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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 183,493 | $6.35M | 0.80% | +3,374+1.9% | Added |
| BSW Wealth Partners | 182,152 | $6.30M | 1.35% | −1,102−0.6% | Reduced |
| WR Wealth Planners, LLC | 179,953 | $6.22M | 3.83% | −880.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 178,630 | $6.18M | 0.11% | −15,988−8.2% | Reduced |
| Vivaldi Capital Management, LLC | 171,973 | $6.13M | 1.52% | −5,292−3.0% | Reduced |
| Rehmann Capital Advisory Group | 176,890 | $6.12M | 0.63% | +96,445+119.9% | Added |
| Gamco Investors, Inc. Et Al | 176,600 | $6.11M | 0.07% | −1,000−0.6% | Reduced |
| Susquehanna International Group, LLP | 176,329 | $6.10M | 0.01% | −129,919−42.4% | Reduced |
| Independent Financial Group, LLC | 175,541 | $6.07M | 0.52% | +1,552+0.9% | Added |
| Wellspring Financial Advisors, LLC | 175,431 | $6.07M | 2.02% | −17,652−9.1% | Reduced |
| Axxcess Wealth Management, LLC | 175,124 | $6.06M | 0.50% | +27,087+18.3% | Added |
| Wealth Management Partners, LLC | 175,000 | $6.05M | 5.04% | −1,000−0.6% | Reduced |
| NTV Asset Management LLC | 174,400 | $6.03M | 1.18% | −4,350−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 174,193 | $6.03M | 0.96% | −446,245−71.9% | Reduced |
| Fiduciary Trust Co | 173,272 | $5.99M | 0.12% | −8,046−4.4% | Reduced |
| Insight Wealth Partners, LLC | 171,382 | $5.93M | 5.54% | +700.0% | Added |
| Sepio Capital, LP | 170,758 | $5.91M | 0.51% | +18,382+12.1% | Added |
| Transform Wealth, LLC | 169,212 | $5.85M | 0.66% | +169,212 | New |
| Greenline Partners, LLC | 167,197 | $5.78M | 1.14% | −126,217−43.0% | Reduced |
| Assetmark, Inc | 166,985 | $5.78M | 0.03% | +28,581+20.7% | Added |
| Thrivent Financial for Lutherans | 164,843 | $5.70M | 0.01% | +2,503+1.5% | Added |
| Okabena Investment Services Inc | 163,920 | $5.67M | 4.08% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 163,831 | $5.67M | 1.04% | −62,734−27.7% | Reduced |
| Allworth Financial LP | 163,361 | $5.65M | 0.06% | +2,218+1.4% | Added |
| Coastal Bridge Advisors, LLC | 160,793 | $5.56M | 1.58% | −20,448−11.3% | Reduced |
| Wealth Quarterback LLC | 160,073 | $5.54M | 4.59% | +3,298+2.1% | Added |
| Sigma Planning Corp | 159,825 | $5.53M | 0.20% | −4,556−2.8% | Reduced |
| Ancora Advisors, LLC | 159,465 | $5.52M | 0.16% | −905−0.6% | Reduced |
| CPA Asset Management LLC | 158,426 | $5.48M | 4.19% | +158,426 | New |
| Aspireon Wealth Advisors | 152,170 | $5.42M | 2.78% | −3,417−2.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 154,134 | $5.33M | 2.86% | +35,047+29.4% | Added |
| Cetera Investment Advisers | 152,404 | $5.27M | 0.05% | +17,423+12.9% | Added |
| Southeast Asset Advisors Inc. | 151,870 | $5.25M | 0.83% | 00.0% | Unchanged |
| GFS Advisors, LLC | 150,023 | $5.19M | 1.17% | −3,774−2.5% | Reduced |
| Cranbrook Wealth Management, LLC | 147,368 | $5.10M | 1.39% | −3,539−2.3% | Reduced |
| Commerce Bank | 143,715 | $4.97M | 0.04% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 141,554 | $4.90M | 0.57% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 140,340 | $4.85M | 0.05% | +54,480+63.5% | Added |
| Massmutual Trust Co FSB | 139,483 | $4.83M | 0.20% | −71,678−33.9% | Reduced |
| Cetera Advisors LLC | 136,899 | $4.74M | 0.09% | +31,548+29.9% | Added |
| Meridian Investment Counsel Inc. | 136,241 | $4.71M | 1.88% | −608−0.4% | Reduced |
| Philadelphia Trust Co | 134,541 | $4.65M | 0.50% | +134,541 | New |
| MBA Advisors LLC | 134,333 | $4.65M | 3.04% | +3,200+2.4% | Added |
| Fairview Capital Investment Management, LLC | 134,150 | $4.64M | 0.32% | −24,825−15.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 132,485 | $4.58M | 2.22% | −58,287−30.6% | Reduced |
| GWM Advisors LLC | 138,183 | $4.58M | 0.12% | +12,036+9.5% | Added |
| FineMark National Bank & Trust | 132,146 | $4.57M | 0.21% | −54,313−29.1% | Reduced |
| National Asset Management, Inc. | 131,991 | $4.57M | 0.13% | +33,072+33.4% | Added |
| Fermata Advisors, LLC | 131,118 | $4.54M | 1.34% | +3,952+3.1% | Added |
| Patton Fund Management, Inc. | 130,278 | $4.51M | 1.32% | −2,019−1.5% | Reduced |
| Summit Global Investments | 129,505 | $4.48M | 0.38% | +69,329+115.2% | Added |
| Ackerman Capital Advisors, LLC | 128,591 | $4.45M | 1.20% | −1,795−1.4% | Reduced |
| Kades & Cheifetz LLC | 128,448 | $4.44M | 3.71% | +128,448 | New |
| Parallel Advisors, LLC | 128,369 | $4.44M | 0.19% | +28,203+28.2% | Added |
| Briaud Financial Planning, Inc | 127,918 | $4.42M | 3.58% | −210−0.2% | Reduced |
| Scotia Capital Inc. | 127,654 | $4.42M | 0.03% | −2,438−1.9% | Reduced |
| Ballentine Partners, LLC | 126,578 | $4.38M | 0.13% | +500+0.4% | Added |
| Cambridge Trust Co | 124,663 | $4.31M | 0.19% | −12,020−8.8% | Reduced |
| M&T Bank Corp | 123,856 | $4.28M | 0.02% | −823,315−86.9% | Reduced |
| Sowell Financial Services LLC | 120,676 | $4.17M | 0.27% | +23,272+23.9% | Added |
| Wills Financial Group, Inc. | 119,648 | $4.14M | 2.36% | −2,375−1.9% | Reduced |
| Northside Capital Management, LLC | 117,322 | $4.06M | 1.22% | +70,225+149.1% | Added |
| Alhambra Investment Partners LLC | 116,920 | $4.04M | 2.95% | +1,480+1.3% | Added |
| Stableford Capital II LLC | 113,284 | $4.02M | 2.18% | −763−0.7% | Reduced |
| AdvisorNet Financial, Inc | 113,621 | $3.93M | 0.39% | −19,241−14.5% | Reduced |
| Nomura Asset Management Co Ltd | 113,450 | $3.92M | 0.02% | +94,200+489.4% | Added |
| Accretive Wealth Partners, LLC | 113,336 | $3.92M | 2.69% | +10,200+9.9% | Added |
| Laidlaw Wealth Management LLC | 112,832 | $3.90M | 0.84% | −3,627−3.1% | Reduced |
| Versant Capital Management, Inc | 112,795 | $3.90M | 1.41% | −3,011−2.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 112,559 | $3.89M | 1.01% | −24,354−17.8% | Reduced |
| First Horizon Advisors, Inc. | 112,211 | $3.88M | 0.14% | −29,500−20.8% | Reduced |
| We Are One Seven, LLC | 112,126 | $3.88M | 0.39% | −85,060−43.1% | Reduced |
| Gateway Advisory, LLC | 111,956 | $3.87M | 0.99% | −4,319−3.7% | Reduced |
| Pathstone Family Office, LLC | 121,231 | $3.83M | 0.08% | +13,875+12.9% | Added |
| DFPG Investments, LLC | 107,106 | $3.81M | 0.63% | +12,099+12.7% | Added |
| Global Wealth Strategies & Associates | 109,740 | $3.80M | 2.20% | +109,740 | New |
| Maltin Wealth Management, Inc. | 109,128 | $3.77M | 2.75% | −2,760−2.5% | Reduced |
| Weil Company, Inc. | 109,122 | $3.77M | 1.72% | +24,960+29.7% | Added |
| Apollon Wealth Management, LLC | 106,785 | $3.69M | 0.26% | −1,397−1.3% | Reduced |
| RiverGlades Family Offices LLC | 106,098 | $3.67M | 3.38% | +106,098 | New |
| Segall Bryant & Hamill, LLC | 105,992 | $3.67M | 0.04% | −6,763−6.0% | Reduced |
| E Fund Management Co., Ltd. | 105,848 | $3.66M | 0.30% | 00.0% | Unchanged |
| Inscription Capital, LLC | 105,812 | $3.66M | 1.25% | −5,834−5.2% | Reduced |
| Cypress Capital Group | 105,720 | $3.66M | 0.55% | +87+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 105,661 | $3.65M | 0.58% | −22,762−17.7% | Reduced |
| Corrado Advisors, LLC | 105,093 | $3.64M | 2.54% | −723−0.7% | Reduced |
| Community Bank, N.A. | 104,925 | $3.63M | 0.51% | −40,440−27.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 104,399 | $3.61M | 1.99% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 103,793 | $3.59M | 1.46% | +2,011+2.0% | Added |
| United Services Automobile Association | 102,856 | $3.56M | 0.08% | −22,725−18.1% | Reduced |
| Kingsview Wealth Management, LLC | 102,532 | $3.55M | 0.15% | −1,352−1.3% | Reduced |
| Wealthspan Partners, LLC | 102,048 | $3.53M | 3.21% | +5,913+6.2% | Added |
| Chatham Capital Group, Inc. | 100,610 | $3.48M | 0.82% | −4,560−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 100,589 | $3.48M | 0.12% | +5,112+5.4% | Added |
| DCF Advisers, LLC | 100,000 | $3.46M | 2.67% | 00.0% | Unchanged |
| Bessemer Group Inc | 99,689 | $3.45M | 0.01% | −3,262−3.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 98,486 | $3.41M | 0.30% | −29,690−23.2% | Reduced |
| Old Port Advisors | 97,841 | $3.38M | 1.27% | +8,480+9.5% | Added |
| Boston Financial Mangement LLC | 96,895 | $3.35M | 0.13% | −3,690−3.7% | Reduced |
| Ziegler Capital Management, LLC | 96,690 | $3.34M | 0.14% | 00.0% | Unchanged |