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 2025
Institutional positions in iShares Gold Trust as of Jun 30, 2025. 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
- 1,599
- +66 vs. Q1 2025
- Shares held
- 407.1M
- +2.70M (+0.7%) vs. Q1 2025
- Total value
- $25.5B
- +$1.64B (+6.9%) vs. Q1 2025
- New holders
- 136
- 503 more added
- Sold out
- 70
- 627 more reduced
22 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 1,230 | $17.7B |
| Q2 2024 | 1,177 | $16.5B |
| Q1 2024 | 1,148 | $15.7B |
| Q4 2023 | 1,152 | $15.5B |
| Q3 2023 | 1,040 | $13.7B |
| Q2 2023 | 1,067 | $15.9B |
| Q1 2023 | 1,040 | $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 2025
Shares, value and share of portfolio for each institution holding iShares Gold Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 632,981 | $39.5M | 0.33% | +41,993+7.1% | Added |
| Evercore Wealth Management, LLC | 635,955 | $39.7M | 0.62% | +4,735+0.8% | Added |
| Life Line Wealth Management LLC | 644,035 | $40.2M | 13.01% | +222,499+52.8% | Added |
| Intellus Advisors LLC | 668,222 | $41.7M | 6.21% | −19,229−2.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 668,502 | $41.7M | 0.18% | +93,018+16.2% | Added |
| Narwhal Capital Management | 671,755 | $41.9M | 3.36% | −6,568−1.0% | Reduced |
| Assetmark, Inc | 676,720 | $42.2M | 0.10% | +49,368+7.9% | Added |
| GenWealth Group, Inc. | 685,552 | $42.8M | 8.62% | −110,327−13.9% | Reduced |
| Biltmore Family Office, LLC | 702,089 | $43.8M | 7.40% | −17,431−2.4% | Reduced |
| National Philanthropic Trust | 702,133 | $43.8M | 0.59% | +27,194+4.0% | Added |
| HSBC Holdings PLC | 717,165 | $44.7M | 0.03% | +86,871+13.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 721,382 | $45.0M | 0.16% | −125,880−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 732,123 | $45.7M | 2.06% | +18,890+2.6% | Added |
| Anderson Hoagland & Co | 742,316 | $46.3M | 4.42% | +76,019+11.4% | Added |
| Creative Planning | 764,144 | $47.7M | 0.04% | +2660.0% | Added |
| GWM Advisors LLC | 800,008 | $49.9M | 0.26% | +15,768+2.0% | Added |
| Sanctuary Advisors, LLC | 812,576 | $50.7M | 0.31% | −1,549−0.2% | Reduced |
| Circle Wealth Management, LLC | 815,118 | $50.8M | 1.13% | +4,460+0.6% | Added |
| Cambridge Associates LLC | 854,826 | $53.1M | 1.17% | +294,198+52.5% | Added |
| Foundations Investment Advisors, LLC | 864,900 | $53.9M | 0.85% | +209,367+31.9% | Added |
| Mercer Global Advisors Inc | 880,573 | $54.9M | 0.12% | −90,495−9.3% | Reduced |
| Permanens Capital L.P. | 909,546 | $56.7M | 7.73% | +35,804+4.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 917,093 | $57.2M | 0.17% | +48,457+5.6% | Added |
| Beacon Investment Advisory Services, Inc. | 919,938 | $57.4M | 2.53% | +10,316+1.1% | Added |
| Axxcess Wealth Management, LLC | 931,595 | $58.1M | 1.39% | −35,494−3.7% | Reduced |
| Capital Asset Advisory Services LLC | 924,226 | $58.2M | 2.72% | −23,316−2.5% | Reduced |
| Oxbow Advisors, LLC | 946,228 | $59.0M | 6.45% | −21,256−2.2% | Reduced |
| CI Private Wealth, LLC | 602,270 | $59.9M | 0.09% | +259,191+75.5% | Added |
| Bank of Montreal | 974,903 | $60.8M | 0.03% | +182,626+23.1% | Added |
| Twin Focus Capital Partners, LLC | 991,700 | $61.8M | 8.66% | +160,011+19.2% | Added |
| Park Avenue Securities LLC | 1,013,335 | $63.2M | 0.58% | −361,632−26.3% | Reduced |
| CWM, LLC | 1,037,216 | $64.7M | 0.23% | +56,643+5.8% | Added |
| Quadrature Capital Ltd | 1,058,060 | $66.0M | 1.14% | +1,058,060 | New |
| Janney Montgomery Scott LLC | 1,067,022 | $66.5M | 0.17% | −130,515−10.9% | Reduced |
| Deutsche Bank AG | 1,077,896 | $67.2M | 0.02% | +118,305+12.3% | Added |
| 1832 Asset Management L.P. | 1,089,365 | $67.9M | 0.12% | +430,433+65.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,124,241 | $70.1M | 0.26% | −538,964−32.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,129,299 | $70.4M | 0.05% | +72,687+6.9% | Added |
| Resources Investment Advisors, LLC. | 1,129,678 | $70.4M | 0.78% | −102,635−8.3% | Reduced |
| Dynasty Wealth Management, LLC | 1,131,829 | $70.6M | 1.20% | −73,445−6.1% | Reduced |
| Allianz SE | 1,154,291 | $72.0M | 1.70% | +59,097+5.4% | Added |
| Tanglewood Wealth Management, Inc. | 1,155,471 | $72.1M | 7.10% | −116,816−9.2% | Reduced |
| Forbes J M & Co LLP | 1,167,641 | $72.8M | 6.66% | −279,759−19.3% | Reduced |
| Central Trust Co | 1,178,602 | $73.5M | 1.70% | −102,226−8.0% | Reduced |
| Neuberger Berman Group LLC | 1,221,726 | $76.2M | 0.06% | −29,572−2.4% | Reduced |
| First Command Advisory Services, Inc. | 1,230,136 | $76.7M | 0.66% | −78,783−6.0% | Reduced |
| Franklin Resources Inc | 1,236,715 | $77.1M | 0.02% | −2,404−0.2% | Reduced |
| Mainstay Capital Management LLC | 1,329,143 | $82.9M | 4.09% | +1,318,237+12,087.3% | Added |
| Baird Financial Group, Inc. | 1,349,165 | $84.1M | 0.15% | −490,856−26.7% | Reduced |
| Mariner, LLC | 1,368,429 | $85.3M | 0.12% | +36,847+2.8% | Added |
| Rockefeller Capital Management L.P. | 1,408,714 | $88.3M | 0.19% | −9,878−0.7% | Reduced |
| Bank of New York Mellon Corp | 1,442,830 | $90.0M | 0.02% | −118,413−7.6% | Reduced |
| Cresset Asset Management, LLC | 1,449,880 | $90.4M | 0.45% | −76,114−5.0% | Reduced |
| Cetera Investment Advisers | 1,465,571 | $91.4M | 0.15% | −181,580−11.0% | Reduced |
| MML Investors Services, LLC | 1,553,050 | $96.8M | 0.28% | +9,839+0.6% | Added |
| GM Advisory Group, Inc. | 1,555,296 | $97.0M | 4.79% | −513,240−24.8% | Reduced |
| Moon Capital Management LP | 1,559,604 | $97.3M | 73.96% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,567,786 | $97.8M | 2.45% | +19,544+1.3% | Added |
| Charles Schwab Investment Management Inc | 1,599,101 | $99.7M | 0.02% | +617,769+63.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,686,108 | $105.1M | 0.31% | −158,779−8.6% | Reduced |
| Arnhold LLC | 1,757,254 | $109.6M | 9.99% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,775,650 | $110.7M | 0.93% | +611,650+52.5% | Added |
| Money Design Co.,Ltd. | 1,837,740 | $114.6M | 5.35% | +379,015+26.0% | Added |
| Tocqueville Asset Management L.P. | 1,852,147 | $115.5M | 1.76% | −149,763−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,875,385 | $116.9M | 0.21% | +553,728+41.9% | Added |
| Equitable Trust Co | 1,883,544 | $117.5M | 5.85% | −409,374−17.9% | Reduced |
| Goldman Sachs Group Inc | 1,884,888 | $117.5M | 0.02% | +1,155,643+158.5% | Added |
| Pureheart Capital Pte Ltd. | 2,142,000 | $133.6M | 22.07% | −533,000−19.9% | Reduced |
| Proficio Capital Partners LLC | 2,218,582 | $138.4M | 8.61% | −73,253−3.2% | Reduced |
| Stifel Financial Corp | 2,354,148 | $146.8M | 0.14% | +3,109+0.1% | Added |
| PFG Advisors | 1,432,369 | $149.0M | 7.05% | +1,403,121+4,797.3% | Added |
| Captrust Financial Advisors | 2,413,902 | $150.5M | 0.34% | −20,730−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,552,621 | $159.2M | 0.28% | −99,153−3.7% | Reduced |
| Cerity Partners LLC | 3,059,854 | $190.8M | 0.34% | −204,586−6.3% | Reduced |
| HighTower Advisors, LLC | 3,433,629 | $214.1M | 0.27% | −112,405−3.2% | Reduced |
| Prudential Financial Inc | 3,494,106 | $217.9M | 0.28% | +3,339,000+2,152.7% | Added |
| Keybank National Association | 3,623,080 | $225.9M | 0.84% | +202,866+5.9% | Added |
| Royal Bank of Canada | 3,672,817 | $229.0M | 0.04% | +172,120+4.9% | Added |
| Commonwealth Equity Services, LLC | 3,847,359 | $239.9M | 0.32% | −2,232−0.1% | Reduced |
| Northern Trust Corp | 4,087,979 | $254.9M | 0.04% | +496,247+13.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,007,341 | $312.3M | 0.23% | +288,905+6.1% | Added |
| Citigroup Inc | 5,108,818 | $318.6M | 0.22% | +4,546,835+809.1% | Added |
| BlackRock, Inc. | 5,331,201 | $332.5M | 0.01% | +338,931+6.8% | Added |
| Raymond James Financial Inc | 5,347,213 | $333.5M | 0.11% | −48,480−0.9% | Reduced |
| Truist Financial Corp | 5,490,435 | $342.4M | 0.50% | +692,844+14.4% | Added |
| Empower Advisory Group, LLC | 6,029,717 | $376.0M | 1.13% | −7,265,956−54.6% | Reduced |
| WealthNavi Inc. | 6,571,130 | $409.8M | 4.13% | +521,530+8.6% | Added |
| Ameriprise Financial Inc | 6,616,480 | $412.6M | 0.10% | +148,881+2.3% | Added |
| Alliancebernstein L.P. | 7,032,527 | $438.5M | 0.14% | −716,176−9.2% | Reduced |
| UBS Group AG | 8,586,566 | $535.5M | 0.11% | −373,776−4.2% | Reduced |
| LPL Financial LLC | 10,900,901 | $679.8M | 0.23% | −281,941−2.5% | Reduced |
| JPMorgan Chase & Co | 10,919,614 | $680.9M | 0.05% | +4,398,605+67.5% | Added |
| Wells Fargo & Company | 12,679,915 | $790.7M | 0.17% | +54,864+0.4% | Added |
| Envestnet Asset Management Inc | 13,896,829 | $866.6M | 0.25% | −3,678,889−20.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,762,197 | $982.9M | 0.61% | −2,177,892−12.1% | Reduced |
| Morgan Stanley | 23,501,143 | $1.47B | 0.10% | −282,273−1.2% | Reduced |
| FMR LLC | 25,423,723 | $1.59B | 0.09% | −696,887−2.7% | Reduced |
| Bank of America Corp | 30,343,364 | $1.89B | 0.15% | −995,278−3.2% | Reduced |
| Vestor Capital, LLC | 1,290 | – | – | +1,290 | New |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |