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Livermore
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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 2025 vs. Q1 2025

How the institutions holding iShares Gold Trust changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of IAU: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,555221,599+66
Shares407.7M3.24M407.1M+2.70M (+0.7%)
Value$24.0B$191.4M$25.5B+$1.64B (+6.9%)

22 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (136)

Institutions that held iShares Gold Trust at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 136 by value.

Institutions new to IAU in Q2 2025
InstitutionSharesValue% of portfolio
Quadrature Capital Ltd1,058,060$66.0M1.14%
Summit Trail Advisors, LLC283,983$17.7M0.30%
Gotham Asset Management, LLC165,240$10.3M0.06%
B&D White Capital Company, LLC163,249$10.2M1.55%
Midwest Trust Co151,481$9.45M0.13%
Group One Trading, L.P.134,943$8.42M0.28%
TruWealth Advisors, LLC122,955$7.67M0.42%
SoFi Wealth, LLC110,351$6.88M0.42%
Lifelong Wealth Advisors, Inc.109,536$6.83M2.27%
Bull Oak Capital, LLC96,172$6.00M2.73%
Twin Tree Management, LP89,319$5.57M0.14%
Global Retirement Partners, LLC87,151$5.43M0.13%
Vernal Point Advisors, LLC84,629$5.28M3.08%
Heck Capital Advisors, LLC81,598$5.09M0.44%
Capitolis Liquid Global Markets LLC80,600$5.03M0.04%
Jmac Enterprises LLC76,352$4.76M1.02%
Hilltop National Bank75,950$4.74M1.24%
Chicago Partners Investment Group LLC64,920$4.15M0.12%
Per Stirling Capital Management, LLC.65,546$4.09M0.53%
American Trust63,176$3.94M0.37%
Liberty Wealth Management LLC62,890$3.92M0.61%
Strathmore Capital Advisors, Inc.60,536$3.78M1.67%
Firestone Capital Management57,836$3.61M0.85%
North Dallas Bank & Trust Co39,595$2.47M1.87%
Vise Technologies, Inc.39,238$2.45M0.10%
Centerline Wealth Advisors, LLC37,199$2.32M1.14%
Alaethes Wealth LLC37,132$2.32M0.69%
Glenmede Investment Management, LP35,554$2.22M0.01%
Sagace Wealth Management LLC35,024$2.18M1.63%
AlphaStar Capital Management, LLC34,071$2.12M0.15%
LOM Asset Management Ltd31,500$1.96M0.66%
Capital Advisors Wealth Management, LLC27,697$1.73M0.27%
WealthPlan Investment Management, LLC25,814$1.61M0.12%
Latitude Advisors, LLC24,387$1.52M0.76%
Tudor Financial Inc.23,094$1.44M0.82%
MAS Advisors LLC21,891$1.37M2.23%
Strategic Wealth Partners, Ltd.21,357$1.33M0.10%
Apella Capital, LLC20,400$1.28M0.03%
Resolute Wealth Advisor, Inc.13,904$1.23M0.70%
Clarion Wealth Managment Partners, LLC17,903$1.12M1.22%
Ibex Wealth Advisors17,783$1.11M0.12%
ERn Financial, LLC16,564$1.03M0.22%
HORAN Wealth, LLC15,385$959.4K0.29%
Compass Wealth Management, LLC14,738$919.1K0.49%
Wolverine Trading, LLC14,556$897.4K0.02%
Wetherby Asset Management Inc10,850$676.6K0.03%
Net Worth Advisory Group10,780$672.2K0.15%
Arrowroot Family Office, LLC10,493$654.3K0.29%
Drive Wealth Management, LLC10,431$650.5K0.14%
Wealth Watch Advisors, INC10,313$643.1K0.38%
Tyche Wealth Partners LLC9,902$617.5K0.12%
RMB Capital Management, LLC9,459$589.9K0.01%
Ground Swell Capital, LLC9,227$575.4K0.94%
Regimen Wealth, LLC8,987$560.4K0.17%
Muirfield Wealth Advisors LLC8,875$553.4K0.44%
Capital Squared Financial LLC8,683$541.5K0.63%
TCFG Wealth Management, LLC8,479$528.8K0.24%
Beese Fulmer Investment Management, Inc.8,052$502.1K0.04%
Boston Private Wealth LLC7,902$492.8K0.03%
Two Sigma Securities, LLC7,123$444.2K0.05%
Money Concepts Capital Corp6,973$434.8K0.03%
Armstrong, Fleming & Moore, Inc6,820$425.3K0.23%
SMART Wealth LLC6,802$424.2K0.13%
Lantern Wealth Advisors, LLC6,534$407.5K0.24%
MRP Capital Investments, LLC6,500$405.3K0.28%
Janus Henderson Group PLC6,434$401.2K0.00%
Copperwynd Financial, LLC6,258$390.2K0.10%
Tactive Advisors, LLC5,954$371.3K0.12%
Edge Financial Advisors LLC5,811$365.0K0.19%
Wealthfront Advisers LLC5,778$360.3K0.00%
Avantax Planning Partners, Inc.5,131$320.0K0.01%
Secure Asset Management, LLC4,985$310.9K0.06%
Fortis Capital Management LLC4,966$309.7K0.05%
Strategy Asset Managers LLC4,639$289.3K0.05%
Accredited Investors Inc.4,581$285.7K0.02%
Meridian Wealth Partners, LLC4,499$280.6K0.04%
Elm Partners Management LLC4,314$269.0K0.02%
Advisor OS, LLC4,194$261.5K0.03%
Clark Asset Management, LLC4,172$260.2K0.04%
Fund Evaluation Group, LLC4,094$255.3K0.01%
Baron Silver Stevens Financial Advisors, LLC4,090$255.1K0.04%
BTC Capital Management, Inc.3,900$243.2K0.02%
Ritholtz Wealth Management3,858$240.6K0.01%
J. L. Bainbridge & Co., Inc.3,837$239.3K0.02%
DDD Partners, LLC3,833$239.0K0.03%
Jackson Wealth Management, LLC3,831$239.0K0.03%
Boreal Capital Management LLC3,605$224.8K0.19%
WFA of San Diego, LLC3,575$222.9K0.16%
Mairs & Power Inc3,525$219.8K0.00%
Elios Financial Group Inc.3,519$219.4K0.10%
Lyell Wealth Management, LP3,517$219.3K0.02%
Cottage Street Advisors LLC3,472$216.5K0.11%
Zuckerman Investment Group, LLC3,457$215.6K0.02%
Alexander Labrunerie & Co., Inc.3,454$215.4K0.09%
Univest Financial Corp3,444$214.8K0.01%
MJP Associates Inc3,385$211.1K0.03%
United Advisor Group, LLC3,385$211.1K0.04%
Dorsey & Whitney Trust CO LLC3,370$210.2K0.01%
Jeppson Wealth Management, LLC3,370$210.2K0.07%
Foster Group, Inc.3,368$210.0K0.01%

Sold out (70)

Institutions that held iShares Gold Trust at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of IAU in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Mizuho Bank, Ltd.600,000$35.4M
Gimbal Financial298,586$17.6M
Aveo Capital Partners, LLC227,972$14.5M
Renaissance Technologies LLC215,800$12.7M
Tennessee Valley Asset Management Partners156,988$9.26M
Financial Counselors Inc156,209$9.21M
JP Wealth Management, Inc.130,376$7.69M
Alaska Permanent Capital Management125,736$7.39M
Red Crane Wealth Management, LLC75,989$4.48M
Scarborough Advisors, LLC66,442$3.92M
Scissortail Wealth Management, LLC55,262$3.26M
Advisor Resource Council47,662$2.81M
MMBG Investment Advisors Co.42,900$2.53M
Synergy Investment Management, LLC39,265$2.32M
M Holdings Securities, Inc.37,331$2.20M
London & Capital Asset Management Ltd34,927$2.06M
Susquehanna International Group, LLP30,111$1.78M
Jump Financial, LLC27,032$1.59M
Worth Financial Advisory Group, LLC20,507$1.21M
Riverpoint Wealth Management Holdings, LLC12,873$759.0K
Strategic Financial Concepts, LLC10,043$592.1K
Simon Quick Advisors, LLC7,862$463.5K
Terry L. Blaker7,830$461.7K
Discipline Wealth Solutions, LLC6,940$409.2K
Carolinas Wealth Consulting LLC6,000$353.8K
Southland Equity Partners LLC5,957$351.2K
Global Assets Advisory, LLC6,042$349.5K
Millennium Management LLC5,761$339.7K
Moss Adams Wealth Advisors LLC5,677$334.7K
First American Bank5,625$331.6K
Vanguard Capital Wealth Advisors5,417$319.4K
Facet Wealth, Inc.5,048$317.0K
Farmers & Merchants Trust Co of Long Beach4,978$293.5K
Center For Asset Management LLC4,780$281.8K
Virtue Capital Management, LLC4,775$281.5K
Centennial Wealth Advisory LLC4,753$280.2K
Spinnaker Investment Group, LLC4,671$275.4K
Balboa Wealth Partners4,411$260.1K
Carrera Capital Advisors4,163$245.4K
Willis Johnson & Associates, Inc.4,149$244.6K
Hanlon Investment Management, Inc.4,133$243.7K
Headlands Technologies LLC4,092$241.3K
Octavia Wealth Advisors, LLC3,932$231.8K
Commonwealth Financial Services, LLC3,795$223.8K
Wick Capital Partners, LLC3,533$208.3K
BOS Asset Management, LLC3,484$205.4K
Blalock Williams, LLC3,481$205.2K
Acorn Wealth Advisors, LLC3,478$205.1K
Addis & Hill, Inc3,409$201.0K
Acropolis Investment Management, LLC3,145$185.4K
Lord & Richards Wealth Management, LLC1,216$71.7K
Cromwell Holdings LLC955$56.3K
eCIO, Inc.948$55.9K
Hexagon Capital Partners LLC928$54.7K
PFG Private Wealth Management, LLC849$50.1K
Flaharty Asset Management, LLC697$41.1K
Valley National Advisers Inc680$40.0K
Cloud Capital Management, LLC676$39.0K
Halbert Hargrove Global Advisors, LLC359$21.2K
Farmers & Merchants Trust Co of Chambersburg PA215$13.0K
IMG Wealth Management, Inc.215$12.7K
Johnson Financial Group, Inc.204$12.0K
TruNorth Capital Management, LLC159$9.38K
Laurel Wealth Advisors LLC125$7.37K
Bridge Generations Wealth Management LLC80$4.72K
PSI Advisors, LLC40$2.36K
HWG Holdings LP30$1.77K
Wiser Advisor Group LLC27$1.59K
Coston, McIsaac & Partners28$1.00K
Capital A Wealth Management, LLC3$177

Not filed for Q2 2025 yet (22)

Institutions that held iShares Gold Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IAU in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Packer & Co Ltd2,350,100$138.6M
Transform Wealth, LLC302,683$17.8M
Spectrum Wealth Counsel, LLC209,790$12.4M
Orion Portfolio Solutions, LLC154,103$9.09M
Rakuten Investment Management, Inc.47,624$2.77M
Sunesis Advisors, LLC36,471$2.15M
Noble Wealth Management PBC17,930$1.06M
Glenmede Trust Co NA16,082$948.2K
Horan Capital Advisors, LLC.15,085$889.4K
Sheaff Brock Investment Advisors, LLC11,600$683.9K
Nova Wealth Management, Inc.11,399$671.9K
Mission Financial Group, LLC6,990$616.3K
Lane & Associates LLC9,647$568.8K
Callan Capital, LLC9,195$542.1K
Benchmark Investment Advisors LLC7,355$433.6K
Marcum Wealth, LLC7,250$427.5K
Schechter Investment Advisors, LLC7,112$419.3K
Henderson Brothers Financial Partners, LLC4,613$374.4K
Delta Financial Group, Inc.4,829$274.0K
Montecito Bank & Trust3,945$232.6K
Concorde Asset Management, LLC3,976$232.4K
Sandy Spring Bank3,832$225.9K