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 |
|---|---|---|---|---|---|
| Umb Bank N A | 90,702 | $3.14M | 0.05% | −3,921−4.1% | Reduced |
| BBJS Financial Advisors, LLC | 90,810 | $3.14M | 1.42% | +90,810 | New |
| Wealth Alliance | 90,895 | $3.14M | 0.56% | −2,939−3.1% | Reduced |
| Sage Investment Advisers LLC | 91,580 | $3.17M | 4.52% | +1,400+1.6% | Added |
| Laird Norton Trust Company, LLC | 91,969 | $3.18M | 0.45% | −15,662−14.6% | Reduced |
| SRS Capital Advisors, Inc. | 92,123 | $3.19M | 0.44% | −19,529−17.5% | Reduced |
| American Asset Management Inc. | 92,755 | $3.21M | 3.70% | +92,755 | New |
| Federation des caisses Desjardins du Quebec | 93,017 | $3.22M | 0.04% | −4,179−4.3% | Reduced |
| HSBC Holdings PLC | 93,250 | $3.23M | 0.00% | −7,500−7.4% | Reduced |
| Welch & Forbes LLC | 94,042 | $3.25M | 0.06% | −1,250−1.3% | Reduced |
| Ci Investments Inc. | 96,617 | $3.34M | 0.02% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 96,690 | $3.34M | 0.14% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 96,895 | $3.35M | 0.13% | −3,690−3.7% | Reduced |
| Old Port Advisors | 97,841 | $3.38M | 1.27% | +8,480+9.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 98,486 | $3.41M | 0.30% | −29,690−23.2% | Reduced |
| Bessemer Group Inc | 99,689 | $3.45M | 0.01% | −3,262−3.2% | Reduced |
| DCF Advisers, LLC | 100,000 | $3.46M | 2.67% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 100,589 | $3.48M | 0.12% | +5,112+5.4% | Added |
| Chatham Capital Group, Inc. | 100,610 | $3.48M | 0.82% | −4,560−4.3% | Reduced |
| Wealthspan Partners, LLC | 102,048 | $3.53M | 3.21% | +5,913+6.2% | Added |
| Kingsview Wealth Management, LLC | 102,532 | $3.55M | 0.15% | −1,352−1.3% | Reduced |
| United Services Automobile Association | 102,856 | $3.56M | 0.08% | −22,725−18.1% | Reduced |
| Hamilton Wealth, LLC | 103,793 | $3.59M | 1.46% | +2,011+2.0% | Added |
| Palisades Hudson Asset Management, L.P. | 104,399 | $3.61M | 1.99% | 00.0% | Unchanged |
| Community Bank, N.A. | 104,925 | $3.63M | 0.51% | −40,440−27.8% | Reduced |
| Corrado Advisors, LLC | 105,093 | $3.64M | 2.54% | −723−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 105,661 | $3.65M | 0.58% | −22,762−17.7% | Reduced |
| Cypress Capital Group | 105,720 | $3.66M | 0.55% | +87+0.1% | Added |
| Inscription Capital, LLC | 105,812 | $3.66M | 1.25% | −5,834−5.2% | Reduced |
| E Fund Management Co., Ltd. | 105,848 | $3.66M | 0.30% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 105,992 | $3.67M | 0.04% | −6,763−6.0% | Reduced |
| RiverGlades Family Offices LLC | 106,098 | $3.67M | 3.38% | +106,098 | New |
| Apollon Wealth Management, LLC | 106,785 | $3.69M | 0.26% | −1,397−1.3% | Reduced |
| Weil Company, Inc. | 109,122 | $3.77M | 1.72% | +24,960+29.7% | Added |
| Maltin Wealth Management, Inc. | 109,128 | $3.77M | 2.75% | −2,760−2.5% | Reduced |
| Global Wealth Strategies & Associates | 109,740 | $3.80M | 2.20% | +109,740 | New |
| DFPG Investments, LLC | 107,106 | $3.81M | 0.63% | +12,099+12.7% | Added |
| Pathstone Family Office, LLC | 121,231 | $3.83M | 0.08% | +13,875+12.9% | Added |
| Gateway Advisory, LLC | 111,956 | $3.87M | 0.99% | −4,319−3.7% | Reduced |
| We Are One Seven, LLC | 112,126 | $3.88M | 0.39% | −85,060−43.1% | Reduced |
| First Horizon Advisors, Inc. | 112,211 | $3.88M | 0.14% | −29,500−20.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 112,559 | $3.89M | 1.01% | −24,354−17.8% | Reduced |
| Versant Capital Management, Inc | 112,795 | $3.90M | 1.41% | −3,011−2.6% | Reduced |
| Laidlaw Wealth Management LLC | 112,832 | $3.90M | 0.84% | −3,627−3.1% | Reduced |
| Accretive Wealth Partners, LLC | 113,336 | $3.92M | 2.69% | +10,200+9.9% | Added |
| Nomura Asset Management Co Ltd | 113,450 | $3.92M | 0.02% | +94,200+489.4% | Added |
| AdvisorNet Financial, Inc | 113,621 | $3.93M | 0.39% | −19,241−14.5% | Reduced |
| Stableford Capital II LLC | 113,284 | $4.02M | 2.18% | −763−0.7% | Reduced |
| Alhambra Investment Partners LLC | 116,920 | $4.04M | 2.95% | +1,480+1.3% | Added |
| Northside Capital Management, LLC | 117,322 | $4.06M | 1.22% | +70,225+149.1% | Added |
| Wills Financial Group, Inc. | 119,648 | $4.14M | 2.36% | −2,375−1.9% | Reduced |
| Sowell Financial Services LLC | 120,676 | $4.17M | 0.27% | +23,272+23.9% | Added |
| M&T Bank Corp | 123,856 | $4.28M | 0.02% | −823,315−86.9% | Reduced |
| Cambridge Trust Co | 124,663 | $4.31M | 0.19% | −12,020−8.8% | Reduced |
| Ballentine Partners, LLC | 126,578 | $4.38M | 0.13% | +500+0.4% | Added |
| Scotia Capital Inc. | 127,654 | $4.42M | 0.03% | −2,438−1.9% | Reduced |
| Briaud Financial Planning, Inc | 127,918 | $4.42M | 3.58% | −210−0.2% | Reduced |
| Parallel Advisors, LLC | 128,369 | $4.44M | 0.19% | +28,203+28.2% | Added |
| Kades & Cheifetz LLC | 128,448 | $4.44M | 3.71% | +128,448 | New |
| Ackerman Capital Advisors, LLC | 128,591 | $4.45M | 1.20% | −1,795−1.4% | Reduced |
| Summit Global Investments | 129,505 | $4.48M | 0.38% | +69,329+115.2% | Added |
| Patton Fund Management, Inc. | 130,278 | $4.51M | 1.32% | −2,019−1.5% | Reduced |
| Fermata Advisors, LLC | 131,118 | $4.54M | 1.34% | +3,952+3.1% | Added |
| National Asset Management, Inc. | 131,991 | $4.57M | 0.13% | +33,072+33.4% | Added |
| FineMark National Bank & Trust | 132,146 | $4.57M | 0.21% | −54,313−29.1% | Reduced |
| GWM Advisors LLC | 138,183 | $4.58M | 0.12% | +12,036+9.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 132,485 | $4.58M | 2.22% | −58,287−30.6% | Reduced |
| Fairview Capital Investment Management, LLC | 134,150 | $4.64M | 0.32% | −24,825−15.6% | Reduced |
| MBA Advisors LLC | 134,333 | $4.65M | 3.04% | +3,200+2.4% | Added |
| Philadelphia Trust Co | 134,541 | $4.65M | 0.50% | +134,541 | New |
| Meridian Investment Counsel Inc. | 136,241 | $4.71M | 1.88% | −608−0.4% | Reduced |
| Cetera Advisors LLC | 136,899 | $4.74M | 0.09% | +31,548+29.9% | Added |
| Massmutual Trust Co FSB | 139,483 | $4.83M | 0.20% | −71,678−33.9% | Reduced |
| Vontobel Holding Ltd. | 140,340 | $4.85M | 0.05% | +54,480+63.5% | Added |
| StrategIQ Financial Group, LLC | 141,554 | $4.90M | 0.57% | 00.0% | Unchanged |
| Commerce Bank | 143,715 | $4.97M | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 147,368 | $5.10M | 1.39% | −3,539−2.3% | Reduced |
| GFS Advisors, LLC | 150,023 | $5.19M | 1.17% | −3,774−2.5% | Reduced |
| Southeast Asset Advisors Inc. | 151,870 | $5.25M | 0.83% | 00.0% | Unchanged |
| Cetera Investment Advisers | 152,404 | $5.27M | 0.05% | +17,423+12.9% | Added |
| Three Bridge Wealth Advisors, LLC | 154,134 | $5.33M | 2.86% | +35,047+29.4% | Added |
| Aspireon Wealth Advisors | 152,170 | $5.42M | 2.78% | −3,417−2.2% | Reduced |
| CPA Asset Management LLC | 158,426 | $5.48M | 4.19% | +158,426 | New |
| Ancora Advisors, LLC | 159,465 | $5.52M | 0.16% | −905−0.6% | Reduced |
| Sigma Planning Corp | 159,825 | $5.53M | 0.20% | −4,556−2.8% | Reduced |
| Wealth Quarterback LLC | 160,073 | $5.54M | 4.59% | +3,298+2.1% | Added |
| Coastal Bridge Advisors, LLC | 160,793 | $5.56M | 1.58% | −20,448−11.3% | Reduced |
| Allworth Financial LP | 163,361 | $5.65M | 0.06% | +2,218+1.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 163,831 | $5.67M | 1.04% | −62,734−27.7% | Reduced |
| Okabena Investment Services Inc | 163,920 | $5.67M | 4.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 164,843 | $5.70M | 0.01% | +2,503+1.5% | Added |
| Assetmark, Inc | 166,985 | $5.78M | 0.03% | +28,581+20.7% | Added |
| Greenline Partners, LLC | 167,197 | $5.78M | 1.14% | −126,217−43.0% | Reduced |
| Transform Wealth, LLC | 169,212 | $5.85M | 0.66% | +169,212 | New |
| Sepio Capital, LP | 170,758 | $5.91M | 0.51% | +18,382+12.1% | Added |
| Insight Wealth Partners, LLC | 171,382 | $5.93M | 5.54% | +700.0% | Added |
| Fiduciary Trust Co | 173,272 | $5.99M | 0.12% | −8,046−4.4% | Reduced |
| Amplius Wealth Advisors, LLC | 174,193 | $6.03M | 0.96% | −446,245−71.9% | Reduced |
| NTV Asset Management LLC | 174,400 | $6.03M | 1.18% | −4,350−2.4% | Reduced |
| Wealth Management Partners, LLC | 175,000 | $6.05M | 5.04% | −1,000−0.6% | Reduced |