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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 28,144 | $973.5K | 0.17% | +843+3.1% | Added |
| Courage Capital Management LLC | 28,000 | $969.0K | 2.72% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 27,750 | $959.9K | 0.60% | 00.0% | Unchanged |
| Apeiron RIA LLC | 27,701 | $958.2K | 0.37% | +231+0.8% | Added |
| Woodward Diversified Capital, LLC | 27,456 | $949.7K | 0.76% | −100−0.4% | Reduced |
| Nkcfo LLC | 27,450 | $949.0K | 0.44% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 27,388 | $947.4K | 0.04% | +5,721+26.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,941 | $945.3K | 0.01% | +2,671+11.5% | Added |
| Regatta Capital Group, LLC | 27,328 | $945.3K | 0.34% | −5,572−16.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 27,265 | $943.1K | 0.02% | −1,728−6.0% | Reduced |
| Atlantic Trust, LLC | 27,249 | $942.0K | 0.31% | −166−0.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 27,193 | $939.7K | 0.23% | −6,431−19.1% | Reduced |
| Red Door Wealth Management, LLC | 26,898 | $930.4K | 0.31% | +75+0.3% | Added |
| Baldrige Asset Management LLC | 26,784 | $926.0K | 0.41% | −369−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,365 | $912.0K | 0.04% | −146−0.6% | Reduced |
| Coronation Fund Managers Ltd. | 26,243 | $907.7K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 26,159 | $904.8K | 0.03% | +927+3.7% | Added |
| Benjamin Edwards Inc | 25,415 | $879.0K | 0.23% | −35,652−58.4% | Reduced |
| Greenhouse Wealth Management, LLC | 25,291 | $874.8K | 0.88% | −184−0.7% | Reduced |
| J. W. Coons Advisors, LLC | 25,246 | $873.3K | 0.26% | −750−2.9% | Reduced |
| Wealthspire Advisors, LLC | 25,244 | $873.2K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 25,098 | $868.0K | 0.03% | −3,654−12.7% | Reduced |
| Oak Family Advisors, LLC | 25,087 | $867.8K | 0.46% | −311−1.2% | Reduced |
| Atlas Capital Advisors LLC | 25,000 | $864.8K | 0.15% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 24,795 | $858.0K | 0.00% | +6,775+37.6% | Added |
| Montis Financial, LLC | 24,441 | $845.4K | 0.72% | 00.0% | Unchanged |
| Burns J W & Co Inc | 24,392 | $844.0K | 0.15% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 24,250 | $838.8K | 0.02% | −32,650−57.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 24,219 | $837.7K | 0.42% | +24,219 | New |
| Castleview Partners, LLC | 23,996 | $830.0K | 0.81% | −4,895−16.9% | Reduced |
| Private Trust Co NA | 23,954 | $829.0K | 0.12% | +23,954 | New |
| Jaffetilchin Investment Partners, LLC | 23,605 | $816.5K | 0.10% | +5,552+30.8% | Added |
| Bank of Nova Scotia | 23,481 | $811.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 23,399 | $809.4K | 0.06% | +178+0.8% | Added |
| Interchange Capital Partners, LLC | 23,360 | $808.0K | 0.82% | −30,276−56.4% | Reduced |
| WealthBridge Capital Management, LLC | 23,285 | $805.4K | 0.34% | +273+1.2% | Added |
| Flputnam Investment Management Co | 23,258 | $804.5K | 0.03% | −60,867−72.4% | Reduced |
| Nwam LLC | 23,247 | $804.1K | 0.07% | −16−0.1% | Reduced |
| Money Concepts Capital Corp | 23,169 | $801.4K | 0.04% | −47,313−67.1% | Reduced |
| Alpha Financial Partners, LLC | 22,930 | $793.1K | 0.96% | +22,930 | New |
| Vident Investment Advisory, LLC | 22,891 | $791.8K | 0.03% | −15,794−40.8% | Reduced |
| Kovack Advisors, Inc. | 22,866 | $790.9K | 0.12% | −3,429−13.0% | Reduced |
| Private Portfolio Partners LLC | 22,819 | $789.3K | 0.21% | +445+2.0% | Added |
| Garde Capital, Inc. | 22,820 | $789.0K | 0.09% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 22,700 | $785.2K | 0.19% | −3,163−12.2% | Reduced |
| Terra Nova Asset Management LLC | 22,694 | $785.0K | 0.82% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 22,657 | $783.7K | 0.08% | −490−2.1% | Reduced |
| Coldstream Capital Management Inc | 22,654 | $783.6K | 0.03% | +22,654 | New |
| Pendal Group Limited | 22,432 | $775.9K | 0.01% | −13,779−38.1% | Reduced |
| Hilltop Holdings Inc. | 22,223 | $768.7K | 0.10% | −850−3.7% | Reduced |
| Lake Street Financial LLC | 22,171 | $766.9K | 0.16% | −679−3.0% | Reduced |
| Montecito Bank & Trust | 21,963 | $759.0K | 0.18% | −2,315−9.5% | Reduced |
| Aureus Asset Management, LLC | 21,937 | $758.8K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 21,853 | $755.9K | 0.08% | −1,361−5.9% | Reduced |
| Pettinga Financial Advisors, LLC | 21,820 | $754.8K | 0.25% | −380−1.7% | Reduced |
| EWG Elevate Inc. | 21,708 | $750.9K | 0.38% | +1,955+9.9% | Added |
| Truadvice, LLC | 20,690 | $749.2K | 0.39% | +12,451+151.1% | Added |
| CWM, LLC | 21,506 | $744.0K | 0.01% | −12,778−37.3% | Reduced |
| Interactive Financial Advisors | 21,348 | $738.4K | 0.44% | −658−3.0% | Reduced |
| Port Capital LLC | 21,350 | $738.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 21,239 | $734.7K | 0.02% | +1,516+7.7% | Added |
| TD Private Client Wealth LLC | 21,209 | $733.6K | 0.03% | −1,788−7.8% | Reduced |
| Credit Suisse AG | 21,045 | $727.9K | 0.00% | −13,102−38.4% | Reduced |
| Hanson & Doremus Investment Management | 20,991 | $726.0K | 0.16% | +520+2.5% | Added |
| Truepoint, Inc. | 20,945 | $724.5K | 0.03% | +10,440+99.4% | Added |
| Stock Yards Bank & Trust Co | 20,839 | $721.0K | 0.03% | −170−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 20,826 | $720.4K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,548 | $710.7K | 0.03% | −2,430−10.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 20,368 | $704.5K | 0.03% | +1,396+7.4% | Added |
| Mather Group, LLC. | 20,235 | $699.9K | 0.01% | +37+0.2% | Added |
| Avaii Wealth Management, LLC | 20,174 | $697.8K | 0.62% | −2,179−9.7% | Reduced |
| Change Path, LLC | 20,095 | $695.0K | 0.04% | −3,964−16.5% | Reduced |
| Macroview Investment Management LLC | 20,065 | $694.0K | 1.19% | −167−0.8% | Reduced |
| Crosspoint Financial, LLC | 20,042 | $693.3K | 7.63% | +20,042 | New |
| Kanawha Capital Management LLC | 19,995 | $692.0K | 0.07% | +8,183+69.3% | Added |
| Elmwood Wealth Management, Inc. | 19,919 | $689.0K | 0.35% | −1,332−6.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $687.6K | 0.84% | 00.0% | Unchanged |
| First National Trust Co | 19,709 | $681.7K | 0.04% | −610−3.0% | Reduced |
| Family Management Corp | 19,691 | $681.1K | 0.17% | 00.0% | Unchanged |
| Alesco Advisors LLC | 19,012 | $657.6K | 0.03% | +6,625+53.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19,002 | $653.3K | 0.00% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 18,879 | $653.0K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 18,766 | $649.1K | 0.07% | −21,306−53.2% | Reduced |
| Arkadios Wealth Advisors | 18,632 | $644.5K | 0.09% | −64,656−77.6% | Reduced |
| Cardiff Park Advisors, LLC | 18,623 | $644.2K | 0.09% | +901+5.1% | Added |
| Intrua Financial, LLC | 17,512 | $642.5K | 0.15% | −864−4.7% | Reduced |
| Callan Family Office, LLC | 18,475 | $639.0K | 0.21% | +18,475 | New |
| Norris Perne & French LLP | 18,370 | $635.4K | 0.06% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 18,075 | $625.0K | 0.23% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 18,016 | $623.2K | 0.02% | +18,016 | New |
| ICA Group Wealth Management, LLC | 17,575 | $622.9K | 0.15% | +910+5.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 17,798 | $615.6K | 0.02% | −67,083−79.0% | Reduced |
| MONECO Advisors, LLC | 17,550 | $607.1K | 0.22% | −1,583−8.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 17,481 | $604.7K | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 17,415 | $602.4K | 0.08% | −755−4.2% | Reduced |
| Wealth Management Associates, Inc. | 17,222 | $595.7K | 0.40% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 17,183 | $594.0K | 0.06% | 00.0% | Unchanged |
| S&CO Inc | 17,174 | $594.0K | 0.05% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 17,124 | $592.3K | 0.21% | +7,710+81.9% | Added |
| Spire Wealth Management | 16,986 | $588.0K | 0.03% | −60.0% | Reduced |