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 |
|---|---|---|---|---|---|
| Highland Financial Advisors, LLC | 214,256 | $7.80M | 4.02% | −7,206−3.3% | Reduced |
| New Potomac Partners, LLC | 213,194 | $7.76M | 5.12% | −1,155−0.5% | Reduced |
| Sinecera Capital, LLC | 211,872 | $7.71M | 8.21% | −9,870−4.5% | Reduced |
| Independent Financial Group, LLC | 210,797 | $7.67M | 0.53% | +15,069+7.7% | Added |
| AMG National Trust Bank | 209,567 | $7.63M | 0.25% | +5,113+2.5% | Added |
| Upper Left Wealth Management, LLC | 209,145 | $7.61M | 8.46% | −3,535−1.7% | Reduced |
| Advisory Services Network, LLC | 207,675 | $7.56M | 0.20% | +152,736+278.0% | Added |
| Blueprint Investment Partners LLC | 206,873 | $7.53M | 2.70% | −157,199−43.2% | Reduced |
| Forza Wealth Management, LLC | 205,719 | $7.49M | 3.77% | −1,820−0.9% | Reduced |
| Leavell Investment Management, Inc. | 201,924 | $7.35M | 0.50% | +8,380+4.3% | Added |
| Huntington National Bank | – | $7.23M | 0.07% | – | – |
| Evoke Wealth, LLC | 198,570 | $7.23M | 0.25% | −2,362−1.2% | Reduced |
| Okabena Investment Services Inc | 192,665 | $7.01M | 5.13% | +20,801+12.1% | Added |
| Clear Harbor Asset Management, LLC | 192,625 | $7.01M | 0.69% | +8,614+4.7% | Added |
| GWM Advisors LLC | 192,025 | $6.99M | 0.08% | +69,647+56.9% | Added |
| GYL Financial Synergies, LLC | 190,476 | $6.93M | 0.63% | −14,939−7.3% | Reduced |
| Archetype Wealth Partners | 186,509 | $6.79M | 1.31% | +47,316+34.0% | Added |
| Sigma Planning Corp | 184,962 | $6.73M | 0.24% | +574+0.3% | Added |
| Susquehanna International Group, LLP | 183,851 | $6.69M | 0.01% | −83,982−31.4% | Reduced |
| Wealth Management Partners, LLC | 183,286 | $6.67M | 4.19% | +4,724+2.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 180,634 | $6.57M | 2.17% | −43,038−19.2% | Reduced |
| First American Trust, FSB | 178,520 | $6.50M | 0.89% | +4,043+2.3% | Added |
| Omnia Family Wealth, LLC | 178,308 | $6.49M | 4.41% | −14,308−7.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 177,390 | $6.46M | 0.13% | +153,557+644.3% | Added |
| Cape Ann Savings Bank | 176,628 | $6.43M | 4.28% | −11,490−6.1% | Reduced |
| Gateway Advisory, LLC | 175,268 | $6.38M | 1.35% | −470.0% | Reduced |
| Sepio Capital, LP | 174,987 | $6.37M | 0.52% | +5,213+3.1% | Added |
| Three Bridge Wealth Advisors, LLC | 173,023 | $6.30M | 2.67% | +9,475+5.8% | Added |
| Allworth Financial LP | 172,566 | $6.28M | 0.05% | +8,383+5.1% | Added |
| NTV Asset Management LLC | 172,150 | $6.26M | 1.09% | +1,250+0.7% | Added |
| Rehmann Capital Advisory Group | 170,080 | $6.19M | 0.55% | −3,676−2.1% | Reduced |
| Gamco Investors, Inc. Et Al | 168,600 | $6.14M | 0.06% | −8,000−4.5% | Reduced |
| Greenline Partners, LLC | 167,690 | $6.10M | 1.14% | −200.0% | Reduced |
| Wellspring Financial Advisors, LLC | 164,645 | $5.99M | 1.70% | −10,076−5.8% | Reduced |
| Nomura Asset Management Co Ltd | 162,950 | $5.93M | 0.03% | −32,100−16.5% | Reduced |
| Axxcess Wealth Management, LLC | 161,604 | $5.88M | 0.43% | −5,252−3.1% | Reduced |
| Well Done, LLC | 161,534 | $5.88M | 1.25% | +2,302+1.4% | Added |
| BSW Wealth Partners | 160,953 | $5.86M | 1.22% | −1,230−0.8% | Reduced |
| Ancora Advisors, LLC | 157,951 | $5.75M | 0.15% | −1,514−0.9% | Reduced |
| CPA Asset Management LLC | 156,990 | $5.71M | 4.10% | −1,045−0.7% | Reduced |
| Vivaldi Capital Management, LLC | 156,744 | $5.70M | 1.76% | −11,251−6.7% | Reduced |
| Sowell Financial Services LLC | 156,669 | $5.70M | 0.32% | −4,310−2.7% | Reduced |
| MainStreet Investment Advisors LLC | 155,845 | $5.67M | 0.62% | −74,653−32.4% | Reduced |
| Systelligence, LLC | 155,666 | $5.66M | 1.79% | −113,790−42.2% | Reduced |
| Private Advisor Group, LLC | 153,378 | $5.61M | 0.05% | −7,611−4.7% | Reduced |
| Southeast Asset Advisors Inc. | 151,870 | $5.53M | 0.79% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 151,042 | $5.50M | 0.19% | +24,063+19.0% | Added |
| National Asset Management, Inc. | 150,485 | $5.48M | 0.12% | −50,200−25.0% | Reduced |
| Insight Wealth Partners, LLC | 150,391 | $5.47M | 4.55% | −19,665−11.6% | Reduced |
| Brinker Capital Investments, LLC | 149,291 | $5.43M | 0.06% | +2,374+1.6% | Added |
| Orion Portfolio Solutions, LLC | 149,291 | $5.43M | 0.06% | +2,374+1.6% | Added |
| Cranbrook Wealth Management, LLC | 148,768 | $5.41M | 1.51% | −496−0.3% | Reduced |
| GFS Advisors, LLC | 147,347 | $5.36M | 1.19% | −2,995−2.0% | Reduced |
| Commerce Bank | 144,915 | $5.27M | 0.04% | +1,300+0.9% | Added |
| Coastal Bridge Advisors, LLC | 144,465 | $5.26M | 1.29% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 141,092 | $5.13M | 1.79% | −4,911−3.4% | Reduced |
| New York State Common Retirement Fund | 140,200 | $5.10M | 0.01% | −176,304−55.7% | Reduced |
| Wellington Management Group LLP | 140,200 | $5.10M | 0.00% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 139,834 | $5.09M | 0.58% | +300.0% | Added |
| Patton Fund Management, Inc. | 139,148 | $5.06M | 1.48% | +2,681+2.0% | Added |
| MBA Advisors LLC | 137,906 | $5.02M | 3.00% | −642−0.5% | Reduced |
| Cetera Advisors LLC | 137,234 | $4.99M | 0.08% | −4,505−3.2% | Reduced |
| Meridian Investment Counsel Inc. | 135,162 | $4.92M | 1.75% | −1,209−0.9% | Reduced |
| Pariax, LLC | 133,167 | $4.85M | 15.21% | +133,167 | New |
| Fairview Capital Investment Management, LLC | 131,787 | $4.80M | 0.30% | +101+0.1% | Added |
| Apollon Wealth Management, LLC | 130,730 | $4.76M | 0.23% | −7,255−5.3% | Reduced |
| Public Employees Retirement System of Ohio | 130,500 | $4.75M | 0.02% | +44,100+51.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 129,803 | $4.72M | 1.78% | +1,970+1.5% | Added |
| Fermata Advisors, LLC | 129,668 | $4.72M | 4.27% | +86,439+200.0% | Added |
| Kades & Cheifetz LLC | 129,376 | $4.71M | 3.61% | +274+0.2% | Added |
| Parallel Advisors, LLC | 128,894 | $4.69M | 0.15% | −742−0.6% | Reduced |
| Cetera Investment Advisers | 128,579 | $4.68M | 0.04% | −23,095−15.2% | Reduced |
| Aptus Capital Advisors, LLC | 127,735 | $4.65M | 0.14% | +127,735 | New |
| Mid-American Wealth Advisory Group, Inc. | 124,780 | $4.63M | 3.61% | +124,780 | New |
| D.A. Davidson & Co. | 127,098 | $4.63M | 0.05% | +6,760+5.6% | Added |
| Ackerman Capital Advisors, LLC | 125,809 | $4.58M | 1.19% | +828+0.7% | Added |
| Hamilton Point Investment Advisors, LLC | 125,610 | $4.57M | 1.09% | −7,057−5.3% | Reduced |
| Briaud Financial Planning, Inc | 120,994 | $4.40M | 4.16% | −534−0.4% | Reduced |
| Brown Advisory Inc | 120,760 | $4.39M | 0.01% | +5,472+4.7% | Added |
| DFPG Investments, LLC | 116,181 | $4.35M | 0.39% | +4,901+4.4% | Added |
| Wills Financial Group, Inc. | 118,648 | $4.32M | 2.19% | +500+0.4% | Added |
| Thrivent Financial for Lutherans | 118,142 | $4.30M | 0.01% | +6,612+5.9% | Added |
| Baker Avenue Asset Management, LP | 117,750 | $4.28M | 0.22% | +3,293+2.9% | Added |
| Barclays PLC | 117,717 | $4.28M | 0.00% | +43,734+59.1% | Added |
| Citadel Advisors LLC | 117,093 | $4.26M | 0.00% | +114,189+3,932.1% | Added |
| Townsend & Associates, Inc | 114,340 | $4.26M | 1.10% | +56,677+98.3% | Added |
| Accretive Wealth Partners, LLC | 115,689 | $4.21M | 2.50% | +2,603+2.3% | Added |
| Atria Investments LLC | 115,206 | $4.19M | 0.08% | +2,183+1.9% | Added |
| Segall Bryant & Hamill, LLC | 115,134 | $4.19M | 0.04% | +6,517+6.0% | Added |
| Alhambra Investment Partners LLC | 114,704 | $4.17M | 2.75% | −3,937−3.3% | Reduced |
| Comerica Securities,inc. | 113,290 | $4.12M | 0.29% | +31,728+38.9% | Added |
| Global Wealth Strategies & Associates | 112,766 | $4.10M | 1.93% | +4,694+4.3% | Added |
| Stableford Capital II LLC | 112,726 | $4.09M | 1.81% | +112,726 | New |
| Amplius Wealth Advisors, LLC | 111,954 | $4.07M | 0.55% | −13,031−10.4% | Reduced |
| Maltin Wealth Management, Inc. | 111,456 | $4.06M | 2.87% | +1,091+1.0% | Added |
| AdvisorNet Financial, Inc | 110,996 | $4.04M | 0.35% | −1,657−1.5% | Reduced |
| Wealthspan Partners, LLC | 110,656 | $4.03M | 3.18% | +2,868+2.7% | Added |
| Weil Company, Inc. | 110,483 | $4.02M | 1.79% | −2,243−2.0% | Reduced |
| Scotia Capital Inc. | 109,074 | $3.97M | 0.03% | −3,169−2.8% | Reduced |
| Lido Advisors, LLC | 109,010 | $3.97M | 0.04% | +33,081+43.6% | Added |