ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | BCS Private Wealth Management#1401 · 4,636 sh | 4,636 | $350.1K | 0.11% | 0.0% |
| 1402 | Cornerstone Planning#1402 · 4,621 sh | 4,621 | $348.9K | 0.08% | +23.3% |
| 1403 | Advisors Capital Management#1403 · 4,615 sh | 4,615 | $348.5K | <0.01% | -1.6% |
| 1404 | Benin Management#1404 · 4,608 sh | 4,608 | $347.9K | — | 0.0% |
| 1405 | FOUNDERS FINANCIAL SECURITIES#1405 · 4,605 sh | 4,605 | $347.7K | 0.02% | -12.6% |
| 1406 | ROCKLAND#1406 · 4,596 sh | 4,596 | $347.0K | — | +4.3% |
| 1407 | CORNERSTONE ADVISORS ASSET MANAGEMENT#1407 · 4,590 sh | 4,590 | $346.6K | 0.05% | -2.5% |
| 1408 | Fulcrum Equity Management#1408 · 4,560 sh | 4,560 | $344.3K | — | 0.0% |
| 1409 | STRATEGY ASSET MANAGERS#1409 · 4,538 sh | 4,538 | $342.7K | — | -35.3% |
| 1410 | Schrum Private Wealth Management#1410 · 7,217 sh | 7,217 | $342.4K | 0.35% | -3.1% |
| 1411 | CHAPIN DAVIS#1411 · 4,525 sh | 4,525 | $341.7K | — | 0.0% |
| 1412 | Vision Retirement#1412 · 4,509 sh | 4,509 | $340.5K | 0.08% | +4.4% |
| 1413 | BLB&B Advisors#1413 · 4,502 sh | 4,502 | $339.9K | 0.01% | -39.4% |
| 1414 | Financial Security Advisor#1414 · 4,496 sh | 4,496 | $339.5K | 0.06% | +4.6% |
| 1415 | Francis Financial#1415 · 4,494 sh | 4,494 | $339.3K | 0.06% | New |
| 1416 | Jupiter Topco#1416 · 4,438 sh | 4,438 | $335.1K | <0.01% | — |
| 1417 | SNS Financial Group#1417 · 4,433 sh | 4,433 | $334.7K | <0.01% | New |
| 1418 | PARSONS CAPITAL MANAGEMENT#1418 · 4,429 sh | 4,429 | $334.4K | 0.02% | +8.3% |
| 1419 | Pinnacle Wealth Planning Services#1419 · 4,418 sh | 4,418 | $333.6K | 0.03% | -32.8% |
| 1420 | MinichMacGregor Wealth Management#1420 · 4,409 sh | 4,409 | $332.9K | — | -97.0% |
| 1421 | Atlas Brown#1421 · 4,381 sh | 4,381 | $330.8K | — | +1.6% |
| 1422 | Alteri Wealth#1422 · 4,375 sh | 4,375 | $330.4K | 0.09% | 0.0% |
| 1423 | Patten Group#1423 · 4,369 sh | 4,369 | $329.9K | — | -16.5% |
| 1424 | Kestra Investment Management#1424 · 4,364 sh | 4,364 | $329.5K | <0.01% | -39.1% |
| 1425 | Bridgewater Advisors#1425 · 4,323 sh | 4,323 | $329.4K | 0.02% | 0.0% |
| 1426 | Integrity Advisory Solutions#1426 · 4,357 sh | 4,357 | $329.0K | 0.03% | +38.4% |
| 1427 | Sterling Investment Advisors, Ltd.#1427 · 4,352 sh | 4,352 | $328.6K | 0.05% | 0.0% |
| 1428 | Gould Capital#1428 · 4,350 sh | 4,350 | $328.5K | 0.18% | 0.0% |
| 1429 | Code Waechter#1429 · 4,339 sh | 4,339 | $327.6K | — | 0.0% |
| 1430 | Clark Capital Management Group#1430 · 4,323 sh | 4,323 | $326.4K | <0.01% | +34.7% |
| 1431 | Tradewinds#1431 · 4,545 sh | 4,545 | $325.9K | 0.07% | New |
| 1432 | LANDAAS & /WI#1432 · 4,314 sh | 4,314 | $325.8K | 0.06% | 0.0% |
| 1433 | QUANTUM FINANCIAL PARTNERS#1433 · 4,300 sh | 4,300 | $324.7K | — | — |
| 1434 | LIBERTY SQUARE WEALTH PARTNERS#1434 · 4,290 sh | 4,290 | $323.9K | 0.08% | 0.0% |
| 1435 | Fortis Capital Management#1435 · 4,288 sh | 4,288 | $323.8K | 0.04% | 0.0% |
| 1436 | SFM#1436 · 4,284 sh | 4,284 | $323.5K | — | -0.2% |
| 1437 | Tempus Wealth Planning#1437 · 4,276 sh | 4,276 | $322.9K | — | +15.9% |
| 1438 | PIN OAK INVESTMENT ADVISORS#1438 · 3,636 sh | 3,636 | $321.0K | 0.23% | 0.0% |
| 1439 | Hurlow Wealth Management Group#1439 · 4,237 sh | 4,237 | $319.9K | 0.07% | 0.0% |
| 1440 | J. L. Bainbridge#1440 · 4,230 sh | 4,230 | $319.4K | — | +0.8% |
| 1441 | Umpqua Bank#1441 · 4,230 sh | 4,230 | $319.4K | 0.07% | +37.4% |
| 1442 | Financial Perspectives#1442 · 4,217 sh | 4,217 | $318.4K | 0.08% | -1.0% |
| 1443 | Vantage Point Financial#1443 · 4,217 sh | 4,217 | $318.4K | 0.10% | +8.6% |
| 1444 | SALEM INVESTMENT COUNSELORS#1444 · 4,194 sh | 4,194 | $316.7K | — | +54.2% |
| 1445 | 44 WEALTH MANAGEMENT#1445 · 4,192 sh | 4,192 | $316.6K | 0.10% | 0.0% |
| 1446 | Cottage Street Advisors#1446 · 4,189 sh | 4,189 | $316.3K | — | +16.2% |
| 1447 | Inspire Advisors#1447 · 4,185 sh | 4,185 | $316.0K | 0.02% | +18.8% |
| 1448 | VALICENTI ADVISORY SERVICES#1448 · 4,180 sh | 4,180 | $316.0K | — | 0.0% |
| 1449 | Wealth Dimensions Group, Ltd.#1449 · 4,179 sh | 4,179 | $315.6K | 0.06% | +0.2% |
| 1450 | Madison Wealth Partners#1450 · 4,173 sh | 4,173 | $315.1K | 0.04% | +6.5% |
| 1451 | Curry Webb Wealth Management#1451 · 4,163 sh | 4,163 | $314.3K | — | -14.0% |
| 1452 | Legacy Bridge#1452 · 4,159 sh | 4,159 | $314.0K | 0.10% | +92.6% |
| 1453 | Center For Asset Management#1453 · 4,146 sh | 4,146 | $313.1K | — | -65.9% |
| 1454 | TrustBank#1454 · 4,133 sh | 4,133 | $312.1K | — | 0.0% |
| 1455 | New Hampshire#1455 · 4,115 sh | 4,115 | $310.7K | — | 0.0% |
| 1456 | UNIVEST FINANCIAL#1456 · 4,099 sh | 4,099 | $309.5K | 0.02% | -0.1% |
| 1457 | ATLAS CAPITAL ADVISORS#1457 · 4,097 sh | 4,097 | $309.4K | 0.03% | 0.0% |
| 1458 | Atlanta Consulting Group Advisors#1458 · 4,084 sh | 4,084 | $308.4K | 0.05% | 0.0% |
| 1459 | ABSOLUTE CAPITAL MANAGEMENT#1459 · 4,067 sh | 4,067 | $307.2K | — | +20.3% |
| 1460 | Mid-American Wealth Advisory Group#1460 · 4,062 sh | 4,062 | $306.7K | — | -3.6% |
| 1461 | SAXON INTERESTS#1461 · 4,056 sh | 4,056 | $306.3K | — | 0.0% |
| 1462 | Evergreen Wealth Solutions#1462 · 3,742 sh | 3,742 | $306.0K | 0.02% | +9.7% |
| 1463 | Centric Wealth Management#1463 · 3,564 sh | 3,564 | $302.8K | 0.05% | 0.0% |
| 1464 | JOHN G ULLMAN & ASSOCIATES#1464 · 4,004 sh | 4,004 | $302.3K | 0.04% | New |
| 1465 | EXCALIBUR MANAGEMENT#1465 · 4,000 sh | 4,000 | $302.0K | 0.10% | 0.0% |
| 1466 | Avalon#1466 · 4,000 sh | 4,000 | $302.0K | 0.02% | 0.0% |
| 1467 | Main Street Group, LTD#1467 · 3,986 sh | 3,986 | $301.0K | 0.07% | +2.9% |
| 1468 | Fiduciary Group#1468 · 3,985 sh | 3,985 | $300.9K | 0.02% | 0.0% |
| 1469 | 3EDGE Asset Management#1469 · 3,965 sh | 3,965 | $299.4K | 0.01% | -2.0% |
| 1470 | SFMG#1470 · 3,962 sh | 3,962 | $299.2K | 0.02% | 0.0% |
| 1471 | WEST BANCORPORATION#1471 · 3,961 sh | 3,961 | $299.1K | 0.13% | 0.0% |
| 1472 | E&G Advisors#1472 · 3,952 sh | 3,952 | $298.4K | — | 0.0% |
| 1473 | Elwood & Goetz Wealth Advisory Group#1473 · 3,942 sh | 3,942 | $297.7K | 0.04% | +1.1% |
| 1474 | FRANKLIN STREET ADVISORS#1474 · 3,920 sh | 3,920 | $296.0K | — | -11.3% |
| 1475 | Axecap Investments#1475 · 3,913 sh | 3,913 | $295.5K | — | -4.7% |
| 1476 | Alta Wealth Advisors#1476 · 3,903 sh | 3,903 | $294.7K | 0.08% | +4.2% |
| 1477 | LFA - Lugano Financial Advisors SA#1477 · 3,893 sh | 3,893 | $294.0K | 0.18% | 0.0% |
| 1478 | Maloon Powers Pitre Higgins & Dennehy#1478 · 3,890 sh | 3,890 | $293.7K | 0.10% | — |
| 1479 | Focused Wealth Management#1479 · 3,873 sh | 3,873 | $292.4K | 0.03% | +0.7% |
| 1480 | 55 North Private Wealth#1480 · 3,870 sh | 3,870 | $292.2K | — | New |
| 1481 | DLK Investment Management#1481 · 6,641 sh | 6,641 | $291.7K | — | New |
| 1482 | Smith & Howard Wealth Management#1482 · 3,863 sh | 3,863 | $291.7K | — | 0.0% |
| 1483 | Cyr Financial#1483 · 3,859 sh | 3,859 | $291.4K | — | 0.0% |
| 1484 | Verum Partners#1484 · 3,847 sh | 3,847 | $290.5K | — | New |
| 1485 | WealthPlan Investment Management#1485 · 3,839 sh | 3,839 | $289.9K | — | -18.0% |
| 1486 | M. Kulyk & Associates#1486 · 3,836 sh | 3,836 | $289.7K | 0.05% | 0.0% |
| 1487 | CALIBER WEALTH MANAGEMENT, / KS#1487 · 3,830 sh | 3,830 | $289.2K | 0.03% | -8.7% |
| 1488 | Allen Capital Group#1488 · 3,829 sh | 3,829 | $289.1K | 0.02% | 0.0% |
| 1489 | FLAGSHIP WEALTH ADVISORS#1489 · 3,824 sh | 3,824 | $288.8K | 0.06% | +29.5% |
| 1490 | WFA of San Diego#1490 · 3,529 sh | 3,529 | $288.6K | 0.24% | +12.5% |
| 1491 | Revolve Wealth Partners#1491 · 3,810 sh | 3,810 | $287.7K | — | 0.0% |
| 1492 | Harrington Investments#1492 · 3,806 sh | 3,806 | $287.4K | — | -1.0% |
| 1493 | Compass Financial Group#1493 · 3,804 sh | 3,804 | $287.2K | — | -0.2% |
| 1494 | First Financial Group#1494 · 3,803 sh | 3,803 | $287.2K | — | 0.0% |
| 1495 | Bedel Financial Consulting#1495 · 3,801 sh | 3,801 | $287.0K | 0.03% | +0.3% |
| 1496 | Graney & King#1496 · 3,783 sh | 3,783 | $285.7K | 0.10% | 0.0% |
| 1497 | Virtue Capital Management#1497 · 3,783 sh | 3,783 | $285.7K | 0.04% | New |
| 1498 | Genus Capital Management#1498 · 3,780 sh | 3,780 | $285.4K | 0.03% | 0.0% |
| 1499 | LifeGoal Investments#1499 · 3,774 sh | 3,774 | $285.0K | — | +8.1% |
| 1500 | GeoWealth Management#1500 · 3,758 sh | 3,758 | $283.8K | <0.01% | -17.8% |
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.