ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Roehl & Yi Investment Advisors#301 · 317,153 sh | 317,153 | $9.8M | 3.21% | +139.4% |
| 302 | SBI Securities , Ltd.#302 · 128,990 sh | 128,990 | $9.7M | — | -3.0% |
| 303 | Townsend & Associates#303 · 129,101 sh | 129,101 | $9.7M | — | +0.6% |
| 304 | JNBA Financial Advisors#304 · 128,823 sh | 128,823 | $9.7M | 0.74% | -1.5% |
| 305 | FLOW TRADERS U.S.#305 · 128,169 sh | 128,169 | $9.7M | 0.40% | New |
| 306 | NewEdge Wealth#306 · 127,922 sh | 127,922 | $9.7M | 0.10% | -1.3% |
| 307 | CAMDEN NATIONAL BANK#307 · 126,913 sh | 126,913 | $9.6M | 1.25% | +42.8% |
| 308 | Bigelow Investment Advisors#308 · 126,904 sh | 126,904 | $9.6M | — | -3.2% |
| 309 | Diversify Advisory Services#309 · 124,480 sh | 124,480 | $9.6M | — | New |
| 310 | DIVERSIFY WEALTH MANAGEMENT#310 · 124,480 sh | 124,480 | $9.6M | — | +5.2% |
| 311 | Global Wealth Strategies & Associates#311 · 126,318 sh | 126,318 | $9.5M | — | +5.3% |
| 312 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#312 · 126,011 sh | 126,011 | $9.5M | 0.50% | -5.6% |
| 313 | INDEPENDENT FINANCIAL GROUP#313 · 125,884 sh | 125,884 | $9.5M | — | +24.0% |
| 314 | Omnia Family Wealth#314 · 125,816 sh | 125,816 | $9.5M | 2.55% | -0.6% |
| 315 | FIDUCIARY FINANCIAL GROUP#315 · 125,744 sh | 125,744 | $9.5M | — | +20.7% |
| 316 | Ariston Services Group#316 · 125,399 sh | 125,399 | $9.5M | — | New |
| 317 | Atria Investments#317 · 125,220 sh | 125,220 | $9.5M | — | -4.7% |
| 318 | Deane Retirement Strategies#318 · 123,603 sh | 123,603 | $9.3M | — | +36.5% |
| 319 | Highland Financial Advisors#319 · 123,538 sh | 123,538 | $9.3M | — | -7.4% |
| 320 | CAPE ANN SAVINGS BANK#320 · 122,905 sh | 122,905 | $9.3M | 4.37% | -6.8% |
| 321 | Chandler Asset Management#321 · 122,575 sh | 122,575 | $9.3M | 1.30% | +12.2% |
| 322 | Stablepoint Partners#322 · 120,038 sh | 120,038 | $9.1M | 1.25% | +1.9% |
| 323 | OSBORNE PARTNERS CAPITAL MANAGEMENT#323 · 119,988 sh | 119,988 | $9.1M | 0.50% | -0.5% |
| 324 | Harvest Fund Management , Ltd#324 · 118,298 sh | 118,298 | $8.9M | 0.30% | -20.7% |
| 325 | WEALTHSPAN PARTNERS#325 · 118,207 sh | 118,207 | $8.9M | 2.81% | -0.2% |
| 326 | Lido Advisors#326 · 118,131 sh | 118,131 | $8.9M | 0.02% | +1.6% |
| 327 | MERIDIAN INVESTMENT COUNSEL#327 · 117,933 sh | 117,933 | $8.9M | — | -3.3% |
| 328 | Ameritas Advisory Services#328 · 116,916 sh | 116,916 | $8.8M | 0.18% | +120.3% |
| 329 | Silverleafe Capital Partners#329 · 116,638 sh | 116,638 | $8.8M | — | +0.7% |
| 330 | Southeast Asset Advisors#330 · 115,740 sh | 115,740 | $8.7M | 0.89% | 0.0% |
| 331 | SIGMA INVESTMENT COUNSELORS#331 · 114,383 sh | 114,383 | $8.6M | 0.42% | -3.1% |
| 332 | Bleakley Financial Group#332 · 113,862 sh | 113,862 | $8.6M | 0.11% | +325.0% |
| 333 | Clear Creek Financial Management#333 · 113,506 sh | 113,506 | $8.6M | 0.55% | +6.2% |
| 334 | Impact Investors#334 · 113,149 sh | 113,149 | $8.5M | 6.25% | -10.4% |
| 335 | Prairie Wealth Advisors#335 · 0 sh | 0 | $8.5M | 2.03% | New |
| 336 | Exit Wealth Advisors#336 · 112,372 sh | 112,372 | $8.5M | 3.86% | -6.5% |
| 337 | Towneley Capital Management, / DE#337 · 111,410 sh | 111,410 | $8.4M | — | +2.2% |
| 338 | Compound Planning#338 · 111,023 sh | 111,023 | $8.4M | 0.22% | -7.6% |
| 339 | Callan Family Office#339 · 110,566 sh | 110,566 | $8.3M | 0.16% | +2.6% |
| 340 | Clearstead Advisors#340 · 109,777 sh | 109,777 | $8.3M | 0.08% | +220.0% |
| 341 | Gerber Kawasaki Wealth & Investment Management#341 · 109,489 sh | 109,489 | $8.3M | 0.22% | -13.5% |
| 342 | ABLE Financial Group#342 · 109,438 sh | 109,438 | $8.3M | — | +10.2% |
| 343 | Braeburn Wealth Management#343 · 106,717 sh | 106,717 | $8.1M | — | +0.4% |
| 344 | Quantinno Capital Management#344 · 106,205 sh | 106,205 | $8.0M | <0.01% | +15.7% |
| 345 | Plum Street Advisors#345 · 106,103 sh | 106,103 | $8.0M | 2.56% | -2.0% |
| 346 | Ackerman Capital Advisors#346 · 105,275 sh | 105,275 | $7.9M | 1.60% | 0.0% |
| 347 | PATTON FUND MANAGEMENT#347 · 104,950 sh | 104,950 | $7.9M | — | +10.9% |
| 348 | Pekin Hardy Strauss#348 · 104,830 sh | 104,830 | $7.9M | 0.70% | 0.0% |
| 349 | Baker Avenue Asset Management#349 · 104,607 sh | 104,607 | $7.9M | 0.15% | -8.6% |
| 350 | CAPITAL ADVISORS#350 · 104,567 sh | 104,567 | $7.9M | 0.12% | +7.0% |
| 351 | Accretive Wealth Partners#351 · 104,387 sh | 104,387 | $7.9M | 1.91% | -1.0% |
| 352 | IMC-Chicago#352 · 104,170 sh | 104,170 | $7.9M | <0.01% | +273.9% |
| 353 | Sharkey, Howes & Javer#353 · 103,871 sh | 103,871 | $7.8M | — | +15.8% |
| 354 | Wealth Care#354 · 103,583 sh | 103,583 | $7.8M | 6.33% | -1.5% |
| 355 | Maltin Wealth Management#355 · 102,963 sh | 102,963 | $7.8M | — | +2.0% |
| 356 | Battery Global Advisors#356 · 102,542 sh | 102,542 | $7.7M | 3.88% | +1.7% |
| 357 | INSIGNEO ADVISORY SERVICES#357 · 101,985 sh | 101,985 | $7.7M | 0.29% | +78.6% |
| 358 | LIFELONG WEALTH ADVISORS#358 · 100,889 sh | 100,889 | $7.6M | — | +11.2% |
| 359 | WEALTH ALLIANCE#359 · 100,720 sh | 100,720 | $7.6M | 0.64% | -0.3% |
| 360 | Summit Place Financial Advisors#360 · 100,576 sh | 100,576 | $7.6M | — | +2.4% |
| 361 | DCF Advisers#361 · 100,000 sh | 100,000 | $7.6M | 1.33% | 0.0% |
| 362 | Cauble & Harre Wealth Management#362 · 99,931 sh | 99,931 | $7.5M | 6.05% | -9.2% |
| 363 | OKABENA INVESTMENT SERVICES#363 · 99,913 sh | 99,913 | $7.5M | 1.35% | -0.1% |
| 364 | AdvisorNet Financial#364 · 99,824 sh | 99,824 | $7.5M | — | +0.1% |
| 365 | Greenline Partners#365 · 99,800 sh | 99,800 | $7.5M | 0.77% | 0.0% |
| 366 | CPR Investments#366 · 99,464 sh | 99,464 | $7.5M | — | -9.0% |
| 367 | JMAC ENTERPRISES#367 · 99,415 sh | 99,415 | $7.5M | 1.26% | +9.3% |
| 368 | Global Retirement Partners#368 · 98,289 sh | 98,289 | $7.4M | 0.11% | — |
| 369 | Wellspring Financial Advisors#369 · 98,043 sh | 98,043 | $7.4M | 0.49% | +0.1% |
| 370 | Bull Oak Capital#370 · 97,670 sh | 97,670 | $7.4M | — | -2.2% |
| 371 | Vise Technologies#371 · 97,319 sh | 97,319 | $7.3M | 0.08% | +104.1% |
| 372 | Rochester Wealth Strategies#372 · 96,854 sh | 96,854 | $7.3M | 4.05% | +15.5% |
| 373 | Blueprint Investment Partners#373 · 96,750 sh | 96,750 | $7.3M | 0.61% | +2.7% |
| 374 | Crescent Grove Advisors#374 · 96,466 sh | 96,466 | $7.3M | — | -3.0% |
| 375 | SMITH, MOORE#375 · 96,279 sh | 96,279 | $7.3M | 0.47% | +0.1% |
| 376 | MOTCO#376 · 96,088 sh | 96,088 | $7.3M | 0.62% | +22.2% |
| 377 | BESSEMER GROUP#377 · 95,810 sh | 95,810 | $7.2M | <0.01% | -3.8% |
| 378 | Triad Wealth Partners#378 · 94,937 sh | 94,937 | $7.2M | — | +19.5% |
| 379 | Argentarii#379 · 87,728 sh | 87,728 | $7.2M | 2.17% | +19.0% |
| 380 | KITCHING PARTNERS#380 · 95,210 sh | 95,210 | $7.2M | 6.18% | +0.2% |
| 381 | LARCH CAPITAL PARTNERS#381 · 94,874 sh | 94,874 | $7.2M | 1.02% | +2.2% |
| 382 | Sage Investment Advisers#382 · 94,734 sh | 94,734 | $7.2M | — | +17.4% |
| 383 | WealthCare Investment Partners#383 · 94,552 sh | 94,552 | $7.1M | 1.73% | -9.7% |
| 384 | GFS Advisors#384 · 61,914 sh | 61,914 | $7.1M | 0.41% | +611.8% |
| 385 | NOMURA ASSET MANAGEMENT LTD#385 · 94,105 sh | 94,105 | $7.1M | 0.02% | -24.4% |
| 386 | SageGuard Financial Group#386 · 93,314 sh | 93,314 | $7.0M | 0.99% | +17.8% |
| 387 | Parkside Financial Bank#387 · 93,084 sh | 93,084 | $7.0M | 0.24% | +100.9% |
| 388 | Compagnie Lombard Odier SCmA#388 · 92,600 sh | 92,600 | $7.0M | 0.08% | +80.3% |
| 389 | RiverGlades Family Offices#389 · 92,315 sh | 92,315 | $7.0M | 3.20% | +4.9% |
| 390 | Cranbrook Wealth Management#390 · 91,204 sh | 91,204 | $6.9M | 1.29% | -1.8% |
| 391 | Sowell Financial Services#391 · 89,851 sh | 89,851 | $6.8M | — | -41.7% |
| 392 | American Investment Services#392 · 89,415 sh | 89,415 | $6.8M | 1.43% | -1.9% |
| 393 | TriaGen Wealth Management#393 · 89,155 sh | 89,155 | $6.7M | — | +1.3% |
| 394 | Madden Advisory Services#394 · 88,555 sh | 88,555 | $6.7M | 2.40% | +0.8% |
| 395 | Kure Advisory#395 · 87,752 sh | 87,752 | $6.6M | — | -0.5% |
| 396 | True North Advisors#396 · 87,616 sh | 87,616 | $6.6M | — | New |
| 397 | Leslie Global Wealth#397 · 87,210 sh | 87,210 | $6.6M | — | +12.9% |
| 398 | Rehmann Capital Advisory Group#398 · 87,075 sh | 87,075 | $6.6M | 0.30% | -18.0% |
| 399 | CHOREO#399 · 86,982 sh | 86,982 | $6.6M | 0.07% | -6.7% |
| 400 | WELCH & FORBES#400 · 86,883 sh | 86,883 | $6.6M | 0.08% | 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.