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iShares Gold Trust

IAU
Exchange
NYSE
Industry
Commodity Contracts Brokers & Dealers
SEC CIK
0001278680

No open-market purchases or sales by iShares Gold Trust insiders were filed in the last 90 days; 1,916 institutions reported holding it in 13F filings for Q2 2026, worth $29.1B in total; no superinvestor holds it.

Q2 2021 vs. Q1 2021

How the institutions holding iShares Gold Trust changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of IAU: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders9569878−69
SharesConverted for a 1-for-2 split457.7M6.47M477.9M+26.7M (+5.9%)
Value$15.0B$210.3M$15.8B+$1.05B (+7.1%)

9 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held iShares Gold Trust at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to IAU in Q2 2021
InstitutionSharesValue% of portfolio
Flputnam Investment Management Co2,521,880$85.0M2.93%
Equitable Trust Co2,133,958$71.9M4.61%
GM Advisory Group, Inc.1,396,975$47.1M4.83%
Bank of Nova Scotia853,500$28.8M0.05%
New York State Common Retirement Fund769,553$25.9M0.03%
Lake Point Wealth Management398,632$13.4M6.27%
Moulton Wealth Management, Inc335,876$11.3M8.27%
Sunbelt Securities, Inc.311,919$10.8M1.94%
Cape Ann Savings Bank224,961$8.14M5.14%
SRS Capital Advisors, Inc.124,826$4.21M0.57%
Genesee Capital Advisors, LLC87,161$2.94M0.39%
IAM Advisory, LLC87,161$2.94M0.39%
All Season Financial Advisors, Inc.85,734$2.89M2.07%
Alpha Cubed Investments, LLC81,248$2.74M0.20%
Harbour Investments, Inc.77,159$2.60M0.08%
Vanguard Capital Wealth Advisors64,791$2.18M1.66%
Fullerton Fund Management Co Ltd.58,317$1.97M0.13%
Financial & Tax Architects, LLC51,782$1.75M0.86%
Cerity Partners LLC50,714$1.71M0.04%
Castleview Partners, LLC49,465$1.67M0.73%
Wealth Quarterback LLC41,150$1.39M0.84%
Loring Wolcott & Coolidge Fiduciary Advisors LLP39,060$1.32M0.01%
Pinnacle Wealth Advisors36,377$1.23M0.05%
Emfo, LLC31,305$1.05M0.92%
Advisor Resource Council30,057$1.01M0.11%
Jordan Park Group LLC21,605$728.0K0.04%
Regal Investment Advisors LLC20,605$695.0K0.07%
Tectonic Advisors LLC20,236$682.0K0.14%
Caption Management, LLC17,500$590.0K0.05%
Hengehold Capital Management LLC14,000$472.0K0.06%
True North Advisors, LLC13,599$458.0K0.10%
Pacific Capital Wealth Advisors, Inc13,382$451.0K0.23%
Livingston Group Asset Management CO (operating as Southport Capital Management)11,751$396.0K0.10%
Brighton Jones LLC9,308$314.0K0.02%
Pinnacle Wealth Management Advisory Group, LLC8,423$284.0K0.07%
Bridgewater Advisors Inc.8,208$277.0K0.09%
Ritholtz Wealth Management8,018$270.0K0.02%
Pinkerton Retirement Specialists, LLC7,676$259.0K0.05%
First American Bank7,634$257.0K0.01%
Associated Banc-Corp7,052$238.0K0.01%
1832 Asset Management L.P.7,075$238.0K0.00%
Valley Forge Investment Consultants Inc Adv7,036$237.0K0.13%
Davis R M Inc6,850$231.0K0.01%
Merit Financial Group, LLC6,484$219.0K0.02%
Wetherby Asset Management Inc6,474$218.0K0.01%
Stratos Wealth Advisors, LLC6,434$217.0K0.02%
Foster & Motley Inc6,405$216.0K0.02%
Lido Advisors, LLC6,413$216.0K0.01%
Claraphi Advisory Network, LLC6,136$207.0K0.06%
Franklin Street Advisors Inc6,090$205.0K0.02%
Leonard Rickey Investment Advisors P.L.L.C.5,917$204.0K0.09%
Eagle Bay Advisors LLC1,801$67.0K0.05%
Financial Insights, Inc.1,547$52.1K0.04%
Mizuho Securities Co. Ltd.1,300$44.0K0.01%
Strategic Blueprint, LLC1,026$35.0K0.01%
Front Row Advisors LLC1,000$34.0K0.01%
Rain Capital Management, LLC955$32.0K0.02%
Alaethes Wealth LLC750$25.0K0.02%
Country Trust Bank652$22.0K0.00%
Eubel Brady & Suttman Asset Management Inc1,200$20.0K0.00%
Berman Capital Advisors, LLC550$18.0K0.00%
Pittenger & Anderson Inc377$13.0K0.00%
Ten Capital Wealth Advisors, LLC353$12.0K0.00%
Danda Trouve Investment Management, Inc.300$10.0K0.01%
Glen Eagle Advisors, LLC293$9.88K0.00%
Evermay Wealth Management LLC232$8.00K0.00%
Ameritas Investment Partners, Inc.54$1.00K0.00%
First Command Advisory Services, Inc.162$00.00%
Activest Wealth Management3––

Sold out (138)

Institutions that held iShares Gold Trust at the end of Q1 2021 and filed for Q2 2021 without it.

Showing the largest 100 of 138 by value.

Institutions that sold out of IAU in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
WESCAP Management Group, Inc.1,399,978$22.8M
Geneos Wealth Management Inc.1,218,222$20.5M
Sowa Financial Group, Inc.1,068,506$17.4M
Factory Mutual Insurance Co970,000$15.8M
BFSG, LLC897,811$14.6M
Prudential Financial Inc884,093$14.4M
Voya Financial Advisors, Inc.788,807$12.6M
Resonant Capital Advisors, LLC544,738$8.86M
First Horizon Corp505,590$8.22M
Cambridge Associates LLC352,701$5.74M
NorthCoast Asset Management LLC342,441$5.57M
HSBC Holdings PLC331,878$5.40M
SEI Investments Co314,289$5.11M
WESPAC Advisors SoCal, LLC300,203$4.88M
Sierra Capital LLC289,324$4.70M
Evanson Asset Management, LLC288,128$4.68M
Susquehanna International Group, LLP219,031$3.56M
Ferris Capital, LLC204,630$3.33M
Regions Financial Corp158,905$2.58M
Smith, Moore & Co.148,858$2.42M
Blue Edge Capital, LLC138,263$2.25M
Van Hulzen Asset Management, LLC125,082$2.03M
Golden State Equity Partners113,194$1.84M
Bigelow Investment Advisors, LLC112,582$1.83M
Bickling Financial Services, Inc.108,244$1.76M
IPG Investment Advisors LLC107,347$1.75M
Sunesis Advisors, LLC104,428$1.70M
Blueprint Investment Partners LLC104,451$1.70M
Walkner Condon Financial Advisors LLC98,638$1.60M
Aspireon Wealth Advisors97,000$1.60M
BBR Partners, LLC79,575$1.29M
Moody National Bank Trust Division71,871$1.17M
Arlington Partners LLC62,821$1.02M
First Hawaiian Bank61,291$996.0K
Ifrah Financial Services, Inc.61,045$993.0K
SevenOneSeven Capital Management57,074$928.0K
Spire Wealth Management55,054$897.0K
Bulltick Wealth Management, LLC54,848$891.8K
Birchcreek Wealth Management, LLC54,724$890.0K
Trustmark National Bank Trust Department53,490$870.0K
Advisory Alpha, LLC52,817$859.0K
Choate Investment Advisors52,609$855.0K
Toroso Investments, LLC44,239$719.0K
Frontier Wealth Management LLC41,800$680.0K
Mainstay Capital Management LLC39,663$645.0K
Banco Santander, S.A.32,214$524.0K
Johnson Financial Group, Inc.30,900$502.0K
Cape Cod Five Cents Savings Bank27,467$447.0K
Source Financial Advisors LLC26,783$435.0K
Teamwork Financial Advisors, LLC24,056$391.0K
Vigilare Wealth Management22,500$366.0K
Castle Rock Wealth Management, LLC21,159$360.0K
TCW Group Inc21,100$343.0K
Toronto Dominion Bank20,110$327.0K
TownSquare Capital, LLC19,349$315.0K
Mark Stevens17,745$289.0K
Essex Savings Bank16,150$266.0K
Wall Street Access Asset Management, LLC16,194$263.0K
Washington Trust Co16,013$260.0K
Lehman & Derafelo Financial Resources LLC15,500$252.0K
Essex Private Wealth Management, LLC15,525$252.0K
Sterling Investment Advisors LLC15,276$248.0K
Slow Capital, Inc.15,211$247.0K
Sugarloaf Wealth Management, LLC15,000$244.0K
RFG Advisory, LLC14,647$238.0K
Woodmont Investment Counsel LLC14,098$229.0K
Avidian Wealth Solutions, LLC13,852$225.0K
Columbus Macro, LLC13,171$214.0K
Abacus Wealth Partners, LLC13,001$211.4K
First Heartland Consultants, Inc.12,936$210.0K
Firethorn Wealth Partners, LLC12,480$203.0K
Acorn Financial Advisory Services Inc12,138$200.0K
Patten Group, Inc.11,864$193.0K
Bellecapital International Ltd.11,758$191.0K
Lake Street Financial LLC11,753$191.0K
Galvin, Gaustad & Stein, LLC11,721$191.0K
Harrington Investments, INC11,550$188.0K
Colony Family Offices, LLC11,542$188.0K
International Assets Investment Management, LLC10,396$188.0K
Financial Advisory Group11,320$184.0K
Newport Capital Group, LLC11,318$184.0K
Managed Account Services Inc11,247$183.0K
Berkeley Capital Partners, LLC11,192$182.0K
Focus Financial Network, Inc.11,088$180.3K
Claro Advisors LLC10,982$179.0K
Summit Wealth Partners, LLC10,963$178.3K
Sabal Trust CO10,927$178.0K
Klingman & Associates, LLC10,898$177.0K
Northstar Investment Advisors LLC10,800$176.0K
One Day In July LLC10,796$176.0K
Level Four Advisory Services, LLC10,768$175.0K
Arkansas Financial Group, Inc.10,686$174.0K
Kanawha Capital Management LLC10,699$174.0K
Institute for Wealth Management, LLC.10,728$174.0K
Clarkston Capital Partners, LLC10,133$165.0K
Ironsides Asset Advisors, LLC10,150$165.0K
Searle & Co.10,000$163.0K
Sanders Morris Harris LLC10,000$163.0K
Lesa Sroufe & Co10,050$163.0K
Radnor Capital Management, LLC10,000$163.0K

Not filed for Q2 2021 yet (9)

Institutions that held iShares Gold Trust at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Packer & Co Ltd9,370,200$152.4M
Sullivan, Bruyette, Speros & Blaney, LLC1,879,906$30.6M
Bokf, NA787,577$12.8M
E Fund Management Co., Ltd.332,588$5.41M
Marino Management, LLC312,218$5.08M
Money Concepts Capital Corp215,206$3.50M
MBL Wealth, LLC18,500$301.0K
TCF National Bank14,236$232.0K
Tompkins Financial Corp2,031$33.0K