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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 175,124 | $6.06M | 0.50% | +27,087+18.3% | Added |
| Wellspring Financial Advisors, LLC | 175,431 | $6.07M | 2.02% | −17,652−9.1% | Reduced |
| Independent Financial Group, LLC | 175,541 | $6.07M | 0.52% | +1,552+0.9% | Added |
| Susquehanna International Group, LLP | 176,329 | $6.10M | 0.01% | −129,919−42.4% | Reduced |
| Gamco Investors, Inc. Et Al | 176,600 | $6.11M | 0.07% | −1,000−0.6% | Reduced |
| Rehmann Capital Advisory Group | 176,890 | $6.12M | 0.63% | +96,445+119.9% | Added |
| Vivaldi Capital Management, LLC | 171,973 | $6.13M | 1.52% | −5,292−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 178,630 | $6.18M | 0.11% | −15,988−8.2% | Reduced |
| WR Wealth Planners, LLC | 179,953 | $6.22M | 3.83% | −880.0% | Reduced |
| BSW Wealth Partners | 182,152 | $6.30M | 1.35% | −1,102−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 183,493 | $6.35M | 0.80% | +3,374+1.9% | Added |
| Elm Partners Management LLC | 186,360 | $6.45M | 0.75% | +53,224+40.0% | Added |
| Cape Ann Savings Bank | 186,660 | $6.46M | 4.73% | +9,839+5.6% | Added |
| Norris Financial Group, LLC | 188,259 | $6.51M | 5.50% | +3,094+1.7% | Added |
| Leavell Investment Management, Inc. | 188,716 | $6.53M | 0.49% | +25,055+15.3% | Added |
| Omnia Family Wealth, LLC | 192,616 | $6.66M | 5.39% | +97,093+101.6% | Added |
| AMG National Trust Bank | 193,640 | $6.70M | 0.24% | +1,583+0.8% | Added |
| IFP Advisors, Inc | 184,739 | $6.72M | 0.21% | −65,709−26.2% | Reduced |
| Confluence Investment Management LLC | 198,117 | $6.85M | 0.10% | −166,311−45.6% | Reduced |
| Forza Wealth Management, LLC | 205,449 | $7.11M | 4.71% | +205,449 | New |
| Huntington National Bank | – | $7.16M | 0.07% | – | – |
| First American Trust, FSB | 212,139 | $7.34M | 1.14% | +612+0.3% | Added |
| Sigma Investment Counselors Inc | 212,166 | $7.34M | 0.60% | −1,350−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 212,903 | $7.36M | 0.14% | +33,577+18.7% | Added |
| Evoke Wealth, LLC | 214,132 | $7.41M | 0.27% | +17,035+8.6% | Added |
| New Potomac Partners, LLC | 214,761 | $7.43M | 5.50% | −55,770−20.6% | Reduced |
| Wallington Asset Management, LLC | 214,787 | $7.43M | 1.61% | +8,622+4.2% | Added |
| Upper Left Wealth Management, LLC | 218,014 | $7.54M | 8.91% | −6,837−3.0% | Reduced |
| Toronto Dominion Bank | 220,000 | $7.61M | 0.01% | −1,009,400−82.1% | Reduced |
| Checchi Capital Advisers, LLC | 221,662 | $7.67M | 0.80% | −12,141−5.2% | Reduced |
| Highland Financial Advisors, LLC | 222,358 | $7.69M | 4.53% | −4,163−1.8% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 222,631 | $7.70M | 2.53% | +1,717+0.8% | Added |
| Aveo Capital Partners, LLC | 224,596 | $7.77M | 1.17% | +45,812+25.6% | Added |
| Sinecera Capital, LLC | 223,938 | $7.78M | 8.59% | −16,649−6.9% | Reduced |
| Financial Partners Capital Management LLC | 225,905 | $7.81M | 1.74% | −13,592−5.7% | Reduced |
| Reuter James Wealth Management, LLC | 226,807 | $7.85M | 5.70% | −245,056−51.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 230,966 | $7.99M | 8.81% | +125+0.1% | Added |
| MainStreet Investment Advisors LLC | 233,861 | $8.09M | 0.90% | −153,679−39.7% | Reduced |
| Cambridge Associates LLC | 235,182 | $8.13M | 0.63% | −341,168−59.2% | Reduced |
| Verger Capital Management LLC | 239,144 | $8.27M | 4.64% | −86,175−26.5% | Reduced |
| TMD Wealth Management, LLC | 241,035 | $8.34M | 3.71% | −1,947−0.8% | Reduced |
| White Lighthouse Investment Management Inc. | 246,852 | $8.54M | 2.32% | +14,456+6.2% | Added |
| Perigon Wealth Management, LLC | 249,719 | $8.64M | 0.54% | +144,945+138.3% | Added |
| Signet Investment Advisory Group, Inc. | 250,543 | $8.67M | 6.11% | +1,791+0.7% | Added |
| JNBA Financial Advisors | 254,103 | $8.79M | 1.22% | +946+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 256,190 | $8.86M | 0.18% | +93,000+57.0% | Added |
| Kestra Advisory Services, LLC | 256,598 | $8.88M | 0.08% | −71,738−21.8% | Reduced |
| Fifth Third Securities, Inc. | 259,176 | $8.96M | 1.18% | −15,534−5.7% | Reduced |
| Stratos Wealth Partners, LTD. | 264,122 | $9.14M | 0.23% | −7,373−2.7% | Reduced |
| Foundations Investment Advisors, LLC | 267,864 | $9.27M | 0.37% | +28,059+11.7% | Added |
| LVM Capital Management Ltd | 268,253 | $9.28M | 1.34% | −6,815−2.5% | Reduced |
| Leuthold Group, LLC | 269,294 | $9.31M | 1.26% | +6,575+2.5% | Added |
| Lowe Wealth Advisors, LLC | 269,849 | $9.33M | 5.16% | −23,201−7.9% | Reduced |
| EverSource Wealth Advisors, LLC | 274,018 | $9.48M | 1.44% | +267,780+4,292.7% | Added |
| Chemistry Wealth Management LLC | 275,411 | $9.53M | 3.71% | −1,288−0.5% | Reduced |
| Systelligence, LLC | 277,838 | $9.61M | 2.50% | −98,606−26.2% | Reduced |
| Morton Capital Management LLC | 278,145 | $9.62M | 3.76% | −29,091−9.5% | Reduced |
| AE Wealth Management LLC | 280,219 | $9.69M | 0.07% | +63,221+29.1% | Added |
| Howland Capital Management LLC | 282,890 | $9.79M | 0.60% | −13,427−4.5% | Reduced |
| Blair William & Co | 284,791 | $9.85M | 0.04% | +3,791+1.3% | Added |
| BFSG, LLC | 285,271 | $9.87M | 1.98% | −3,197−1.1% | Reduced |
| Prudential Financial Inc | 287,505 | $9.94M | 0.02% | −111,439−27.9% | Reduced |
| Summit Trail Advisors, LLC | 290,287 | $10.0M | 0.45% | −30,503−9.5% | Reduced |
| Naviter Wealth, LLC | 283,347 | $10.4M | 2.86% | −347,526−55.1% | Reduced |
| CIBC World Markets Inc. | 303,668 | $10.5M | 0.04% | +142,080+87.9% | Added |
| Sentinel Trust Co Lba | 305,677 | $10.6M | 1.65% | −11,551−3.6% | Reduced |
| Modus Advisors, LLC | 308,260 | $10.7M | 5.16% | +14,774+5.0% | Added |
| Cyndeo Wealth Partners, LLC | 308,641 | $10.7M | 1.25% | +308,641 | New |
| Resonant Capital Advisors, LLC | 312,874 | $10.8M | 1.35% | +5,317+1.7% | Added |
| Sunbelt Securities, Inc. | 313,698 | $10.9M | 2.12% | −56,967−15.4% | Reduced |
| DT Investment Partners, LLC | 320,815 | $11.1M | 1.46% | +1,451+0.5% | Added |
| Van Hulzen Asset Management, LLC | 320,874 | $11.1M | 1.28% | +17,177+5.7% | Added |
| Legend Financial Advisors, Inc. | 321,081 | $11.1M | 9.71% | −2,941−0.9% | Reduced |
| FDx Advisors, Inc. | 322,388 | $11.2M | 0.48% | −103,619−24.3% | Reduced |
| American Investment Services, Inc. | 327,782 | $11.3M | 2.33% | +11,270+3.6% | Added |
| National Bank of Canada | 332,894 | $11.5M | 0.03% | +997+0.3% | Added |
| Sage Rhino Capital LLC | 335,674 | $11.6M | 3.69% | −40,581−10.8% | Reduced |
| Sterling Financial Planning, Inc. | 337,933 | $11.7M | 6.98% | +11,239+3.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 339,425 | $11.7M | 0.53% | −381,792−52.9% | Reduced |
| WealthNavi Inc. | 339,735 | $11.8M | 0.22% | +339,735 | New |
| Timber Creek Capital Management LLC | 346,330 | $12.0M | 4.53% | −2,595−0.7% | Reduced |
| Baldwin Brothers Inc | 362,084 | $12.5M | 1.14% | +324,304+858.4% | Added |
| Oppenheimer Asset Management Inc. | 363,648 | $12.6M | 0.20% | −1,407−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 364,060 | $12.6M | 0.20% | −29,302−7.4% | Reduced |
| Osborne Partners Capital Management, LLC | 367,039 | $12.7M | 1.00% | +3,222+0.9% | Added |
| Capital Group Private Client Services, Inc. | 367,511 | $12.7M | 0.16% | +413+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 368,082 | $12.7M | 0.03% | +237,090+181.0% | Added |
| D.A. Davidson & Co. | 371,914 | $12.9M | 0.15% | −92,638−19.9% | Reduced |
| Vision Capital Management, Inc. | 373,009 | $12.9M | 2.47% | +1,163+0.3% | Added |
| Comerica Bank | 364,549 | $13.2M | 0.10% | +356,818+4,615.4% | Added |
| Meridian Wealth Advisors, LLC | 387,604 | $13.4M | 3.46% | +7,998+2.1% | Added |
| Quest Investment Management LLC | 396,021 | $13.7M | 1.67% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 401,875 | $13.9M | 1.88% | −59,276−12.9% | Reduced |
| Janney Montgomery Scott LLC | 402,926 | $13.9M | 0.05% | +106,913+36.1% | Added |
| Spinnaker Trust | 411,787 | $14.2M | 1.11% | −10,582−2.5% | Reduced |
| Brave Asset Management Inc | 411,873 | $14.2M | 4.83% | +411,873 | New |
| Cardinal Point Capital Management, ULC | 415,694 | $14.4M | 4.96% | +415,694 | New |
| Bokf, NA | 415,787 | $14.4M | 0.27% | +40,345+10.7% | Added |
| Cohen & Steers, Inc. | 416,807 | $14.4M | 0.03% | −24,783−5.6% | Reduced |
| Bank of Montreal | 426,809 | $14.8M | 0.01% | −4,146,556−90.7% | Reduced |