Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2022 vs. Q3 2022

How the institutions holding iShares Gold Trust changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of IAU: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders962211,013+72
Shares479.9M2.81M428.5M−48.5M (−10.2%)
Value$15.2B$89.0M$14.8B−$271.1M (−1.8%)

21 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held iShares Gold Trust at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 137 by value.

Institutions new to IAU in Q4 2022
InstitutionSharesValue% of portfolio
CI Private Wealth, LLC793,564$27.4M0.10%
West Family Investments, Inc.621,138$21.7M7.39%
WESCAP Management Group, Inc.536,156$18.5M6.52%
Cardinal Point Capital Management, ULC415,694$14.4M4.96%
Brave Asset Management Inc411,873$14.2M4.83%
WealthNavi Inc.339,735$11.8M0.22%
Cyndeo Wealth Partners, LLC308,641$10.7M1.25%
Forza Wealth Management, LLC205,449$7.11M4.71%
Transform Wealth, LLC169,212$5.85M0.66%
CPA Asset Management LLC158,426$5.48M4.19%
Philadelphia Trust Co134,541$4.65M0.50%
Kades & Cheifetz LLC128,448$4.44M3.71%
Global Wealth Strategies & Associates109,740$3.80M2.20%
RiverGlades Family Offices LLC106,098$3.67M3.38%
American Asset Management Inc.92,755$3.21M3.70%
BBJS Financial Advisors, LLC90,810$3.14M1.42%
Altiora Financial Group, LLC88,527$3.06M1.53%
waypoint wealth counsel77,721$2.69M2.17%
BCJ Capital Management, LLC73,207$2.53M0.25%
Financial Alternatives, Inc71,662$2.48M2.46%
Adviser Investments LLC68,701$2.45M0.06%
LaSalle St. Investment Advisors, LLC66,668$2.31M1.09%
XR Securities LLC60,900$2.11M2.51%
True Capital Management56,633$1.96M1.59%
Mill Creek Capital Advisors, LLC55,451$1.92M0.08%
Townsend & Associates, Inc50,767$1.79M0.88%
Strategic Investment Solutions, Inc.47,246$1.71M0.85%
LWMG, LLC48,208$1.67M0.60%
Blue Investment Partners LLC47,520$1.64M2.04%
Columbus Macro, LLC45,588$1.58M0.61%
Knollwood Investment Advisory, LLC42,851$1.48M0.58%
Lazard Asset Management LLC36,900$1.28M0.00%
Myecfo, LLC35,736$1.26M1.04%
Sound View Wealth Advisors Group, LLC28,296$1.10M0.12%
Bridgewealth Advisory Group, LLC30,031$1.04M2.04%
Ipsen Advisor Group LLC28,668$991.6K1.14%
Glass Jacobson Investment Advisors llc24,219$837.7K0.42%
Private Trust Co NA23,954$829.0K0.12%
Alpha Financial Partners, LLC22,930$793.1K0.96%
Coldstream Capital Management Inc22,654$783.6K0.03%
Crosspoint Financial, LLC20,042$693.3K7.63%
Callan Family Office, LLC18,475$639.0K0.21%
Bleakley Financial Group, LLC18,016$623.2K0.02%
Group One Trading, L.P.15,537$537.4K0.02%
Bridgeworth, LLC14,731$509.5K0.08%
BKA Wealth Consulting, Inc.14,526$502.5K0.96%
Demars Financial Group, LLC13,406$463.7K0.26%
Aletheian Wealth Advisors LLC13,000$449.7K0.39%
Trilogy Capital Inc.12,988$449.3K0.03%
Cliftonlarsonallen Wealth Advisors, LLC12,933$447.4K0.02%
SMART Wealth LLC12,441$430.3K0.32%
Cannell Peter B & Co Inc11,450$396.1K0.01%
Azimuth Capital Investment Management LLC11,443$395.8K0.02%
Werba Rubin Papier Wealth Management11,288$390.5K0.16%
Silvia McColl Wealth Management, LLC11,150$385.7K0.38%
Petra Financial Advisors Inc10,603$366.8K0.40%
Granite Harbor Advisors, Inc.10,259$354.9K0.36%
Glenview Trust Co10,247$354.4K0.01%
Dakota Wealth Management10,218$353.4K0.03%
Marmo Financial Group, LLC9,879$341.7K0.33%
Quadrant Private Wealth Management, LLC9,522$329.4K0.11%
Avory & Company, LLC9,000$311.3K0.25%
Foundation Wealth Management, LLC8,711$301.3K0.31%
Sharper & Granite LLC8,560$296.1K0.20%
New Republic Capital, LLC8,540$295.4K0.23%
Monograph Wealth Advisors, LLC8,500$294.0K0.08%
RVW Wealth, LLC8,343$288.6K0.04%
Davenport & Co LLC8,149$282.0K0.00%
Prosperity Financial Group, Inc.8,082$279.6K0.30%
Triad Financial Advisors, Inc.6,826$236.1K0.11%
Telos Capital Management, Inc.6,659$230.3K0.03%
Panoramic Investment Advisors, LLC6,480$224.1K0.23%
WSFS Capital Management, LLC6,441$222.8K0.02%
Inspirion Wealth Advisors, LLC6,275$217.1K0.05%
3EDGE Asset Management, LP6,266$216.7K0.02%
Patron Partners Advisors, LLC6,214$214.9K0.16%
TCP Asset Management, LLC6,156$212.9K0.17%
Leonard Rickey Investment Advisors P.L.L.C.6,152$212.8K0.09%
Milestone Asset Management, LLC5,765$211.1K0.13%
Franklin Street Advisors Inc6,090$211.0K0.02%
Spinnaker Investment Group, LLC6,037$208.8K0.07%
Continuum Wealth Advisors, LLC5,991$207.2K0.21%
Pitcairn Co5,976$206.7K0.02%
Howard Financial Services, Ltd.5,966$206.4K0.05%
Alterna Wealth Management, Inc5,939$205.4K0.23%
Warren Street Wealth Advisors, LLC5,901$204.1K0.16%
Advance Capital Management, Inc.5,896$203.9K0.03%
Wetherby Asset Management Inc5,796$200.5K0.01%
Blue Chip Partners, Inc.5,665$196.0K0.02%
Armstrong Advisory Group, Inc5,257$181.8K0.02%
WFA of San Diego, LLC4,810$166.4K0.13%
Cary Street Partner Investment Advisory LLC4,508$155.9K0.01%
Farther Finance Advisors, LLC4,176$144.4K0.06%
U.S. Capital Wealth Advisors, LLC3,485$120.5K0.01%
Granite FO LLC3,565$119.8K0.09%
Jones Financial Companies LLLP3,275$113.0K0.00%
Grey Fox Wealth Advisors, LLC3,105$107.4K0.07%
Arcus Capital Partners, LLC3,002$103.8K0.04%
Resurgent Financial Advisors LLC2,301$79.6K0.04%
Concord Wealth Partners1,730$59.8K0.02%

Sold out (65)

Institutions that held iShares Gold Trust at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of IAU in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
MUFG Americas Holdings Corp764,167$24.1M
Highland Private Wealth Management698,467$22.0M
Allstate Corp483,000$15.2M
Citadel Advisors LLC360,090$11.4M
Cardinal Point Wealth Management Partners, LLC336,181$10.8M
Manatuck Hill Partners, LLC300,000$9.46M
AllGen Financial Advisors, Inc.298,512$8.66M
Manning & Napier Group, LLC–$8.61M
Renaissance Technologies LLC270,500$8.53M
IMC-Chicago, LLC251,809$7.94M
Silverleafe Capital Partners, LLC125,816$3.97M
Blueprint Investment Partners LLC96,215$3.03M
Bank of the West85,404$2.69M
Beaumont Capital Management, LLC76,181$2.40M
Regency Capital Management Inc.65,695$2.07M
Firestone Capital Management54,145$1.71M
Jump Financial, LLC52,678$1.66M
Centric Wealth Management46,456$1.47M
New England Asset Management Inc43,600$1.38M
Moody National Bank Trust Division40,547$1.28M
Mosaic Advisors LLC39,275$1.24M
Financial Insights, Inc.27,552$869.0K
jvl associates llc20,300$640.0K
Northcape Wealth Management, LLC20,035$632.0K
True North Advisors, LLC13,599$428.0K
JGP Wealth Management, LLC10,056$324.0K
HHM Wealth Advisors, LLC10,281$324.0K
C M Bidwell & Associates Ltd10,159$320.0K
Cornerstone Wealth Group, LLC8,955$282.0K
Two Sigma Securities, LLC8,447$266.0K
First Pacific Financial7,732$244.0K
Newport Capital Group, LLC7,214$236.0K
Roof Eidam & Maycock7,156$226.0K
Clay Northam Wealth Management, LLC7,131$225.0K
Charles Schwab Trust Co7,075$223.0K
Walleye Trading LLC6,824$215.0K
Crumly & Associates Inc.6,560$207.0K
Facet Wealth, Inc.6,409$204.0K
West Bancorporation Inc4,951$156.0K
Howe & Rusling Inc3,825$121.0K
Selective Wealth Management, Inc.3,699$117.0K
Disciplined Investments, LLC2,719$86.0K
Householder Group Estate & Retirement Specialist, LLC2,083$65.0K
Investors Asset Management of Georgia Inc1,867$59.0K
Simplex Trading, LLC1,579$49.0K
Financial Enhancement Group LLC1,419$45.0K
Professional Financial Advisors, LLC890$28.0K
PYA Waltman Capital, LLC875$28.0K
Trust Co of Vermont835$26.0K
Country Trust Bank652$21.0K
Main Management LLC250$8.00K
North Star Investment Management Corp.160$5.00K
West Financial Advisors, LLC146$5.00K
Providence Capital Advisors, LLC123$4.00K
Mach-1 Financial Group, Inc.144$4.00K
Deane Retirement Strategies, Inc.103$3.00K
Aspire Private Capital, LLC91$3.00K
Axim Planning & Wealth103$3.00K
Savior LLC51$2.00K
Tucker Asset Management LLC41$1.27K
Laffer Tengler Investments33$1.04K
Wagner Wealth Management, LLC34$1.00K
GPS Wealth Strategies Group, LLC6$0
Oxler Private Wealth LLC102–
Alpha Square Group S, LLC3,817–

Not filed for Q4 2022 yet (21)

Institutions that held iShares Gold Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Goldstein Munger & Associates534,645$16.9M
Covington Capital Management511,382$16.1M
Kore Private Wealth LLC503,710$15.9M
American Portfolios Advisors345,198$10.9M
American Research & Management Co.334,431$10.5M
Spearhead Capital Advisors, LLC162,651$5.13M
Fure Financial Corp65,572$2.07M
Liberty Wealth Management LLC61,039$1.92M
RGT Wealth Advisors, LLC58,440$1.84M
WBH Advisory Inc53,310$1.68M
Tru Independence Asset Management 2, LLC48,203$1.52M
Grand Central Investment Group37,702$1.19M
USA Financial Portformulas Corp33,698$1.06M
H. L. Ormond & Company, LLC12,996$410.0K
Inverness Counsel LLC–$397.0K
Bell Rock Capital LLC11,501$363.0K
Solidarilty Wealth, LLC11,293$359.0K
Dowling & Yahnke LLC7,575$239.0K
Brightworth6,896$217.0K
Roosevelt Investment Group LLC6,409$202.0K
Surevest, LLC2,326$73.0K