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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 24,929 | $931.6K | 0.03% | −1,230−4.7% | Reduced |
| TownSquare Capital, LLC | 24,991 | $933.9K | 0.02% | +3,752+17.7% | Added |
| Atlas Capital Advisors LLC | 25,000 | $934.3K | 0.15% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 25,254 | $943.7K | 0.89% | −37−0.1% | Reduced |
| Regatta Capital Group, LLC | 27,328 | $945.3K | 0.34% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 25,327 | $946.5K | 0.02% | +83+0.3% | Added |
| Oak Family Advisors, LLC | 25,351 | $947.4K | 0.47% | +264+1.1% | Added |
| Sound View Wealth Advisors Group, LLC | 25,378 | $948.4K | 0.13% | −2,918−10.3% | Reduced |
| Baldrige Asset Management LLC | 26,390 | $986.0K | 0.40% | −394−1.5% | Reduced |
| Benchmark Investment Advisors LLC | 26,386 | $986.0K | 1.01% | −7,130−21.3% | Reduced |
| Veritable, L.P. | 26,555 | $992.4K | 0.02% | −20,584−43.7% | Reduced |
| Glenmede Trust Co NA | 26,653 | $996.0K | 0.01% | −40,906−60.5% | Reduced |
| Sentinel Pension Advisors Inc | 26,233 | $1.01M | 0.25% | −6,216−19.2% | Reduced |
| Woodward Diversified Capital, LLC | 27,082 | $1.01M | 0.80% | −374−1.4% | Reduced |
| Myecfo, LLC | 27,186 | $1.02M | 0.76% | −8,550−23.9% | Reduced |
| Nkcfo LLC | 27,450 | $1.03M | 0.49% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27,479 | $1.03M | 0.33% | +230+0.8% | Added |
| Balyasny Asset Management LLC | 27,521 | $1.03M | 0.00% | +27,521 | New |
| Advanced Research Investment Solutions, LLC | 27,750 | $1.04M | 0.59% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 27,840 | $1.04M | 0.02% | +575+2.1% | Added |
| S.A. Mason LLC | 27,854 | $1.04M | 0.76% | −500−1.8% | Reduced |
| Courage Capital Management LLC | 28,000 | $1.05M | 2.51% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 28,286 | $1.06M | 0.03% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 27,925 | $1.06M | 1.90% | +13,399+92.2% | Added |
| Hamilton Capital, LLC | 28,490 | $1.06M | 0.07% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 28,716 | $1.07M | 0.09% | −60,640−67.9% | Reduced |
| Country Club Bank | 28,633 | $1.08M | 0.09% | −24−0.1% | Reduced |
| PBMares Wealth Management LLC | 29,323 | $1.10M | 0.41% | −87−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 29,695 | $1.11M | 0.07% | −829,188−96.5% | Reduced |
| Change Path, LLC | 29,722 | $1.11M | 0.05% | +9,627+47.9% | Added |
| Ballew Advisors, Inc | 30,730 | $1.11M | 0.81% | −120−0.4% | Reduced |
| Fort Point Capital Partners LLC | 29,923 | $1.12M | 0.18% | +1,779+6.3% | Added |
| FinTrust Capital Advisors, LLC | 32,348 | $1.12M | 0.27% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 30,102 | $1.12M | 0.36% | −323−1.1% | Reduced |
| Natixis Advisors, L.P. | 30,236 | $1.13M | 0.00% | +5,441+21.9% | Added |
| Bard Financial Services, Inc. | 30,250 | $1.13M | 0.09% | 00.0% | Unchanged |
| Columbus Macro, LLC | 30,099 | $1.13M | 0.42% | −15,489−34.0% | Reduced |
| Perkins Coie Trust Co | 30,778 | $1.15M | 0.34% | 00.0% | Unchanged |
| United Community Bank | 31,392 | $1.17M | 1.11% | 00.0% | Unchanged |
| Condor Capital Management | 31,394 | $1.17M | 0.15% | −8,074−20.5% | Reduced |
| Two Sigma Securities, LLC | 31,415 | $1.17M | 0.10% | +31,415 | New |
| Brown Brothers Harriman & Co | 31,473 | $1.18M | 0.01% | +18,035+134.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,673 | $1.18M | 0.05% | +5,308+20.1% | Added |
| Americana Partners, LLC | 32,330 | $1.21M | 0.19% | +2,430+8.1% | Added |
| Bridgewealth Advisory Group, LLC | 32,461 | $1.21M | 2.24% | +2,430+8.1% | Added |
| Gibson Capital, LLC | 32,895 | $1.23M | 0.32% | −640−1.9% | Reduced |
| Holistic Financial Partners | 33,119 | $1.24M | 0.97% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 33,152 | $1.24M | 3.93% | 00.0% | Unchanged |
| Simmons Bank | 33,176 | $1.24M | 0.11% | −12,522−27.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 33,494 | $1.25M | 0.08% | −7,297−17.9% | Reduced |
| Bristlecone Advisors, LLC | 33,963 | $1.27M | 0.14% | −1,536−4.3% | Reduced |
| McAdam, LLC | 34,042 | $1.27M | 0.11% | +27,998+463.2% | Added |
| Highline Wealth Partners LLC | 34,313 | $1.28M | 0.88% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 34,570 | $1.29M | 0.19% | −4,471−11.5% | Reduced |
| Banque Pictet & Cie SA | 34,959 | $1.31M | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 34,985 | $1.31M | 0.11% | −3,779−9.7% | Reduced |
| Roundview Capital LLC | 35,312 | $1.32M | 0.14% | −306−0.9% | Reduced |
| ETF Store, Inc. | 35,381 | $1.34M | 1.02% | −754−2.1% | Reduced |
| Satovsky Asset Management LLC | 36,075 | $1.35M | 0.50% | −312−0.9% | Reduced |
| Litman Gregory Asset Management LLC | 36,075 | $1.35M | 0.50% | +36,075 | New |
| Financial Advocates Investment Management | 36,091 | $1.35M | 0.10% | −1,112−3.0% | Reduced |
| FWL Investment Management, LLC | 36,400 | $1.36M | 1.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 36,491 | $1.36M | 0.04% | +826+2.3% | Added |
| Truadvice, LLC | 36,253 | $1.37M | 0.54% | +15,563+75.2% | Added |
| Strategy Asset Managers LLC | 36,592 | $1.37M | 0.33% | +776+2.2% | Added |
| Modera Wealth Management, LLC | 36,670 | $1.37M | 0.05% | −795−2.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 36,816 | $1.38M | 0.34% | +3,567+10.7% | Added |
| London & Capital Asset Management Ltd | 37,710 | $1.41M | 0.13% | −4,362−10.4% | Reduced |
| Interchange Capital Partners, LLC | 33,253 | $1.41M | 0.77% | +9,893+42.4% | Added |
| Flputnam Investment Management Co | 37,747 | $1.41M | 0.05% | +14,489+62.3% | Added |
| Wealthsource Partners, LLC | 38,455 | $1.44M | 0.10% | −5,437−12.4% | Reduced |
| Lazard Asset Management LLC | 38,600 | $1.44M | 0.00% | +1,700+4.6% | Added |
| Birchcreek Wealth Management, LLC | 38,673 | $1.45M | 1.14% | −7,068−15.5% | Reduced |
| SlateStone Wealth, LLC | 38,930 | $1.46M | 0.30% | −2,133−5.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 42,135 | $1.46M | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 39,077 | $1.46M | 0.04% | −2,454−5.9% | Reduced |
| Callan Family Office, LLC | 39,200 | $1.46M | 0.36% | +20,725+112.2% | Added |
| Wedbush Securities Inc | 39,208 | $1.47M | 0.07% | +2,727+7.5% | Added |
| Wade G W & Inc | 39,824 | $1.49M | 0.06% | +1,356+3.5% | Added |
| Golden State Equity Partners | 39,960 | $1.49M | 0.81% | +39,960 | New |
| Ieq Capital, LLC | 40,687 | $1.52M | 0.04% | −13,867−25.4% | Reduced |
| SignalPoint Asset Management, LLC | 41,236 | $1.54M | 0.50% | −151−0.4% | Reduced |
| Bank Ozk | 41,345 | $1.55M | 0.77% | −1,317−3.1% | Reduced |
| Wealth Quarterback LLC | 41,368 | $1.55M | 1.31% | −118,705−74.2% | Reduced |
| Austin Private Wealth, LLC | 41,398 | $1.55M | 0.25% | −598−1.4% | Reduced |
| Hirtle Callaghan & Co LLC | 41,453 | $1.55M | 0.08% | −4,046−8.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 41,545 | $1.55M | 0.69% | −25,123−37.7% | Reduced |
| Verity Asset Management, Inc. | 41,543 | $1.55M | 0.93% | +3,692+9.8% | Added |
| Whitener Capital Management, Inc. | 41,572 | $1.55M | 0.65% | +539+1.3% | Added |
| Apeiron RIA LLC | 41,608 | $1.56M | 0.54% | +13,907+50.2% | Added |
| SevenOneSeven Capital Management | 40,798 | $1.56M | 3.51% | +158+0.4% | Added |
| Advisory Alpha, LLC | 41,872 | $1.56M | 0.10% | +32,019+325.0% | Added |
| Partners Capital Investment Group, LLP | 42,088 | $1.57M | 0.07% | −612,571−93.6% | Reduced |
| Vanguard Capital Wealth Advisors | 42,108 | $1.57M | 1.57% | −26,651−38.8% | Reduced |
| Synovus Financial Corp | 42,181 | $1.58M | 0.02% | −985−2.3% | Reduced |
| Ameritas Advisory Services, LLC | 42,105 | $1.58M | 0.08% | −5,648−11.8% | Reduced |
| Arlington Partners LLC | 42,648 | $1.59M | 0.23% | +6,750+18.8% | Added |
| Knollwood Investment Advisory, LLC | 42,851 | $1.60M | 0.55% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 42,900 | $1.60M | 0.20% | +42,900 | New |
| Walkner Condon Financial Advisors LLC | 42,951 | $1.61M | 0.45% | −92−0.2% | Reduced |