ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Pictet North America Advisors SA#201 · 248,044 sh | 248,044 | $18.7M | — | 0.0% |
| 202 | Cyndeo Wealth Partners#202 · 247,086 sh | 247,086 | $18.7M | — | -0.3% |
| 203 | Hamilton Wealth#203 · 245,631 sh | 245,631 | $18.5M | 3.40% | -66.9% |
| 204 | JSF Financial#204 · 244,608 sh | 244,608 | $18.5M | — | +13.7% |
| 205 | Timber Creek Capital Management#205 · 241,959 sh | 241,959 | $18.3M | 3.73% | +0.6% |
| 206 | MGO ONE SEVEN#206 · 241,931 sh | 241,931 | $18.3M | 0.30% | +11.8% |
| 207 | CPA Asset Management#207 · 240,930 sh | 240,930 | $18.2M | — | +1.7% |
| 208 | BCWM#208 · 240,889 sh | 240,889 | $18.2M | 5.32% | +1.8% |
| 209 | US BANCORP \DE\#209 · 240,126 sh | 240,126 | $18.1M | 0.02% | -1.9% |
| 210 | EP Wealth Advisors#210 · 234,174 sh | 234,174 | $17.7M | 0.07% | +346.9% |
| 211 | Sterling Financial Planning#211 · 233,678 sh | 233,678 | $17.6M | 4.80% | -0.7% |
| 212 | Lifeworks Advisors#212 · 232,160 sh | 232,160 | $17.5M | 1.84% | +11.3% |
| 213 | Private Advisor Group#213 · 228,943 sh | 228,943 | $17.3M | 0.08% | -0.9% |
| 214 | Faithward Advisors#214 · 228,192 sh | 228,192 | $17.2M | 2.10% | -2.4% |
| 215 | COHEN & STEERS#215 · 228,069 sh | 228,069 | $17.2M | 0.03% | +10.3% |
| 216 | UMB Bank, n.a.#216 · 226,229 sh | 226,229 | $17.1M | 0.22% | -8.1% |
| 217 | Advisory Services Network#217 · 224,727 sh | 224,727 | $17.0M | 0.19% | +3.7% |
| 218 | Verger Capital Management#218 · 223,830 sh | 223,830 | $16.9M | — | +5.1% |
| 219 | Leonard Rickey Investment Advisors P.L.L.C.#219 · 223,547 sh | 223,547 | $16.9M | 2.65% | +5.2% |
| 220 | Sigma Planning#220 · 220,618 sh | 220,618 | $16.7M | — | -2.3% |
| 221 | Fielder Capital Group#221 · 218,233 sh | 218,233 | $16.5M | 3.57% | -1.3% |
| 222 | Forza Wealth Management#222 · 216,851 sh | 216,851 | $16.4M | — | +9.9% |
| 223 | FIRST AMERICAN , FSB#223 · 214,200 sh | 214,200 | $16.2M | 0.97% | -20.3% |
| 224 | QUEST INVESTMENT MANAGEMENT#224 · 212,782 sh | 212,782 | $16.1M | 1.88% | 0.0% |
| 225 | NorthCrest Asset Manangement#225 · 205,888 sh | 205,888 | $16.0M | — | -3.0% |
| 226 | WILEY BROS.-AINTREE CAPITAL#226 · 209,714 sh | 209,714 | $15.8M | 0.07% | +2.9% |
| 227 | HB Wealth Management#227 · 208,539 sh | 208,539 | $15.7M | — | +1.0% |
| 228 | Hamilton Point Investment Advisors#228 · 205,853 sh | 205,853 | $15.5M | 2.19% | +0.3% |
| 229 | SAGE PRIVATE WEALTH GROUP#229 · 204,868 sh | 204,868 | $15.5M | — | +9.6% |
| 230 | HUNTINGTON NATIONAL BANK#230 · 203,877 sh | 203,877 | $15.4M | 0.07% | +0.5% |
| 231 | BROWN ADVISORY#231 · 202,270 sh | 202,270 | $15.3M | 0.02% | -3.5% |
| 232 | CSS#232 · 200,040 sh | 200,040 | $15.1M | 0.59% | 0.0% |
| 233 | Advocacy Wealth Management#233 · 197,676 sh | 197,676 | $14.9M | 0.54% | +6.6% |
| 234 | World Investment Advisors#234 · 172,440 sh | 172,440 | $14.9M | 0.25% | -0.2% |
| 235 | White Lighthouse Investment Management#235 · 196,065 sh | 196,065 | $14.8M | — | +1.3% |
| 236 | RENAISSANCE TECHNOLOGIES#236 · 195,400 sh | 195,400 | $14.8M | 0.02% | +57.6% |
| 237 | Twin Tree Management#237 · 194,746 sh | 194,746 | $14.7M | 0.28% | +55.6% |
| 238 | DWM Financial Group#238 · 179,766 sh | 179,766 | $14.6M | 13.01% | — |
| 239 | GAMCO INVESTORS, ET AL#239 · 187,221 sh | 187,221 | $14.1M | 0.13% | 0.0% |
| 240 | Resonant Capital Advisors#240 · 184,243 sh | 184,243 | $13.9M | — | -0.1% |
| 241 | Van Hulzen Asset Management#241 · 183,362 sh | 183,362 | $13.8M | 0.99% | +1.1% |
| 242 | Three Bridge Wealth Advisors#242 · 183,087 sh | 183,087 | $13.8M | 3.46% | -0.7% |
| 243 | Purkiss Capital Advisors#243 · 182,194 sh | 182,194 | $13.8M | 5.24% | -2.6% |
| 244 | Private Harbour Investment Management & Counsel#244 · 180,105 sh | 180,105 | $13.6M | 16.13% | -0.8% |
| 245 | AQR CAPITAL MANAGEMENT#245 · 179,467 sh | 179,467 | $13.6M | <0.01% | +3.9% |
| 246 | KESTRA PRIVATE WEALTH SERVICES#246 · 179,228 sh | 179,228 | $13.5M | 0.15% | -7.4% |
| 247 | Wealth Management Partners#247 · 177,803 sh | 177,803 | $13.4M | — | -2.8% |
| 248 | Regency Capital Management \DE#248 · 177,738 sh | 177,738 | $13.4M | 5.34% | +0.9% |
| 249 | Legend Financial Advisors#249 · 176,990 sh | 176,990 | $13.4M | 7.59% | +0.8% |
| 250 | JB Capital#250 · 175,850 sh | 175,850 | $13.3M | — | +29.4% |
| 251 | EFG International AG#251 · 175,224 sh | 175,224 | $13.2M | 0.24% | +2.0% |
| 252 | Clear Harbor Asset Management#252 · 174,349 sh | 174,349 | $13.2M | 0.81% | -0.2% |
| 253 | NTV ASSET MANAGEMENT#253 · 173,052 sh | 173,052 | $13.1M | — | -1.3% |
| 254 | Upper Left Wealth Management#254 · 165,498 sh | 165,498 | $12.5M | — | +4.0% |
| 255 | Stonebridge Financial Group#255 · 165,248 sh | 165,248 | $12.5M | — | -0.5% |
| 256 | SEEDS INVESTOR#256 · 162,857 sh | 162,857 | $12.3M | 1.26% | +19.9% |
| 257 | UNITED CAPITAL FINANCIAL ADVISORS#257 · 162,235 sh | 162,235 | $12.3M | 0.07% | +1.8% |
| 258 | Mesirow Financial Investment Management#258 · 160,957 sh | 160,957 | $12.2M | 0.19% | +1.0% |
| 259 | STEPHEN J. GARRY & ASSOCIATES#259 · 160,529 sh | 160,529 | $12.1M | 8.84% | +0.3% |
| 260 | Spectrum Asset Management, (NB/CA)#260 · 159,602 sh | 159,602 | $12.1M | — | -0.5% |
| 261 | SAPIENT CAPITAL#261 · 158,839 sh | 158,839 | $12.0M | — | +7.5% |
| 262 | ROGCO#262 · 158,010 sh | 158,010 | $11.9M | 3.65% | +6.8% |
| 263 | Apollon Wealth Management#263 · 157,656 sh | 157,656 | $11.9M | — | -6.4% |
| 264 | Grove Bank#264 · 156,618 sh | 156,618 | $11.8M | — | +6.9% |
| 265 | CreativeOne Wealth#265 · 156,405 sh | 156,405 | $11.8M | 0.25% | +3.4% |
| 266 | LaSalle St. Investment Advisors#266 · 154,581 sh | 154,581 | $11.7M | 1.43% | +34.8% |
| 267 | SAGE RHINO CAPITAL#267 · 153,370 sh | 153,370 | $11.6M | 1.88% | -21.2% |
| 268 | Jump Financial#268 · 153,145 sh | 153,145 | $11.6M | 0.09% | New |
| 269 | Midwest#269 · 152,876 sh | 152,876 | $11.5M | — | -1.9% |
| 270 | Bulltick Wealth Management#270 · 152,699 sh | 152,699 | $11.5M | 2.35% | +7.9% |
| 271 | Parkside Investments#271 · 151,885 sh | 151,885 | $11.5M | — | +3.5% |
| 272 | FLPUTNAM INVESTMENT MANAGEMENT#272 · 151,511 sh | 151,511 | $11.4M | 0.14% | +3.6% |
| 273 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#273 · 150,646 sh | 150,646 | $11.4M | — | +59.1% |
| 274 | Morton Capital Management#274 · 150,109 sh | 150,109 | $11.3M | — | -1.0% |
| 275 | E Fund Management , Ltd.#275 · 149,964 sh | 149,964 | $11.3M | 0.25% | 0.0% |
| 276 | Ascent Group#276 · 149,714 sh | 149,714 | $11.3M | 0.34% | +10.5% |
| 277 | Marino Management#277 · 149,479 sh | 149,479 | $11.3M | 2.35% | 0.0% |
| 278 | Harbour Wealth Management Group#278 · 149,297 sh | 149,297 | $11.3M | 7.62% | -0.3% |
| 279 | Shepherd Financial Partners#279 · 149,054 sh | 149,054 | $11.3M | 0.92% | +12.2% |
| 280 | Signet Investment Advisory Group#280 · 147,594 sh | 147,594 | $11.1M | 4.90% | -1.8% |
| 281 | Old Port Advisors#281 · 146,190 sh | 146,190 | $11.0M | — | +2.9% |
| 282 | Wills Financial Group#282 · 145,131 sh | 145,131 | $11.0M | 3.99% | -0.8% |
| 283 | CLEAR WAVE WEALTH MANAGEMENT#283 · 144,266 sh | 144,266 | $10.9M | 2.01% | +16.8% |
| 284 | BSW Wealth Partners#284 · 143,524 sh | 143,524 | $10.8M | 1.21% | -6.5% |
| 285 | Broussard Financial Group#285 · 143,120 sh | 143,120 | $10.8M | — | -8.9% |
| 286 | DSG Capital Advisors#286 · 141,590 sh | 141,590 | $10.8M | 1.53% | +0.1% |
| 287 | Avestar Capital#287 · 142,505 sh | 142,505 | $10.8M | 0.60% | +6.9% |
| 288 | Waterloo Capital, L.P.#288 · 139,369 sh | 139,369 | $10.5M | 0.59% | +27.8% |
| 289 | TUDOR INVESTMENT ET AL#289 · 138,128 sh | 138,128 | $10.4M | 0.01% | +3.9% |
| 290 | LifeWealth Investments#290 · 137,841 sh | 137,841 | $10.4M | — | +12.0% |
| 291 | Excelsior Advisor Network#291 · 137,167 sh | 137,167 | $10.4M | 1.36% | +91.6% |
| 292 | New Harbor Financial Group#292 · 135,621 sh | 135,621 | $10.2M | — | -60.2% |
| 293 | Spire Wealth Management#293 · 134,943 sh | 134,943 | $10.2M | 0.31% | -4.0% |
| 294 | Topor & Korea#294 · 131,980 sh | 131,980 | $10.0M | — | -0.7% |
| 295 | AVAII WEALTH MANAGEMENT#295 · 131,621 sh | 131,621 | $9.9M | — | +9.9% |
| 296 | MBA Advisors#296 · 131,576 sh | 131,576 | $9.9M | 3.34% | +8.1% |
| 297 | WHITTIER OF NEVADA#297 · 128,254 sh | 128,254 | $9.9M | 0.19% | 0.0% |
| 298 | LifePlan Financial#298 · 131,129 sh | 131,129 | $9.9M | — | -3.2% |
| 299 | Vernal Point Advisors#299 · 129,807 sh | 129,807 | $9.8M | 3.31% | 0.0% |
| 300 | VestGen Advisors#300 · 129,743 sh | 129,743 | $9.8M | 0.29% | +9.0% |
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.