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Livermore
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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 2022 vs. Q1 2022

How the institutions holding iShares Gold Trust changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of IAU: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders966161,011+61
Shares455.2M2.15M498.9M+45.8M (+10.1%)
Value$16.8B$79.1M$17.1B+$358.2M (+2.1%)

16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held iShares Gold Trust at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 127 by value.

Institutions new to IAU in Q2 2022
InstitutionSharesValue% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.29,062,324$997.1M0.77%
LPL Financial LLC6,376,123$218.8M0.21%
Ronald Blue Trust, Inc.3,793,741$139.7M2.17%
Bank Julius Baer & Co. Ltd, Zurich907,029$31.1M0.22%
Brookstone Capital Management889,284$29.4M0.65%
Russell Investments Group, Ltd.772,900$26.5M0.05%
Exchange Traded Concepts, LLC607,596$20.8M0.61%
New York Life Investment Management LLC556,519$19.1M0.22%
Farmer Steven Patrick495,243$17.0M0.26%
NorthCrest Asset Manangement, LLC462,699$15.9M0.81%
Sagil Capital LLP380,000$13.0M11.90%
Fifth Third Securities, Inc.324,592$11.1M1.53%
Summit Trail Advisors, LLC320,948$11.0M0.68%
Janney Montgomery Scott LLC298,625$10.3M0.05%
Toronto Dominion Bank300,000$10.3M0.02%
Next Level Private LLC270,384$9.28M3.56%
Financial Sense Advisors, Inc.266,084$9.13M3.38%
Private Advisor Group, LLC234,566$8.05M0.07%
Highland Financial Advisors, LLC227,043$7.79M5.34%
Upper Left Wealth Management, LLC226,023$7.75M9.29%
AllGen Financial Advisors, Inc.212,570$6.86M5.76%
Leavell Investment Management, Inc.196,598$6.75M0.52%
Scissortail Wealth Management, LLC184,485$6.42M2.48%
Wealth Management Partners, LLC178,000$6.12M5.36%
GFS Advisors, LLC165,574$5.68M1.27%
Wealth Quarterback LLC159,773$5.48M4.27%
M&T Bank Corp969,763$5.29M0.02%
Maltin Wealth Management, Inc.135,339$4.64M3.36%
MMBG Investment Advisors Co.133,500$4.58M0.57%
Glovista Investments LLC107,564$3.71M1.53%
HSBC Holdings PLC103,850$3.56M0.01%
Welch & Forbes LLC96,381$3.31M0.06%
Wealthcare Advisory Partners LLC85,778$2.94M0.18%
Bank of the West85,604$2.94M0.37%
Twelve Points Wealth Management LLC83,909$2.88M2.22%
Edmond de Rothschild Holding S.A.68,950$2.37M0.06%
Great Valley Advisor Group, Inc.62,646$2.15M0.12%
Bull Oak Capital, LLC62,103$2.13M1.97%
Fullerton Fund Management Co Ltd.58,317$2.00M0.13%
Plan Group Financial, LLC57,649$1.98M3.40%
Transamerica Financial Advisors, Inc.54,163$1.86M0.26%
Eqis Capital Management, Inc.52,737$1.81M0.19%
Perennial Investment Advisors, LLC47,640$1.63M0.64%
Resolute Financial, LLC47,600$1.63M1.42%
CX Institutional44,134$1.51M0.11%
Birchcreek Wealth Management, LLC40,882$1.40M1.26%
Advisor Resource Council40,062$1.38M0.13%
Baldwin Brothers Inc37,780$1.30M0.17%
Independent Advisor Alliance36,836$1.26M0.07%
Wedbush Securities Inc36,083$1.24M0.07%
Western Wealth Management, LLC34,856$1.20M0.07%
Arlington Partners LLC34,510$1.18M0.39%
Beck Capital Management, LLC33,706$1.16M0.52%
Harbour Investments, Inc.32,263$1.11M0.07%
Red Door Wealth Management, LLC28,454$976.0K0.36%
Ford Financial Group, LLC26,880$922.0K0.38%
IHT Wealth Management, LLC26,740$917.0K0.08%
Atlas Capital Advisors LLC25,000$857.8K0.15%
Flagship Harbor Advisors, LLC24,828$852.0K0.10%
Terra Nova Asset Management LLC22,694$779.0K0.87%
Private Trust Co NA22,256$764.0K0.12%
Citizens National Bank Trust Department21,522$738.0K0.21%
Port Capital LLC21,350$733.0K0.06%
Spire Wealth Management21,187$727.0K0.03%
IFG Advisory, LLC16,770$575.0K0.06%
WCG Wealth Advisors LLC15,944$547.0K0.08%
Main Street Financial Solutions, LLC15,052$516.0K0.07%
Shepherd Financial Partners LLC14,757$506.0K0.10%
Jacobi Capital Management LLC14,619$502.0K0.07%
BKD Wealth Advisors, LLC14,611$501.0K0.02%
Silver Oak Securities, Inc14,605$478.0K0.11%
Apeiron RIA LLC24,274$469.0K0.94%
Meridian Wealth Management, LLC13,182$452.0K0.04%
Riverpoint Wealth Management Holdings, LLC13,073$449.0K0.18%
Grove Bank & Trust11,953$410.0K0.10%
V Wealth Advisors LLC11,795$405.0K0.08%
Coastal Investment Advisors, Inc.10,805$371.0K0.09%
Alpha Cubed Investments, LLC10,596$364.0K0.03%
Trexquant Investment LP10,365$356.0K0.02%
JGP Wealth Management, LLC10,056$332.0K0.07%
Simplify Asset Management Inc.9,625$330.0K0.04%
Patten & Patten Inc8,991$308.0K0.03%
First PREMIER Bank8,188$281.0K0.08%
RFG Advisory, LLC8,157$275.0K0.02%
Tyler-Stone Wealth Management8,007$275.0K0.18%
Hillcrest Wealth Advisors - NY, LLC7,275$250.0K0.15%
Clay Northam Wealth Management, LLC7,131$245.0K0.31%
Diversified Portfolios, Inc.6,830$234.0K0.07%
Maryland Capital Management6,689$229.0K0.02%
B. Riley Wealth Management, Inc.6,663$229.0K0.02%
Inspirion Wealth Advisors, LLC6,275$215.0K0.05%
Facet Wealth, Inc.6,146$211.0K0.02%
Regent Peak Wealth Advisors LLC5,896$202.0K0.07%
InterOcean Capital Group, LLC5,850$201.0K0.01%
Rosenberg Matthew Hamilton5,250$180.0K0.07%
WFA of San Diego, LLC5,066$174.0K0.15%
Joseph P. Lucia & Associates, LLC4,971$171.0K0.12%
First Eagle Investment Management, LLC3,926$135.0K0.00%
Mechanics Financial Corp3,824$131.0K0.08%
Horizons Wealth Management3,598$120.0K0.10%

Sold out (66)

Institutions that held iShares Gold Trust at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of IAU in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Jane Street Group, LLC292,228$10.8M
AMJ Financial Wealth Management283,755$10.5M
CMC Financial Group240,989$8.60M
XR Securities LLC157,410$5.80M
Evanson Asset Management, LLC146,667$5.40M
Two Sigma Securities, LLC97,681$3.60M
Q3 Asset Management85,563$3.15M
Lazard Asset Management LLC67,252$2.48M
HMS Capital Management, LLC66,186$2.44M
New Century Advisors, LLC56,975$2.10M
Paradigm Financial Partners, LLC45,920$1.68M
Wealth Enhancement & Preservation of GA, LLC38,535$1.42M
All Season Financial Advisors, Inc.36,702$1.35M
HAP Trading, LLC17,596$648.0K
Wolverine Trading, LLC15,149$557.0K
NewEdge Wealth, LLC14,000$516.0K
Bell Rock Capital LLC11,705$438.0K
Bragg Financial Advisors, Inc9,809$361.0K
55I, LLC9,402$346.0K
Inlet Private Wealth, LLC8,365$308.0K
Asset Dedication, LLC7,326$270.0K
Twin Lakes Capital Management, LLC7,276$268.0K
Capital Advisors Inc7,173$264.0K
Regentatlantic Capital LLC6,843$252.0K
Eaton Vance Management6,793$250.0K
Diversified Trust Co6,650$245.0K
WealthCare Investment Partners, LLC6,490$244.0K
Lehman & Derafelo Financial Resources LLC6,550$241.0K
Accurate Wealth Management, LLC6,454$238.0K
Nixon Peabody Trust Co6,408$236.0K
Financial Architects, Inc6,213$229.0K
Spinnaker Investment Group, LLC6,204$226.0K
Davenport & Co LLC5,905$217.0K
Verus Financial Partners, Inc.5,786$217.0K
Dakota Wealth Management5,772$213.0K
First Heartland Consultants, Inc.5,780$212.0K
blooom, inc.5,732$210.0K
Kanawha Capital Management LLC5,667$209.0K
RVW Wealth, LLC5,673$209.0K
Financial Advisory Group5,660$208.0K
Market Street Wealth Management Advisors LLC5,598$206.0K
Arkansas Financial Group, Inc.5,560$205.0K
Summit Wealth Partners, LLC5,515$203.1K
Galvin, Gaustad & Stein, LLC5,525$203.0K
Sanders Morris Harris LLC5,498$202.0K
Colony Family Offices, LLC5,496$202.0K
Howard Financial Services, Ltd.5,464$201.0K
N.E.W. Advisory Services LLC12,189$199.0K
Private Capital Group, LLC1,803$66.0K
Sandy Cove Advisors, LLC1,295$48.0K
Jones Financial Companies LLLP1,163$43.0K
Bedel Financial Consulting, Inc.1,072$39.0K
Commons Capital, LLC1,050$39.0K
HC Financial Advisors Inc892$33.0K
Simon Quick Advisors, LLC852$31.0K
Alaethes Wealth LLC750$28.0K
Harel Insurance Investments & Financial Services Ltd.650$24.0K
Fortitude Advisory Group L.L.C.430$16.0K
Lansing Street Advisors305$11.0K
Bay Harbor Wealth Management, LLC233$9.00K
Freedman Financial Associates, Inc.145$5.00K
Addison Advisors LLC18$1.00K
CFS Investment Advisory Services, LLC48,689$1.00K
FourThought Financial, LLC27$1.00K
Brown, Lisle/Cummings, Inc.25$921
Tucker Asset Management LLC18$663

Not filed for Q2 2022 yet (16)

Institutions that held iShares Gold Trust at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
People's United Financial, Inc.900,723$33.2M
IndexIQ Advisors LLC419,703$15.5M
Parametric Portfolio Associates LLC171,683$6.32M
Nauset Wealth Management. LLC154,786$5.70M
Mid-American Wealth Advisory Group, Inc.124,736$4.59M
Golden State Equity Partners84,819$3.12M
Permit Capital Advisors, LLC81,699$3.04M
Ferris Capital, LLC80,709$2.97M
Verity Asset Management, Inc.47,128$1.74M
Palladium Partners LLC37,582$1.38M
Livingston Group Asset Management CO (operating as Southport Capital Management)14,292$526.0K
Dixon Hughes Goodman Wealth Advisors LLC10,143$374.0K
Lenox Wealth Advisors, LLC6,306$233.0K
Karn, Couzens & Associates, Inc.6,162$227.0K
Barrett Asset Management, LLC5,623$207.0K
SJS Investment Consulting Inc.712$26.0K