ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | PlanVest Financial#1301 · 5,706 sh | 5,706 | $430.9K | 0.29% | -10.6% |
| 1302 | HARBOR INVESTMENT ADVISORY#1302 · 5,700 sh | 5,700 | $430.4K | — | 0.0% |
| 1303 | SouthState Bank#1303 · 5,683 sh | 5,683 | $429.1K | 0.02% | -16.1% |
| 1304 | Procyon Advisors#1304 · 5,671 sh | 5,671 | $428.2K | — | +12.2% |
| 1305 | Pillar Financial Advisors#1305 · 5,670 sh | 5,670 | $428.1K | — | 0.0% |
| 1306 | WELLINGTON-ALTUS USA#1306 · 4,847 sh | 4,847 | $427.3K | 0.30% | 0.0% |
| 1307 | Helium Advisors#1307 · 5,630 sh | 5,630 | $425.1K | — | +11.6% |
| 1308 | Empirical Asset Management#1308 · 5,613 sh | 5,613 | $423.8K | 0.10% | +2.8% |
| 1309 | PINKERTON WEALTH#1309 · 4,801 sh | 4,801 | $423.3K | 0.04% | 0.0% |
| 1310 | Certified Advisory#1310 · 5,605 sh | 5,605 | $423.2K | 0.03% | -3.9% |
| 1311 | ARS Wealth Advisors Group#1311 · 5,594 sh | 5,594 | $422.4K | — | 0.0% |
| 1312 | POTOMAC FUND MANAGEMENT#1312 · 5,591 sh | 5,591 | $422.2K | 0.01% | +0.4% |
| 1313 | Strategic Financial Concepts#1313 · 5,579 sh | 5,579 | $421.3K | 0.13% | -82.9% |
| 1314 | W ADVISORS#1314 · 5,573 sh | 5,573 | $420.8K | 0.19% | -15.2% |
| 1315 | Investment Advisory Group#1315 · 5,564 sh | 5,564 | $420.1K | 0.09% | 0.0% |
| 1316 | Future Financial Wealth Managment#1316 · 5,500 sh | 5,500 | $418.8K | — | 0.0% |
| 1317 | Rossmore Private Capital#1317 · 5,540 sh | 5,540 | $418.3K | 0.03% | 0.0% |
| 1318 | Avantax Planning Partners#1318 · 5,539 sh | 5,539 | $418.3K | 0.01% | +2.8% |
| 1319 | SEI INVESTMENTS#1319 · 5,529 sh | 5,529 | $417.5K | <0.01% | +40.7% |
| 1320 | Arbor Investment Advisors#1320 · 5,521 sh | 5,521 | $416.9K | — | -9.5% |
| 1321 | Sankala Group#1321 · 5,081 sh | 5,081 | $416.0K | 0.28% | -0.8% |
| 1322 | Rossby Financial, LCC#1322 · 5,506 sh | 5,506 | $415.8K | 0.08% | +5.9% |
| 1323 | Teamwork Financial Advisors#1323 · 5,495 sh | 5,495 | $414.9K | — | -2.4% |
| 1324 | Busey Wealth Management#1324 · 5,485 sh | 5,485 | $414.2K | — | -1.6% |
| 1325 | MAYPORT#1325 · 5,447 sh | 5,447 | $411.3K | 0.06% | 0.0% |
| 1326 | Alken Asset Management Ltd.#1326 · 7,400 sh | 7,400 | $410.0K | — | 0.0% |
| 1327 | Barnes Dennig Private Wealth Management#1327 · 5,419 sh | 5,419 | $409.2K | 0.33% | -1.4% |
| 1328 | Aspen Investment Management#1328 · 5,408 sh | 5,408 | $408.0K | 0.11% | 0.0% |
| 1329 | KMG FIDUCIARY PARTNERS#1329 · 5,392 sh | 5,392 | $407.1K | — | 0.0% |
| 1330 | PRENTISS SMITH#1330 · 5,391 sh | 5,391 | $407.1K | 0.22% | 0.0% |
| 1331 | FLAGSHIP HARBOR ADVISORS#1331 · 5,361 sh | 5,361 | $404.8K | — | +28.5% |
| 1332 | WOODWARD DIVERSIFIED CAPITAL#1332 · 5,326 sh | 5,326 | $402.2K | — | 0.0% |
| 1333 | One Charles Private Wealth Services#1333 · 5,269 sh | 5,269 | $397.9K | 0.09% | 0.0% |
| 1334 | Rare Wolf Capital#1334 · 5,260 sh | 5,260 | $397.2K | — | 0.0% |
| 1335 | Kovitz Investment Group Partners#1335 · 5,254 sh | 5,254 | $396.7K | <0.01% | +27.8% |
| 1336 | Rosenberg Matthew Hamilton#1336 · 5,250 sh | 5,250 | $396.4K | — | 0.0% |
| 1337 | FIDUCIARY FAMILY OFFICE#1337 · 5,249 sh | 5,249 | $396.4K | 0.10% | 0.0% |
| 1338 | CONTINUUM WEALTH ADVISORS#1338 · 5,231 sh | 5,231 | $395.0K | — | -7.0% |
| 1339 | Birchwood Financial Partners#1339 · 5,217 sh | 5,217 | $393.9K | 0.32% | -0.2% |
| 1340 | NAPLES GLOBAL ADVISORS#1340 · 5,213 sh | 5,213 | $393.6K | 0.02% | 0.0% |
| 1341 | Christensen, King & Associates Investment Services#1341 · 5,209 sh | 5,209 | $393.3K | — | 0.0% |
| 1342 | OF VERMONT#1342 · 5,190 sh | 5,190 | $391.9K | — | — |
| 1343 | WOODMONT INVESTMENT COUNSEL#1343 · 5,187 sh | 5,187 | $391.7K | 0.02% | 0.0% |
| 1344 | Retirement Management Systems#1344 · 5,176 sh | 5,176 | $390.8K | 0.08% | -3.1% |
| 1345 | International Private Wealth Advisors#1345 · 5,162 sh | 5,162 | $389.8K | 0.20% | +23.8% |
| 1346 | CFS Investment Advisory Services#1346 · 5,024 sh | 5,024 | $389.4K | — | +8.3% |
| 1347 | StoneX Group#1347 · 5,156 sh | 5,156 | $389.3K | 0.02% | -18.5% |
| 1348 | Walser Wealth Management Company, A Ltd Liability#1348 · 5,143 sh | 5,143 | $388.3K | — | -15.6% |
| 1349 | Koa Wealth Management#1349 · 5,139 sh | 5,139 | $388.0K | — | -18.2% |
| 1350 | Lesa Sroufe#1350 · 5,142 sh | 5,142 | $388.0K | 0.28% | 0.0% |
| 1351 | Sincerus Advisory#1351 · 5,133 sh | 5,133 | $387.6K | — | 0.0% |
| 1352 | Nolet Wealth Management#1352 · 5,117 sh | 5,117 | $386.4K | — | 0.0% |
| 1353 | VisionPoint Advisory Group#1353 · 5,083 sh | 5,083 | $383.8K | — | New |
| 1354 | North Star Investment Management#1354 · 5,081 sh | 5,081 | $383.7K | 0.02% | +18.7% |
| 1355 | Obermeyer Wealth Partners#1355 · 5,079 sh | 5,079 | $383.5K | — | -61.0% |
| 1356 | LBMC INVESTMENT ADVISORS#1356 · 5,078 sh | 5,078 | $383.4K | 0.02% | +30.9% |
| 1357 | Thompson David Blair#1357 · 5,078 sh | 5,078 | $383.4K | 0.19% | -34.9% |
| 1358 | NORDEN GROUP#1358 · 5,073 sh | 5,073 | $383.1K | — | 0.0% |
| 1359 | Bragg Financial Advisors#1359 · 5,072 sh | 5,072 | $383.0K | 0.01% | -0.2% |
| 1360 | Broadway Wealth Solutions#1360 · 5,054 sh | 5,054 | $381.6K | — | 0.0% |
| 1361 | Dai-ichi Life International#1361 · 5,050 sh | 5,050 | $381.3K | 12.09% | +25.6% |
| 1362 | HHM Wealth Advisors#1362 · 5,046 sh | 5,046 | $381.0K | 0.04% | -1.2% |
| 1363 | GILL CAPITAL PARTNERS#1363 · 5,040 sh | 5,040 | $380.6K | — | +100.0% |
| 1364 | Quotient Wealth Partners#1364 · 5,030 sh | 5,030 | $379.8K | <0.01% | +3.9% |
| 1365 | BCU Wealth Advisors#1365 · 5,013 sh | 5,013 | $378.5K | — | +4.7% |
| 1366 | Foster Group#1366 · 5,006 sh | 5,006 | $378.0K | — | 0.0% |
| 1367 | Baker Ellis Asset Management#1367 · 5,000 sh | 5,000 | $377.6K | — | -9.1% |
| 1368 | SHERMAN PORFOLIOS#1368 · 4,279 sh | 4,279 | $377.2K | 0.03% | 0.0% |
| 1369 | Capital Investment Management#1369 · 4,992 sh | 4,992 | $376.9K | 0.12% | +35.6% |
| 1370 | Asset Dedication#1370 · 4,978 sh | 4,978 | $375.9K | 0.02% | -7.2% |
| 1371 | Johnson Financial Group#1371 · 4,976 sh | 4,976 | $375.7K | 0.02% | New |
| 1372 | Kaydan Wealth Management#1372 · 4,976 sh | 4,976 | $375.7K | — | -97.2% |
| 1373 | Sound Stewardship#1373 · 4,965 sh | 4,965 | $374.9K | — | +2.4% |
| 1374 | Stone Summit Wealth#1374 · 4,960 sh | 4,960 | $374.5K | — | 0.0% |
| 1375 | Mechanics Financial#1375 · 4,954 sh | 4,954 | $374.1K | 0.13% | 0.0% |
| 1376 | TruNorth Capital Management#1376 · 4,952 sh | 4,952 | $373.9K | — | +20.2% |
| 1377 | Ethos Financial Group#1377 · 4,929 sh | 4,929 | $372.2K | 0.02% | +2.3% |
| 1378 | DAGCO#1378 · 4,925 sh | 4,925 | $371.9K | — | 0.0% |
| 1379 | Tempo Wealth#1379 · 4,908 sh | 4,908 | $370.6K | — | 0.0% |
| 1380 | Per Stirling Capital Management#1380 · 4,908 sh | 4,908 | $370.6K | 0.04% | -91.9% |
| 1381 | BlueChip Wealth Advisors#1381 · 4,882 sh | 4,882 | $368.6K | 0.14% | 0.0% |
| 1382 | GENESIS PRIVATE WEALTH#1382 · 4,868 sh | 4,868 | $367.6K | 0.10% | +9.8% |
| 1383 | KILEY JUERGENS WEALTH MANAGEMENT#1383 · 4,824 sh | 4,824 | $364.3K | 0.06% | +2.1% |
| 1384 | DBK Financial Counsel#1384 · 4,821 sh | 4,821 | $364.0K | — | 0.0% |
| 1385 | Optivise Advisory Services#1385 · 4,807 sh | 4,807 | $363.0K | — | -54.0% |
| 1386 | Crumly & Associates#1386 · 4,797 sh | 4,797 | $362.2K | — | 0.0% |
| 1387 | LAVELLE CAPITAL#1387 · 4,751 sh | 4,751 | $358.7K | 0.15% | 0.0% |
| 1388 | Chokshi & Queen Wealth Advisors#1388 · 4,729 sh | 4,729 | $357.1K | 0.17% | 0.0% |
| 1389 | Alliance Private Wealth#1389 · 4,708 sh | 4,708 | $355.5K | — | 0.0% |
| 1390 | Warren Street Wealth Advisors#1390 · 4,695 sh | 4,695 | $354.5K | 0.08% | 0.0% |
| 1391 | Cornerstone Wealth Management#1391 · 4,687 sh | 4,687 | $353.9K | 0.02% | +12.0% |
| 1392 | Unique Wealth Strategies#1392 · 4,668 sh | 4,668 | $352.5K | — | -0.5% |
| 1393 | WEALTH EFFECTS#1393 · 4,667 sh | 4,667 | $352.4K | — | New |
| 1394 | Two West Capital Advisors#1394 · 4,670 sh | 4,670 | $351.9K | — | +8.3% |
| 1395 | MKD WEALTH COACHES#1395 · 4,654 sh | 4,654 | $351.4K | — | 0.0% |
| 1396 | Henderson Brothers Financial Partners#1396 · 4,653 sh | 4,653 | $351.3K | 0.17% | -49.6% |
| 1397 | Hillcrest Wealth Advisors - NY#1397 · 4,650 sh | 4,650 | $351.1K | — | 0.0% |
| 1398 | Advisor OS#1398 · 4,649 sh | 4,649 | $351.0K | 0.02% | -21.1% |
| 1399 | PLANNING ALTERNATIVES LTD#1399 · 4,639 sh | 4,639 | $350.3K | 0.04% | 0.0% |
| 1400 | Joel Isaacson#1400 · 4,637 sh | 4,637 | $350.1K | 0.01% | +2.7% |
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.