.85% Reduced -87.4k -87,396
66 BEACON INVESTMENT ADVISORY SERVICES, INC. 2.51% of their portfolio MORRISTOWN, NJ 909,622909.6k $53.6m $53.6m 2.51% Reduced -26.6k -26,575
67 Permanens Capital L.P. 9.35% of their portfolio NEW YORK, NY 873,742873.7k $51.5m $51.5m 9.35% Reduced -112.2k -112,194
68 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 868,636868.6k $51.2m $51.2m 0.17% Added +151.2k +151,219
69 Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio SEOUL, M5 847,262847.3k $49.3m $49.3m 0.20% Added +52.2k +52,200
70 TIAA TRUST, NATIONAL ASSOCIATION 0.16% of their portfolio CHARLOTTE, NC 844,405844.4k $49.8m $49.8m 0.16% Added +122.2k +122,209
71 TWIN FOCUS CAPITAL PARTNERS, LLC 7.62% of their portfolio Boston, MA 831,689831.7k $49.0m $49.0m 7.62% Reduced -66.3k -66,349
72 Sanctuary Advisors, LLC 0.34% of their portfolio INDIANAPOLIS, IN 814,125814.1k $48.0m $48.0m 0.34% Added +12.5k +12,484
73 Circle Wealth Management, LLC 1.11% of their portfolio SUMMIT, NJ 810,658810.7k $47.8m $47.8m 1.11% Added +18.4k +18,413
74 GenWealth Group, Inc. 10.34% of their portfolio Maplewood, NJ 795,879795.9k $46.9m $46.9m 10.34% Reduced -1.3k -1,312
75 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 792,277792.3k $46.7m $46.7m 0.02% Added +110.5k +110,517
76 NewEdge Advisors, LLC 0.27% of their portfolio NEW ORLEANS, LA 784,240784.2k $46.2m $46.2m 0.27% Added +270.8k +270,790
77 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 763,878763.9k $45.0m $45.0m 0.04% Added +5.4k +5,374
78 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 729,245729.2k $43.0m $43.0m 0.01% Reduced -488.1k -488,103
79 NATIONAL BANK OF CANADA /FI/ 0.05% of their portfolio MONTREAL, A8 723,887723.9k $42.7m $42.7m 0.05% Added +21.1k +21,092
80 Biltmore Family Office, LLC 7.23% of their portfolio CHARLOTTE, NC 719,520719.5k $42.4m $42.4m 7.23% Reduced -5.0k -5,046
81 EverSource Wealth Advisors, LLC 2.31% of their portfolio BIRMINGHAM, AL 713,233713.2k $42.1m $42.1m 2.31% Added +25.5k +25,505
82 Intellus Advisors LLC 7.08% of their portfolio NAPLES, FL 687,451687.5k $40.5m $40.5m 7.08% Reduced -94.8k -94,763
83 Parker Investment Management, LLC 7.15% of their portfolio Menlo Park, CA 678,391678.4k $40.0m $40.0m 7.15% Added +672.5k +672,535
84 Narwhal Capital Management 3.56% of their portfolio MARIETTA, GA 678,323678.3k $40.0m $40.0m 3.56% Reduced -2.1k -2,141
85 National Philanthropic Trust 0.64% of their portfolio Jenkintown, PA 674,939674.9k $39.8m $39.8m 0.64% Added +70.9k +70,944
86 ANDERSON HOAGLAND & CO 4.45% of their portfolio ST LOUIS, MO 666,297666.3k $37.5m $37.5m 4.45% Added +34.6k +34,632
87 MacKay Shields LLC 1.25% of their portfolio New York, NY 660,000660.0k $38.9m $38.9m 1.25% Reduced -30.0k -30,000
88 1832 Asset Management L.P. 0.07% of their portfolio TORONTO, A6 658,932658.9k $38.9m $38.9m 0.07% Reduced -104.6k -104,600
89 Foundations Investment Advisors, LLC 0.71% of their portfolio PHOENIX, AZ 655,533655.5k $38.7m $38.7m 0.71% Added +56.7k +56,671
90 Evercore Wealth Management, LLC 0.60% of their portfolio New York, NY 631,220631.2k $37.2m $37.2m 0.60% Reduced -17.4k -17,378
91 HSBC HOLDINGS PLC 0.02% of their portfolio LONDON, X0 630,294630.3k $37.2m $37.2m 0.02% Reduced -20.7k -20,745
92 ASSETMARK, INC 0.10% of their portfolio CONCORD, CA 627,352627.4k $37.0m $37.0m 0.10% Added +100.8k +100,790
93 IEQ CAPITAL, LLC 0.29% of their portfolio Foster City, CA 621,735621.7k $36.7m $36.7m 0.29% Added +533.8k +533,821
94 STUART INVESTMENT ADVISORS, INC. 20.32% of their portfolio AUSTIN, TX 610,426610.4k $36.0m $36.0m 20.32% Reduced -7.3k -7,326
95 Mizuho Bank, Ltd. 7.99% of their portfolio TOKYO, M0 600,000600.0k $35.4m $35.4m 7.99% New
96 Equitable Holdings, Inc. 0.33% of their portfolio NEW YORK, NY 590,988591.0k $34.8m $34.8m 0.33% Added +62.3k +62,292
97 NorthCoast Asset Management LLC 0.17% of their portfolio STAMFORD, CT 575,484575.5k $33.9m $33.9m 0.17% Reduced -106.2k -106,165
98 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 561,983562.0k $33.1m $33.1m 0.03% Added +236.4k +236,392
99 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.95% of their portfolio BOSTON, MA 560,628560.6k $33.1m $33.1m 0.95% Added +39.4k +39,354
100 SAGESPRING WEALTH PARTNERS, LLC 0.83% of their portfolio FRANKLIN, TN 560,530560.5k $33.0m $33.0m 0.83% Added +352.9k +352,920