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, Q4 2022
Institutional positions in iShares Gold Trust as of Dec 31, 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
- 1,013
- +72 vs. Q3 2022
- Shares held
- 428.5M
- −48.5M (−10.2%) vs. Q3 2022
- Total value
- $14.8B
- −$271.1M (−1.8%) vs. Q3 2022
- New holders
- 137
- 262 more added
- Sold out
- 65
- 410 more reduced
21 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 1,042 | $36.0K | 0.01% | +1,042 | New |
| AllSquare Wealth Management LLC | 1,045 | $36.1K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,074 | $37.1K | 0.04% | +1,074 | New |
| Oakworth Capital, Inc. | 1,134 | $39.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,149 | $39.7K | 0.02% | +36+3.2% | Added |
| Romano Brothers and Company | 1,194 | $41.3K | 0.01% | +1,194 | New |
| Rise Advisors, LLC | 1,212 | $41.9K | 0.03% | −25−2.0% | Reduced |
| Westwood Holdings Group Inc. | 1,209 | $42.0K | 0.00% | +1,209 | New |
| Caldwell Trust Co | 1,242 | $43.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,282 | $44.0K | 0.00% | −956−42.7% | Reduced |
| Retirement Group, LLC | 1,285 | $44.0K | 0.02% | +722+128.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,282 | $44.3K | 0.00% | −956−42.7% | Reduced |
| Crewe Advisors LLC | 1,286 | $44.5K | 0.01% | +946+278.2% | Added |
| Mascoma Wealth Management LLC | 1,302 | $45.0K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 1,347 | $46.6K | 0.01% | +1,347 | New |
| Ellevest, Inc. | 1,387 | $48.0K | 0.00% | +587+73.4% | Added |
| Covestor Ltd | 1,452 | $50.0K | 0.04% | +1,411+3,441.5% | Added |
| McClarren Financial Advisors, Inc. | 1,500 | $51.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,500 | $51.9K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,527 | $52.8K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,531 | $53.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,550 | $53.6K | 0.03% | +92+6.3% | Added |
| CVA Family Office, LLC | 1,565 | $54.1K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,698 | $59.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,730 | $59.8K | 0.02% | +1,730 | New |
| Stephens Consulting, LLC | 1,779 | $61.5K | 0.04% | −16−0.9% | Reduced |
| Central Bank & Trust Co | 1,854 | $64.1K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,963 | $67.9K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,996 | $69.0K | 0.00% | +671+50.6% | Added |
| Blume Capital Management, Inc. | 2,000 | $69.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,143 | $74.1K | 0.01% | +1,977+1,191.0% | Added |
| Salem Investment Counselors Inc | 2,146 | $74.2K | 0.00% | +511+31.3% | Added |
| Resurgent Financial Advisors LLC | 2,301 | $79.6K | 0.04% | +2,301 | New |
| Clear Investment Research, LLC | 2,357 | $82.0K | 0.16% | +1,083+85.0% | Added |
| Focused Wealth Management, Inc | 2,378 | $82.3K | 0.02% | +336+16.5% | Added |
| Sandy Spring Bank | 2,601 | $90.0K | 0.01% | −1,869−41.8% | Reduced |
| Missouri Trust & Investment Co | 2,751 | $95.0K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,753 | $95.2K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,782 | $96.2K | 0.05% | −179−6.0% | Reduced |
| Endurance Wealth Management, Inc. | 2,800 | $97.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,850 | $98.6K | 0.03% | −27−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 3,000 | $103.8K | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 3,002 | $103.8K | 0.04% | +3,002 | New |
| Grey Fox Wealth Advisors, LLC | 3,105 | $107.4K | 0.07% | +3,105 | New |
| Financial Synergies Wealth Advisors, Inc. | 3,155 | $109.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 3,183 | $110.0K | 0.04% | −27−0.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,225 | $111.6K | 0.02% | −350−9.8% | Reduced |
| High Net Worth Advisory Group LLC | 3,238 | $112.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,275 | $113.0K | 0.00% | +3,275 | New |
| Zions Bancorporation, N.A. | 3,332 | $115.3K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 3,438 | $119.0K | 0.10% | −160−4.4% | Reduced |
| Granite FO LLC | 3,565 | $119.8K | 0.09% | +3,565 | New |
| Bourgeon Capital Management LLC | 3,476 | $120.2K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,485 | $120.5K | 0.01% | +3,485 | New |
| RWM Asset Management, LLC | 3,711 | $128.4K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,824 | $132.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,954 | $136.8K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,040 | $139.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,065 | $140.6K | 0.02% | +192+5.0% | Added |
| Farther Finance Advisors, LLC | 4,176 | $144.4K | 0.06% | +4,176 | New |
| Itau Unibanco Holding S.A. | 4,310 | $148.4K | 0.01% | −250−5.5% | Reduced |
| Sargent Bickham Lagudis LLC | 4,378 | $151.4K | 0.01% | −186−4.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,508 | $155.9K | 0.01% | +4,508 | New |
| Gould Capital, LLC | 4,590 | $158.8K | 0.13% | −9−0.2% | Reduced |
| Pin Oak Investment Advisors Inc | 4,636 | $160.0K | 0.20% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4,619 | $160.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,627 | $160.0K | 0.02% | −450−8.9% | Reduced |
| WFA of San Diego, LLC | 4,810 | $166.4K | 0.13% | +4,810 | New |
| Sugarloaf Wealth Management, LLC | 4,858 | $168.0K | 0.04% | −1,642−25.3% | Reduced |
| Colonial Trust Advisors | 4,968 | $171.9K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4,967 | $172.0K | 0.02% | −215−4.1% | Reduced |
| West Branch Capital LLC | 5,000 | $172.9K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,250 | $181.6K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,257 | $181.8K | 0.02% | +5,257 | New |
| Heritage Wealth Management, LLC | 5,450 | $188.5K | 0.03% | +1,987+57.4% | Added |
| First Eagle Investment Management, LLC | 5,566 | $191.5K | 0.00% | +1,726+44.9% | Added |
| Manchester Capital Management LLC | 5,645 | $195.3K | 0.03% | −100−1.7% | Reduced |
| Blue Chip Partners, Inc. | 5,665 | $196.0K | 0.02% | +5,665 | New |
| Baker Avenue Asset Management, LP | 5,683 | $196.6K | 0.01% | −3,683−39.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,790 | $200.3K | 0.02% | −5,227−47.4% | Reduced |
| Wetherby Asset Management Inc | 5,796 | $200.5K | 0.01% | +5,796 | New |
| Lumature Wealth Partners, LLC | 5,823 | $201.4K | 0.11% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 5,896 | $203.9K | 0.03% | +5,896 | New |
| Warren Street Wealth Advisors, LLC | 5,901 | $204.1K | 0.16% | +5,901 | New |
| Alterna Wealth Management, Inc | 5,939 | $205.4K | 0.23% | +5,939 | New |
| Blue Bell Private Wealth Management, LLC | 5,957 | $206.1K | 0.07% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 5,966 | $206.4K | 0.05% | +5,966 | New |
| Pitcairn Co | 5,976 | $206.7K | 0.02% | +5,976 | New |
| Continuum Wealth Advisors, LLC | 5,991 | $207.2K | 0.21% | +5,991 | New |
| Level Four Advisory Services, LLC | 6,031 | $208.6K | 0.02% | −789−11.6% | Reduced |
| Spinnaker Investment Group, LLC | 6,037 | $208.8K | 0.07% | +6,037 | New |
| Almanack Investment Partners, LLC. | 6,049 | $209.2K | 0.04% | −102,096−94.4% | Reduced |
| McAdam, LLC | 6,044 | $210.0K | 0.02% | −45,054−88.2% | Reduced |
| Franklin Street Advisors Inc | 6,090 | $211.0K | 0.02% | +6,090 | New |
| Milestone Asset Management, LLC | 5,765 | $211.1K | 0.13% | +5,765 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,152 | $212.8K | 0.09% | +6,152 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,154 | $212.9K | 0.05% | −477−7.2% | Reduced |
| TCP Asset Management, LLC | 6,156 | $212.9K | 0.17% | +6,156 | New |
| Patron Partners Advisors, LLC | 6,214 | $214.9K | 0.16% | +6,214 | New |
| Van Eck Associates Corp | 6,254 | $216.0K | 0.00% | 00.0% | Unchanged |