ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 2)

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 101 to 200. 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 101–200 of 1,919

Institutional investors reporting a position in ISHARES GOLD TRUST on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
GenWealth Group#101 · 636,522 sh$48.1M+1.8%
IEQ CAPITAL#102 · 635,258 sh$48.0M-11.1%
Evercore Wealth Management#103 · 627,964 sh$47.4M+1.2%
PARK AVENUE SECURITIES#104 · 606,122 sh$45.8M+3.7%
Williams Jones Wealth Management#105 · 605,714 sh$45.7M-7.7%
NATIONAL BANK OF CANADA#106 · 604,758 sh$45.7M-0.1%
Intellus Advisors#107 · 589,664 sh$44.5M+2.3%
Kestra Advisory Services#108 · 583,062 sh$44.0M-1.6%
Envestnet Portfolio Solutions#109 · 575,894 sh$43.5M+5.1%
Strategic Point Investment Advisors#110 · 555,178 sh$41.9M+3.9%
IFP Advisors#111 · 555,136 sh$41.9M-2.1%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#112 · 538,401 sh$40.7M-10.2%
Eurizon Asset Management Hungary Ltd.#113 · 533,074 sh$40.3M+10.6%
Steward Partners Investment Advisory#114 · 530,298 sh$40.0M-17.1%
BLAIR WILLIAM#115 · 524,796 sh$39.6M-1.0%
TD Waterhouse Canada#116 · 517,314 sh$39.3M+13.2%
CADINHA#117 · 516,618 sh$39.0M-1.0%
CARL STUART INVESTMENT ADVISOR#118 · 513,674 sh$38.8M-2.9%
Corient Private Wealth#119 · 503,990 sh$38.1M-16.6%
ACORN FINANCIAL ADVISORY SERVICES#120 · 500,409 sh$37.8M+3.4%
FIFTH THIRD BANCORP#121 · 495,989 sh$37.5M+30.2%
Zhang Financial#122 · 467,941 sh$35.3M+0.9%
Ronald Blue#123 · 460,543 sh$34.8M-2.1%
Capital Group Private Client Services#124 · 458,998 sh$34.7M+0.2%
Merit Financial Group#125 · 448,234 sh$33.8M-24.8%
Checchi Capital Advisers#126 · 444,396 sh$33.6M+40.2%
Argos Wealth Advisors#127 · 440,971 sh$33.3M+2.5%
Beacon Pointe Advisors#128 · 431,181 sh$32.6M-5.3%
BANK OF MONTREAL#129 · 426,515 sh$32.2M-0.7%
SPINNAKER#130 · 422,086 sh$31.9M+1.2%
WESCAP Management Group#131 · 421,606 sh$31.8M-1.6%
SAGESPRING WEALTH PARTNERS#132 · 413,958 sh$31.3M+4.6%
BFSG#133 · 397,969 sh$30.1M+2.9%
PARTNERS CAPITAL INVESTMENT GROUP, LLP#134 · 397,825 sh$30.0M-2.1%
VPR Management#135 · 395,430 sh$29.9M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES#136 · 587,655 sh$29.4M-2.1%
Integrated Wealth Concepts#137 · 389,547 sh$29.4M+23.6%
TRUE Private Wealth Advisors#138 · 389,255 sh$29.4M+89.3%
Pathstone#139 · 380,803 sh$28.8M+172.6%
Independent Family Office#140 · 375,916 sh$28.4M+0.6%
Concurrent Investment Advisors#141 · 374,204 sh$28.3M+5.9%
FIRST FOUNDATION ADVISORS#142 · 359,362 sh$27.1M+3.3%
Quent Capital#143 · 355,443 sh$26.8M+0.7%
Shah Wealth Advisors#144 · 355,328 sh$26.8M—
LEAVELL INVESTMENT MANAGEMENT#145 · 353,641 sh$26.7M+9.3%
Waverly Advisors#146 · 353,400 sh$26.7M+223.4%
VCI Wealth Management#147 · 347,507 sh$26.2M+9.2%
Chemistry Wealth Management#148 · 346,112 sh$26.1M+0.1%
Modern Wealth Management#149 · 345,528 sh$26.1M+23.1%
Perigon Wealth Management#150 · 344,717 sh$26.0M+0.7%
Arkos Global Advisors#151 · 342,456 sh$25.9M+5.6%
Summit Trail Advisors#152 · 336,707 sh$25.4M+0.2%
Kingsview Wealth Management#153 · 335,451 sh$25.3M-2.3%
Mader & Shannon Wealth Management#154 · 334,134 sh$25.2M+0.4%
Dakota Wealth Management#155 · 330,096 sh$24.9M+0.4%
Stratos Wealth Partners, LTD.#156 · 329,879 sh$24.9M-41.7%
MACKAY SHIELDS#157 · 328,020 sh$24.8M-15.9%
M&T BANK#158 · 319,149 sh$24.1M+31.9%
Parcion Private Wealth#159 · 318,583 sh$24.1M-3.1%
Orion Porfolio Solutions#160 · 318,499 sh$24.0M-6.6%
OPPENHEIMER ASSET MANAGEMENT#161 · 313,194 sh$23.6M+6.6%
CIBC WORLD MARKET#162 · 312,888 sh$23.6M-12.3%
CHATHAM CAPITAL GROUP#163 · 312,445 sh$23.6M-3.6%
Prime Capital Investment Advisors#164 · 312,256 sh$23.6M-1.1%
Bank Julius Baer & Ltd, Zurich#165 · 311,696 sh$23.5M-16.1%
Vision Capital Management#166 · 307,858 sh$23.2M+2.1%
Sumitomo Mitsui DS Asset Management Company, Ltd#167 · 307,145 sh$23.2M+143.6%
AllGen Financial Advisors#168 · 306,180 sh$23.1M-7.8%
BALDWIN WEALTH PARTNERS#169 · 301,674 sh$22.8M+2.3%
BOKF, NA#170 · 301,157 sh$22.7M-1.7%
Farther Finance Advisors#171 · 299,942 sh$22.6M+0.6%
LVM CAPITAL MANAGEMENT LTD#172 · 299,586 sh$22.6M-0.5%
China Universal Asset Management , Ltd.#173 · 297,940 sh$22.5M-24.4%
PRUDENTIAL PLC#174 · 295,485 sh$22.3M+39.6%
Cardinal Point Capital Management, ULC#175 · 295,330 sh$22.3M-2.7%
FIFTH THIRD SECURITIES#176 · 289,279 sh$21.8M+1.5%
Sowa Financial Group#177 · 285,204 sh$21.5M-4.0%
THRIVENT FINANCIAL FOR LUTHERANS#178 · 284,219 sh$21.5M+76.0%
Coastal Bridge Advisors#179 · 284,111 sh$21.5M+0.3%
Mirae Asset Global Investments , Ltd.#180 · 283,701 sh$21.4M-51.9%
Ashton Thomas Private Wealth#181 · 282,506 sh$21.3M+2.0%
JAMES INVESTMENT RESEARCH#182 · 281,952 sh$21.3M-1.1%
STEPHENS#183 · 281,519 sh$21.3M+2.8%
Wallington Asset Management#184 · 280,535 sh$21.2M+0.8%
NKCFO#185 · 279,400 sh$21.1M0.0%
Modus Advisors#186 · 276,829 sh$20.9M+1.3%
AMG National Bank#187 · 272,942 sh$20.6M-9.8%
COMMERCE BANK#188 · 272,265 sh$20.6M-2.6%
Cypress Capital Group#189 · 269,426 sh$20.3M-1.0%
EVOLVE PRIVATE WEALTH#190 · 265,660 sh$20.1M+10.4%
REUTER JAMES WEALTH MANAGEMENT#191 · 265,275 sh$20.0M-31.4%
Allworth Financial#192 · 263,548 sh$19.9M+1.4%
SOFI WEALTH#193 · 263,368 sh$19.9M+9.2%
OpenArc Corporate Advisory#194 · 261,405 sh$19.7M+2.8%
SYON CAPITAL#195 · 259,519 sh$19.6M-0.2%
Brookstone Capital Management#196 · 258,296 sh$19.5M+4.0%
Savvy Advisors#197 · 251,889 sh$19.0M+7.5%
Wealth Quarterback#198 · 250,563 sh$18.9M+38.1%
SRS Capital Advisors#199 · 249,615 sh$18.8M+158.8%
Summit Financial#200 · 248,254 sh$18.7M-3.3%

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.