ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | LEVEL FOUR ADVISORY SERVICES#501 · 59,306 sh | 59,306 | $4.5M | 0.13% | -0.5% |
| 502 | LYNX CAPITAL GROUP LTD#502 · 58,935 sh | 58,935 | $4.5M | 1.80% | -0.8% |
| 503 | Ridge Creek Global#503 · 58,855 sh | 58,855 | $4.4M | 3.46% | -2.2% |
| 504 | Emerald Investment Advisers#504 · 58,820 sh | 58,820 | $4.4M | 0.30% | 0.0% |
| 505 | BURNS J W#505 · 58,401 sh | 58,401 | $4.4M | — | -7.8% |
| 506 | SteelPeak Wealth#506 · 58,292 sh | 58,292 | $4.4M | — | +16.8% |
| 507 | Western Wealth Management#507 · 58,235 sh | 58,235 | $4.4M | 0.14% | -7.7% |
| 508 | Snowden Capital Advisors#508 · 58,008 sh | 58,008 | $4.4M | 0.10% | +2.9% |
| 509 | Mount Yale Investment Advisors#509 · 57,860 sh | 57,860 | $4.4M | 0.08% | -1.4% |
| 510 | Alpha Zero#510 · 58,084 sh | 58,084 | $4.3M | 1.65% | +15.8% |
| 511 | LIBERTY WEALTH MANAGEMENT#511 · 49,100 sh | 49,100 | $4.3M | 0.54% | 0.0% |
| 512 | Stonehage Fleming Financial Services Ltd#512 · 56,188 sh | 56,188 | $4.2M | 0.14% | 0.0% |
| 513 | Financial & Tax Architects#513 · 55,682 sh | 55,682 | $4.2M | — | +17.2% |
| 514 | Ausdal Financial Partners#514 · 55,660 sh | 55,660 | $4.2M | 0.16% | -9.4% |
| 515 | Lineweaver Wealth Advisors#515 · 55,546 sh | 55,546 | $4.2M | — | -39.5% |
| 516 | TCG Advisory Services#516 · 55,128 sh | 55,128 | $4.2M | 0.07% | 0.0% |
| 517 | Park Edge Advisors#517 · 54,959 sh | 54,959 | $4.1M | 0.87% | -1.1% |
| 518 | WEDBUSH SECURITIES#518 · 54,861 sh | 54,861 | $4.1M | — | +18.2% |
| 519 | Fidelis Capital Partners#519 · 54,773 sh | 54,773 | $4.1M | 0.24% | -2.8% |
| 520 | Banque Cantonale Vaudoise#520 · 54,486 sh | 54,486 | $4.1M | 0.16% | +0.4% |
| 521 | Savant Capital#521 · 54,430 sh | 54,430 | $4.1M | 0.01% | +15.4% |
| 522 | Bellecapital International Ltd.#522 · 54,455 sh | 54,455 | $4.1M | — | +7.6% |
| 523 | THOMPSON SIEGEL & WALMSLEY#523 · 54,393 sh | 54,393 | $4.1M | 0.07% | 0.0% |
| 524 | Stone House Investment Management#524 · 54,376 sh | 54,376 | $4.1M | — | +18.7% |
| 525 | Global Wealth Management#525 · 54,283 sh | 54,283 | $4.1M | — | +0.6% |
| 526 | Foguth Wealth Management#526 · 54,350 sh | 54,350 | $4.1M | — | +249.7% |
| 527 | SHRIER WEALTH MANAGEMENT#527 · 54,136 sh | 54,136 | $4.1M | — | +10.9% |
| 528 | Security Financial Services#528 · 53,685 sh | 53,685 | $4.1M | 0.56% | +13.9% |
| 529 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#529 · 53,684 sh | 53,684 | $4.1M | — | +4.6% |
| 530 | Kelly Financial Services#530 · 53,485 sh | 53,485 | $4.0M | — | +10.4% |
| 531 | Choate Investment Advisors#531 · 53,409 sh | 53,409 | $4.0M | 0.07% | 0.0% |
| 532 | Insight Wealth Partners#532 · 53,352 sh | 53,352 | $4.0M | — | +1.1% |
| 533 | Firestone Capital Management#533 · 53,117 sh | 53,117 | $4.0M | 0.75% | -10.2% |
| 534 | Synergy Investment Management#534 · 52,041 sh | 52,041 | $3.9M | 0.95% | +38.7% |
| 535 | WCG Wealth Advisors#535 · 52,018 sh | 52,018 | $3.9M | 0.09% | -29.6% |
| 536 | NorthRock Partners#536 · 51,881 sh | 51,881 | $3.9M | 0.06% | +10.9% |
| 537 | Sanchez Gaunt Capital Management#537 · 51,852 sh | 51,852 | $3.9M | 2.19% | +7.4% |
| 538 | Tennessee Valley Asset Management Partners#538 · 51,572 sh | 51,572 | $3.9M | 0.43% | +4.1% |
| 539 | Lynx Investment Advisory#539 · 51,396 sh | 51,396 | $3.9M | 1.27% | +7.5% |
| 540 | ARKANSAS FINANCIAL GROUP#540 · 51,203 sh | 51,203 | $3.9M | — | +17.0% |
| 541 | FDx Advisors#541 · 51,205 sh | 51,205 | $3.9M | 1.17% | -6.0% |
| 542 | Eagle Strategies#542 · 51,112 sh | 51,112 | $3.9M | — | +15.3% |
| 543 | Trademark Financial Management#543 · 51,059 sh | 51,059 | $3.9M | — | -9.3% |
| 544 | LifePlan Investment Advisors#544 · 50,998 sh | 50,998 | $3.9M | 1.33% | +2.9% |
| 545 | Advyzon Investment Management#545 · 50,994 sh | 50,994 | $3.9M | 0.28% | +19.9% |
| 546 | Pettinga Financial Advisors#546 · 50,912 sh | 50,912 | $3.8M | — | +1.6% |
| 547 | SCOTIA CAPITAL#547 · 50,769 sh | 50,769 | $3.8M | 0.01% | -37.2% |
| 548 | TME FINANCIAL#548 · 50,760 sh | 50,760 | $3.8M | — | +18.0% |
| 549 | Rathbones Group PLC#549 · 50,740 sh | 50,740 | $3.8M | 0.01% | -4.5% |
| 550 | LM Advisors#550 · 50,452 sh | 50,452 | $3.8M | 0.44% | +1013.0% |
| 551 | Robinson Value Management, Ltd.#551 · 50,163 sh | 50,163 | $3.8M | — | -1.5% |
| 552 | MATHER GROUP#552 · 49,181 sh | 49,181 | $3.7M | — | -4.1% |
| 553 | Bryn Mawr Advisors#553 · 48,949 sh | 48,949 | $3.7M | 0.16% | -0.6% |
| 554 | Keebeck Wealth Management#554 · 48,944 sh | 48,944 | $3.7M | 0.36% | -6.6% |
| 555 | Keystone Financial Group#555 · 48,897 sh | 48,897 | $3.7M | 0.22% | -7.1% |
| 556 | BLUEDOOR PRIVATE WEALTH#556 · 48,882 sh | 48,882 | $3.7M | 1.55% | +1.4% |
| 557 | Altman Advisors#557 · 54,545 sh | 54,545 | $3.7M | 1.32% | -14.8% |
| 558 | Beacon Bridge Wealth Partners#558 · 48,302 sh | 48,302 | $3.6M | 1.04% | -27.6% |
| 559 | EQ WEALTH ADVISORS#559 · 48,294 sh | 48,294 | $3.6M | 2.00% | -6.5% |
| 560 | PATTON ALBERTSON MILLER GROUP#560 · 48,042 sh | 48,042 | $3.6M | — | +7.4% |
| 561 | Farrell Financial#561 · 47,699 sh | 47,699 | $3.6M | — | -4.2% |
| 562 | FIRST NATIONAL#562 · 47,562 sh | 47,562 | $3.6M | 0.12% | +158.2% |
| 563 | Trek Financial#563 · 47,204 sh | 47,204 | $3.6M | 0.18% | +6.3% |
| 564 | New Capital Management#564 · 47,193 sh | 47,193 | $3.6M | 0.81% | +6.6% |
| 565 | Connective Portfolio Management#565 · 47,029 sh | 47,029 | $3.6M | — | 0.0% |
| 566 | Valeo Financial Advisors#566 · 47,028 sh | 47,028 | $3.6M | — | -7.2% |
| 567 | MLG Wealth Management DBA Pine Grove Financial Group#567 · 47,060 sh | 47,060 | $3.5M | — | +13.4% |
| 568 | J.W. COLE ADVISORS#568 · 46,933 sh | 46,933 | $3.5M | 0.06% | New |
| 569 | BOSTON RESEARCH & MANAGEMENT#569 · 46,825 sh | 46,825 | $3.5M | 0.78% | 0.0% |
| 570 | RWA WEALTH PARTNERS#570 · 46,798 sh | 46,798 | $3.5M | 0.03% | +95.6% |
| 571 | Bellwether Advisors#571 · 46,755 sh | 46,755 | $3.5M | 0.52% | -41.4% |
| 572 | Mosley Wealth Management#572 · 46,711 sh | 46,711 | $3.5M | — | +26.6% |
| 573 | Laird Norton Wetherby Company#573 · 46,402 sh | 46,402 | $3.5M | 0.07% | -10.2% |
| 574 | Heck Capital Advisors#574 · 46,387 sh | 46,387 | $3.5M | — | -28.7% |
| 575 | STABLEFORD CAPITAL II#575 · 46,233 sh | 46,233 | $3.5M | — | -0.8% |
| 576 | Parker Investment Management#576 · 46,215 sh | 46,215 | $3.5M | 0.27% | -83.2% |
| 577 | BridgePort Financial Solutions#577 · 46,197 sh | 46,197 | $3.5M | 0.89% | +2.9% |
| 578 | Twelve Points Wealth Management#578 · 45,934 sh | 45,934 | $3.5M | 0.69% | +16.5% |
| 579 | DAHRING {-} CUSMANO#579 · 45,596 sh | 45,596 | $3.4M | 1.82% | -2.3% |
| 580 | Towerpoint Wealth#580 · 45,561 sh | 45,561 | $3.4M | — | -0.9% |
| 581 | Kovack Advisors#581 · 45,108 sh | 45,108 | $3.4M | 0.16% | +39.0% |
| 582 | NBH Bank#582 · 45,187 sh | 45,187 | $3.4M | 1.44% | — |
| 583 | Forthright Family Wealth Advisory#583 · 45,126 sh | 45,126 | $3.4M | 1.93% | New |
| 584 | TITLEIST ASSET MANAGEMENT#584 · 45,082 sh | 45,082 | $3.4M | — | +3.5% |
| 585 | Northside Capital Management#585 · 45,047 sh | 45,047 | $3.4M | — | -6.2% |
| 586 | New Republic Capital#586 · 44,909 sh | 44,909 | $3.4M | 0.78% | +20.8% |
| 587 | Elyxium Wealth#587 · 44,714 sh | 44,714 | $3.4M | 0.35% | +2.9% |
| 588 | Midwest Capital Advisors#588 · 44,307 sh | 44,307 | $3.3M | 1.36% | -6.3% |
| 589 | BEACON FINANCIAL GROUP#589 · 44,142 sh | 44,142 | $3.3M | — | -1.4% |
| 590 | Roger Wittlin Investment Advisory#590 · 44,131 sh | 44,131 | $3.3M | — | +54.3% |
| 591 | Crown Wealth Group#591 · 43,935 sh | 43,935 | $3.3M | — | +1.8% |
| 592 | Systelligence#592 · 43,760 sh | 43,760 | $3.3M | 0.55% | +23.4% |
| 593 | Wealth Watch Advisors#593 · 43,640 sh | 43,640 | $3.3M | 1.07% | -15.9% |
| 594 | Perennial Advisors#594 · 43,353 sh | 43,353 | $3.3M | — | -0.8% |
| 595 | Independent Wealth Advisors#595 · 43,346 sh | 43,346 | $3.3M | — | +2.0% |
| 596 | United Community Bank#596 · 43,322 sh | 43,322 | $3.3M | 1.01% | +6.1% |
| 597 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#597 · 43,309 sh | 43,309 | $3.3M | 0.36% | -14.2% |
| 598 | Veridan Wealth#598 · 42,941 sh | 42,941 | $3.2M | 1.10% | +5.0% |
| 599 | Uniting Wealth Partners#599 · 42,652 sh | 42,652 | $3.2M | 0.65% | +0.1% |
| 600 | Compass Financial Group#600 · 42,580 sh | 42,580 | $3.2M | 1.36% | +0.6% |
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.