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, Q1 2023
Institutional positions in iShares Gold Trust as of Mar 31, 2023. 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
- 1,040
- +52 vs. Q4 2022
- Shares held
- 426.4M
- +17.6M (+4.3%) vs. Q4 2022
- Total value
- $15.9B
- +$1.80B (+12.7%) vs. Q4 2022
- New holders
- 120
- 333 more added
- Sold out
- 68
- 364 more reduced
25 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 334,241 | $12.5M | 3.64% | −1,433−0.4% | Reduced |
| Sunbelt Securities, Inc. | 335,880 | $12.6M | 2.03% | +22,182+7.1% | Added |
| Transform Wealth, LLC | 340,658 | $12.7M | 1.20% | +171,446+101.3% | Added |
| Bokf, NA | 343,128 | $12.8M | 0.27% | −72,659−17.5% | Reduced |
| Timber Creek Capital Management LLC | 343,431 | $12.8M | 4.58% | −2,899−0.8% | Reduced |
| Verger Capital Management LLC | 343,669 | $12.8M | 6.93% | +104,525+43.7% | Added |
| Baldwin Brothers Inc | 343,880 | $12.9M | 1.12% | −18,204−5.0% | Reduced |
| Sterling Financial Planning, Inc. | 347,746 | $13.0M | 7.05% | +9,813+2.9% | Added |
| AE Wealth Management LLC | 349,746 | $13.1M | 0.08% | +69,527+24.8% | Added |
| Oppenheimer Asset Management Inc. | 355,823 | $13.3M | 0.20% | −7,825−2.2% | Reduced |
| Blueprint Investment Partners LLC | 364,072 | $13.6M | 3.11% | +364,072 | New |
| Vision Capital Management, Inc. | 364,579 | $13.6M | 2.47% | −8,430−2.3% | Reduced |
| Osborne Partners Capital Management, LLC | 365,071 | $13.6M | 1.00% | −1,968−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 369,204 | $13.8M | 0.20% | +5,144+1.4% | Added |
| Janney Montgomery Scott LLC | 374,393 | $14.0M | 0.06% | −28,533−7.1% | Reduced |
| Capital Group Private Client Services, Inc. | 374,917 | $14.0M | 0.17% | +7,406+2.0% | Added |
| First Foundation Advisors | 379,578 | $14.2M | 0.65% | −61,755−14.0% | Reduced |
| Nottingham Advisors, Inc. | 381,860 | $14.3M | 1.90% | −20,015−5.0% | Reduced |
| Meridian Wealth Advisors, LLC | 389,767 | $14.6M | 3.65% | +2,163+0.6% | Added |
| Great Valley Advisor Group, Inc. | 394,220 | $14.7M | 0.69% | +304,339+338.6% | Added |
| Quest Investment Management LLC | 396,021 | $14.8M | 2.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 396,507 | $14.8M | 0.05% | +92,839+30.6% | Added |
| Elm Partners Management LLC | 397,918 | $14.9M | 1.56% | +211,558+113.5% | Added |
| Spinnaker Trust | 407,782 | $15.2M | 1.15% | −4,005−1.0% | Reduced |
| Independent Family Office, LLC | 434,177 | $16.2M | 9.36% | −324−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 434,240 | $16.2M | 0.68% | +424,823+4,511.2% | Added |
| Cardinal Point Capital Management, ULC | 445,783 | $16.7M | 5.06% | +30,089+7.2% | Added |
| Summit Trail Advisors, LLC | 465,223 | $17.4M | 0.70% | +174,936+60.3% | Added |
| WESCAP Management Group, Inc. | 465,914 | $17.4M | 6.13% | −70,242−13.1% | Reduced |
| Twin Focus Capital Partners, LLC | 467,112 | $17.5M | 3.46% | −3,150−0.7% | Reduced |
| KB Financial Partners, LLC | 472,455 | $17.7M | 5.19% | +978+0.2% | Added |
| Cetera Advisor Networks LLC | 477,819 | $17.9M | 0.13% | +19,122+4.2% | Added |
| CX Institutional | 475,930 | $17.9M | 0.95% | +466,052+4,718.1% | Added |
| Resources Investment Advisors, LLC. | 484,975 | $18.1M | 0.42% | +476,279+5,477.0% | Added |
| Quent Capital, LLC | 499,283 | $18.7M | 3.18% | −16,486−3.2% | Reduced |
| Sagil Capital LLP | 500,000 | $18.7M | 19.70% | −120,000−19.4% | Reduced |
| Sowa Financial Group, Inc. | 501,877 | $18.8M | 13.43% | −7,618−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 398,515 | $18.9M | 0.20% | −4,820−1.2% | Reduced |
| Parkside Investments, LLC | 531,417 | $19.9M | 3.74% | −1,596−0.3% | Reduced |
| MML Investors Services, LLC | 536,884 | $20.1M | 0.14% | −69,072−11.4% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $20.2M | 1.31% | 00.0% | Unchanged |
| Mader & Shannon Wealth Management, Inc. | 554,292 | $20.7M | 13.66% | −60,428−9.8% | Reduced |
| New York Life Investment Management LLC | 558,517 | $20.9M | 0.23% | −28,296−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 571,556 | $21.4M | 0.05% | +203,474+55.3% | Added |
| Citigroup Inc | 579,346 | $21.7M | 0.03% | −6,846,960−92.2% | Reduced |
| EPIQ Capital Group, LLC | 591,110 | $22.1M | 11.59% | +43,940+8.0% | Added |
| Twin Tree Management, LP | 592,331 | $22.1M | 0.63% | +592,331 | New |
| Goldman Sachs Group Inc | 602,677 | $22.5M | 0.01% | −324,418−35.0% | Reduced |
| M&T Bank Corp | 604,269 | $22.6M | 0.09% | +480,413+387.9% | Added |
| Permanens Capital L.P. | 604,836 | $22.6M | 4.90% | −46,759−7.2% | Reduced |
| Stephens Inc | 621,868 | $23.2M | 0.45% | +10,040+1.6% | Added |
| Russell Investments Group, Ltd. | 624,800 | $23.3M | 0.05% | −148,100−19.2% | Reduced |
| Deutsche Bank AG | 625,206 | $23.4M | 0.01% | −24,694−3.8% | Reduced |
| West Family Investments, Inc. | 621,118 | $23.4M | 9.27% | −200.0% | Reduced |
| Strategic Point Investment Advisors, LLC | 633,184 | $23.7M | 5.26% | −2,115−0.3% | Reduced |
| Equitable Holdings, Inc. | 645,432 | $24.1M | 0.39% | +6,850+1.1% | Added |
| Vicus Capital | 655,134 | $24.5M | 2.63% | +595,657+1,001.5% | Added |
| VPR Management LLC | 659,375 | $24.6M | 5.14% | −65,850−9.1% | Reduced |
| Narwhal Capital Management | 677,439 | $25.3M | 3.17% | −3290.0% | Reduced |
| Evercore Wealth Management, LLC | 691,837 | $25.9M | 0.52% | −2,775−0.4% | Reduced |
| Biltmore Family Office, LLC | 702,709 | $26.3M | 5.53% | −27,539−3.8% | Reduced |
| Gladius Capital Management LP | 753,449 | $28.2M | 8.66% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 773,585 | $28.9M | 0.06% | +766,510+10,834.1% | Added |
| VCU Investment Management Co | 792,658 | $29.6M | 100.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 792,782 | $29.6M | 0.08% | −782−0.1% | Reduced |
| GenWealth Group, Inc. | 817,185 | $30.5M | 9.36% | −15,249−1.8% | Reduced |
| Zhang Financial LLC | 823,110 | $30.8M | 3.51% | −19,231−2.3% | Reduced |
| Oxbow Advisors, LLC | 827,187 | $30.9M | 5.53% | +89,376+12.1% | Added |
| Vigilant Capital Management, LLC | 829,117 | $31.0M | 2.51% | +12,746+1.6% | Added |
| US Bancorp | 843,844 | $31.5M | 0.05% | +15,895+1.9% | Added |
| Tiaa, FSB | 856,361 | $32.0M | 0.12% | −11,479−1.3% | Reduced |
| WealthNavi Inc. | 878,781 | $32.8M | 0.56% | +539,046+158.7% | Added |
| Parcion Private Wealth LLC | 888,460 | $33.2M | 3.47% | −14,995−1.7% | Reduced |
| Toronto Dominion Bank | 900,000 | $33.6M | 0.05% | +680,000+309.1% | Added |
| Tanglewood Wealth Management, Inc. | 920,880 | $34.4M | 5.00% | −73,548−7.4% | Reduced |
| Mackay Shields LLC | 929,500 | $34.7M | 0.95% | 00.0% | Unchanged |
| Creative Planning | 931,748 | $34.8M | 0.05% | −248,616−21.1% | Reduced |
| Mercer Global Advisors Inc | 940,396 | $35.2M | 0.16% | −67,885−6.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 948,032 | $35.4M | 0.23% | +935,109+7,236.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 959,309 | $35.8M | 0.18% | +70,186+7.9% | Added |
| Mariner, LLC | 1,013,683 | $37.9M | 0.11% | +36,369+3.7% | Added |
| The PNC Financial Services Group, Inc. | 1,015,913 | $38.0M | 0.03% | +61,464+6.4% | Added |
| Rockefeller Capital Management L.P. | 1,040,972 | $38.9M | 0.17% | −25,954−2.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,077,614 | $40.3M | 1.96% | −3,851−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,084,696 | $40.5M | 0.08% | +135,258+14.2% | Added |
| Neuberger Berman Group LLC | 1,090,812 | $40.8M | 0.04% | −25,453−2.3% | Reduced |
| First Command Bank | 1,216,095 | $45.4M | 4.65% | +309,121+34.1% | Added |
| First Command Financial Services, Inc. | 1,216,095 | $45.4M | 4.65% | +309,121+34.1% | Added |
| Truist Financial Corp | 1,244,490 | $46.5M | 0.08% | +301,014+31.9% | Added |
| Capital Asset Advisory Services LLC | 1,266,663 | $47.3M | 3.53% | −45,722−3.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,315,631 | $49.2M | 0.19% | +342,259+35.2% | Added |
| Tiedemann Advisors, LLC | 1,334,826 | $49.9M | 2.27% | −26,548−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,443,629 | $49.9M | 0.82% | −762,252−34.6% | Reduced |
| Pictet Asset Management SA | 1,346,325 | $50.3M | 0.06% | +607,495+82.2% | Added |
| Forbes J M & Co LLP | 1,365,091 | $51.0M | 6.98% | +40,487+3.1% | Added |
| BOK Financial Private Wealth, Inc. | 1,401,390 | $52.4M | 4.21% | −61,546−4.2% | Reduced |
| Franklin Resources Inc | 1,481,334 | $55.4M | 0.03% | −115,441−7.2% | Reduced |
| Moon Capital Management LP | 1,559,604 | $58.3M | 58.48% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,639,749 | $61.3M | 0.09% | −356,931−17.9% | Reduced |
| Central Trust Co | 1,653,698 | $61.8M | 1.81% | −47,228−2.8% | Reduced |