ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026

1,919 institutional investment managers reported a IAU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $29.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← IAU stock profile

IAU in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

714

Trimmed

630

Sold out

162

Biggest buyers

Diameter Capital PartnersNew · +3,363,600 sh+$254.0M
HARVARD MANAGEMENTNew · +1,980,085 sh+$149.5M
Wealthspire AdvisorsAdded · +1,628,465 sh+$123.0M
SCHF (GPE)Added · +1,094,846 sh+$82.7M
LPL FinancialAdded · +772,726 sh+$58.3M

Biggest sellers

JPMORGAN CHASETrimmed · -3,361,721 sh-$253.8M
UBS Group AGTrimmed · -2,885,041 sh-$217.8M
Employees Retirement System of TexasTrimmed · -2,630,000 sh-$198.6M
TRUIST FINANCIALTrimmed · -2,278,313 sh-$172.0M
Permanens Capital L.P.Trimmed · -1,027,378 sh-$77.6M

IAU 13F holders ranked 1–100 of 1,919

Institutional investors reporting a position in ISHARES GOLD TRUST on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BANK OF AMERICA#1 · 27,854,432 sh	27,854,432	$2.1B	0.14%	-1.6%
2	MORGAN STANLEY#2 · 22,991,594 sh	22,991,594	$1.7B	0.09%	-1.1%
3	FMR#3 · 13,824,915 sh	13,824,915	$1.0B	0.05%	-6.0%
4	WELLS FARGO & COMPANY#4 · 12,829,309 sh	12,829,309	$968.7M	0.16%	-2.7%
5	UBS Group AG#5 · 12,415,020 sh	12,415,020	$937.5M	0.12%	-18.9%
6	LPL Financial#6 · 10,952,646 sh	10,952,646	$827.0M	0.19%	+7.6%
7	ENVESTNET ASSET MANAGEMENT#7 · 8,801,039 sh	8,801,039	$664.6M	0.16%	-2.1%
8	BlackRock#8 · 8,732,671 sh	8,732,671	$659.4M	<0.01%	+1.3%
9	CITIGROUP#9 · 7,264,173 sh	7,264,173	$548.5M	0.18%	+2.0%
10	ALLIANCEBERNSTEIN L.P.#10 · 5,819,247 sh	5,819,247	$513.0M	0.17%	-0.4%
11	AMERIPRISE FINANCIAL#11 · 6,787,859 sh	6,787,859	$510.0M	0.10%	-3.0%
12	WealthNavi#12 · 6,653,240 sh	6,653,240	$502.4M	3.94%	-3.9%
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT#13 · 6,320,401 sh	6,320,401	$477.3M	0.25%	-2.0%
14	SCHF (GPE)#14 · 5,603,339 sh	5,603,339	$423.1M	17.05%	+24.3%
15	JPMORGAN CHASE#15 · 5,503,613 sh	5,503,613	$415.7M	0.02%	-37.9%
16	RAYMOND JAMES FINANCIAL#16 · 5,351,664 sh	5,351,664	$404.1M	0.11%	-2.9%
17	NORTHERN#17 · 5,260,337 sh	5,260,337	$397.2M	0.05%	-0.5%
18	Empower Advisory Group#18 · 5,237,754 sh	5,237,754	$395.5M	0.94%	-3.1%
19	ROYAL BANK OF CANADA#19 · 3,743,885 sh	3,743,885	$282.7M	0.04%	-2.1%
20	KEYBANK NATIONAL ASSOCIATION#20 · 3,665,787 sh	3,665,787	$276.8M	0.91%	+1.3%
21	Diameter Capital Partners#21 · 3,363,600 sh	3,363,600	$254.0M	20.48%	New
22	HighTower Advisors#22 · 3,247,846 sh	3,247,846	$245.2M	0.24%	-1.3%
23	Sumitomo Mitsui#23 · 3,114,126 sh	3,114,126	$235.1M	0.13%	-13.8%
24	COMMONWEALTH EQUITY SERVICES#24 · 3,104,618 sh	3,104,618	$234.4M	0.29%	-3.2%
25	TRUIST FINANCIAL#25 · 2,939,343 sh	2,939,343	$221.9M	0.27%	-43.7%
26	Cerity Partners#26 · 2,933,050 sh	2,933,050	$221.5M	0.27%	-7.1%
27	CIBC Bancorp USA#27 · 2,756,374 sh	2,756,374	$208.2M	0.25%	+2.1%
28	Erste Asset Management GmbH#28 · 2,623,650 sh	2,623,650	$198.1M	1.54%	-1.2%
29	STIFEL FINANCIAL#29 · 2,226,695 sh	2,226,695	$168.1M	0.14%	+0.1%
30	Proficio Capital Partners#30 · 2,191,169 sh	2,191,169	$165.5M	5.94%	+5.7%
31	CAPTRUST FINANCIAL ADVISORS#31 · 2,179,893 sh	2,179,893	$164.6M	0.25%	-9.8%
32	HARVARD MANAGEMENT#32 · 1,980,085 sh	1,980,085	$149.5M	3.51%	New
33	Rockefeller Capital Management L.P.#33 · 1,915,838 sh	1,915,838	$144.7M	0.22%	-2.7%
34	OSAIC#34 · 1,880,448 sh	1,880,448	$142.0M	0.17%	+5.3%
35	Bank of New York Mellon#35 · 1,840,038 sh	1,840,038	$138.9M	0.02%	+8.8%
36	Cresset Asset Management#36 · 1,770,971 sh	1,770,971	$133.7M	0.48%	0.0%
37	Arnhold#37 · 1,757,254 sh	1,757,254	$132.7M	—	0.0%
38	CITADEL ADVISORS#38 · 1,720,597 sh	1,720,597	$129.9M	0.01%	+32.8%
39	GOLDMAN SACHS GROUP#39 · 1,670,513 sh	1,670,513	$126.1M	0.01%	-9.4%
40	Wealthspire Advisors#40 · 1,659,286 sh	1,659,286	$125.3M	0.69%	+5283.6%
41	EQUITABLE#41 · 1,657,565 sh	1,657,565	$125.2M	—	-2.6%
42	AlTi Global#42 · 1,651,446 sh	1,651,446	$124.7M	2.58%	+5.4%
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#43 · 1,646,017 sh	1,646,017	$124.3M	0.02%	-8.6%
44	CHARLES SCHWAB INVESTMENT MANAGEMENT#44 · 1,616,153 sh	1,616,153	$122.0M	0.02%	-1.6%
45	Pennsylvania State University#45 · 1,574,099 sh	1,574,099	$118.9M	—	0.0%
46	MOON CAPITAL MANAGEMENT#46 · 1,559,604 sh	1,559,604	$117.8M	79.53%	0.0%
47	TOCQUEVILLE ASSET MANAGEMENT L.P.#47 · 1,551,830 sh	1,551,830	$117.2M	1.55%	-5.1%
48	Chevy Chase#48 · 1,493,851 sh	1,493,851	$112.8M	0.29%	-5.2%
49	Cetera Investment Advisers#49 · 1,433,117 sh	1,433,117	$108.2M	0.10%	+4.3%
50	ALLIANZ SE#50 · 1,381,533 sh	1,381,533	$104.3M	1.10%	+2.6%
51	PNC FINANCIAL SERVICES GROUP#51 · 1,337,852 sh	1,337,852	$101.0M	0.05%	+3.3%
52	CRCM#52 · 1,302,321 sh	1,302,321	$98.3M	68.20%	+4.2%
53	Baird Financial Group#53 · 1,279,618 sh	1,279,618	$96.6M	0.13%	-5.1%
54	TWIN FOCUS CAPITAL PARTNERS#54 · 1,195,340 sh	1,195,340	$90.3M	9.18%	+2.9%
55	MML INVESTORS SERVICES#55 · 1,186,238 sh	1,186,238	$89.6M	0.18%	+4.8%
56	EMORY UNIVERSITY#56 · 1,184,586 sh	1,184,586	$89.4M	55.88%	0.0%
57	Neuberger Berman Group#57 · 1,130,603 sh	1,130,603	$85.4M	0.06%	-0.2%
58	Mariner#58 · 1,129,781 sh	1,129,781	$85.3M	0.09%	-18.7%
59	JANE STREET GROUP#59 · 1,126,052 sh	1,126,052	$85.0M	<0.01%	+202.2%
60	FRANKLIN RESOURCES#60 · 1,074,602 sh	1,074,602	$81.1M	0.02%	-3.0%
61	Focus Partners Wealth#61 · 1,038,795 sh	1,038,795	$78.4M	0.08%	-2.3%
62	BEACON INVESTMENT ADVISORY SERVICES#62 · 1,019,061 sh	1,019,061	$76.9M	—	+4.9%
63	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#63 · 1,017,800 sh	1,017,800	$76.9M	0.23%	0.0%
64	Dynasty Wealth Management#64 · 1,013,648 sh	1,013,648	$76.5M	0.57%	+0.2%
65	ASSETMARK#65 · 985,621 sh	985,621	$74.4M	—	+16.9%
66	DEUTSCHE BANK AG\#66 · 980,233 sh	980,233	$74.0M	0.02%	-1.8%
67	MAI Capital Management#67 · 977,186 sh	977,186	$73.8M	0.28%	+30.0%
68	VCU Investment Management#68 · 969,928 sh	969,928	$73.2M	94.96%	+27.3%
69	FORBES J M & LLP#69 · 911,672 sh	911,672	$68.8M	—	-0.8%
70	Cambridge Investment Research Advisors#70 · 907,369 sh	907,369	$68.5M	0.15%	-5.5%
71	Janney Montgomery Scott#71 · 904,231 sh	904,231	$68.3M	0.13%	+3.4%
72	Pictet Asset Management Holding SA#72 · 899,141 sh	899,141	$67.9M	0.06%	+70.3%
73	CENTRAL#73 · 887,292 sh	887,292	$67.0M	1.21%	-4.0%
74	BARCLAYS PLC#74 · 880,867 sh	880,867	$66.5M	0.01%	-0.1%
75	OneDigital Investment Advisors#75 · 877,484 sh	877,484	$66.3M	0.56%	+4.0%
76	Permanens Capital L.P.#76 · 858,088 sh	858,088	$64.8M	6.66%	-54.5%
77	First Command Advisory Services#77 · 849,212 sh	849,212	$64.1M	0.38%	-17.5%
78	Circle Wealth Management#78 · 819,093 sh	819,093	$61.8M	0.77%	0.0%
79	MAINSTAY CAPITAL MANAGEMENT#79 · 807,662 sh	807,662	$61.0M	4.51%	-45.8%
80	Creative Planning#80 · 792,471 sh	792,471	$59.8M	0.04%	-3.5%
81	Tanglewood Wealth Management#81 · 780,110 sh	780,110	$58.9M	—	-15.0%
82	Oxbow Advisors#82 · 774,373 sh	774,373	$58.5M	4.75%	+13.8%
83	ANDERSON HOAGLAND#83 · 769,660 sh	769,660	$58.1M	—	-4.7%
84	NewEdge Advisors#84 · 756,577 sh	756,577	$57.1M	0.17%	New
85	Sanctuary Advisors#85 · 744,703 sh	744,703	$56.2M	0.26%	+2.3%
86	Equitable#86 · 743,690 sh	743,690	$56.2M	0.21%	+7.7%
87	JONES FINANCIAL COMPANIES LLLP#87 · 733,498 sh	733,498	$56.2M	0.02%	+13.2%
88	National Philanthropic#88 · 742,991 sh	742,991	$56.1M	0.81%	-2.2%
89	Gotham Asset Management#89 · 730,122 sh	730,122	$55.1M	0.13%	0.0%
90	CAMBRIDGE ASSOCIATES /MA#90 · 707,800 sh	707,800	$53.4M	0.77%	-4.4%
91	AXXCESS WEALTH MANAGEMENT#91 · 699,025 sh	699,025	$52.8M	—	+4.1%
92	Foundations Investment Advisors#92 · 691,008 sh	691,008	$52.2M	0.54%	+10.5%
93	Narwhal Capital Management#93 · 672,087 sh	672,087	$50.7M	3.50%	+0.1%
94	MERCER GLOBAL ADVISORS#94 · 667,089 sh	667,089	$50.4M	0.06%	-2.3%
95	Employees Retirement System of Texas#95 · 663,500 sh	663,500	$50.1M	0.40%	-79.9%
96	Capital Asset Advisory Services#96 · 660,237 sh	660,237	$49.9M	1.80%	+3.0%
97	EverSource Wealth Advisors#97 · 655,374 sh	655,374	$49.5M	1.67%	+1567.6%
98	HSBC PLC#98 · 650,137 sh	650,137	$49.1M	0.02%	+4.1%
99	Biltmore Family Office#99 · 645,613 sh	645,613	$48.8M	6.41%	-2.5%
100	Meridian Wealth Advisors#100 · 641,393 sh	641,393	$48.4M	5.50%	+9.6%

Funds that sold out of IAU in Q2 2026 (162)

Held IAU at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held IAU in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
SkyView Investment Advisors464,273 sh	464,273	$40.9M
West Family Investments384,343 sh	384,343	$34.1M
Cercano Management254,300 sh	254,300	$22.4M
Norris Financial Group236,569 sh	236,569	$20.9M
EVOKE WEALTH205,916 sh	205,916	$18.2M
BRAVE ASSET MANAGEMENT172,049 sh	172,049	$15.2M
Beacon Harbor Wealth Advisors165,164 sh	165,164	$14.6M
Rakuten Investment Management145,148 sh	145,148	$10.5M
M Securities49,018 sh	49,018	$4.3M
ALLSTATE48,252 sh	48,252	$4.3M
Nearwater Capital Markets, Ltd43,400 sh	43,400	$3.8M
LOM Asset Management Ltd31,500 sh	31,500	$2.8M
PREVAIL INNOVATIVE WEALTH ADVISORS28,458 sh	28,458	$2.5M
Bayshore Capital Advisors28,370 sh	28,370	$2.5M
Greenhouse Wealth Management25,546 sh	25,546	$2.3M
Tudor Financial8,552 sh	8,552	$2.1M
GROUP ONE TRADING, L.P.22,860 sh	22,860	$2.0M
FIRST ADVISORS22,478 sh	22,478	$2.0M
Ridgeline Wealth Planning21,933 sh	21,933	$1.9M
Empowered Funds19,262 sh	19,262	$1.7M
PINEBRIDGE INVESTMENTS18,390 sh	18,390	$1.6M
DIVERSIFIED MANAGEMENT17,940 sh	17,940	$1.6M
CLIFTONLARSONALLEN WEALTH ADVISORS15,492 sh	15,492	$1.4M
MUIRFIELD WEALTH ADVISORS12,555 sh	12,555	$1.1M
Advisor Resource Council10,977 sh	10,977	$967.7K
Intrua Financial9,712 sh	9,712	$856.2K
Kingsbury Capital Investment Advisors9,142 sh	9,142	$806.0K
Berkeley Capital Partners8,269 sh	8,269	$729.0K
Moment Partners8,225 sh	8,225	$725.1K
Cynosure Management7,814 sh	7,814	$688.9K
Davies Financial Advisors7,797 sh	7,797	$687.4K
XTX Topco Ltd7,716 sh	7,716	$680.2K
Net Worth Advisory Group7,460 sh	7,460	$657.7K
Pacific Excel Wealth Advisors7,252 sh	7,252	$639.3K
PERSONAL CFO SOLUTIONS6,997 sh	6,997	$616.9K
Calamos Advisors6,588 sh	6,588	$580.8K
OAK HARBOR WEALTH PARTNERS6,429 sh	6,429	$566.8K
Quadrant Private Wealth Management6,345 sh	6,345	$559.4K
Fortitude Family Office6,307 sh	6,307	$556.0K
Toroso Investments6,356 sh	6,356	$546.7K
DENVER WEALTH MANAGEMENT6,104 sh	6,104	$538.1K
Farmers & Merchants of Long Beach6,048 sh	6,048	$533.2K
Financial Futures Ltd Liability5,906 sh	5,906	$520.7K
BAKER BOYER NATIONAL BANK5,895 sh	5,895	$519.7K
Great Diamond Partners5,744 sh	5,744	$506.4K
SANDERS MORRIS HARRIS5,498 sh	5,498	$484.7K
Beacon Capital Management4,624 sh	4,624	$407.7K
Belvedere Trading4,562 sh	4,562	$402.2K
TRED AVON FAMILY WEALTH4,240 sh	4,240	$373.8K
Baer Investment Advisory4,030 sh	4,030	$355.3K
ZACKS INVESTMENT MANAGEMENT3,980 sh	3,980	$350.9K
Briggs Wealth Management3,965 sh	3,965	$349.6K
VALLEY FORGE INVESTMENT CONSULTANTS ADV3,776 sh	3,776	$332.9K
4WEALTH ADVISORS3,799 sh	3,799	$322.6K
Balboa Wealth Partners3,648 sh	3,648	$321.6K
Octavia Wealth Advisors3,552 sh	3,552	$313.1K
Blue Capital3,510 sh	3,510	$309.4K
Jackson Wealth Management3,480 sh	3,480	$307.0K
Concorde Asset Management3,477 sh	3,477	$306.5K
AAFMAA Wealth Management3,462 sh	3,462	$305.2K
Turtle Creek Wealth Advisors3,303 sh	3,303	$291.2K
Foundation Wealth Management3,245 sh	3,245	$286.0K
Legacy Wealth Partners3,196 sh	3,196	$281.8K
Willis Johnson & Associates3,140 sh	3,140	$276.8K
Pinnacle Family Advisors3,036 sh	3,036	$267.7K
BOS Asset Management3,009 sh	3,009	$265.3K
Capital Advantage2,993 sh	2,993	$263.9K
SG Americas Securities2,935 sh	2,935	$259.0K
Ruggiero Investments2,928 sh	2,928	$258.1K
CENTRAL VALLEY ADVISORS2,850 sh	2,850	$251.3K
KFG WEALTH MANAGEMENT2,830 sh	2,830	$249.5K
Stokes Family Office2,820 sh	2,820	$248.6K
LODESTAR PRIVATE ASSET MANAGEMENT2,818 sh	2,818	$248.4K
Foundation Wealth Management, \PA2,812 sh	2,812	$247.9K
Tyche Wealth Partners2,799 sh	2,799	$246.8K
Capital Asset Managemnet2,793 sh	2,793	$246.2K
WJ Wealth Management2,769 sh	2,769	$244.1K
GRIMES & WEALTH MANAGEMENT2,728 sh	2,728	$240.5K
High Probability Advisors2,705 sh	2,705	$238.5K
North Capital2,679 sh	2,679	$236.2K
FCA2,666 sh	2,666	$235.0K
Greenline Wealth Management2,666 sh	2,666	$235.0K
CROSSPOINT FINANCIAL2,646 sh	2,646	$233.3K
Hibernia Wealth Partners2,641 sh	2,641	$232.8K
MorganRosel Wealth Management2,635 sh	2,635	$232.3K
Signet Private Wealth2,614 sh	2,614	$230.5K
SCHNIEDERS CAPITAL MANAGEMENT2,592 sh	2,592	$228.5K
Trilogy Capital2,591 sh	2,591	$228.4K
Lee-Kelleher Wealth Management2,571 sh	2,571	$226.7K
BARON SILVER STEVENS FINANCIAL ADVISORS2,569 sh	2,569	$226.5K
Stratos Investment Management2,562 sh	2,562	$225.9K
Oak Harvest Investment Services2,562 sh	2,562	$225.9K
River Wealth Advisors2,555 sh	2,555	$225.2K
ARGONAUTICA PRIVATE WEALTH MANAGEMENT2,553 sh	2,553	$225.1K
Parallax Volatility Advisers, L.P.2,550 sh	2,550	$224.8K
Kooman & Associates2,547 sh	2,547	$224.5K
Richard Young Associates, Ltd.2,538 sh	2,538	$223.8K
Richmond Investment Services2,537 sh	2,537	$223.7K
Evernest Financial Advisors2,534 sh	2,534	$223.2K
Journey Beyond Wealth2,525 sh	2,525	$222.6K

And 62 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.