ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | O'SHAUGHNESSY ASSET MANAGEMENT#401 · 86,531 sh | 86,531 | $6.5M | 0.03% | +9.7% |
| 402 | Blueprint Financial Advisors#402 · 86,514 sh | 86,514 | $6.5M | 0.73% | +1.0% |
| 403 | Inscription Capital#403 · 86,239 sh | 86,239 | $6.5M | 0.58% | +0.2% |
| 404 | CAPITOLIS LIQUID GLOBAL MARKETS#404 · 86,000 sh | 86,000 | $6.5M | 0.03% | New |
| 405 | BECK CAPITAL MANAGEMENT#405 · 85,868 sh | 85,868 | $6.5M | 1.19% | -2.5% |
| 406 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#406 · 85,557 sh | 85,557 | $6.5M | <0.01% | -12.2% |
| 407 | SENTINEL LBA#407 · 84,861 sh | 84,861 | $6.4M | 0.57% | +10.5% |
| 408 | Aspect Partners#408 · 84,588 sh | 84,588 | $6.4M | — | +15.1% |
| 409 | Pacific Capital Wealth Advisors#409 · 84,448 sh | 84,448 | $6.4M | — | -5.0% |
| 410 | IHT Wealth Management#410 · 84,294 sh | 84,294 | $6.4M | 0.14% | -34.7% |
| 411 | GREAT VALLEY ADVISOR GROUP#411 · 84,037 sh | 84,037 | $6.3M | 0.10% | -8.3% |
| 412 | Icon Wealth Advisors#412 · 83,422 sh | 83,422 | $6.3M | 0.38% | +16.3% |
| 413 | MA Private Wealth#413 · 83,002 sh | 83,002 | $6.3M | 0.93% | -4.9% |
| 414 | Strategic Blueprint#414 · 82,799 sh | 82,799 | $6.3M | — | +1.1% |
| 415 | CITIZENS FINANCIAL GROUP#415 · 82,450 sh | 82,450 | $6.2M | — | +5.2% |
| 416 | Tikvah Management#416 · 82,230 sh | 82,230 | $6.2M | 1.89% | 0.0% |
| 417 | DELTA FINANCIAL ADVISORS#417 · 81,171 sh | 81,171 | $6.1M | 1.46% | 0.0% |
| 418 | Briaud Financial Planning#418 · 80,824 sh | 80,824 | $6.1M | — | 0.0% |
| 419 | Sequoia Financial Advisors#419 · 80,631 sh | 80,631 | $6.1M | 0.03% | +0.4% |
| 420 | Vestmark Advisory Solutions#420 · 79,431 sh | 79,431 | $6.0M | 0.06% | +18.9% |
| 421 | Apeiron RIA#421 · 76,170 sh | 76,170 | $6.0M | — | -20.3% |
| 422 | AE Wealth Management#422 · 78,766 sh | 78,766 | $5.9M | 0.03% | +20.0% |
| 423 | NOTTINGHAM ADVISORS#423 · 78,643 sh | 78,643 | $5.9M | 0.71% | -2.1% |
| 424 | Fearless Solutions, dba Best Invest#424 · 78,311 sh | 78,311 | $5.9M | — | -3.9% |
| 425 | Sepio Capital#425 · 77,908 sh | 77,908 | $5.9M | — | +0.6% |
| 426 | Ballentine Partners#426 · 77,382 sh | 77,382 | $5.8M | 0.07% | -23.1% |
| 427 | Argent#427 · 77,253 sh | 77,253 | $5.8M | 0.17% | -9.1% |
| 428 | Vontobel Holding Ltd.#428 · 76,828 sh | 76,828 | $5.8M | — | +5.0% |
| 429 | HARBOUR INVESTMENTS#429 · 76,637 sh | 76,637 | $5.8M | 0.08% | -0.2% |
| 430 | Apollon Financial#430 · 76,538 sh | 76,538 | $5.8M | — | +3.7% |
| 431 | Discipline Wealth Solutions#431 · 76,289 sh | 76,289 | $5.8M | — | -1.3% |
| 432 | INTREPID CAPITAL MANAGEMENT#432 · 76,246 sh | 76,246 | $5.8M | 2.04% | 0.0% |
| 433 | FIDUCIARY#433 · 76,182 sh | 76,182 | $5.8M | 0.06% | -5.1% |
| 434 | WESPAC Advisors SoCal#434 · 76,119 sh | 76,119 | $5.7M | — | +28.7% |
| 435 | Evelyn Partners Group Ltd#435 · 75,984 sh | 75,984 | $5.7M | 0.01% | — |
| 436 | Resona Asset Management ,Ltd.#436 · 75,948 sh | 75,948 | $5.7M | 0.03% | 0.0% |
| 437 | Knollwood Investment Advisory#437 · 75,160 sh | 75,160 | $5.7M | 0.50% | 0.0% |
| 438 | CCG WEALTH MANAGEMENT#438 · 75,115 sh | 75,115 | $5.7M | 1.32% | -3.6% |
| 439 | Fifth Third Wealth Advisors#439 · 74,947 sh | 74,947 | $5.7M | — | +0.8% |
| 440 | Fermata Advisors#440 · 74,473 sh | 74,473 | $5.6M | — | +3.7% |
| 441 | Focus Partners Advisor Solutions#441 · 73,909 sh | 73,909 | $5.6M | 0.05% | +0.6% |
| 442 | Hilltop National Bank#442 · 73,856 sh | 73,856 | $5.6M | — | -1.8% |
| 443 | Pacific Park Financial#443 · 73,812 sh | 73,812 | $5.6M | — | -0.5% |
| 444 | Palisades Hudson Asset Management, L.P.#444 · 73,252 sh | 73,252 | $5.5M | 1.94% | 0.0% |
| 445 | TSFG#445 · 72,894 sh | 72,894 | $5.5M | — | -49.4% |
| 446 | Marex Group plc#446 · 72,665 sh | 72,665 | $5.5M | 0.02% | +0.1% |
| 447 | Patriot Financial Group Insurance Agency#447 · 72,628 sh | 72,628 | $5.5M | — | -52.9% |
| 448 | D.A. DAVIDSON#448 · 72,383 sh | 72,383 | $5.5M | 0.03% | +0.2% |
| 449 | SGL Investment Advisors#449 · 66,231 sh | 66,231 | $5.5M | 1.89% | +8.8% |
| 450 | NavPoint Financial#450 · 71,928 sh | 71,928 | $5.4M | — | -5.2% |
| 451 | Brookwood Investment Group#451 · 71,785 sh | 71,785 | $5.4M | 0.61% | +300.5% |
| 452 | PRINCIPAL SECURITIES#452 · 71,474 sh | 71,474 | $5.4M | 0.07% | -19.2% |
| 453 | One Capital Management#453 · 60,863 sh | 60,863 | $5.4M | 0.15% | 0.0% |
| 454 | Gradient Investments#454 · 70,720 sh | 70,720 | $5.3M | — | -6.2% |
| 455 | waypoint wealth counsel#455 · 70,641 sh | 70,641 | $5.3M | — | -5.6% |
| 456 | Everest Financial Group#456 · 70,469 sh | 70,469 | $5.3M | 0.72% | -0.4% |
| 457 | Allie Family Office#457 · 69,714 sh | 69,714 | $5.3M | 1.96% | +19.2% |
| 458 | Guardian Wealth Management#458 · 70,075 sh | 70,075 | $5.3M | — | +3.5% |
| 459 | Nadler Financial Group#459 · 70,044 sh | 70,044 | $5.3M | — | -3.4% |
| 460 | Capital Analysts#460 · 69,869 sh | 69,869 | $5.3M | 0.12% | -51.3% |
| 461 | NBC SECURITIES#461 · 69,535 sh | 69,535 | $5.3M | — | -2.3% |
| 462 | Pacific Point Advisors#462 · 69,514 sh | 69,514 | $5.2M | 2.40% | +0.9% |
| 463 | NATIXIS ADVISORS#463 · 69,453 sh | 69,453 | $5.2M | <0.01% | +33.7% |
| 464 | Gibson Capital#464 · 68,603 sh | 68,603 | $5.2M | — | -2.4% |
| 465 | Mutual Advisors#465 · 68,583 sh | 68,583 | $5.2M | 0.10% | +1.7% |
| 466 | Financial Alternatives#466 · 68,562 sh | 68,562 | $5.2M | 2.55% | +0.9% |
| 467 | Versant Capital Management#467 · 67,672 sh | 67,672 | $5.1M | — | -1.5% |
| 468 | Pinnacle Financial Partners#468 · 67,663 sh | 67,663 | $5.1M | 0.03% | -5.5% |
| 469 | Independent Advisor Alliance#469 · 67,033 sh | 67,033 | $5.1M | 0.12% | +5.2% |
| 470 | Chicago Partners Investment Group#470 · 66,465 sh | 66,465 | $5.1M | — | +1.6% |
| 471 | Mengis Capital Management#471 · 66,213 sh | 66,213 | $5.0M | — | +0.3% |
| 472 | Financial Sense Advisors#472 · 65,678 sh | 65,678 | $5.0M | 0.98% | -18.6% |
| 473 | Parallel Advisors#473 · 65,576 sh | 65,576 | $5.0M | 0.08% | -2.3% |
| 474 | EQ#474 · 65,487 sh | 65,487 | $4.9M | 1.21% | -11.1% |
| 475 | Alvarez & Marsal Private Wealth Partners#475 · 65,110 sh | 65,110 | $4.9M | 0.65% | 0.0% |
| 476 | Amplius Wealth Advisors#476 · 64,990 sh | 64,990 | $4.9M | — | +0.7% |
| 477 | CI INVESTMENTS#477 · 64,617 sh | 64,617 | $4.9M | 0.02% | 0.0% |
| 478 | Altiora Financial Group#478 · 64,394 sh | 64,394 | $4.9M | 0.77% | 0.0% |
| 479 | Garde Capital#479 · 63,769 sh | 63,769 | $4.8M | 0.22% | +0.1% |
| 480 | Red Door Wealth Management#480 · 63,741 sh | 63,741 | $4.8M | 0.44% | +7.3% |
| 481 | Plan Group Financial#481 · 63,664 sh | 63,664 | $4.8M | — | -7.9% |
| 482 | BRADLEY FOSTER & SARGENT#482 · 63,355 sh | 63,355 | $4.8M | 0.07% | -2.0% |
| 483 | Gunpowder Capital Management, dba Oliver Wealth Management#483 · 63,309 sh | 63,309 | $4.8M | 3.36% | 0.0% |
| 484 | Westover Capital Advisors#484 · 62,895 sh | 62,895 | $4.7M | — | +1.4% |
| 485 | FINANCIAL MANAGEMENT NETWORK#485 · 62,434 sh | 62,434 | $4.7M | — | -3.6% |
| 486 | Smith Thornton Advisors#486 · 62,502 sh | 62,502 | $4.7M | — | +3.5% |
| 487 | Principia Wealth Advisory#487 · 62,189 sh | 62,189 | $4.7M | 2.34% | +28.8% |
| 488 | Wealthfront Advisers#488 · 62,143 sh | 62,143 | $4.7M | <0.01% | -6.0% |
| 489 | TIAA , NATIONAL ASSOCIATION#489 · 61,826 sh | 61,826 | $4.7M | 0.28% | -4.1% |
| 490 | BOK Financial Private Wealth#490 · 61,199 sh | 61,199 | $4.6M | 0.24% | 0.0% |
| 491 | Well Done#491 · 61,194 sh | 61,194 | $4.6M | — | -63.5% |
| 492 | Elevated Financial Group#492 · 61,028 sh | 61,028 | $4.6M | — | +13.9% |
| 493 | Modera Wealth Management#493 · 61,013 sh | 61,013 | $4.6M | 0.05% | -4.3% |
| 494 | Family Management#494 · 60,699 sh | 60,699 | $4.6M | 0.47% | -10.8% |
| 495 | D L CARLSON INVESTMENT GROUP#495 · 60,399 sh | 60,399 | $4.6M | 0.73% | -33.5% |
| 496 | Advisory Alpha#496 · 60,121 sh | 60,121 | $4.5M | 0.11% | -3.5% |
| 497 | WHITTIER#497 · 57,720 sh | 57,720 | $4.5M | 0.04% | +1.4% |
| 498 | Sovran Advisors#498 · 59,409 sh | 59,409 | $4.5M | 0.34% | +3.0% |
| 499 | MMBG INVESTMENT ADVISORS#499 · 59,820 sh | 59,820 | $4.5M | 0.36% | New |
| 500 | HOWLAND CAPITAL MANAGEMENT#500 · 59,479 sh | 59,479 | $4.5M | — | +12.2% |
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.