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.

13F holders, Q2 2023

Institutional positions in iShares Gold Trust as of Jun 30, 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
1,068
+38 vs. Q1 2023
Shares held
436.8M
+11.1M (+2.6%) vs. Q1 2023
Total value
$15.9B
+$7.66M (0.0%) vs. Q1 2023
New holders
87
350 more added
Sold out
49
387 more reduced

11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,068 institutions
Q1 2021: 956 institutionsQ2 2021: 878 institutionsQ3 2021: 883 institutionsQ4 2021: 986 institutionsQ1 2022: 966 institutionsQ2 2022: 1,011 institutionsQ3 2022: 962 institutionsQ4 2022: 1,013 institutionsQ1 2023: 1,041 institutionsQ2 2023: 1,068 institutionsQ3 2023: 1,041 institutionsQ4 2023: 1,153 institutionsQ1 2024: 1,149 institutionsQ2 2024: 1,178 institutionsQ3 2024: 1,231 institutionsQ4 2024: 1,418 institutionsQ1 2025: 1,555 institutionsQ2 2025: 1,599 institutionsQ3 2025: 1,713 institutionsQ4 2025: 1,937 institutionsQ1 2026: 1,984 institutionsQ2 2026: 1,916 institutions
Value heldQ2 2023: $15.9B
Q1 2021: $15.0BQ2 2021: $15.8BQ3 2021: $16.0BQ4 2021: $16.3BQ1 2022: $16.8BQ2 2022: $17.1BQ3 2022: $15.2BQ4 2022: $14.8BQ1 2023: $15.9BQ2 2023: $15.9BQ3 2023: $13.7BQ4 2023: $15.5BQ1 2024: $15.7BQ2 2024: $16.5BQ3 2024: $17.7BQ4 2024: $18.6BQ1 2025: $24.0BQ2 2025: $25.5BQ3 2025: $31.5BQ4 2025: $35.6BQ1 2026: $34.8BQ2 2026: $29.1B
Institutions holding IAU and their total value by quarter
QuarterHoldersValue
Q2 20261,916$29.1B
Q1 20261,984$34.8B
Q4 20251,937$35.6B
Q3 20251,713$31.5B
Q2 20251,599$25.5B
Q1 20251,555$24.0B
Q4 20241,418$18.6B
Q3 20241,231$17.7B
Q2 20241,178$16.5B
Q1 20241,149$15.7B
Q4 20231,153$15.5B
Q3 20231,041$13.7B
Q2 20231,068$15.9B
Q1 20231,041$15.9B
Q4 20221,013$14.8B
Q3 2022962$15.2B
Q2 20221,011$17.1B
Q1 2022966$16.8B
Q4 2021986$16.3B
Q3 2021883$16.0B
Q2 2021878$15.8B
Q1 2021956$15.0B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q1 2023.

Institutions holding IAU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sentinel Trust Co Lba289,017$10.5M1.43%−7,339−2.5%Reduced
Ambassador Advisors, LLC290,851$10.5M2.43%−7,985−2.7%Reduced
Executive Wealth Management, LLC290,777$10.6M1.10%+155,356+114.7%Added
Norris Financial Group, LLC291,973$10.6M7.36%+13,509+4.9%Added
Parkside Investments, LLC293,345$10.7M1.99%−238,072−44.8%Reduced
Fifth Third Securities, Inc.294,059$10.7M1.17%+42,485+16.9%Added
BFSG, LLC294,925$10.7M1.82%+8,242+2.9%Added
Checchi Capital Advisers, LLC295,488$10.8M0.96%+72,229+32.4%Added
Legend Financial Advisors, Inc.296,973$10.8M9.02%−16,698−5.3%Reduced
Kingsview Wealth Management, LLC297,364$10.8M0.42%−4,918−1.6%Reduced
Graham Capital Wealth Management, LLC298,609$10.9M25.63%−4,462−1.5%Reduced
Howland Capital Management LLC299,139$10.9M0.62%+10,616+3.7%Added
DT Investment Partners, LLC299,598$11.0M1.26%+6,041+2.1%Added
Brookstone Capital Management306,253$11.2M0.22%+1,342+0.4%Added
Cyndeo Wealth Partners, LLC310,556$11.3M1.18%−2,191−0.7%Reduced
Citizens Financial Group Inc314,691$11.5M0.42%+3,292+1.1%Added
Modus Advisors, LLC317,946$11.6M4.97%+16,931+5.6%Added
Capital Group Private Client Services, Inc.318,606$11.6M0.14%−56,311−15.0%Reduced
Kestra Advisory Services, LLC319,238$11.6M0.12%+109,509+52.2%Added
Timber Creek Capital Management LLC325,896$11.9M4.08%−17,535−5.1%Reduced
Permanens Capital L.P.326,436$11.9M2.73%−278,400−46.0%Reduced
Assetmark, Inc328,939$12.0M0.05%+51,506+18.6%Added
Sage Rhino Capital LLC332,134$12.1M3.37%−2,107−0.6%Reduced
Twin Tree Management, LP332,937$12.1M0.25%−259,394−43.8%Reduced
Prudential Financial Inc337,373$12.3M0.02%+23,030+7.3%Added
Transform Wealth, LLC339,255$12.3M1.11%−1,403−0.4%Reduced
Bokf, NA341,098$12.4M0.25%−2,030−0.6%Reduced
Baldwin Brothers Inc341,569$12.4M1.02%−2,311−0.7%Reduced
Nottingham Advisors, Inc.343,011$12.5M1.64%−38,849−10.2%Reduced
Sterling Financial Planning, Inc.344,769$12.5M6.22%−2,977−0.9%Reduced
Resonant Capital Advisors, LLC345,678$12.6M1.37%+15,485+4.7%Added
Toronto Dominion Bank350,000$12.7M0.02%−550,000−61.1%Reduced
National Bank of Canada351,533$12.8M0.03%+31,642+9.9%Added
Oppenheimer Asset Management Inc.351,566$12.8M0.19%−4,257−1.2%Reduced
Cambridge Associates LLC352,072$12.8M0.96%+108,695+44.7%Added
Foundations Investment Advisors, LLC352,819$12.8M0.43%+54,866+18.4%Added
First Foundation Advisors358,146$13.0M0.56%−21,432−5.6%Reduced
FDx Advisors, Inc.364,297$13.3M0.73%+41,909+13.0%Added
Vision Capital Management, Inc.366,502$13.3M2.28%+1,923+0.5%Added
Brave Asset Management Inc367,328$13.4M3.92%+367,328New
EverSource Wealth Advisors, LLC370,009$13.5M1.48%+51,298+16.1%Added
James Investment Research Inc377,209$13.7M1.75%+377,209New
Summit Trail Advisors, LLC377,883$13.8M0.52%−87,340−18.8%Reduced
Partners Capital Investment Group, LLP382,969$13.9M0.30%+340,881+809.9%Added
Janney Montgomery Scott LLC386,418$14.1M0.05%+12,025+3.2%Added
Meridian Wealth Advisors, LLC389,970$14.2M3.43%+203+0.1%Added
Blair William & Co393,654$14.3M0.05%+155,192+65.1%Added
Cadinha & Co LLC395,645$14.4M2.62%+347,068+714.5%Added
Quest Investment Management LLC396,021$14.4M1.97%00.0%Unchanged
Spinnaker Trust399,534$14.5M1.06%−8,248−2.0%Reduced
JSF Financial, LLC414,371$15.1M5.33%+284,087+218.1%Added
Sagil Capital LLP415,000$15.1M14.63%−85,000−17.0%Reduced
Independent Family Office, LLC424,177$15.4M9.35%−10,000−2.3%Reduced
Cardinal Point Capital Management, ULC428,497$15.6M4.69%−17,286−3.9%Reduced
Elm Partners Management LLC428,755$15.6M1.57%+30,837+7.7%Added
NorthCrest Asset Manangement, LLC430,473$15.7M0.62%−3,767−0.9%Reduced
Great Valley Advisor Group, Inc.431,244$15.7M0.66%+37,024+9.4%Added
CIBC World Markets Inc.439,175$16.0M0.05%+42,668+10.8%Added
Sunbelt Securities, Inc.440,281$16.0M2.30%+104,401+31.1%Added
AE Wealth Management LLC456,555$16.6M0.10%+106,809+30.5%Added
CX Institutional458,844$16.7M0.86%−17,086−3.6%Reduced
WESCAP Management Group, Inc.462,105$16.8M5.87%−3,809−0.8%Reduced
Twin Focus Capital Partners, LLC468,005$17.0M3.44%+893+0.2%Added
Quent Capital, LLC468,848$17.1M2.67%−30,435−6.1%Reduced
KB Financial Partners, LLC476,899$17.4M4.77%+4,444+0.9%Added
Resources Investment Advisors, LLC.490,789$17.9M0.40%+5,814+1.2%Added
Cetera Advisor Networks LLC491,139$17.9M0.12%+13,320+2.8%Added
Sowa Financial Group, Inc.497,505$18.1M12.41%−4,372−0.9%Reduced
TD Waterhouse Canada Inc.407,638$18.5M0.18%+9,123+2.3%Added
Atria Wealth Solutions, Inc.510,659$18.6M0.25%+141,455+38.3%Added
Citigroup Inc519,191$18.9M0.02%−60,155−10.4%Reduced
EPIQ Capital Group, LLC521,978$19.0M10.06%−69,132−11.7%Reduced
Kiwi Wealth Investments Limited Partnership539,660$19.6M1.21%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.549,566$20.0M0.04%−21,990−3.8%Reduced
Russell Investments Group, Ltd.556,300$20.2M0.04%−68,500−11.0%Reduced
M&T Bank Corp567,492$20.7M0.08%−36,777−6.1%Reduced
Mader & Shannon Wealth Management, Inc.574,845$20.9M12.92%+20,553+3.7%Added
Mainstay Capital Management LLC605,696$22.0M3.95%+586,409+3,040.4%Added
Carl Stuart Investment Advisor, Inc614,347$22.4M17.15%−2,126−0.3%Reduced
Strategic Point Investment Advisors, LLC623,554$22.7M4.65%−9,630−1.5%Reduced
Stephens Inc624,067$22.7M0.41%+2,199+0.4%Added
Goldman Sachs Group Inc626,086$22.8M0.01%+23,409+3.9%Added
Deutsche Bank AG631,098$23.0M0.01%+5,892+0.9%Added
VPR Management LLC648,780$23.6M6.01%−10,595−1.6%Reduced
Narwhal Capital Management651,596$23.7M2.79%−25,843−3.8%Reduced
Equitable Holdings, Inc.681,881$24.8M0.36%+36,449+5.6%Added
Bank Julius Baer & Co. Ltd, Zurich689,887$25.1M0.15%−258,145−27.2%Reduced
Evercore Wealth Management, LLC690,770$25.1M0.46%−1,067−0.2%Reduced
Biltmore Family Office, LLC700,838$25.5M5.39%−1,871−0.3%Reduced
Zhang Financial LLC737,887$26.9M2.76%−85,223−10.4%Reduced
Gladius Capital Management LP753,449$27.4M13.73%00.0%Unchanged
US Bancorp758,086$27.6M0.04%−85,758−10.2%Reduced
VCU Investment Management Co792,658$28.8M100.00%00.0%Unchanged
1832 Asset Management L.P.797,877$29.0M0.06%+24,292+3.1%Added
GenWealth Group, Inc.811,465$29.5M8.50%−5,720−0.7%Reduced
CI Private Wealth, LLC824,516$30.0M0.07%+31,734+4.0%Added
Baird Financial Group, Inc.824,941$30.0M0.08%−1,152,022−58.3%Reduced
Vigilant Capital Management, LLC846,589$30.8M2.30%+17,472+2.1%Added
Oxbow Advisors, LLC857,901$31.2M4.90%+30,714+3.7%Added
Tiaa, FSB860,540$31.3M0.11%+4,179+0.5%Added