ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | SMART Wealth#1201 · 7,190 sh | 7,190 | $542.9K | 0.12% | +105.5% |
| 1202 | Financial Synergies Wealth Advisors#1202 · 7,143 sh | 7,143 | $539.4K | — | -4.9% |
| 1203 | First City Capital Management#1203 · 7,139 sh | 7,139 | $539.1K | 0.26% | +0.1% |
| 1204 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1204 · 7,054 sh | 7,054 | $535.8K | 0.03% | -2.5% |
| 1205 | Solidarity Wealth#1205 · 7,087 sh | 7,087 | $535.1K | — | 0.0% |
| 1206 | Ellevest#1206 · 11,122 sh | 11,122 | $534.8K | 0.06% | +268.5% |
| 1207 | FERGUSON WELLMAN CAPITAL MANAGEMENT#1207 · 7,037 sh | 7,037 | $531.4K | — | 0.0% |
| 1208 | Benchmark Investment Advisors#1208 · 7,036 sh | 7,036 | $531.3K | 0.23% | -18.5% |
| 1209 | Midwest Financial Group#1209 · 7,024 sh | 7,024 | $530.4K | — | +0.4% |
| 1210 | BEESE FULMER INVESTMENT MANAGEMENT#1210 · 6,997 sh | 6,997 | $528.3K | — | 0.0% |
| 1211 | Nemes Rush Group#1211 · 6,982 sh | 6,982 | $527.2K | 0.04% | 0.0% |
| 1212 | Cassaday & Wealth Management#1212 · 6,950 sh | 6,950 | $524.8K | <0.01% | +17.5% |
| 1213 | WEST PACES ADVISORS#1213 · 6,939 sh | 6,939 | $524.0K | — | +44.1% |
| 1214 | BTC Capital Management#1214 · 6,929 sh | 6,929 | $523.2K | 0.03% | -24.0% |
| 1215 | Journey Advisory Group#1215 · 6,927 sh | 6,927 | $523.1K | 0.04% | -4.3% |
| 1216 | Regent Peak Wealth Advisors#1216 · 6,898 sh | 6,898 | $520.9K | — | +13.7% |
| 1217 | Cambridge Advisors#1217 · 6,863 sh | 6,863 | $518.2K | — | -0.3% |
| 1218 | LAKE STREET PRIVATE WEALTH#1218 · 6,861 sh | 6,861 | $518.1K | — | -2.2% |
| 1219 | INVESTMENT MANAGEMENT /VA#1219 · 6,857 sh | 6,857 | $517.8K | 0.43% | +0.4% |
| 1220 | Atlas Wealth Partners#1220 · 6,847 sh | 6,847 | $517.0K | 0.56% | -14.7% |
| 1221 | Pinnacle Wealth Management Advisory Group#1221 · 6,845 sh | 6,845 | $516.9K | — | 0.0% |
| 1222 | XML Financial#1222 · 6,842 sh | 6,842 | $516.6K | 0.04% | -4.7% |
| 1223 | Armstrong, Fleming & Moore#1223 · 6,839 sh | 6,839 | $516.4K | 0.17% | 0.0% |
| 1224 | FULTON BANK, N.A.#1224 · 6,824 sh | 6,824 | $515.3K | — | +18.8% |
| 1225 | Portfolio Resources Advisor Group#1225 · 6,816 sh | 6,816 | $514.7K | — | +3.6% |
| 1226 | PANORAMIC INVESTMENT ADVISORS#1226 · 6,815 sh | 6,815 | $514.6K | 0.25% | New |
| 1227 | Calamos Wealth Management#1227 · 6,812 sh | 6,812 | $514.4K | 0.02% | +3.4% |
| 1228 | McAlvany Wealth Management#1228 · 6,800 sh | 6,800 | $513.5K | 0.38% | -15.9% |
| 1229 | Clarity Financial#1229 · 6,796 sh | 6,796 | $513.2K | 0.04% | +5.1% |
| 1230 | Itau Unibanco Holding S.A.#1230 · 6,784 sh | 6,784 | $512.3K | <0.01% | +52.0% |
| 1231 | WBH ADVISORY#1231 · 6,782 sh | 6,782 | $512.1K | 0.03% | -1.4% |
| 1232 | CRA Financial Services#1232 · 6,771 sh | 6,771 | $511.3K | — | +0.1% |
| 1233 | REAP Financial Group#1233 · 6,761 sh | 6,761 | $510.5K | 0.09% | 0.0% |
| 1234 | Madson Wealth Advisors#1234 · 6,754 sh | 6,754 | $510.0K | — | -17.9% |
| 1235 | Marble Wealth#1235 · 6,726 sh | 6,726 | $507.9K | 0.08% | -3.3% |
| 1236 | Sand Hill Global Advisors#1236 · 6,722 sh | 6,722 | $507.6K | 0.02% | +2.5% |
| 1237 | CLEAR INVESTMENT RESEARCH#1237 · 6,717 sh | 6,717 | $507.2K | 0.79% | +15.8% |
| 1238 | INTEGRAL INVESTMENT ADVISORS#1238 · 6,692 sh | 6,692 | $505.3K | 0.11% | 0.0% |
| 1239 | Dynamic Financial Group#1239 · 6,686 sh | 6,686 | $504.9K | 0.38% | -0.2% |
| 1240 | Kiker Wealth Management#1240 · 6,650 sh | 6,650 | $502.1K | 0.20% | +1.3% |
| 1241 | Wynn Capital#1241 · 6,646 sh | 6,646 | $501.8K | — | 0.0% |
| 1242 | SageView Advisory Group#1242 · 6,635 sh | 6,635 | $501.0K | 0.02% | 0.0% |
| 1243 | West Branch Capital#1243 · 6,630 sh | 6,630 | $500.6K | — | 0.0% |
| 1244 | Independence Bank of Kentucky#1244 · 6,602 sh | 6,602 | $498.5K | — | +633.6% |
| 1245 | BostonPremier Wealth#1245 · 6,600 sh | 6,600 | $498.4K | — | 0.0% |
| 1246 | IKE Capital#1246 · 6,600 sh | 6,600 | $498.4K | 0.26% | -5.7% |
| 1247 | COOPER/HAIMS ADVISORS#1247 · 6,548 sh | 6,548 | $494.4K | 0.21% | 0.0% |
| 1248 | Magnolia Private Wealth#1248 · 6,544 sh | 6,544 | $494.1K | 0.27% | +25.3% |
| 1249 | Copia Wealth Management#1249 · 6,510 sh | 6,510 | $491.6K | 0.30% | -5.4% |
| 1250 | Pullen Investment Management#1250 · 6,487 sh | 6,487 | $489.8K | — | -7.7% |
| 1251 | SmartHarvest Portfolios#1251 · 6,485 sh | 6,485 | $489.7K | — | 0.0% |
| 1252 | NIXON PEABODY#1252 · 6,479 sh | 6,479 | $489.2K | — | +89.1% |
| 1253 | Pitcairn Wealth Advisors#1253 · 6,465 sh | 6,465 | $488.2K | 0.05% | 0.0% |
| 1254 | Pure Financial Advisors#1254 · 6,454 sh | 6,454 | $487.3K | <0.01% | +28.3% |
| 1255 | Orcam Financial Group#1255 · 6,437 sh | 6,437 | $486.1K | 0.24% | 0.0% |
| 1256 | PROFESSIONAL ADVISORY SERVICES#1256 · 6,410 sh | 6,410 | $484.0K | — | 0.0% |
| 1257 | VICTORY FINANCIAL GROUP#1257 · 6,375 sh | 6,375 | $481.4K | 0.05% | +58.2% |
| 1258 | DAYMARK WEALTH PARTNERS#1258 · 6,375 sh | 6,375 | $481.4K | 0.01% | +0.5% |
| 1259 | LiftPoint Family Wealth Advisors#1259 · 6,343 sh | 6,343 | $479.0K | 0.32% | -1.6% |
| 1260 | Genesis Wealth Advisors#1260 · 6,326 sh | 6,326 | $477.7K | 0.29% | 0.0% |
| 1261 | GARRISON POINT ADVISORS#1261 · 6,305 sh | 6,305 | $476.1K | 0.19% | 0.0% |
| 1262 | Shepherd Street Advisors#1262 · 6,233 sh | 6,233 | $475.5K | — | +23.0% |
| 1263 | LRI Investments#1263 · 6,290 sh | 6,290 | $475.0K | 0.04% | 0.0% |
| 1264 | WASHINGTON#1264 · 6,285 sh | 6,285 | $474.6K | — | -3.5% |
| 1265 | GATEWAY INVESTMENT ADVISERS#1265 · 6,281 sh | 6,281 | $474.3K | — | New |
| 1266 | TCP Asset Management#1266 · 6,275 sh | 6,275 | $473.8K | — | 0.0% |
| 1267 | Wealth Architects#1267 · 6,257 sh | 6,257 | $472.5K | 0.04% | +15.3% |
| 1268 | Aptus Capital Advisors#1268 · 6,254 sh | 6,254 | $472.2K | <0.01% | +4.6% |
| 1269 | MRP Capital Investments#1269 · 6,250 sh | 6,250 | $471.9K | 0.35% | +13.6% |
| 1270 | Sandy Cove Advisors#1270 · 6,220 sh | 6,220 | $469.7K | 0.12% | -7.9% |
| 1271 | Elm Partners Management#1271 · 6,210 sh | 6,210 | $468.9K | 0.01% | 0.0% |
| 1272 | Reliant Wealth Planning#1272 · 6,198 sh | 6,198 | $468.0K | 0.13% | 0.0% |
| 1273 | VAN ECK ASSOCIATES#1273 · 6,194 sh | 6,194 | $467.7K | <0.01% | 0.0% |
| 1274 | Compton Wealth Advisory Group#1274 · 6,153 sh | 6,153 | $467.4K | — | +9.4% |
| 1275 | Joseph P. Lucia & Associates#1275 · 6,188 sh | 6,188 | $467.3K | 0.14% | -0.4% |
| 1276 | Retirement Wealth Solutions#1276 · 6,163 sh | 6,163 | $465.4K | — | +2.4% |
| 1277 | Spinnaker Investment Group#1277 · 6,086 sh | 6,086 | $459.6K | — | +60.4% |
| 1278 | Clay Northam Wealth Management#1278 · 6,074 sh | 6,074 | $458.6K | — | 0.0% |
| 1279 | Integrity Investment Advisors#1279 · 6,068 sh | 6,068 | $458.2K | 0.20% | 0.0% |
| 1280 | EARNED WEALTH ADVISORS#1280 · 6,066 sh | 6,066 | $458.0K | 0.03% | +34.8% |
| 1281 | Root Financial Partners#1281 · 6,050 sh | 6,050 | $456.8K | — | -12.6% |
| 1282 | MOULTON WEALTH MANAGEMENT#1282 · 5,955 sh | 5,955 | $455.7K | — | -0.8% |
| 1283 | Tortoise Investment Management#1283 · 6,003 sh | 6,003 | $453.3K | 0.03% | 0.0% |
| 1284 | Federation des caisses Desjardins du Quebec#1284 · 5,991 sh | 5,991 | $452.3K | <0.01% | 0.0% |
| 1285 | One Day In July#1285 · 5,983 sh | 5,983 | $451.8K | 0.03% | 0.0% |
| 1286 | LEIGH BALDWIN#1286 · 5,972 sh | 5,972 | $450.9K | 0.24% | -17.5% |
| 1287 | Twin Lakes Capital Management#1287 · 5,969 sh | 5,969 | $450.7K | 0.17% | 0.0% |
| 1288 | FLAGSTAR ADVISORS#1288 · 5,950 sh | 5,950 | $449.4K | — | -16.4% |
| 1289 | City Center Advisors#1289 · 5,925 sh | 5,925 | $447.4K | — | -3.8% |
| 1290 | Williams & Novak#1290 · 5,924 sh | 5,924 | $447.3K | — | 0.0% |
| 1291 | Catalyst Investment Management#1291 · 5,915 sh | 5,915 | $446.6K | — | -79.0% |
| 1292 | R.P. Boggs#1292 · 5,898 sh | 5,898 | $445.4K | 0.20% | 0.0% |
| 1293 | Jaffetilchin Investment Partners#1293 · 5,865 sh | 5,865 | $442.8K | 0.02% | -3.7% |
| 1294 | DDD Partners#1294 · 5,818 sh | 5,818 | $439.3K | 0.03% | 0.0% |
| 1295 | Connecticut Wealth Management#1295 · 5,811 sh | 5,811 | $438.8K | — | +23.3% |
| 1296 | PEAPACK GLADSTONE FINANCIAL#1296 · 5,805 sh | 5,805 | $438.0K | <0.01% | -0.3% |
| 1297 | Concentrum Wealth Management#1297 · 5,794 sh | 5,794 | $437.5K | 0.10% | +2.9% |
| 1298 | Tactive Advisors#1298 · 5,767 sh | 5,767 | $435.5K | — | 0.0% |
| 1299 | Legacy Edge Advisors#1299 · 5,765 sh | 5,765 | $435.3K | 0.04% | -1.9% |
| 1300 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1300 · 5,743 sh | 5,743 | $433.7K | 0.05% | +5.2% |
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.