ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | INSIGHT 2811#1501 · 3,755 sh | 3,755 | $283.5K | 0.11% | 0.0% |
| 1502 | Traynor Capital Management#1502 · 3,751 sh | 3,751 | $283.3K | 0.01% | +8.1% |
| 1503 | XY Planning Network#1503 · 3,740 sh | 3,740 | $282.4K | — | +14.5% |
| 1504 | Security National Bank#1504 · 3,708 sh | 3,708 | $280.0K | — | -10.5% |
| 1505 | GOLDEN ROAD ADVISORS#1505 · 3,708 sh | 3,708 | $280.0K | 0.14% | +9.9% |
| 1506 | PARTHENON#1506 · 3,700 sh | 3,700 | $279.4K | — | New |
| 1507 | Coastwise Capital Group#1507 · 3,700 sh | 3,700 | $279.4K | 0.16% | 0.0% |
| 1508 | Semus Wealth Partners#1508 · 3,698 sh | 3,698 | $279.2K | — | +1.5% |
| 1509 | Oak Barrel Wealth Advisory#1509 · 3,686 sh | 3,686 | $278.3K | 0.12% | — |
| 1510 | Krilogy Financial#1510 · 3,680 sh | 3,680 | $277.9K | — | +0.1% |
| 1511 | Welch Group#1511 · 3,679 sh | 3,679 | $277.8K | <0.01% | +0.1% |
| 1512 | XP Advisory US#1512 · 3,676 sh | 3,676 | $277.6K | 0.15% | — |
| 1513 | Arlington Capital Management#1513 · 3,659 sh | 3,659 | $276.3K | 0.17% | -96.9% |
| 1514 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#1514 · 3,658 sh | 3,658 | $276.2K | — | +9.9% |
| 1515 | CENTAURUS FINANCIAL#1515 · 3,651 sh | 3,651 | $276.0K | 0.01% | +2.3% |
| 1516 | Mystic Asset Management#1516 · 3,651 sh | 3,651 | $275.7K | — | +0.1% |
| 1517 | Montecito Bank#1517 · 3,630 sh | 3,630 | $274.1K | — | 0.0% |
| 1518 | Argyle Capital Partners#1518 · 3,627 sh | 3,627 | $273.9K | — | 0.0% |
| 1519 | Alchemi Wealth#1519 · 3,626 sh | 3,626 | $273.8K | 0.13% | +1.0% |
| 1520 | BURKE & HERBERT BANK#1520 · 3,603 sh | 3,603 | $272.1K | 0.07% | -6.0% |
| 1521 | Telos Capital Management#1521 · 3,602 sh | 3,602 | $272.0K | 0.02% | 0.0% |
| 1522 | JOHNSTON ASSET MANAGEMENT#1522 · 3,600 sh | 3,600 | $271.8K | <0.01% | 0.0% |
| 1523 | A. D. Beadell Investment Counsel#1523 · 3,600 sh | 3,600 | $271.0K | — | 0.0% |
| 1524 | Physician Wealth Advisors#1524 · 3,582 sh | 3,582 | $270.5K | — | +92.9% |
| 1525 | Diversified Enterprises#1525 · 3,574 sh | 3,574 | $269.9K | — | 0.0% |
| 1526 | CHILTON INVESTMENT#1526 · 3,572 sh | 3,572 | $269.7K | <0.01% | 0.0% |
| 1527 | Advantage#1527 · 3,552 sh | 3,552 | $268.2K | — | +3.6% |
| 1528 | PENOBSCOT WEALTH MANAGEMENT#1528 · 3,546 sh | 3,546 | $267.8K | — | +44.7% |
| 1529 | MAIRS & POWER#1529 · 3,525 sh | 3,525 | $266.2K | <0.01% | 0.0% |
| 1530 | LYELL WEALTH MANAGEMENT#1530 · 3,517 sh | 3,517 | $265.6K | 0.02% | 0.0% |
| 1531 | Geneva Partners#1531 · 3,506 sh | 3,506 | $264.7K | — | 0.0% |
| 1532 | FORTRESS FINANCIAL GROUP#1532 · 3,500 sh | 3,500 | $264.3K | — | -8.6% |
| 1533 | Prosperity Consulting Group#1533 · 3,492 sh | 3,492 | $263.7K | 0.01% | -2.5% |
| 1534 | Heritage Wealth Advisors#1534 · 3,485 sh | 3,485 | $263.2K | <0.01% | 0.0% |
| 1535 | Asset Advisory Group#1535 · 3,478 sh | 3,478 | $262.6K | — | +15.9% |
| 1536 | Gen-Wealth Partners#1536 · 3,476 sh | 3,476 | $262.5K | 0.07% | +2.7% |
| 1537 | Aprio Wealth Management#1537 · 3,474 sh | 3,474 | $262.3K | 0.01% | -3.9% |
| 1538 | Legacy#1538 · 3,465 sh | 3,465 | $261.6K | 0.05% | 0.0% |
| 1539 | Manchester Capital Management#1539 · 3,461 sh | 3,461 | $261.3K | — | +4.1% |
| 1540 | Alpine Bank Wealth Management#1540 · 3,461 sh | 3,461 | $261.3K | — | 0.0% |
| 1541 | Integrity Wealth Solutions#1541 · 3,453 sh | 3,453 | $260.7K | 0.10% | -2.3% |
| 1542 | MCDONALD PARTNERS#1542 · 3,450 sh | 3,450 | $260.5K | 0.06% | New |
| 1543 | PENINSULA ASSET MANAGEMENT#1543 · 3,445 sh | 3,445 | $260.1K | 0.12% | +6.2% |
| 1544 | Smithfield#1544 · 3,443 sh | 3,443 | $260.0K | 0.01% | -13.7% |
| 1545 | Allegheny Financial Group LTD#1545 · 3,440 sh | 3,440 | $259.8K | 0.03% | +0.6% |
| 1546 | James J. Burns & Company#1546 · 3,438 sh | 3,438 | $259.6K | — | +0.1% |
| 1547 | SEARLE#1547 · 3,438 sh | 3,438 | $259.6K | 0.06% | New |
| 1548 | Grant Street Asset Management#1548 · 3,421 sh | 3,421 | $258.3K | — | -90.0% |
| 1549 | CALDWELL SUTTER CAPITAL#1549 · 3,421 sh | 3,421 | $258.3K | 0.10% | -4.0% |
| 1550 | TRB Wealth Management#1550 · 3,415 sh | 3,415 | $257.9K | 0.03% | -78.2% |
| 1551 | Onyx Bridge Wealth Group#1551 · 3,414 sh | 3,414 | $257.8K | — | +3.8% |
| 1552 | SSA SWISS ADVISORS AG#1552 · 3,414 sh | 3,414 | $257.8K | 0.10% | New |
| 1553 | Heritage#1553 · 3,410 sh | 3,410 | $257.5K | 0.02% | 0.0% |
| 1554 | Aspire Private Capital#1554 · 3,410 sh | 3,410 | $257.5K | 0.05% | +17.8% |
| 1555 | JEPPSON WEALTH MANAGEMENT#1555 · 3,404 sh | 3,404 | $257.0K | — | +1.0% |
| 1556 | RASP WEALTH SOLUTIONS#1556 · 3,404 sh | 3,404 | $257.0K | 0.09% | — |
| 1557 | Dorsey & Whitney#1557 · 3,370 sh | 3,370 | $254.5K | 0.01% | 0.0% |
| 1558 | Tidemark#1558 · 3,366 sh | 3,366 | $254.2K | 0.06% | -3.5% |
| 1559 | Viewpoint Capital Management#1559 · 3,359 sh | 3,359 | $253.6K | 0.13% | -58.3% |
| 1560 | Live Oak Private Wealth#1560 · 3,354 sh | 3,354 | $253.3K | 0.03% | -3.5% |
| 1561 | Graetz Wealth#1561 · 3,351 sh | 3,351 | $253.0K | 0.20% | -7.5% |
| 1562 | Beaird Harris Wealth Management#1562 · 3,347 sh | 3,347 | $252.7K | 0.02% | +2.5% |
| 1563 | SARD WEALTH MANAGEMENT GROUP#1563 · 3,334 sh | 3,334 | $251.8K | — | 0.0% |
| 1564 | High Net Worth Advisory Group#1564 · 3,329 sh | 3,329 | $251.4K | — | 0.0% |
| 1565 | Carroll Advisory Group#1565 · 3,302 sh | 3,302 | $249.3K | — | New |
| 1566 | Hilltop Partners#1566 · 3,300 sh | 3,300 | $249.2K | 0.06% | -1.6% |
| 1567 | Yukon Wealth Management#1567 · 3,275 sh | 3,275 | $247.3K | 0.07% | +28.9% |
| 1568 | Glen Eagle Advisors#1568 · 3,264 sh | 3,264 | $246.5K | 0.03% | -85.0% |
| 1569 | CLUNE & ASSOCIATES, LTD.#1569 · 3,262 sh | 3,262 | $246.3K | — | +32.7% |
| 1570 | Private Advisory Group#1570 · 3,254 sh | 3,254 | $245.7K | 0.01% | -32.9% |
| 1571 | Safeguard Investment Advisory Group#1571 · 3,246 sh | 3,246 | $245.1K | 0.06% | +6.6% |
| 1572 | Destination Wealth Management#1572 · 3,233 sh | 3,233 | $244.1K | <0.01% | +6.5% |
| 1573 | Kings Path Partners#1573 · 3,233 sh | 3,233 | $244.1K | — | 0.0% |
| 1574 | Asset Management Group#1574 · 3,225 sh | 3,225 | $243.5K | 0.04% | 0.0% |
| 1575 | WNY Asset Management#1575 · 3,213 sh | 3,213 | $242.6K | 0.02% | +0.3% |
| 1576 | Hyposwiss Advisors SA#1576 · 3,210 sh | 3,210 | $242.4K | — | 0.0% |
| 1577 | PUREfi Wealth#1577 · 3,203 sh | 3,203 | $241.9K | — | +8.2% |
| 1578 | Carrera Capital Advisors#1578 · 3,193 sh | 3,193 | $241.1K | 0.04% | 0.0% |
| 1579 | OneAscent Family Office#1579 · 3,191 sh | 3,191 | $241.0K | 0.12% | 0.0% |
| 1580 | WMG Financial Advisors#1580 · 3,177 sh | 3,177 | $239.9K | 0.09% | +0.3% |
| 1581 | Sound Financial Strategies Group#1581 · 3,176 sh | 3,176 | $239.8K | 0.15% | -42.8% |
| 1582 | TOBIAS FINANCIAL ADVISORS#1582 · 3,172 sh | 3,172 | $239.5K | 0.03% | 0.0% |
| 1583 | Ledyard National Bank#1583 · 3,171 sh | 3,171 | $239.4K | — | 0.0% |
| 1584 | HOWARD WEALTH MANAGEMENT#1584 · 3,168 sh | 3,168 | $239.2K | 0.09% | -1.1% |
| 1585 | BCM ADVISORS#1585 · 3,133 sh | 3,133 | $238.8K | 0.05% | 0.0% |
| 1586 | D.B. Root & Company#1586 · 3,147 sh | 3,147 | $237.6K | 0.05% | -15.1% |
| 1587 | HCR Wealth Advisors#1587 · 3,146 sh | 3,146 | $237.6K | — | -12.5% |
| 1588 | Medallion Wealth Advisors#1588 · 3,145 sh | 3,145 | $237.4K | 0.07% | +7.3% |
| 1589 | 1900 WEALTH MANAGEMENT#1589 · 3,143 sh | 3,143 | $237.3K | — | +12.1% |
| 1590 | Financial Insights#1590 · 3,123 sh | 3,123 | $235.8K | 0.06% | New |
| 1591 | CERTIOR FINANCIAL GROUP#1591 · 3,118 sh | 3,118 | $235.4K | — | 0.0% |
| 1592 | KG&L Capital Management#1592 · 3,102 sh | 3,102 | $234.2K | — | -6.1% |
| 1593 | Impact Capital Partners#1593 · 3,098 sh | 3,098 | $233.9K | — | 0.0% |
| 1594 | CARY STREET PARTNERS INVESTMENT ADVISORY#1594 · 3,094 sh | 3,094 | $233.6K | 0.05% | +12.7% |
| 1595 | Prospera Capital Management#1595 · 2,981 sh | 2,981 | $233.4K | — | 0.0% |
| 1596 | KWMG#1596 · 3,064 sh | 3,064 | $231.4K | — | 0.0% |
| 1597 | Weaver Consulting Group#1597 · 3,064 sh | 3,064 | $231.4K | — | 0.0% |
| 1598 | SJS Investment Consulting#1598 · 3,057 sh | 3,057 | $230.8K | — | 0.0% |
| 1599 | Secure Asset Management#1599 · 3,032 sh | 3,032 | $228.9K | — | -29.4% |
| 1600 | New England Professional Planning Group#1600 · 3,025 sh | 3,025 | $228.4K | 0.09% | 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.