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
- 1,041
- +53 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
- 121
- 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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 9,725 | $363.4K | 0.06% | +32+0.3% | Added |
| Money Concepts Capital Corp | 51,974 | $364.6K | 0.02% | +28,805+124.3% | Added |
| American National Bank | 9,768 | $365.0K | 0.07% | +9,367+2,335.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,960 | $372.2K | 0.08% | +3,806+61.8% | Added |
| Brooks, Moore & Associates, Inc. | 9,993 | $373.0K | 0.27% | −1,622−14.0% | Reduced |
| Waterloo Capital, L.P. | 9,983 | $373.1K | 0.12% | +9,983 | New |
| Orion Capital Management LLC | 10,000 | $373.7K | 0.25% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,011 | $374.1K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 10,038 | $375.1K | 0.03% | −180−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,101 | $377.0K | 0.01% | +10,101 | New |
| Capital Investment Advisors, LLC | 10,118 | $378.1K | 0.01% | +818+8.8% | Added |
| Hengehold Capital Management LLC | 10,163 | $379.8K | 0.05% | −30,000−74.7% | Reduced |
| Freestone Capital Holdings, LLC | 10,202 | $381.2K | 0.02% | +40.0% | Added |
| Valeo Financial Advisors, LLC | 10,229 | $382.3K | 0.02% | −1,270−11.0% | Reduced |
| Perennial Investment Advisors, LLC | 10,243 | $382.8K | 0.07% | −20,329−66.5% | Reduced |
| Glenview Trust Co | 10,247 | $382.9K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,291 | $385.0K | 0.01% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 10,308 | $385.2K | 0.35% | +49+0.5% | Added |
| Old National Bancorp | 10,410 | $389.0K | 0.01% | −730−6.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,530 | $393.5K | 0.01% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 10,603 | $396.2K | 0.39% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 10,639 | $397.6K | 0.36% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 10,703 | $400.0K | 0.26% | +1,703+18.9% | Added |
| StoneX Group Inc. | 10,722 | $400.7K | 0.04% | −1,267−10.6% | Reduced |
| SMART Wealth LLC | 10,738 | $401.3K | 0.35% | −1,703−13.7% | Reduced |
| Valmark Advisers, Inc. | 10,768 | $402.4K | 0.01% | −221−2.0% | Reduced |
| Grove Bank & Trust | 10,788 | $403.1K | 0.09% | −132−1.2% | Reduced |
| R.P. Boggs & Co. | 10,794 | $403.4K | 0.37% | 00.0% | Unchanged |
| Proequities, Inc. | 10,861 | $405.9K | 0.03% | +504+4.9% | Added |
| NEIRG Wealth Management, LLC | 10,946 | $409.1K | 0.07% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10,953 | $409.3K | 0.22% | −689−5.9% | Reduced |
| EPG Wealth Management LLC | 11,004 | $411.2K | 0.13% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,018 | $412.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,056 | $413.0K | 0.04% | 00.0% | Unchanged |
| Divergent Wealth Advisors, LLC | 11,070 | $413.7K | 0.10% | +11,070 | New |
| Silvia McColl Wealth Management, LLC | 11,071 | $413.7K | 0.41% | −79−0.7% | Reduced |
| Capital Planning Advisors, LLC | 11,195 | $418.4K | 0.09% | −341−3.0% | Reduced |
| Merit Financial Group, LLC | 11,218 | $419.2K | 0.02% | −1,073−8.7% | Reduced |
| Worth Asset Management, LLC | 11,223 | $419.4K | 0.32% | +10,973+4,389.2% | Added |
| Werba Rubin Papier Wealth Management | 11,234 | $419.8K | 0.16% | −54−0.5% | Reduced |
| V Wealth Advisors LLC | 11,295 | $422.1K | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,361 | $424.6K | 0.10% | +377+3.4% | Added |
| Azimuth Capital Investment Management LLC | 11,443 | $427.6K | 0.02% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 11,450 | $427.9K | 0.02% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 11,479 | $429.0K | 0.09% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 11,487 | $429.3K | 0.10% | −1,785−13.4% | Reduced |
| Kingfisher Capital LLC | 11,598 | $433.4K | 0.11% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 11,614 | $434.0K | 0.25% | +2,327+25.1% | Added |
| BKD Wealth Advisors, LLC | 11,667 | $436.0K | 0.01% | −254−2.1% | Reduced |
| Tradition Wealth Management, LLC | 11,670 | $436.0K | 0.05% | +380+3.4% | Added |
| Trilogy Capital Inc. | 11,701 | $437.3K | 0.03% | −1,287−9.9% | Reduced |
| Trustmark National Bank Trust Department | 11,800 | $441.0K | 0.04% | −2,041−14.7% | Reduced |
| WealthCare Investment Partners, LLC | 11,808 | $441.3K | 0.27% | +11,808 | New |
| Redhawk Wealth Advisors, Inc. | 11,820 | $441.7K | 0.15% | +56+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 11,877 | $443.8K | 0.05% | −11,728−49.7% | Reduced |
| Toroso Investments, LLC | 11,871 | $444.0K | 0.01% | +201+1.7% | Added |
| Integrated Investment Consultants, LLC | 11,904 | $444.9K | 0.14% | +1,924+19.3% | Added |
| PDS Planning, Inc | 12,041 | $450.0K | 0.06% | −189−1.5% | Reduced |
| Davenport & Co LLC | 12,064 | $450.8K | 0.00% | +3,915+48.0% | Added |
| BerganKDV Wealth Management, LLC | 12,074 | $451.2K | 0.05% | −16−0.1% | Reduced |
| Essex Financial Services, Inc. | 12,098 | $452.1K | 0.05% | +3,412+39.3% | Added |
| Dohj, LLC | 12,186 | $455.4K | 0.23% | −21−0.2% | Reduced |
| Regal Investment Advisors LLC | 12,235 | $457.2K | 0.04% | +4,996+69.0% | Added |
| Boston Family Office LLC | 12,275 | $458.0K | 0.04% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 12,294 | $459.4K | 0.15% | +230+1.9% | Added |
| Wealthgate Family Office, LLC | 12,312 | $460.1K | 1.32% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 12,417 | $464.0K | 0.29% | +1,033+9.1% | Added |
| Virtue Capital Management, LLC | 12,418 | $467.9K | 0.08% | +12,418 | New |
| Keebeck Wealth Management, LLC | 12,540 | $468.6K | 0.08% | +1,000+8.7% | Added |
| Buckingham Strategic Partners | 12,647 | $472.6K | 0.03% | −306−2.4% | Reduced |
| Meridian Wealth Management, LLC | 12,691 | $474.3K | 0.04% | +1,937+18.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,882 | $481.4K | 0.01% | −51−0.4% | Reduced |
| Sterling Investment Advisors LLC | 12,994 | $485.6K | 0.31% | −49−0.4% | Reduced |
| Pettinga Financial Advisors, LLC | 13,005 | $486.0K | 0.15% | −8,815−40.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $488.5K | 0.17% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,098 | $489.5K | 0.01% | +5,527+73.0% | Added |
| Demars Financial Group, LLC | 13,133 | $490.8K | 0.27% | −273−2.0% | Reduced |
| West Paces Advisors Inc. | 13,194 | $493.1K | 0.15% | +844+6.8% | Added |
| Shepherd Financial Partners LLC | 13,253 | $495.2K | 0.08% | +4,774+56.3% | Added |
| EFG Asset Management (Americas) Corp. | 13,529 | $506.8K | 0.12% | −13,664−50.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,561 | $507.0K | 0.02% | −325,864−96.0% | Reduced |
| Arrowroot Family Office, LLC | 13,604 | $508.4K | 0.43% | +13,604 | New |
| Ellis Investment Partners, LLC | 13,636 | $509.6K | 0.13% | +60.0% | Added |
| Oak Harbor Wealth Partners, LLC | 13,655 | $510.3K | 0.19% | −454−3.2% | Reduced |
| Encompass Wealth Advisors, LLC | 13,825 | $516.6K | 0.18% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 13,834 | $517.0K | 0.01% | −1,195−8.0% | Reduced |
| Pinnacle Associates Ltd | 13,870 | $518.3K | 0.01% | +537+4.0% | Added |
| Independent Advisor Alliance | 14,172 | $529.6K | 0.03% | −1,930−12.0% | Reduced |
| LWMG, LLC | 14,493 | $541.6K | 0.17% | −33,715−69.9% | Reduced |
| Auxano Advisors, LLC | 14,630 | $546.7K | 0.22% | 00.0% | Unchanged |
| Bridgeworth, LLC | 14,731 | $550.5K | 0.07% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 14,807 | $553.3K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 15,000 | $560.5K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 15,007 | $560.8K | 0.09% | +5,002+50.0% | Added |
| Horan Capital Advisors, LLC. | 15,085 | $563.7K | 0.23% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,095 | $564.1K | 0.12% | −412−2.7% | Reduced |
| Avaii Wealth Management, LLC | 15,210 | $568.4K | 0.50% | −4,964−24.6% | Reduced |
| Ingalls & Snyder LLC | 15,419 | $576.0K | 0.03% | −175−1.1% | Reduced |
| Bleakley Financial Group, LLC | 15,470 | $578.1K | 0.02% | −2,546−14.1% | Reduced |
| WCG Wealth Advisors LLC | 15,538 | $581.0K | 0.07% | −1,208−7.2% | Reduced |