Skip to main content

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.

Q2 2023 vs. Q1 2023

How the institutions holding iShares Gold Trust changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of IAU: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,040111,067+38
Shares426.4M730.9K436.8M+11.1M (+2.6%)
Value$15.9B$26.3M$15.9B+$7.62M (0.0%)

11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held iShares Gold Trust at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to IAU in Q2 2023
InstitutionSharesValue% of portfolio
Aj Wealth Strategies, LLC867,947$31.6M1.53%
James Investment Research Inc377,209$13.7M1.75%
Brave Asset Management Inc367,328$13.4M3.92%
Flow Traders U.S. LLC285,641$10.4M0.45%
Banco Bilbao Vizcaya Argentaria, S.A.283,020$10.3M0.13%
IMC-Chicago, LLC235,566$8.57M0.28%
King Luther Capital Management Corp–$8.18M0.04%
Pariax, LLC133,167$4.85M15.21%
Aptus Capital Advisors, LLC127,735$4.65M0.14%
Mid-American Wealth Advisory Group, Inc.124,780$4.63M3.61%
Stableford Capital II LLC112,726$4.09M1.81%
LifePlan Investment Advisors, Inc.72,975$2.66M2.97%
Moulton Wealth Management, Inc70,673$2.57M4.55%
Firestone Capital Management61,938$2.29M0.75%
Eagle Strategies LLC53,773$1.96M0.48%
Teamwork Financial Advisors, LLC53,317$1.94M0.32%
Guidance Capital, Inc46,030$1.67M0.73%
AAFMAA Wealth Management & Trust LLC42,099$1.53M1.27%
Kingswood Wealth Advisors, LLC37,809$1.38M0.44%
Glass Jacobson Investment Advisors llc29,161$1.06M0.49%
Glovista Investments LLC27,592$999.7K0.53%
Jump Financial, LLC26,347$958.8K0.04%
Colony Family Offices, LLC22,860$831.9K0.35%
Authentikos Wealth Advisory, LLC21,590$785.7K0.74%
GTS Securities LLC20,509$746.3K0.02%
AlphaCore Capital LLC17,893$651.1K0.10%
Simplex Trading, LLC12,360$449.0K0.02%
Fca Corp11,149$405.7K0.15%
Renaissance Technologies LLC10,100$368.0K0.00%
Warren Averett Asset Management, LLC9,746$354.7K0.02%
Financial Architects, Inc9,120$331.9K0.05%
Strategies Wealth Advisors, LLC8,601$313.0K0.06%
DGS Capital Management, LLC8,490$309.0K0.15%
Great Diamond Partners, LLC8,433$306.9K0.08%
FFT Wealth Management LLC8,346$303.7K0.04%
Sand Hill Global Advisors, LLC8,291$301.7K0.01%
Lazari Capital Management, Inc.8,227$299.4K0.17%
Tyler-Stone Wealth Management8,007$291.0K0.16%
Maripau Wealth Management LLC7,992$290.8K0.26%
Efg Capital International Corp.7,678$279.8K0.06%
Betterment LLC7,553$275.0K0.00%
Plan Group Financial, LLC7,554$274.9K0.23%
Fisher Asset Management, LLC7,373$268.3K0.00%
Westshore Wealth, LLC7,300$265.6K0.14%
SageView Advisory Group, LLC7,146$260.0K0.01%
Probity Advisors, Inc.6,991$254.4K0.06%
Nemes Rush Group LLC6,852$249.3K0.04%
Csenge Advisory Group6,745$245.5K0.02%
Clarity Financial LLC6,447$234.6K0.03%
Fifth Third Wealth Advisors LLC6,405$233.1K0.15%
Provence Wealth Management Group6,318$229.9K0.14%
Silverleafe Capital Partners, LLC6,300$229.3K0.14%
RIA Advisory Group LLC6,153$223.9K0.10%
Sandy Cove Advisors, LLC6,135$223.3K0.13%
Daymark Wealth Partners, LLC6,075$221.1K0.02%
Rinkey Investments6,050$220.2K0.10%
Diversified Portfolios, Inc.5,584$203.2K0.04%
First Capital Advisors Group, LLC.5,076$184.7K0.10%
First Pacific Financial4,065$147.9K0.06%
PCA Investment Advisory Services Inc.3,933$143.1K0.09%
Jones Financial Companies LLLP3,506$127.6K0.00%
Itau Unibanco Holding S.A.3,381$123.0K0.01%
Caldwell Sutter Capital, Inc.2,755$100.3K0.05%
Smithfield Trust Co2,500$96.0K0.01%
Northwest Capital Management Inc2,504$91.1K0.04%
ORG Partners LLC2,167$79.1K0.01%
Prostatis Group LLC47,143$63.2K0.03%
Fiduciary Alliance LLC1,692$61.6K0.01%
Tfo-TDC, LLC1,350$49.1K0.01%
Resources Management Corp1,319$48.0K0.01%
Tower Research Capital LLC (TRC)1,050$38.2K0.00%
Cornerstone Planning Group LLC1,033$37.6K0.01%
Godsey & Gibb Associates838$30.5K0.00%
Providence Capital Advisors, LLC686$25.0K0.01%
Safeguard Financial, LLC538$19.0K0.01%
VitalStone Financial, LLC256$10.0K0.01%
Coppell Advisory Solutions LLC234$8.45K0.00%
Investment Research & Advisory Group, Inc.229$8.33K0.00%
Robinswood Financial LLC175$6.37K0.00%
Ameritas Investment Partners, Inc.150$5.46K0.00%
WFA of San Diego, LLC150$5.46K0.01%
Tompkins Financial Corp94$3.42K0.00%
Oliver Lagore Vanvalin Investment Group86$3.13K0.00%
South State Corp.71$2.58K0.00%
Impact Partnership Wealth, LLC55$2.00K0.00%
Lee Financial Co40$1.46K0.00%
St Germain D J Co Inc1$360.00%

Sold out (49)

Institutions that held iShares Gold Trust at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of IAU in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
West Family Investments, Inc.621,118$23.4M
New York Life Investment Management LLC558,517$20.9M
Reuter James Wealth Management, LLC300,133$11.2M
Beacon Harbor Wealth Advisors, Inc.252,575$9.44M
E Fund Management Co., Ltd.92,405$3.45M
TCWP LLC71,655$2.68M
Forefront Analytics, LLC46,743$1.75M
Litman Gregory Asset Management LLC36,075$1.35M
Balyasny Asset Management LLC27,521$1.03M
HRT Financial LP23,998$896.0K
Tempus Wealth Planning, LLC22,086$825.4K
Flagship Harbor Advisors, LLC21,827$815.7K
Coronation Fund Managers Ltd.18,374$686.6K
Sageworth Trust Co18,242$681.7K
Bridgeworth, LLC14,731$550.5K
Greenspring Advisors, LLC11,479$429.0K
Cannell Peter B & Co Inc11,450$427.9K
Money Concepts Capital Corp51,974$364.6K
Pinnacle Wealth Planning Services, Inc.7,891$294.9K
Avidian Wealth Solutions, LLC7,240$270.6K
Group One Trading, L.P.6,839$255.6K
Integrity Financial Corp6,423$240.0K
Elevated Capital Advisors, LLC6,228$232.7K
Pitcairn Co5,976$223.3K
Certified Advisory Corp5,850$218.6K
International Assets Investment Management, LLC5,766$215.5K
Arkansas Financial Group, Inc.5,665$211.7K
Financial Advisory Group5,660$211.5K
Market Street Wealth Management Advisors LLC5,598$209.2K
Astoria Portfolio Advisors LLC.5,371$206.0K
Centennial Wealth Advisory LLC5,474$204.6K
Chapin Davis, Inc.5,388$201.3K
Brown Miller Wealth Management, LLC5,360$200.3K
Ten Capital Wealth Advisors, LLC2,772$103.6K
Mizuho Securities Co. Ltd.2,500$93.4K
Values First Advisors, Inc.2,045$76.4K
Accel Wealth Management1,550$57.9K
New Hampshire Trust1,347$50.3K
Cary Street Partners Asset Management LLC943$35.2K
Ellevest, Inc.916$34.2K
Global Trust Asset Management, LLC529$19.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP366$13.7K
GoalVest Advisory LLC247$9.23K
Insight Financial Services233$8.71K
CNB Bank204$7.62K
PSI Advisors, LLC157$5.87K
Glassman Wealth Services116$4.33K
Financial Connections Group, Inc.100$3.00K
Annapolis Financial Services, LLC46$1.72K

Not filed for Q2 2023 yet (11)

Institutions that held iShares Gold Trust at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Aspireon Wealth Advisors267,968$10.0M
Old Port Advisors109,611$4.16M
Ahrens Investment Partners LLC64,797$2.42M
True Capital Management56,633$2.12M
Sunesis Advisors, LLC52,216$1.95M
Altman Advisors, Inc.75,991$1.78M
Tru Independence Asset Management 2, LLC47,283$1.77M
Avalon Investment & Advisory28,286$1.06M
Baldrige Asset Management LLC26,390$986.0K
Householder Group Estate & Retirement Specialist, LLC1,581$59.0K
Pathway Financial Advisers, LLC155$5.79K