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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 13,194 | $480.1K | 0.14% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 13,329 | $485.0K | 0.27% | +196+1.5% | Added |
| Pensionmark Financial Group, LLC | 13,465 | $490.0K | 0.09% | −1,630−10.8% | Reduced |
| Pinnacle Associates Ltd | 13,515 | $491.8K | 0.01% | −355−2.6% | Reduced |
| Moors & Cabot, Inc. | 13,593 | $494.6K | 0.03% | −1,987−12.8% | Reduced |
| Encompass Wealth Advisors, LLC | 13,825 | $503.1K | 0.16% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 13,834 | $503.4K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 13,902 | $505.9K | 0.12% | +266+2.0% | Added |
| Independent Advisor Alliance | 13,947 | $507.5K | 0.02% | −225−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 14,125 | $514.0K | 0.02% | −2,294−14.0% | Reduced |
| Coastal Investment Advisors, Inc. | 14,152 | $515.0K | 0.11% | +2,791+24.6% | Added |
| Kovack Advisors, Inc. | 14,577 | $530.5K | 0.07% | −7,317−33.4% | Reduced |
| Wetherby Asset Management Inc | 14,922 | $543.0K | 0.03% | +7,678+106.0% | Added |
| Tarbox Family Office, Inc. | 15,000 | $545.9K | 0.11% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 14,630 | $546.7K | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 15,076 | $548.6K | 0.05% | +2,385+18.8% | Added |
| Horan Capital Advisors, LLC. | 15,085 | $548.9K | 0.21% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 15,147 | $551.2K | 0.05% | +2,912+23.8% | Added |
| Bleakley Financial Group, LLC | 15,206 | $553.3K | 0.02% | −264−1.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,266 | $555.0K | 0.25% | −26,279−63.3% | Reduced |
| Marmo Financial Group, LLC | 15,475 | $563.1K | 0.51% | −1,855−10.7% | Reduced |
| Northcape Wealth Management, LLC | 15,535 | $565.3K | 0.20% | −500−3.1% | Reduced |
| Jacobi Capital Management LLC | 15,568 | $566.5K | 0.06% | −145−0.9% | Reduced |
| BDO Wealth Advisors, LLC | 15,622 | $568.5K | 0.07% | +815+5.5% | Added |
| Emfo, LLC | 15,742 | $572.9K | 0.52% | −7,500−32.3% | Reduced |
| Aberdeen Wealth Management LLC | 15,912 | $579.0K | 0.42% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 15,925 | $579.5K | 0.45% | +715+4.7% | Added |
| Principle Wealth Partners LLC | 16,000 | $582.2K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,022 | $583.0K | 0.02% | −1,371−7.9% | Reduced |
| MONECO Advisors, LLC | 16,161 | $588.1K | 0.16% | −109−0.7% | Reduced |
| Mill Capital Management, LLC | 16,250 | $591.3K | 0.06% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,421 | $597.6K | 0.09% | −148,999−90.1% | Reduced |
| Shepherd Financial Partners LLC | 16,427 | $597.8K | 0.09% | +3,174+23.9% | Added |
| Intrua Financial, LLC | 16,472 | $599.4K | 0.11% | +40+0.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,484 | $599.9K | 0.02% | −575−3.4% | Reduced |
| Focus Financial Network, Inc. | 16,499 | $600.4K | 0.03% | −121−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 16,525 | $601.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16,688 | $607.3K | 0.21% | −778−4.5% | Reduced |
| Nations Financial Group Inc, | 16,744 | $609.3K | 0.06% | −113−0.7% | Reduced |
| Wealth Management Associates, Inc. | 16,785 | $610.8K | 0.35% | −437−2.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 16,821 | $612.1K | 0.02% | −38,630−69.7% | Reduced |
| Mather Group, LLC. | 16,832 | $612.5K | 0.01% | +343+2.1% | Added |
| WCG Wealth Advisors LLC | 16,941 | $616.0K | 0.07% | +1,403+9.0% | Added |
| Mirador Capital Partners LP | 16,958 | $617.1K | 0.15% | +5,471+47.6% | Added |
| Valicenti Advisory Services Inc | 16,975 | $618.0K | 0.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16,995 | $618.5K | 0.05% | +327+2.0% | Added |
| ICA Group Wealth Management, LLC | 17,032 | $619.8K | 0.16% | +1,252+7.9% | Added |
| SkyView Investment Advisors, LLC | 17,042 | $620.0K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,147 | $624.0K | 0.05% | −1,625−8.7% | Reduced |
| S&CO Inc | 17,174 | $624.0K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 17,198 | $625.8K | 0.05% | −1,304−7.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,202 | $626.0K | 0.20% | +78+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $628.4K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 17,415 | $633.7K | 0.08% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 17,481 | $636.1K | 0.11% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 17,603 | $640.6K | 0.09% | +1,492+9.3% | Added |
| AlphaCore Capital LLC | 17,893 | $651.1K | 0.10% | +17,893 | New |
| TBH Global Asset Management, LLC | 17,903 | $651.5K | 0.13% | −368−2.0% | Reduced |
| True North Advisors, LLC | 18,249 | $664.1K | 0.19% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 18,548 | $675.0K | 0.25% | −1,276−6.4% | Reduced |
| American Trust | 18,548 | $675.0K | 0.05% | +161+0.9% | Added |
| CWM, LLC | 18,663 | $679.0K | 0.00% | +654+3.6% | Added |
| Confluence Investment Management LLC | 18,726 | $681.4K | 0.01% | −2,913−13.5% | Reduced |
| Benchmark Investment Advisors LLC | 18,730 | $681.6K | 0.63% | −7,656−29.0% | Reduced |
| Clearstead Advisors, LLC | 18,770 | $683.0K | 0.04% | +2,640+16.4% | Added |
| Phillips Financial Management, LLC | 18,879 | $687.0K | 0.06% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 18,895 | $687.6K | 0.08% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 19,228 | $699.7K | 0.36% | +1,939+11.2% | Added |
| Kanawha Capital Management LLC | 19,284 | $701.7K | 0.06% | −719−3.6% | Reduced |
| Sheets Smith Wealth Management | 19,535 | $710.9K | 0.10% | +4,528+30.2% | Added |
| Hanson & Doremus Investment Management | 19,593 | $713.0K | 0.15% | −1,219−5.9% | Reduced |
| First National Trust Co | 19,709 | $717.2K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,749 | $718.7K | 0.13% | +1,351+7.3% | Added |
| Wealthcare Advisory Partners LLC | 19,786 | $720.0K | 0.03% | +1,019+5.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $723.4K | 0.72% | 00.0% | Unchanged |
| Crosspoint Financial, LLC | 20,042 | $729.3K | 7.42% | 00.0% | Unchanged |
| Blossom Wealth Management | 20,235 | $736.4K | 2.70% | +10,991+118.9% | Added |
| Worth Financial Advisory Group, LLC | 20,328 | $739.7K | 0.69% | −520−2.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 20,363 | $741.0K | 0.03% | −329−1.6% | Reduced |
| Bank of Nova Scotia | 20,390 | $742.0K | 0.00% | −1,311−6.0% | Reduced |
| Alpha Financial Partners, LLC | 20,441 | $743.8K | 0.79% | −1,644−7.4% | Reduced |
| GTS Securities LLC | 20,509 | $746.3K | 0.02% | +20,509 | New |
| Interactive Financial Advisors | 20,591 | $749.3K | 0.51% | −299−1.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,767 | $755.7K | 0.18% | −1,933−8.5% | Reduced |
| CWA Asset Management Group, LLC | 21,210 | $771.8K | 0.05% | +592+2.9% | Added |
| Columbus Macro, LLC | 20,945 | $773.1K | 0.31% | −9,154−30.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 21,267 | $773.9K | 0.10% | +352+1.7% | Added |
| Port Capital LLC | 21,350 | $777.0K | 0.05% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 21,590 | $785.7K | 0.74% | +21,590 | New |
| Terra Nova Asset Management LLC | 21,766 | $792.1K | 0.72% | −928−4.1% | Reduced |
| Lake Street Financial LLC | 22,154 | $806.2K | 0.14% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 22,165 | $806.6K | 0.03% | +55+0.2% | Added |
| Private Portfolio Partners LLC | 22,243 | $809.4K | 0.21% | −26−0.1% | Reduced |
| WealthBridge Capital Management, LLC | 22,505 | $819.0K | 0.33% | −780−3.3% | Reduced |
| Family Management Corp | 22,533 | $820.0K | 0.18% | +2,842+14.4% | Added |
| Spire Wealth Management | 22,685 | $825.5K | 0.03% | +1,395+6.6% | Added |
| Macroview Investment Management LLC | 22,685 | $825.5K | 1.27% | +2,490+12.3% | Added |
| Hilltop Holdings Inc. | 22,692 | $825.7K | 0.10% | +344+1.5% | Added |
| Doliver Advisors, LP | 22,712 | $826.5K | 0.25% | −18−0.1% | Reduced |
| Westside Investment Management, Inc. | 22,780 | $829.0K | 0.23% | 00.0% | Unchanged |