ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Nalls Sherbakoff Group#1701 · 1,703 sh | 1,703 | $128.6K | 0.09% | 0.0% |
| 1702 | StrongBox Wealth#1702 · 1,650 sh | 1,650 | $124.6K | 0.04% | New |
| 1703 | RAFFA WEALTH MANAGEMENT#1703 · 1,646 sh | 1,646 | $124.3K | 0.02% | 0.0% |
| 1704 | Bruce G. Allen Investments#1704 · 1,575 sh | 1,575 | $118.9K | 0.08% | -7.1% |
| 1705 | Quest 10 Wealth Builders#1705 · 1,540 sh | 1,540 | $116.3K | 0.09% | 0.0% |
| 1706 | CNB Bank#1706 · 1,525 sh | 1,525 | $115.2K | 0.04% | 0.0% |
| 1707 | Roble, Belko & Company#1707 · 1,493 sh | 1,493 | $113.0K | 0.01% | 0.0% |
| 1708 | Glass Jacobson Investment Advisors#1708 · 1,467 sh | 1,467 | $110.8K | — | -37.0% |
| 1709 | BARTLETT & WEALTH MANAGEMENT#1709 · 1,466 sh | 1,466 | $110.7K | <0.01% | 0.0% |
| 1710 | EVOLUTION WEALTH MANAGEMENT#1710 · 1,464 sh | 1,464 | $110.5K | 0.07% | +238.9% |
| 1711 | CBIZ Investment Advisory Services#1711 · 1,250 sh | 1,250 | $110.2K | <0.01% | 0.0% |
| 1712 | Innovative Asset Advisors Group#1712 · 1,441 sh | 1,441 | $108.8K | 0.05% | 0.0% |
| 1713 | SOUTH PLAINS FINANCIAL#1713 · 1,373 sh | 1,373 | $103.7K | 0.06% | 0.0% |
| 1714 | Raleigh Capital Management#1714 · 1,372 sh | 1,372 | $103.6K | 0.03% | +23.2% |
| 1715 | THOMPSON INVESTMENT MANAGEMENT#1715 · 1,362 sh | 1,362 | $102.8K | — | 0.0% |
| 1716 | Crews Bank#1716 · 1,350 sh | 1,350 | $101.9K | 0.01% | 0.0% |
| 1717 | Breakwater Investment Management#1717 · 1,339 sh | 1,339 | $101.1K | — | -9.5% |
| 1718 | Signature Resources Capital Management#1718 · 1,338 sh | 1,338 | $101.0K | — | +0.9% |
| 1719 | NBT BANK N A#1719 · 1,318 sh | 1,318 | $99.5K | — | 0.0% |
| 1720 | Boreal Capital Management#1720 · 1,289 sh | 1,289 | $97.3K | 0.07% | +8.4% |
| 1721 | Purpose Unlimited#1721 · 1,260 sh | 1,260 | $96.6K | <0.01% | -0.4% |
| 1722 | Downshift Financial#1722 · 1,275 sh | 1,275 | $96.3K | — | New |
| 1723 | Princeton Global Asset Management#1723 · 1,271 sh | 1,271 | $96.0K | — | +65.9% |
| 1724 | Steigerwald, Gordon & Koch#1724 · 1,267 sh | 1,267 | $95.7K | <0.01% | 0.0% |
| 1725 | RMG Wealth Management#1725 · 1,147 sh | 1,147 | $95.2K | — | +2240.8% |
| 1726 | Mascoma Wealth Management#1726 · 1,250 sh | 1,250 | $94.4K | — | 0.0% |
| 1727 | BankPlus Department#1727 · 1,242 sh | 1,242 | $93.8K | 0.02% | 0.0% |
| 1728 | Archer Investment#1728 · 1,186 sh | 1,186 | $89.6K | 0.02% | +76.2% |
| 1729 | Operose Advisors#1729 · 1,146 sh | 1,146 | $86.5K | 0.02% | -4.7% |
| 1730 | IAG Wealth Partners#1730 · 1,130 sh | 1,130 | $85.3K | <0.01% | 0.0% |
| 1731 | ARMSTRONG ADVISORY GROUP#1731 · 1,105 sh | 1,105 | $83.4K | — | 0.0% |
| 1732 | Vanguard National#1732 · 1,099 sh | 1,099 | $83.0K | <0.01% | 0.0% |
| 1733 | FOSTER DYKEMA CABOT & PARTNERS#1733 · 1,099 sh | 1,099 | $83.0K | <0.01% | 0.0% |
| 1734 | Cornerstone National Bank#1734 · 1,071 sh | 1,071 | $81.4K | — | New |
| 1735 | Accordant Advisory Group#1735 · 1,077 sh | 1,077 | $81.3K | 0.05% | 0.0% |
| 1736 | Buck Wealth Strategies#1736 · 1,060 sh | 1,060 | $80.0K | <0.01% | New |
| 1737 | Orion Capital Management#1737 · 1,051 sh | 1,051 | $79.4K | 0.02% | 0.0% |
| 1738 | Centerpoint Advisors#1738 · 1,014 sh | 1,014 | $77.0K | 0.02% | 0.0% |
| 1739 | Founders Capital Management#1739 · 1,019 sh | 1,019 | $76.9K | — | +43.5% |
| 1740 | Caitlin John#1740 · 1,009 sh | 1,009 | $76.2K | 0.04% | 0.0% |
| 1741 | Financial Management Professionals#1741 · 1,000 sh | 1,000 | $75.5K | — | 0.0% |
| 1742 | MONTAG A & ASSOCIATES#1742 · 1,000 sh | 1,000 | $75.5K | <0.01% | 0.0% |
| 1743 | BARRETT & COMPANY#1743 · 1,000 sh | 1,000 | $75.5K | — | 0.0% |
| 1744 | TIAA Wealth Investment Management#1744 · 999 sh | 999 | $75.5K | <0.01% | New |
| 1745 | ACTION POINT FINANCIAL PLANNING#1745 · 999 sh | 999 | $75.4K | <0.01% | New |
| 1746 | Key FInancial#1746 · 966 sh | 966 | $72.9K | 0.01% | 0.0% |
| 1747 | Rialto Wealth Management#1747 · 966 sh | 966 | $72.9K | 0.01% | 0.0% |
| 1748 | Bravera Wealth#1748 · 950 sh | 950 | $71.7K | 0.03% | -37.5% |
| 1749 | BELLEVUE ASSET MANAGEMENT#1749 · 931 sh | 931 | $70.3K | 0.03% | 0.0% |
| 1750 | Blume Capital Management#1750 · 920 sh | 920 | $69.5K | — | 0.0% |
| 1751 | Knuff#1751 · 900 sh | 900 | $68.0K | 0.02% | New |
| 1752 | Decker Retirement Planning#1752 · 900 sh | 900 | $68.0K | — | +0.1% |
| 1753 | Wellington Grp#1753 · 749 sh | 749 | $66.0K | 0.02% | 0.0% |
| 1754 | Newbridge Financial Services Group#1754 · 866 sh | 866 | $65.4K | — | -7.9% |
| 1755 | TrueNorth#1755 · 861 sh | 861 | $65.0K | <0.01% | New |
| 1756 | PROSPERITY BANCSHARES#1756 · 858 sh | 858 | $64.8K | 0.04% | 0.0% |
| 1757 | Center for Financial Planning#1757 · 850 sh | 850 | $64.2K | — | 0.0% |
| 1758 | Valued Wealth Advisors#1758 · 831 sh | 831 | $62.7K | 0.02% | 0.0% |
| 1759 | Basepoint Wealth#1759 · 822 sh | 822 | $62.1K | 0.04% | -11.7% |
| 1760 | MANNING & NAPIER ADVISORS#1760 · 791 sh | 791 | $59.7K | <0.01% | 0.0% |
| 1761 | Pingora Partners#1761 · 784 sh | 784 | $59.2K | 0.03% | 0.0% |
| 1762 | SOUTHERN MICHIGAN BANK &#1762 · 781 sh | 781 | $59.0K | — | 0.0% |
| 1763 | HM PAYSON#1763 · 761 sh | 761 | $57.5K | <0.01% | 0.0% |
| 1764 | Truvestments Capital#1764 · 754 sh | 754 | $56.9K | <0.01% | -0.7% |
| 1765 | Pacifica Partners#1765 · 729 sh | 729 | $56.5K | — | 0.0% |
| 1766 | DUNCKER STREETT#1766 · 737 sh | 737 | $55.7K | <0.01% | +1.0% |
| 1767 | Addison Advisors#1767 · 737 sh | 737 | $55.7K | 0.03% | 0.0% |
| 1768 | FIRST FINANCIAL#1768 · 715 sh | 715 | $54.0K | — | 0.0% |
| 1769 | Washington Advisors#1769 · 713 sh | 713 | $53.8K | — | 0.0% |
| 1770 | 1620 INVESTMENT ADVISORS#1770 · 708 sh | 708 | $53.5K | 0.03% | 0.0% |
| 1771 | Ritter Daniher Financial Advisory / DE#1771 · 707 sh | 707 | $53.4K | <0.01% | 0.0% |
| 1772 | CHESAPEAKE ASSET MANAGEMENT#1772 · 701 sh | 701 | $52.9K | 0.04% | 0.0% |
| 1773 | Cordant#1773 · 698 sh | 698 | $52.7K | 0.02% | New |
| 1774 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1774 · 695 sh | 695 | $52.5K | <0.01% | 0.0% |
| 1775 | Financial Life Planners#1775 · 675 sh | 675 | $51.0K | 0.03% | 0.0% |
| 1776 | OGOREK ANTHONY JOSEPH /NY#1776 · 672 sh | 672 | $50.0K | 0.01% | New |
| 1777 | Costello Asset Management#1777 · 646 sh | 646 | $48.8K | 0.01% | 0.0% |
| 1778 | Cromwell#1778 · 630 sh | 630 | $47.6K | 0.02% | New |
| 1779 | SOA Wealth Advisors#1779 · 6,953 sh | 6,953 | $47.3K | <0.01% | +7.0% |
| 1780 | Wilmington Savings Fund Society, FSB#1780 · 615 sh | 615 | $46.4K | — | 0.0% |
| 1781 | Dogwood Wealth Management#1781 · 599 sh | 599 | $45.2K | 0.02% | 0.0% |
| 1782 | BROWN, LISLE/CUMMINGS#1782 · 585 sh | 585 | $44.2K | — | New |
| 1783 | Avion Wealth#1783 · 594 sh | 594 | $44.0K | <0.01% | -33.7% |
| 1784 | AMERIFLEX GROUP#1784 · 582 sh | 582 | $43.9K | 0.02% | -46.8% |
| 1785 | Marshall & Sterling Wealth Advisors#1785 · 560 sh | 560 | $42.3K | 0.03% | 0.0% |
| 1786 | ISLAY CAPITAL MANAGEMENT#1786 · 558 sh | 558 | $42.1K | — | New |
| 1787 | Providence Capital Advisors#1787 · 553 sh | 553 | $41.7K | <0.01% | New |
| 1788 | Strive Financial Group#1788 · 550 sh | 550 | $41.5K | 0.02% | +257.1% |
| 1789 | Aventura Private Wealth#1789 · 538 sh | 538 | $40.6K | 0.01% | +145.7% |
| 1790 | GODSEY & GIBB#1790 · 530 sh | 530 | $40.0K | — | 0.0% |
| 1791 | Your Advocates Ltd., LLP#1791 · 526 sh | 526 | $39.7K | 0.01% | -35.6% |
| 1792 | MidFirst Bank#1792 · 515 sh | 515 | $38.9K | <0.01% | 0.0% |
| 1793 | MH & ASSOCIATES SECURITIES MANAGEMENT#1793 · 515 sh | 515 | $38.9K | 0.03% | 0.0% |
| 1794 | Investors Portfolio Services#1794 · 510 sh | 510 | $38.5K | 0.03% | 0.0% |
| 1795 | Wilkerson Advisory Group#1795 · 497 sh | 497 | $37.5K | — | 0.0% |
| 1796 | Capital Advisor Network#1796 · 496 sh | 496 | $37.5K | 0.05% | +11.7% |
| 1797 | Triumph Capital Management#1797 · 480 sh | 480 | $36.2K | — | 0.0% |
| 1798 | Fourth Dimension Wealth#1798 · 480 sh | 480 | $36.2K | 0.01% | +6.9% |
| 1799 | Miller Global Investments#1799 · 480 sh | 480 | $36.2K | — | New |
| 1800 | Smallwood Wealth Investment Management#1800 · 454 sh | 454 | $34.3K | 0.01% | 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.