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.
13F holders, Q3 2022
Institutional positions in iShares Gold Trust as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 962
- −31 vs. Q2 2022
- Shares held
- 479.9M
- −17.4M (−3.5%) vs. Q2 2022
- Total value
- $15.2B
- −$1.83B (−10.7%) vs. Q2 2022
- New holders
- 59
- 269 more added
- Sold out
- 90
- 429 more reduced
18 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IAU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,916 | $29.1B |
| Q1 2026 | 1,984 | $34.8B |
| Q4 2025 | 1,937 | $35.6B |
| Q3 2025 | 1,713 | $31.5B |
| Q2 2025 | 1,599 | $25.5B |
| Q1 2025 | 1,555 | $24.0B |
| Q4 2024 | 1,418 | $18.6B |
| Q3 2024 | 1,231 | $17.7B |
| Q2 2024 | 1,178 | $16.5B |
| Q1 2024 | 1,149 | $15.7B |
| Q4 2023 | 1,153 | $15.5B |
| Q3 2023 | 1,041 | $13.7B |
| Q2 2023 | 1,068 | $15.9B |
| Q1 2023 | 1,041 | $15.9B |
| Q4 2022 | 1,013 | $14.8B |
| Q3 2022 | 962 | $15.2B |
| Q2 2022 | 1,011 | $17.1B |
| Q1 2022 | 966 | $16.8B |
| Q4 2021 | 986 | $16.3B |
| Q3 2021 | 883 | $16.0B |
| Q2 2021 | 878 | $15.8B |
| Q1 2021 | 956 | $15.0B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 320,790 | $10.1M | 0.55% | −1580.0% | Reduced |
| Legend Financial Advisors, Inc. | 324,022 | $10.2M | 9.60% | −10,321−3.1% | Reduced |
| Verger Capital Management LLC | 325,319 | $10.3M | 6.77% | +86,175+36.0% | Added |
| Sterling Financial Planning, Inc. | 326,694 | $10.3M | 7.22% | +54,078+19.8% | Added |
| Kestra Advisory Services, LLC | 328,336 | $10.4M | 0.11% | −57,260−14.8% | Reduced |
| National Bank of Canada | 331,897 | $10.4M | 0.06% | +3,066+0.9% | Added |
| American Research & Management Co. | 334,431 | $10.5M | 2.91% | −2,721−0.8% | Reduced |
| Cardinal Point Wealth Management Partners, LLC | 336,181 | $10.8M | 5.17% | +7,708+2.3% | Added |
| American Portfolios Advisors | 345,198 | $10.9M | 0.46% | −55,503−13.9% | Reduced |
| Cetera Advisor Networks LLC | 346,011 | $10.9M | 0.14% | −135,022−28.1% | Reduced |
| Timber Creek Capital Management LLC | 348,925 | $11.0M | 4.36% | −120,399−25.7% | Reduced |
| Goldman Sachs Group Inc | 356,627 | $11.2M | 0.00% | −94,268−20.9% | Reduced |
| Citadel Advisors LLC | 360,090 | $11.4M | 0.01% | +206,099+133.8% | Added |
| Osborne Partners Capital Management, LLC | 363,817 | $11.5M | 0.96% | +5,564+1.6% | Added |
| Confluence Investment Management LLC | 364,428 | $11.5M | 0.19% | −130,815−26.4% | Reduced |
| Oppenheimer Asset Management Inc. | 365,055 | $11.5M | 0.20% | −3,968−1.1% | Reduced |
| Capital Group Private Client Services, Inc. | 367,098 | $11.6M | 0.16% | +63,499+20.9% | Added |
| Sunbelt Securities, Inc. | 370,665 | $11.7M | 2.47% | −16,129−4.2% | Reduced |
| Vision Capital Management, Inc. | 371,846 | $11.7M | 2.42% | +3,998+1.1% | Added |
| Bokf, NA | 375,442 | $11.8M | 0.24% | +442+0.1% | Added |
| Sage Rhino Capital LLC | 376,255 | $11.9M | 4.77% | −34,382−8.4% | Reduced |
| Systelligence, LLC | 376,444 | $11.9M | 3.63% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 379,606 | $12.0M | 3.37% | +6,931+1.9% | Added |
| Ambassador Advisors, LLC | 383,991 | $12.1M | 2.87% | +66,098+20.8% | Added |
| MainStreet Investment Advisors LLC | 387,540 | $12.2M | 1.49% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 393,362 | $12.4M | 0.21% | +28,817+7.9% | Added |
| Quest Investment Management LLC | 396,021 | $12.5M | 1.54% | 00.0% | Unchanged |
| Prudential Financial Inc | 398,944 | $12.6M | 0.02% | −35,594−8.2% | Reduced |
| Spinnaker Trust | 422,369 | $13.3M | 1.10% | −144,662−25.5% | Reduced |
| FDx Advisors, Inc. | 426,007 | $13.4M | 0.60% | −23,815−5.3% | Reduced |
| Independent Family Office, LLC | 426,224 | $13.4M | 6.63% | +31,400+8.0% | Added |
| Tiaa, FSB | 431,501 | $13.6M | 0.06% | −63,060−12.8% | Reduced |
| Cohen & Steers, Inc. | 441,590 | $13.9M | 0.03% | +115,832+35.6% | Added |
| NorthCrest Asset Manangement, LLC | 449,938 | $14.2M | 0.77% | −12,761−2.8% | Reduced |
| D.A. Davidson & Co. | 464,552 | $14.6M | 0.19% | +6,089+1.3% | Added |
| Nottingham Advisors, Inc. | 461,151 | $14.7M | 2.12% | −9,394−2.0% | Reduced |
| Reuter James Wealth Management, LLC | 471,863 | $14.9M | 10.17% | +8,237+1.8% | Added |
| Twin Focus Capital Partners, LLC | 473,771 | $14.9M | 3.59% | −1,551−0.3% | Reduced |
| Allstate Corp | 483,000 | $15.2M | 0.44% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 503,710 | $15.9M | 2.87% | −188,959−27.3% | Reduced |
| Parkside Investments, LLC | 503,843 | $15.9M | 3.41% | +848+0.2% | Added |
| KB Financial Partners, LLC | 504,686 | $15.9M | 5.69% | +7,153+1.4% | Added |
| Quent Capital, LLC | 507,640 | $16.0M | 3.31% | +16,054+3.3% | Added |
| Covington Capital Management | 511,382 | $16.1M | 0.70% | −118,867−18.9% | Reduced |
| Sowa Financial Group, Inc. | 523,642 | $16.5M | 13.04% | −7,812−1.5% | Reduced |
| Goldstein Munger & Associates | 534,645 | $16.9M | 5.55% | −101,453−15.9% | Reduced |
| Pictet Asset Management SA | 541,930 | $17.1M | 0.03% | −285,780−34.5% | Reduced |
| Gamble Jones Investment Counsel | 548,805 | $17.3M | 1.41% | +2570.0% | Added |
| EPIQ Capital Group, LLC | 572,803 | $18.1M | 9.55% | +10,014+1.8% | Added |
| Cambridge Associates LLC | 576,350 | $18.2M | 1.49% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $18.5M | 1.28% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 457,281 | $18.6M | 0.21% | +13,458+3.0% | Added |
| Sagil Capital LLP | 600,000 | $18.9M | 17.58% | +220,000+57.9% | Added |
| Mader & Shannon Wealth Management, Inc. | 608,695 | $19.2M | 20.91% | −158,818−20.7% | Reduced |
| CIBC Private Wealth Group, LLC | 620,043 | $19.6M | 0.05% | +303,081+95.6% | Added |
| Amplius Wealth Advisors, LLC | 620,438 | $19.6M | 3.50% | −52,069−7.7% | Reduced |
| Naviter Wealth, LLC | 630,873 | $19.9M | 8.11% | +113,708+22.0% | Added |
| Permanens Capital L.P. | 635,995 | $20.1M | 4.52% | +18,431+3.0% | Added |
| Strategic Point Investment Advisors, LLC | 638,073 | $20.1M | 5.63% | −3070.0% | Reduced |
| Stephens Inc | 643,705 | $20.3M | 0.43% | −205,449−24.2% | Reduced |
| New York Life Investment Management LLC | 653,073 | $20.6M | 0.25% | +96,554+17.3% | Added |
| MML Investors Services, LLC | 663,031 | $20.9M | 0.16% | −7,900−1.2% | Reduced |
| Narwhal Capital Management | 677,933 | $21.4M | 3.10% | +1,314+0.2% | Added |
| Carl Stuart Investment Advisor, Inc | 659,316 | $21.5M | 19.04% | +4,254+0.6% | Added |
| Oxbow Advisors, LLC | 691,419 | $21.8M | 3.42% | −260,111−27.3% | Reduced |
| Evercore Wealth Management, LLC | 691,727 | $21.8M | 0.49% | −1,250−0.2% | Reduced |
| First Foundation Advisors | 692,436 | $21.8M | 1.07% | −1,876,424−73.0% | Reduced |
| Highland Private Wealth Management | 698,467 | $22.0M | 3.55% | +17,909+2.6% | Added |
| Equitable Holdings, Inc. | 720,455 | $22.7M | 0.44% | +64,968+9.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 721,217 | $22.7M | 1.14% | −179,781−20.0% | Reduced |
| Marks Group Wealth Management, Inc | 745,123 | $23.5M | 3.58% | +1,728+0.2% | Added |
| Gladius Capital Management LP | 753,449 | $23.8M | 3.96% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 764,167 | $24.1M | 0.60% | −39,338−4.9% | Reduced |
| Partners Capital Investment Group, LLP | 764,468 | $24.1M | 1.43% | −250,972−24.7% | Reduced |
| Russell Investments Group, Ltd. | 772,900 | $24.4M | 0.05% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 776,821 | $24.5M | 5.61% | +8,906+1.2% | Added |
| 1832 Asset Management L.P. | 781,999 | $24.7M | 0.05% | −23,442−2.9% | Reduced |
| Vigilant Capital Management, LLC | 782,841 | $24.7M | 2.32% | +12,044+1.6% | Added |
| Deutsche Bank AG | 785,637 | $24.8M | 0.01% | −18,081−2.2% | Reduced |
| VCU Investment Management Co | 792,658 | $25.0M | 100.00% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 846,095 | $26.7M | 9.03% | +28,705+3.5% | Added |
| VPR Management LLC | 857,875 | $27.0M | 6.10% | −93,500−9.8% | Reduced |
| Lake Street Advisors Group, LLC | 858,883 | $27.1M | 1.96% | −13,459−1.5% | Reduced |
| Zhang Financial LLC | 859,261 | $27.1M | 4.08% | −5,632−0.7% | Reduced |
| Brookstone Capital Management | 858,178 | $27.3M | 0.63% | −31,106−3.5% | Reduced |
| First Command Bank | 876,610 | $27.6M | 4.02% | +34,327+4.1% | Added |
| First Command Financial Services, Inc. | 876,610 | $27.6M | 4.02% | +34,327+4.1% | Added |
| Rockefeller Capital Management L.P. | 881,253 | $27.8M | 0.14% | −126,835−12.6% | Reduced |
| Mackay Shields LLC | 929,500 | $29.3M | 0.74% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 936,389 | $29.5M | 0.17% | −143,464−13.3% | Reduced |
| M&T Bank Corp | 947,171 | $29.9M | 0.13% | −22,592−2.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 957,889 | $30.2M | 0.13% | −471,501−33.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 960,056 | $30.3M | 0.07% | −286,533−23.0% | Reduced |
| Tanglewood Wealth Management, Inc. | 993,502 | $31.3M | 4.73% | −18,556−1.8% | Reduced |
| Parcion Private Wealth LLC | 999,346 | $31.5M | 3.57% | −121,622−10.8% | Reduced |
| Mercer Global Advisors Inc | 1,052,006 | $33.2M | 0.20% | +58,821+5.9% | Added |
| Neuberger Berman Group LLC | 1,087,432 | $34.3M | 0.04% | −37,592−3.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,088,799 | $34.3M | 1.89% | −11,171−1.0% | Reduced |
| Truist Financial Corp | 1,152,316 | $36.3M | 0.07% | +89,928+8.5% | Added |
| Equitable Trust Co | 1,203,183 | $37.9M | 3.16% | −132,217−9.9% | Reduced |