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 |
|---|---|---|---|---|---|
| Parkside Investments, LLC | 531,417 | $19.9M | 3.74% | −1,596−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 398,515 | $18.9M | 0.20% | −4,820−1.2% | Reduced |
| Sowa Financial Group, Inc. | 501,877 | $18.8M | 13.43% | −7,618−1.5% | Reduced |
| Sagil Capital LLP | 500,000 | $18.7M | 19.70% | −120,000−19.4% | Reduced |
| Quent Capital, LLC | 499,283 | $18.7M | 3.18% | −16,486−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 484,975 | $18.1M | 0.42% | +476,279+5,477.0% | Added |
| CX Institutional | 475,930 | $17.9M | 0.95% | +466,052+4,718.1% | Added |
| Cetera Advisor Networks LLC | 477,819 | $17.9M | 0.13% | +19,122+4.2% | Added |
| KB Financial Partners, LLC | 472,455 | $17.7M | 5.19% | +978+0.2% | Added |
| Twin Focus Capital Partners, LLC | 467,112 | $17.5M | 3.46% | −3,150−0.7% | Reduced |
| WESCAP Management Group, Inc. | 465,914 | $17.4M | 6.13% | −70,242−13.1% | Reduced |
| Summit Trail Advisors, LLC | 465,223 | $17.4M | 0.70% | +174,936+60.3% | Added |
| Cardinal Point Capital Management, ULC | 445,783 | $16.7M | 5.06% | +30,089+7.2% | Added |
| NorthCrest Asset Manangement, LLC | 434,240 | $16.2M | 0.68% | +424,823+4,511.2% | Added |
| Independent Family Office, LLC | 434,177 | $16.2M | 9.36% | −324−0.1% | Reduced |
| Spinnaker Trust | 407,782 | $15.2M | 1.15% | −4,005−1.0% | Reduced |
| Elm Partners Management LLC | 397,918 | $14.9M | 1.56% | +211,558+113.5% | Added |
| CIBC World Markets Inc. | 396,507 | $14.8M | 0.05% | +92,839+30.6% | Added |
| Quest Investment Management LLC | 396,021 | $14.8M | 2.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 394,220 | $14.7M | 0.69% | +304,339+338.6% | Added |
| Meridian Wealth Advisors, LLC | 389,767 | $14.6M | 3.65% | +2,163+0.6% | Added |
| Nottingham Advisors, Inc. | 381,860 | $14.3M | 1.90% | −20,015−5.0% | Reduced |
| First Foundation Advisors | 379,578 | $14.2M | 0.65% | −61,755−14.0% | Reduced |
| Capital Group Private Client Services, Inc. | 374,917 | $14.0M | 0.17% | +7,406+2.0% | Added |
| Janney Montgomery Scott LLC | 374,393 | $14.0M | 0.06% | −28,533−7.1% | Reduced |
| Atria Wealth Solutions, Inc. | 369,204 | $13.8M | 0.20% | +5,144+1.4% | Added |
| Osborne Partners Capital Management, LLC | 365,071 | $13.6M | 1.00% | −1,968−0.5% | Reduced |
| Vision Capital Management, Inc. | 364,579 | $13.6M | 2.47% | −8,430−2.3% | Reduced |
| Blueprint Investment Partners LLC | 364,072 | $13.6M | 3.11% | +364,072 | New |
| Oppenheimer Asset Management Inc. | 355,823 | $13.3M | 0.20% | −7,825−2.2% | Reduced |
| AE Wealth Management LLC | 349,746 | $13.1M | 0.08% | +69,527+24.8% | Added |
| Sterling Financial Planning, Inc. | 347,746 | $13.0M | 7.05% | +9,813+2.9% | Added |
| Baldwin Brothers Inc | 343,880 | $12.9M | 1.12% | −18,204−5.0% | Reduced |
| Verger Capital Management LLC | 343,669 | $12.8M | 6.93% | +104,525+43.7% | Added |
| Timber Creek Capital Management LLC | 343,431 | $12.8M | 4.58% | −2,899−0.8% | Reduced |
| Bokf, NA | 343,128 | $12.8M | 0.27% | −72,659−17.5% | Reduced |
| Transform Wealth, LLC | 340,658 | $12.7M | 1.20% | +171,446+101.3% | Added |
| Sunbelt Securities, Inc. | 335,880 | $12.6M | 2.03% | +22,182+7.1% | Added |
| Sage Rhino Capital LLC | 334,241 | $12.5M | 3.64% | −1,433−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 330,193 | $12.3M | 1.40% | +17,319+5.5% | Added |
| Cohen & Steers, Inc. | 327,407 | $12.2M | 0.03% | −89,400−21.4% | Reduced |
| National Bank of Canada | 319,891 | $12.0M | 0.03% | −13,003−3.9% | Reduced |
| EverSource Wealth Advisors, LLC | 318,711 | $11.9M | 1.48% | +44,693+16.3% | Added |
| New York State Common Retirement Fund | 316,504 | $11.8M | 0.02% | +316,504 | New |
| Legend Financial Advisors, Inc. | 313,671 | $11.7M | 9.85% | −7,410−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 312,747 | $11.7M | 1.26% | +4,106+1.3% | Added |
| Citizens Financial Group Inc | 311,399 | $11.6M | 0.43% | +311,399 | New |
| Brookstone Capital Management | 304,911 | $11.5M | 0.22% | −465,788−60.4% | Reduced |
| Ambassador Advisors, LLC | 298,836 | $11.4M | 2.59% | −150,128−33.4% | Reduced |
| American Investment Services, Inc. | 327,782 | $11.3M | 2.33% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 303,071 | $11.3M | 16.35% | +251,537+488.1% | Added |
| Kingsview Wealth Management, LLC | 302,282 | $11.3M | 0.47% | +199,750+194.8% | Added |
| Modus Advisors, LLC | 301,015 | $11.2M | 5.18% | −7,245−2.4% | Reduced |
| Reuter James Wealth Management, LLC | 300,133 | $11.2M | 7.85% | +73,326+32.3% | Added |
| Steward Partners Investment Advisory, LLC | 299,220 | $11.2M | 0.18% | +120,590+67.5% | Added |
| FDx Advisors, Inc. | 322,388 | $11.2M | 0.48% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 297,953 | $11.1M | 0.40% | +30,089+11.2% | Added |
| Sentinel Trust Co Lba | 296,356 | $11.1M | 1.57% | −9,321−3.0% | Reduced |
| DT Investment Partners, LLC | 293,557 | $11.0M | 1.34% | −27,258−8.5% | Reduced |
| Howland Capital Management LLC | 288,523 | $10.8M | 0.65% | +5,633+2.0% | Added |
| Prudential Financial Inc | 314,343 | $10.8M | 0.02% | +26,838+9.3% | Added |
| BFSG, LLC | 286,683 | $10.7M | 1.98% | +1,412+0.5% | Added |
| Arlington Capital Management, Inc. | 285,644 | $10.7M | 10.04% | +285,644 | New |
| Chemistry Wealth Management LLC | 281,115 | $10.5M | 3.65% | +5,704+2.1% | Added |
| Norris Financial Group, LLC | 278,464 | $10.4M | 7.63% | +90,205+47.9% | Added |
| Aveo Capital Partners, LLC | 278,043 | $10.4M | 1.39% | +53,447+23.8% | Added |
| Assetmark, Inc | 277,433 | $10.4M | 0.04% | +110,448+66.1% | Added |
| LVM Capital Management Ltd | 270,436 | $10.1M | 1.40% | +2,183+0.8% | Added |
| Systelligence, LLC | 269,456 | $10.1M | 2.58% | −8,382−3.0% | Reduced |
| Van Hulzen Asset Management, LLC | 268,178 | $10.0M | 0.94% | −52,696−16.4% | Reduced |
| Aspireon Wealth Advisors | 267,968 | $10.0M | 5.46% | +115,798+76.1% | Added |
| Susquehanna International Group, LLP | 267,833 | $10.0M | 0.02% | +91,504+51.9% | Added |
| Leuthold Group, LLC | 266,945 | $9.98M | 1.32% | −2,349−0.9% | Reduced |
| Lowe Wealth Advisors, LLC | 264,313 | $9.88M | 5.32% | −5,536−2.1% | Reduced |
| Umb Bank N A | 257,630 | $9.63M | 0.15% | +166,928+184.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 256,626 | $9.59M | 0.17% | +436+0.2% | Added |
| Morton Capital Management LLC | 255,705 | $9.56M | 3.38% | −22,440−8.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 252,575 | $9.44M | 3.30% | +252,575 | New |
| Fifth Third Securities, Inc. | 251,574 | $9.40M | 1.08% | −7,602−2.9% | Reduced |
| JNBA Financial Advisors | 250,755 | $9.37M | 1.22% | −3,348−1.3% | Reduced |
| TMD Wealth Management, LLC | 248,169 | $9.27M | 2.62% | +7,134+3.0% | Added |
| Perigon Wealth Management, LLC | 244,673 | $9.14M | 0.52% | −5,046−2.0% | Reduced |
| Cambridge Associates LLC | 243,377 | $9.09M | 0.70% | +8,195+3.5% | Added |
| Blair William & Co | 238,462 | $8.91M | 0.04% | −46,329−16.3% | Reduced |
| White Lighthouse Investment Management Inc. | 235,290 | $8.79M | 2.22% | −11,562−4.7% | Reduced |
| Ballentine Partners, LLC | 230,963 | $8.63M | 0.22% | +104,385+82.5% | Added |
| MainStreet Investment Advisors LLC | 230,498 | $8.61M | 0.95% | −3,363−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 228,745 | $8.55M | 0.15% | +15,842+7.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 227,512 | $8.50M | 9.57% | −3,454−1.5% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 223,672 | $8.36M | 2.65% | +1,041+0.5% | Added |
| Checchi Capital Advisers, LLC | 223,259 | $8.34M | 0.81% | +1,597+0.7% | Added |
| Sinecera Capital, LLC | 221,742 | $8.29M | 8.90% | −2,196−1.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 221,483 | $8.28M | 5.71% | −29,060−11.6% | Reduced |
| Highland Financial Advisors, LLC | 221,462 | $8.28M | 4.49% | −896−0.4% | Reduced |
| Wallington Asset Management, LLC | 217,012 | $8.11M | 1.62% | +2,225+1.0% | Added |
| New Potomac Partners, LLC | 214,349 | $8.01M | 5.55% | −412−0.2% | Reduced |
| Upper Left Wealth Management, LLC | 212,680 | $7.95M | 9.03% | −5,334−2.4% | Reduced |
| Sigma Investment Counselors Inc | 210,159 | $7.85M | 0.61% | −2,007−0.9% | Reduced |
| Kestra Advisory Services, LLC | 209,729 | $7.84M | 0.08% | −46,869−18.3% | Reduced |
| Forza Wealth Management, LLC | 207,539 | $7.76M | 3.99% | +2,090+1.0% | Added |