ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IAU 13F holders ranked 1,001–1,100 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | PINNACLE ASSOCIATES LTD#1001 · 12,228 sh | 12,228 | $923.3K | — | -0.9% |
| 1002 | OneAscent Financial Services#1002 · 12,187 sh | 12,187 | $920.2K | 0.04% | +10.7% |
| 1003 | Global Financial Private Client#1003 · 12,186 sh | 12,186 | $920.2K | — | +8.4% |
| 1004 | Douglass Winthrop Advisors#1004 · 12,180 sh | 12,180 | $919.7K | 0.02% | -34.8% |
| 1005 | JT Stratford#1005 · 12,153 sh | 12,153 | $917.7K | 0.10% | -0.8% |
| 1006 | VERUS CAPITAL PARTNERS#1006 · 12,090 sh | 12,090 | $912.9K | 0.05% | -21.4% |
| 1007 | North Forty Two#1007 · 12,069 sh | 12,069 | $911.3K | — | +9.2% |
| 1008 | HOWARD FINANCIAL SERVICES, LTD.#1008 · 12,046 sh | 12,046 | $909.6K | — | +162.4% |
| 1009 | GLR Partners#1009 · 11,970 sh | 11,970 | $903.9K | 0.42% | 0.0% |
| 1010 | Disciplined Investors, L.L.C.#1010 · 11,932 sh | 11,932 | $901.0K | 0.45% | +22.1% |
| 1011 | Summit Wealth Partners#1011 · 11,916 sh | 11,916 | $899.8K | 0.13% | +9.3% |
| 1012 | Colony Family Offices#1012 · 11,820 sh | 11,820 | $892.5K | — | 0.0% |
| 1013 | HANCOCK WHITNEY#1013 · 11,787 sh | 11,787 | $890.0K | 0.01% | 0.0% |
| 1014 | PHILLIPS FINANCIAL MANAGEMENT#1014 · 11,764 sh | 11,764 | $888.3K | — | -4.9% |
| 1015 | Hobbs Group Advisors#1015 · 11,576 sh | 11,576 | $874.1K | 0.23% | 0.0% |
| 1016 | Forum Finance Group S.A.#1016 · 14,324 sh | 14,324 | $874.0K | 0.31% | -9.1% |
| 1017 | Trivium Point Advisory#1017 · 11,559 sh | 11,559 | $872.8K | 0.08% | +33.8% |
| 1018 | Green Ridge Wealth Planning#1018 · 11,530 sh | 11,530 | $870.6K | — | -62.5% |
| 1019 | JAMISON PRIVATE WEALTH MANAGEMENT#1019 · 11,526 sh | 11,526 | $870.3K | — | +5.2% |
| 1020 | Lantz Financial#1020 · 11,471 sh | 11,471 | $866.2K | — | +0.7% |
| 1021 | Werba Rubin Papier Wealth Management#1021 · 11,443 sh | 11,443 | $864.1K | 0.10% | 0.0% |
| 1022 | GWN SECURITIES#1022 · 11,432 sh | 11,432 | $863.2K | 0.14% | +18.7% |
| 1023 | Exchange Bank#1023 · 11,283 sh | 11,283 | $852.0K | — | -3.4% |
| 1024 | Evolution Wealth Advisors#1024 · 11,187 sh | 11,187 | $844.7K | 0.10% | +6.6% |
| 1025 | WISCONSIN CAPITAL MANAGEMENT#1025 · 11,140 sh | 11,140 | $841.2K | 0.40% | 0.0% |
| 1026 | GRAHAM CAPITAL WEALTH MANAGEMENT#1026 · 11,120 sh | 11,120 | $839.7K | — | -5.4% |
| 1027 | Bogart Wealth#1027 · 11,083 sh | 11,083 | $836.9K | 0.03% | 0.0% |
| 1028 | 17 CAPITAL PARTNERS#1028 · 11,080 sh | 11,080 | $836.7K | 0.38% | +15.7% |
| 1029 | Meridian Wealth Management#1029 · 11,058 sh | 11,058 | $835.0K | 0.03% | -6.2% |
| 1030 | KING LUTHER CAPITAL MANAGEMENT#1030 · 11,028 sh | 11,028 | $832.7K | <0.01% | -10.7% |
| 1031 | RCW Management#1031 · 11,020 sh | 11,020 | $832.1K | 0.75% | 0.0% |
| 1032 | W.G. Shaheen & Associates DBA Whitney#1032 · 11,007 sh | 11,007 | $831.1K | 0.06% | -1.7% |
| 1033 | RAINIER FAMILY WEALTH#1033 · 10,957 sh | 10,957 | $827.4K | 0.47% | 0.0% |
| 1034 | Diesslin Group#1034 · 10,904 sh | 10,904 | $823.4K | — | +25.9% |
| 1035 | American#1035 · 10,881 sh | 10,881 | $821.7K | 0.06% | -53.4% |
| 1036 | Fortis Group Advisors#1036 · 10,870 sh | 10,870 | $820.8K | 0.13% | -48.6% |
| 1037 | CURTIS WEALTH MANAGEMENT#1037 · 10,869 sh | 10,869 | $820.7K | 0.70% | +20.4% |
| 1038 | Riverpoint Wealth Management#1038 · 10,779 sh | 10,779 | $813.9K | 0.15% | 0.0% |
| 1039 | Beacon Financial Advisory#1039 · 10,772 sh | 10,772 | $813.4K | — | -6.2% |
| 1040 | NWF Advisory Services#1040 · 10,770 sh | 10,770 | $813.2K | — | -24.2% |
| 1041 | Sovereign Financial Group#1041 · 10,737 sh | 10,737 | $810.8K | 0.12% | +3.0% |
| 1042 | Fairvoy Private Wealth#1042 · 10,735 sh | 10,735 | $810.6K | — | +6.9% |
| 1043 | Sharper & Granite#1043 · 10,689 sh | 10,689 | $807.1K | 0.25% | -16.5% |
| 1044 | Compass Financial Group, (Ohio)#1044 · 10,665 sh | 10,665 | $805.3K | — | +10.4% |
| 1045 | Arrowroot Family Office#1045 · 10,660 sh | 10,660 | $804.9K | 0.23% | -2.7% |
| 1046 | Birch Hill Investment Advisors#1046 · 10,652 sh | 10,652 | $804.3K | — | 0.0% |
| 1047 | Sheridan Capital Management#1047 · 10,610 sh | 10,610 | $801.2K | 0.39% | -8.3% |
| 1048 | CENTRAL BANK#1048 · 10,606 sh | 10,606 | $800.8K | — | -31.9% |
| 1049 | Texas Yale Capital#1049 · 10,600 sh | 10,600 | $800.4K | 0.02% | 0.0% |
| 1050 | Advance Capital Management#1050 · 10,600 sh | 10,600 | $800.4K | 0.03% | +13.2% |
| 1051 | Hoxton Planning & Management#1051 · 10,585 sh | 10,585 | $799.3K | — | +20.5% |
| 1052 | Nova Wealth Management#1052 · 10,496 sh | 10,496 | $792.6K | 0.44% | -29.9% |
| 1053 | JPL Wealth Management#1053 · 10,486 sh | 10,486 | $791.8K | 0.16% | +198.8% |
| 1054 | Astoria Portfolio Advisors#1054 · 10,417 sh | 10,417 | $786.6K | 0.13% | +20.6% |
| 1055 | HBK Sorce Advisory#1055 · 9,815 sh | 9,815 | $783.8K | 0.01% | +3.6% |
| 1056 | KORNITZER CAPITAL MANAGEMENT#1056 · 10,379 sh | 10,379 | $783.7K | 0.02% | 0.0% |
| 1057 | Urban Wealth Management#1057 · 10,322 sh | 10,322 | $779.4K | — | -2.2% |
| 1058 | BXM Wealth#1058 · 10,300 sh | 10,300 | $777.8K | 0.42% | 0.0% |
| 1059 | Avid Wealth Partners#1059 · 10,296 sh | 10,296 | $777.5K | 0.38% | New |
| 1060 | Pinnacle Bancorp#1060 · 10,294 sh | 10,294 | $777.3K | — | 0.0% |
| 1061 | Valmark Advisers#1061 · 10,244 sh | 10,244 | $773.5K | <0.01% | +0.8% |
| 1062 | Greykasell Wealth Strategies#1062 · 10,240 sh | 10,240 | $773.2K | 0.28% | 0.0% |
| 1063 | First Heartland Consultants#1063 · 10,238 sh | 10,238 | $773.1K | — | +12.1% |
| 1064 | Phoenix Wealth Advisors#1064 · 10,215 sh | 10,215 | $771.3K | 0.26% | -1.2% |
| 1065 | INSPIRION WEALTH ADVISORS#1065 · 10,153 sh | 10,153 | $771.2K | — | 0.0% |
| 1066 | Town Capital#1066 · 10,203 sh | 10,203 | $770.4K | 0.49% | +5.3% |
| 1067 | Cove Private Wealth#1067 · 10,195 sh | 10,195 | $769.8K | 0.15% | New |
| 1068 | APPLETON PARTNERS#1068 · 10,150 sh | 10,150 | $766.0K | 0.05% | -2.3% |
| 1069 | SENTINEL PENSION ADVISORS#1069 · 10,127 sh | 10,127 | $764.6K | 0.10% | -1.1% |
| 1070 | LVW Advisors#1070 · 10,120 sh | 10,120 | $764.2K | — | 0.0% |
| 1071 | CX Institutional#1071 · 10,114 sh | 10,114 | $764.0K | — | +87.1% |
| 1072 | Essex Savings Bank#1072 · 10,093 sh | 10,093 | $762.1K | — | -0.3% |
| 1073 | South Shore Capital Advisors#1073 · 10,086 sh | 10,086 | $761.6K | — | -5.1% |
| 1074 | Swisher Financial Concepts#1074 · 10,071 sh | 10,071 | $760.5K | 0.48% | -36.6% |
| 1075 | PENNINGTON PARTNERS#1075 · 10,035 sh | 10,035 | $757.8K | 0.24% | -0.3% |
| 1076 | Entelevest#1076 · 10,030 sh | 10,030 | $757.3K | 0.65% | +3.9% |
| 1077 | Belpointe Asset Management#1077 · 10,021 sh | 10,021 | $756.7K | 0.02% | -4.5% |
| 1078 | Perkins Coie#1078 · 10,014 sh | 10,014 | $756.2K | — | -71.5% |
| 1079 | HENGEHOLD CAPITAL MANAGEMENT#1079 · 10,000 sh | 10,000 | $755.1K | — | 0.0% |
| 1080 | Crestwood Advisors Group#1080 · 9,997 sh | 9,997 | $754.9K | 0.01% | -0.6% |
| 1081 | BDFS Capital#1081 · 9,966 sh | 9,966 | $752.5K | — | +131.7% |
| 1082 | Facet Wealth#1082 · 9,956 sh | 9,956 | $751.8K | 0.01% | +27.2% |
| 1083 | Riggs Asset Managment#1083 · 9,915 sh | 9,915 | $748.7K | 0.13% | -60.7% |
| 1084 | Blue Chip Partners#1084 · 9,843 sh | 9,843 | $743.2K | 0.05% | -2.7% |
| 1085 | BENJAMIN EDWARDS#1085 · 9,775 sh | 9,775 | $738.0K | <0.01% | 0.0% |
| 1086 | SHEETS SMITH WEALTH MANAGEMENT#1086 · 9,748 sh | 9,748 | $736.1K | — | -38.2% |
| 1087 | Frank, Rimerman Advisors#1087 · 9,729 sh | 9,729 | $734.6K | — | 0.0% |
| 1088 | J. Safra Sarasin Holding AG#1088 · 9,718 sh | 9,718 | $734.0K | — | New |
| 1089 | Hamilton Capital#1089 · 9,704 sh | 9,704 | $732.7K | — | -43.8% |
| 1090 | EPG Wealth Management#1090 · 9,670 sh | 9,670 | $730.2K | 0.17% | 0.0% |
| 1091 | Hirtle Callaghan#1091 · 9,658 sh | 9,658 | $729.3K | 0.02% | -15.7% |
| 1092 | Black Diamond Financial#1092 · 9,605 sh | 9,605 | $725.3K | — | 0.0% |
| 1093 | GC Wealth Management RIA#1093 · 9,601 sh | 9,601 | $725.0K | 0.04% | -1.2% |
| 1094 | Barnes Wealth Management Group#1094 · 9,581 sh | 9,581 | $723.5K | 0.33% | +5.7% |
| 1095 | FIRETHORN WEALTH PARTNERS#1095 · 9,519 sh | 9,519 | $718.7K | — | -18.6% |
| 1096 | SWP FINANCIAL#1096 · 9,500 sh | 9,500 | $717.3K | — | +17.9% |
| 1097 | SCHMIDT P J INVESTMENT MANAGEMENT#1097 · 9,475 sh | 9,475 | $715.5K | 0.11% | +15.4% |
| 1098 | KKM Financial#1098 · 9,461 sh | 9,461 | $714.4K | 0.10% | -7.6% |
| 1099 | Allied Private Wealth#1099 · 9,295 sh | 9,295 | $713.3K | 0.46% | — |
| 1100 | COZAD ASSET MANAGEMENT#1100 · 9,419 sh | 9,419 | $711.2K | 0.05% | 0.0% |
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.