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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 867,947 | $31.6M | 1.53% | +867,947 | New |
| Parcion Private Wealth LLC | 873,730 | $31.8M | 3.21% | −14,730−1.7% | Reduced |
| Creative Planning | 891,998 | $32.5M | 0.04% | −39,750−4.3% | Reduced |
| Mackay Shields LLC | 929,500 | $33.8M | 0.95% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 945,160 | $34.4M | 4.92% | +24,280+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 951,825 | $34.6M | 0.16% | −7,484−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 966,546 | $35.2M | 0.03% | −49,367−4.9% | Reduced |
| Capital Asset Advisory Services LLC | 975,633 | $36.1M | 2.53% | −291,030−23.0% | Reduced |
| MML Investors Services, LLC | 1,001,158 | $36.4M | 0.20% | +464,274+86.5% | Added |
| Mariner, LLC | 1,033,522 | $37.6M | 0.10% | +19,839+2.0% | Added |
| Mercer Global Advisors Inc | 1,068,236 | $38.9M | 0.15% | +127,840+13.6% | Added |
| Neuberger Berman Group LLC | 1,072,478 | $39.0M | 0.03% | −18,334−1.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,084,546 | $39.5M | 1.82% | +6,932+0.6% | Added |
| Rockefeller Capital Management L.P. | 1,102,919 | $40.1M | 0.16% | +61,947+6.0% | Added |
| Ronald Blue Trust, Inc. | 1,086,937 | $40.6M | 0.64% | −356,692−24.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,154,202 | $42.0M | 0.07% | +69,506+6.4% | Added |
| Truist Financial Corp | 1,268,653 | $46.2M | 0.08% | +24,163+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,279,762 | $46.6M | 0.17% | −35,869−2.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,318,602 | $48.0M | 3.91% | −82,788−5.9% | Reduced |
| Pictet Asset Management SA | 1,321,960 | $48.1M | 0.06% | −24,365−1.8% | Reduced |
| Tiedemann Advisors, LLC | 1,327,186 | $48.3M | 2.05% | −7,640−0.6% | Reduced |
| Forbes J M & Co LLP | 1,355,670 | $49.3M | 6.14% | −9,421−0.7% | Reduced |
| First Command Bank | 1,358,464 | $49.4M | 4.65% | +142,369+11.7% | Added |
| First Command Financial Services, Inc. | 1,358,464 | $49.4M | 4.65% | +142,369+11.7% | Added |
| Franklin Resources Inc | 1,481,145 | $53.9M | 0.03% | −1890.0% | Reduced |
| Moon Capital Management LP | 1,559,604 | $56.8M | 64.63% | 00.0% | Unchanged |
| Central Trust Co | 1,626,145 | $59.2M | 1.65% | −27,553−1.7% | Reduced |
| Stifel Financial Corp | 1,652,468 | $60.1M | 0.08% | +12,719+0.8% | Added |
| CIBC Private Wealth Group, LLC | 1,781,846 | $64.8M | 0.14% | +361,561+25.5% | Added |
| Money Design Co.,Ltd. | 1,794,136 | $65.3M | 3.86% | −43,891−2.4% | Reduced |
| Arnhold LLC | 1,807,254 | $65.8M | 7.45% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,813,837 | $66.0M | 0.01% | −1,923,630−51.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,836,809 | $66.9M | 0.12% | +14,011+0.8% | Added |
| Asset Management One Co.,Ltd. | 2,003,627 | $72.9M | 0.31% | −178,109−8.2% | Reduced |
| GM Advisory Group, Inc. | 2,110,956 | $76.8M | 6.36% | +100,739+5.0% | Added |
| Proficio Capital Partners LLC | 2,173,779 | $79.1M | 10.76% | −224,592−9.4% | Reduced |
| Northern Trust Corp | 2,194,865 | $79.9M | 0.02% | +122,887+5.9% | Added |
| Captrust Financial Advisors | 2,280,011 | $83.0M | 0.33% | +72,114+3.3% | Added |
| WealthNavi Inc. | 2,320,891 | $84.5M | 1.37% | +1,442,110+164.1% | Added |
| Tocqueville Asset Management L.P. | 2,378,779 | $86.6M | 1.55% | −2,190−0.1% | Reduced |
| Equitable Trust Co | 2,433,418 | $88.6M | 6.77% | +20,908+0.9% | Added |
| Cerity Partners LLC | 2,436,326 | $88.7M | 0.35% | +34,992+1.5% | Added |
| Jane Street Group, LLC | 2,731,858 | $99.4M | 0.14% | +2,639,127+2,846.0% | Added |
| Keybank National Association | 2,983,991 | $108.6M | 0.49% | +98,188+3.4% | Added |
| Envestnet Asset Management Inc | 3,279,402 | $119.3M | 0.05% | +146,882+4.7% | Added |
| BlackRock Inc. | 3,346,765 | $121.8M | 0.00% | +677,153+25.4% | Added |
| Raymond James & Associates | 3,455,762 | $125.8M | 0.10% | +71,873+2.1% | Added |
| Commonwealth Equity Services, LLC | 3,488,296 | $126.9M | 0.26% | +96,636+2.8% | Added |
| Royal Bank of Canada | 3,767,362 | $137.1M | 0.04% | +247,689+7.0% | Added |
| Cresset Asset Management, LLC | 3,864,673 | $140.6M | 1.00% | +101,769+2.7% | Added |
| HighTower Advisors, LLC | 4,219,257 | $153.5M | 0.30% | +25,604+0.6% | Added |
| Bank of Montreal | 4,719,665 | $175.4M | 0.11% | +1,371,702+41.0% | Added |
| Charles Schwab Investment Management Inc | 5,775,480 | $210.2M | 0.06% | −135,503−2.3% | Reduced |
| JPMorgan Chase & Co | 6,478,364 | $235.7M | 0.03% | −1,241,772−16.1% | Reduced |
| LPL Financial LLC | 7,021,818 | $255.5M | 0.18% | +299,765+4.5% | Added |
| Ameriprise Financial Inc | 7,163,319 | $260.7M | 0.08% | +1,740,767+32.1% | Added |
| Mizuho Bank, Ltd. | 8,000,000 | $291.1M | 28.25% | +6,000,000+300.0% | Added |
| UBS Group AG | 9,112,879 | $331.6M | 0.14% | +56,060+0.6% | Added |
| Alliancebernstein L.P. | 10,556,325 | $384.1M | 0.16% | +34,487+0.3% | Added |
| Wells Fargo & Company | 11,869,048 | $431.9M | 0.13% | +828,022+7.5% | Added |
| Empower Advisory Group, LLC | 13,990,789 | $509.1M | 2.20% | +174,550+1.3% | Added |
| Charles Schwab Investment Advisory, Inc. | 20,397,681 | $742.3M | 1.15% | −6,4860.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,183,099 | $843.6M | 0.66% | −1,479,796−6.0% | Reduced |
| Morgan Stanley | 23,860,420 | $868.3M | 0.09% | +539,079+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 28,007,709 | $1.02B | 1.32% | +854,943+3.1% | Added |
| Bank of America Corp | 35,328,555 | $1.29B | 0.15% | +235,522+0.7% | Added |
| FMR LLC | 40,089,845 | $1.46B | 0.12% | −518,537−1.3% | Reduced |
| Sofos Investments, Inc. | 36 | – | – | −1−2.7% | Reduced |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −621,118−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −558,517−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −300,133−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −252,575−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −92,405−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −71,655−100.0% | Sold out |
| Forefront Analytics, LLC | 0 | $0 | 0.00% | −46,743−100.0% | Sold out |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −36,075−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,521−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,998−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −22,086−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −21,827−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −18,374−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −18,242−100.0% | Sold out |
| Bridgeworth, LLC | 0 | $0 | 0.00% | −14,731−100.0% | Sold out |
| Greenspring Advisors, LLC | 0 | $0 | 0.00% | −11,479−100.0% | Sold out |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −51,974−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −7,891−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| Integrity Financial Corp | 0 | $0 | 0.00% | −6,423−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −6,228−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,766−100.0% | Sold out |
| Arkansas Financial Group, Inc. | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Financial Advisory Group | 0 | $0 | 0.00% | −5,660−100.0% | Sold out |
| Market Street Wealth Management Advisors LLC | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −5,371−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −5,388−100.0% | Sold out |