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 |
|---|---|---|---|---|---|
| Parkside Investments, LLC | 533,013 | $18.4M | 3.68% | +29,170+5.8% | Added |
| TD Waterhouse Canada Inc. | 403,335 | $17.9M | 0.20% | −53,946−11.8% | Reduced |
| Quent Capital, LLC | 515,769 | $17.8M | 3.26% | +8,129+1.6% | Added |
| Sowa Financial Group, Inc. | 509,495 | $17.6M | 13.16% | −14,147−2.7% | Reduced |
| KB Financial Partners, LLC | 471,477 | $16.3M | 5.57% | −33,209−6.6% | Reduced |
| Twin Focus Capital Partners, LLC | 470,262 | $16.3M | 3.40% | −3,509−0.7% | Reduced |
| Cetera Advisor Networks LLC | 458,697 | $15.9M | 0.13% | +112,686+32.6% | Added |
| Ambassador Advisors, LLC | 448,964 | $15.5M | 3.38% | +64,973+16.9% | Added |
| First Foundation Advisors | 441,333 | $15.3M | 0.73% | −251,103−36.3% | Reduced |
| Carl Stuart Investment Advisor, Inc | 439,440 | $15.2M | 14.05% | −219,876−33.3% | Reduced |
| Independent Family Office, LLC | 434,501 | $15.0M | 9.03% | +8,277+1.9% | Added |
| Bank of Montreal | 426,809 | $14.8M | 0.01% | −4,146,556−90.7% | Reduced |
| Cohen & Steers, Inc. | 416,807 | $14.4M | 0.03% | −24,783−5.6% | Reduced |
| Bokf, NA | 415,787 | $14.4M | 0.27% | +40,345+10.7% | Added |
| Cardinal Point Capital Management, ULC | 415,694 | $14.4M | 4.96% | +415,694 | New |
| Brave Asset Management Inc | 411,873 | $14.2M | 4.83% | +411,873 | New |
| Spinnaker Trust | 411,787 | $14.2M | 1.11% | −10,582−2.5% | Reduced |
| Janney Montgomery Scott LLC | 402,926 | $13.9M | 0.05% | +106,913+36.1% | Added |
| Nottingham Advisors, Inc. | 401,875 | $13.9M | 1.88% | −59,276−12.9% | Reduced |
| Quest Investment Management LLC | 396,021 | $13.7M | 1.67% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 387,604 | $13.4M | 3.46% | +7,998+2.1% | Added |
| Comerica Bank | 364,549 | $13.2M | 0.10% | +356,818+4,615.4% | Added |
| Vision Capital Management, Inc. | 373,009 | $12.9M | 2.47% | +1,163+0.3% | Added |
| D.A. Davidson & Co. | 371,914 | $12.9M | 0.15% | −92,638−19.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 368,082 | $12.7M | 0.03% | +237,090+181.0% | Added |
| Capital Group Private Client Services, Inc. | 367,511 | $12.7M | 0.16% | +413+0.1% | Added |
| Osborne Partners Capital Management, LLC | 367,039 | $12.7M | 1.00% | +3,222+0.9% | Added |
| Atria Wealth Solutions, Inc. | 364,060 | $12.6M | 0.20% | −29,302−7.4% | Reduced |
| Oppenheimer Asset Management Inc. | 363,648 | $12.6M | 0.20% | −1,407−0.4% | Reduced |
| Baldwin Brothers Inc | 362,084 | $12.5M | 1.14% | +324,304+858.4% | Added |
| Timber Creek Capital Management LLC | 346,330 | $12.0M | 4.53% | −2,595−0.7% | Reduced |
| WealthNavi Inc. | 339,735 | $11.8M | 0.22% | +339,735 | New |
| Benjamin F. Edwards & Company, Inc. | 339,425 | $11.7M | 0.53% | −381,792−52.9% | Reduced |
| Sterling Financial Planning, Inc. | 337,933 | $11.7M | 6.98% | +11,239+3.4% | Added |
| Sage Rhino Capital LLC | 335,674 | $11.6M | 3.69% | −40,581−10.8% | Reduced |
| National Bank of Canada | 332,894 | $11.5M | 0.03% | +997+0.3% | Added |
| American Investment Services, Inc. | 327,782 | $11.3M | 2.33% | +11,270+3.6% | Added |
| FDx Advisors, Inc. | 322,388 | $11.2M | 0.48% | −103,619−24.3% | Reduced |
| Legend Financial Advisors, Inc. | 321,081 | $11.1M | 9.71% | −2,941−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 320,874 | $11.1M | 1.28% | +17,177+5.7% | Added |
| DT Investment Partners, LLC | 320,815 | $11.1M | 1.46% | +1,451+0.5% | Added |
| Sunbelt Securities, Inc. | 313,698 | $10.9M | 2.12% | −56,967−15.4% | Reduced |
| Resonant Capital Advisors, LLC | 312,874 | $10.8M | 1.35% | +5,317+1.7% | Added |
| Cyndeo Wealth Partners, LLC | 308,641 | $10.7M | 1.25% | +308,641 | New |
| Modus Advisors, LLC | 308,260 | $10.7M | 5.16% | +14,774+5.0% | Added |
| Sentinel Trust Co Lba | 305,677 | $10.6M | 1.65% | −11,551−3.6% | Reduced |
| CIBC World Markets Inc. | 303,668 | $10.5M | 0.04% | +142,080+87.9% | Added |
| Naviter Wealth, LLC | 283,347 | $10.4M | 2.86% | −347,526−55.1% | Reduced |
| Summit Trail Advisors, LLC | 290,287 | $10.0M | 0.45% | −30,503−9.5% | Reduced |
| Prudential Financial Inc | 287,505 | $9.94M | 0.02% | −111,439−27.9% | Reduced |
| BFSG, LLC | 285,271 | $9.87M | 1.98% | −3,197−1.1% | Reduced |
| Blair William & Co | 284,791 | $9.85M | 0.04% | +3,791+1.3% | Added |
| Howland Capital Management LLC | 282,890 | $9.79M | 0.60% | −13,427−4.5% | Reduced |
| AE Wealth Management LLC | 280,219 | $9.69M | 0.07% | +63,221+29.1% | Added |
| Morton Capital Management LLC | 278,145 | $9.62M | 3.76% | −29,091−9.5% | Reduced |
| Systelligence, LLC | 277,838 | $9.61M | 2.50% | −98,606−26.2% | Reduced |
| Chemistry Wealth Management LLC | 275,411 | $9.53M | 3.71% | −1,288−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 274,018 | $9.48M | 1.44% | +267,780+4,292.7% | Added |
| Lowe Wealth Advisors, LLC | 269,849 | $9.33M | 5.16% | −23,201−7.9% | Reduced |
| Leuthold Group, LLC | 269,294 | $9.31M | 1.26% | +6,575+2.5% | Added |
| LVM Capital Management Ltd | 268,253 | $9.28M | 1.34% | −6,815−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 267,864 | $9.27M | 0.37% | +28,059+11.7% | Added |
| Stratos Wealth Partners, LTD. | 264,122 | $9.14M | 0.23% | −7,373−2.7% | Reduced |
| Fifth Third Securities, Inc. | 259,176 | $8.96M | 1.18% | −15,534−5.7% | Reduced |
| Kestra Advisory Services, LLC | 256,598 | $8.88M | 0.08% | −71,738−21.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 256,190 | $8.86M | 0.18% | +93,000+57.0% | Added |
| JNBA Financial Advisors | 254,103 | $8.79M | 1.22% | +946+0.4% | Added |
| Signet Investment Advisory Group, Inc. | 250,543 | $8.67M | 6.11% | +1,791+0.7% | Added |
| Perigon Wealth Management, LLC | 249,719 | $8.64M | 0.54% | +144,945+138.3% | Added |
| White Lighthouse Investment Management Inc. | 246,852 | $8.54M | 2.32% | +14,456+6.2% | Added |
| TMD Wealth Management, LLC | 241,035 | $8.34M | 3.71% | −1,947−0.8% | Reduced |
| Verger Capital Management LLC | 239,144 | $8.27M | 4.64% | −86,175−26.5% | Reduced |
| Cambridge Associates LLC | 235,182 | $8.13M | 0.63% | −341,168−59.2% | Reduced |
| MainStreet Investment Advisors LLC | 233,861 | $8.09M | 0.90% | −153,679−39.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 230,966 | $7.99M | 8.81% | +125+0.1% | Added |
| Reuter James Wealth Management, LLC | 226,807 | $7.85M | 5.70% | −245,056−51.9% | Reduced |
| Financial Partners Capital Management LLC | 225,905 | $7.81M | 1.74% | −13,592−5.7% | Reduced |
| Sinecera Capital, LLC | 223,938 | $7.78M | 8.59% | −16,649−6.9% | Reduced |
| Aveo Capital Partners, LLC | 224,596 | $7.77M | 1.17% | +45,812+25.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 222,631 | $7.70M | 2.53% | +1,717+0.8% | Added |
| Highland Financial Advisors, LLC | 222,358 | $7.69M | 4.53% | −4,163−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 221,662 | $7.67M | 0.80% | −12,141−5.2% | Reduced |
| Toronto Dominion Bank | 220,000 | $7.61M | 0.01% | −1,009,400−82.1% | Reduced |
| Upper Left Wealth Management, LLC | 218,014 | $7.54M | 8.91% | −6,837−3.0% | Reduced |
| Wallington Asset Management, LLC | 214,787 | $7.43M | 1.61% | +8,622+4.2% | Added |
| New Potomac Partners, LLC | 214,761 | $7.43M | 5.50% | −55,770−20.6% | Reduced |
| Evoke Wealth, LLC | 214,132 | $7.41M | 0.27% | +17,035+8.6% | Added |
| Beacon Pointe Advisors, LLC | 212,903 | $7.36M | 0.14% | +33,577+18.7% | Added |
| Sigma Investment Counselors Inc | 212,166 | $7.34M | 0.60% | −1,350−0.6% | Reduced |
| First American Trust, FSB | 212,139 | $7.34M | 1.14% | +612+0.3% | Added |
| Huntington National Bank | – | $7.16M | 0.07% | – | – |
| Forza Wealth Management, LLC | 205,449 | $7.11M | 4.71% | +205,449 | New |
| Confluence Investment Management LLC | 198,117 | $6.85M | 0.10% | −166,311−45.6% | Reduced |
| IFP Advisors, Inc | 184,739 | $6.72M | 0.21% | −65,709−26.2% | Reduced |
| AMG National Trust Bank | 193,640 | $6.70M | 0.24% | +1,583+0.8% | Added |
| Omnia Family Wealth, LLC | 192,616 | $6.66M | 5.39% | +97,093+101.6% | Added |
| Leavell Investment Management, Inc. | 188,716 | $6.53M | 0.49% | +25,055+15.3% | Added |
| Norris Financial Group, LLC | 188,259 | $6.51M | 5.50% | +3,094+1.7% | Added |
| Cape Ann Savings Bank | 186,660 | $6.46M | 4.73% | +9,839+5.6% | Added |
| Elm Partners Management LLC | 186,360 | $6.45M | 0.75% | +53,224+40.0% | Added |