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 | 1,230 | $17.7B |
| Q2 2024 | 1,177 | $16.5B |
| Q1 2024 | 1,148 | $15.7B |
| Q4 2023 | 1,152 | $15.5B |
| Q3 2023 | 1,040 | $13.7B |
| Q2 2023 | 1,067 | $15.9B |
| Q1 2023 | 1,040 | $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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 11,234 | $419.8K | 0.16% | −54−0.5% | Reduced |
| Worth Asset Management, LLC | 11,223 | $419.4K | 0.32% | +10,973+4,389.2% | Added |
| Merit Financial Group, LLC | 11,218 | $419.2K | 0.02% | −1,073−8.7% | Reduced |
| Capital Planning Advisors, LLC | 11,195 | $418.4K | 0.09% | −341−3.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 11,071 | $413.7K | 0.41% | −79−0.7% | Reduced |
| Divergent Wealth Advisors, LLC | 11,070 | $413.7K | 0.10% | +11,070 | New |
| Asset Dedication, LLC | 11,056 | $413.0K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,018 | $412.0K | 0.02% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 11,004 | $411.2K | 0.13% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10,953 | $409.3K | 0.22% | −689−5.9% | Reduced |
| NEIRG Wealth Management, LLC | 10,946 | $409.1K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 10,861 | $405.9K | 0.03% | +504+4.9% | Added |
| R.P. Boggs & Co. | 10,794 | $403.4K | 0.37% | 00.0% | Unchanged |
| Grove Bank & Trust | 10,788 | $403.1K | 0.09% | −132−1.2% | Reduced |
| Valmark Advisers, Inc. | 10,768 | $402.4K | 0.01% | −221−2.0% | Reduced |
| SMART Wealth LLC | 10,738 | $401.3K | 0.35% | −1,703−13.7% | Reduced |
| StoneX Group Inc. | 10,722 | $400.7K | 0.04% | −1,267−10.6% | Reduced |
| Independent Wealth Network Inc. | 10,703 | $400.0K | 0.26% | +1,703+18.9% | Added |
| Viewpoint Capital Management LLC | 10,639 | $397.6K | 0.36% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 10,603 | $396.2K | 0.39% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,530 | $393.5K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 10,410 | $389.0K | 0.01% | −730−6.6% | Reduced |
| Granite Harbor Advisors, Inc. | 10,308 | $385.2K | 0.35% | +49+0.5% | Added |
| Signature Estate & Investment Advisors LLC | 10,291 | $385.0K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 10,247 | $382.9K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 10,243 | $382.8K | 0.07% | −20,329−66.5% | Reduced |
| Valeo Financial Advisors, LLC | 10,229 | $382.3K | 0.02% | −1,270−11.0% | Reduced |
| Freestone Capital Holdings, LLC | 10,202 | $381.2K | 0.02% | +40.0% | Added |
| Hengehold Capital Management LLC | 10,163 | $379.8K | 0.05% | −30,000−74.7% | Reduced |
| Capital Investment Advisors, LLC | 10,118 | $378.1K | 0.01% | +818+8.8% | Added |
| Kovitz Investment Group Partners, LLC | 10,101 | $377.0K | 0.01% | +10,101 | New |
| Dakota Wealth Management | 10,038 | $375.1K | 0.03% | −180−1.8% | Reduced |
| Texas Yale Capital Corp. | 10,011 | $374.1K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10,000 | $373.7K | 0.25% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 9,983 | $373.1K | 0.12% | +9,983 | New |
| Brooks, Moore & Associates, Inc. | 9,993 | $373.0K | 0.27% | −1,622−14.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,960 | $372.2K | 0.08% | +3,806+61.8% | Added |
| American National Bank | 9,768 | $365.0K | 0.07% | +9,367+2,335.9% | Added |
| Money Concepts Capital Corp | 51,974 | $364.6K | 0.02% | +28,805+124.3% | Added |
| MBL Wealth, LLC | 9,725 | $363.4K | 0.06% | +32+0.3% | Added |
| Larson Financial Group LLC | 9,715 | $363.1K | 0.04% | +425+4.6% | Added |
| Argent Trust Co | 9,580 | $358.0K | 0.02% | −375−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,525 | $355.9K | 0.05% | +885+10.2% | Added |
| Quadrant Private Wealth Management, LLC | 9,522 | $355.8K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,517 | $355.6K | 0.02% | 00.0% | Unchanged |
| Blossom Wealth Management | 9,244 | $345.4K | 1.41% | +213+2.4% | Added |
| Meritage Portfolio Management | 9,244 | $345.0K | 0.03% | +34+0.4% | Added |
| Peapack Gladstone Financial Corp | 9,245 | $345.0K | 0.01% | +27+0.3% | Added |
| Titleist Asset Management, LLC | 9,219 | $344.5K | 0.07% | +9,219 | New |
| Callan Capital, LLC | 9,195 | $343.6K | 0.04% | −5,135−35.8% | Reduced |
| Essex Savings Bank | 9,175 | $342.8K | 0.12% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 9,171 | $342.7K | 0.02% | −768−7.7% | Reduced |
| Appleton Partners Inc | 9,095 | $340.0K | 0.03% | +254+2.9% | Added |
| Berkeley Capital Partners, LLC | 9,093 | $339.8K | 0.13% | +98+1.1% | Added |
| Inspirion Wealth Advisors, LLC | 9,060 | $338.6K | 0.07% | +2,785+44.4% | Added |
| Brandywine Oak Private Wealth LLC | 9,000 | $336.3K | 0.04% | 00.0% | Unchanged |
| Avory & Company, LLC | 9,000 | $336.3K | 0.23% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 8,951 | $334.5K | 0.15% | +8,951 | New |
| Clifford Swan Investment Counsel LLC | 8,930 | $333.7K | 0.01% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 8,903 | $332.7K | 0.11% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 8,969 | $332.6K | 0.33% | +730+8.9% | Added |
| Arbor Investment Advisors, LLC | 8,888 | $332.1K | 0.06% | +1,716+23.9% | Added |
| Patten & Patten Inc | 8,870 | $331.5K | 0.03% | −226−2.5% | Reduced |
| Foundation Wealth Management, LLC | 8,711 | $325.5K | 0.34% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,700 | $325.1K | 0.03% | 00.0% | Unchanged |
| New Republic Capital, LLC | 8,643 | $323.0K | 0.24% | +103+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,600 | $321.4K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,528 | $319.0K | 0.04% | +361+4.4% | Added |
| Lowe Brockenbrough & Co Inc | 8,513 | $318.1K | 0.03% | −2,875−25.2% | Reduced |
| Stegent Equity Advisors, Inc. | 8,510 | $318.0K | 0.32% | 00.0% | Unchanged |
| First Nebraska Trust Co | 8,500 | $317.6K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 8,396 | $313.8K | 0.18% | +8,396 | New |
| Patten Group, Inc. | 8,385 | $313.3K | 0.09% | +8,385 | New |
| Farmers Trust Co | 8,305 | $310.4K | 0.07% | 00.0% | Unchanged |
| DMG Group, LLC | 8,151 | $306.9K | 0.31% | +437+5.7% | Added |
| Evolution Wealth Advisors, LLC | 8,185 | $305.9K | 0.07% | −580−6.6% | Reduced |
| First PREMIER Bank | 8,100 | $303.0K | 0.09% | −88−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,098 | $302.6K | 0.01% | +4,613+132.4% | Added |
| Compagnie Lombard Odier SCmA | 8,028 | $300.0K | 0.01% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 8,015 | $299.5K | 0.04% | +1,356+20.4% | Added |
| Westover Capital Advisors, LLC | 8,004 | $299.1K | 0.11% | +8,004 | New |
| First City Capital Management, Inc. | 7,868 | $296.7K | 0.17% | −257−3.2% | Reduced |
| Staley Capital Advisers Inc | 7,897 | $295.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,891 | $294.9K | 0.05% | −3,041−27.8% | Reduced |
| Financial Insights, Inc. | 7,868 | $294.0K | 0.12% | +7,868 | New |
| Garrett Investment Advisors LLC | 7,782 | $290.8K | 0.05% | −594−7.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 7,769 | $290.3K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7,639 | $285.5K | 0.02% | +366+5.0% | Added |
| First American Bank | 7,634 | $285.3K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,612 | $284.5K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 7,575 | $283.1K | 0.01% | −225−2.9% | Reduced |
| Fifth Third Bancorp | 7,561 | $282.6K | 0.00% | −282−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 7,514 | $280.8K | 0.04% | +7,514 | New |
| Arrien Investments, Inc. | 7,500 | $280.3K | 0.27% | +7,500 | New |
| KCM Investment Advisors LLC | 7,473 | $279.3K | 0.01% | −1,577−17.4% | Reduced |
| Journey Advisory Group, LLC | 7,460 | $278.8K | 0.04% | +500+7.2% | Added |
| Signature Wealth Management Group | 7,435 | $277.8K | 0.13% | +7,435 | New |
| Sharper & Granite LLC | 7,400 | $276.5K | 0.17% | −1,160−13.6% | Reduced |
| VisionPoint Advisory Group, LLC | 7,065 | $274.5K | 0.12% | +7,065 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,304 | $274.4K | 0.07% | −63−0.9% | Reduced |