ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 7)

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 601 to 700. 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 601–700 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
COURIER CAPITAL#601 · 42,474 sh$3.2M-0.4%
Independent Solutions Wealth Management#602 · 42,419 sh$3.2M+4.4%
Focus Financial Network#603 · 42,314 sh$3.2M+3.8%
ONE Advisory Partners#604 · 42,311 sh$3.2M+10.7%
JOHNSON INVESTMENT COUNSEL#605 · 42,272 sh$3.2M+31.8%
VUB Generali dochodkova spravcovska spolocnost, a.s.#606 · 42,000 sh$3.2M0.0%
Roundview Capital#607 · 41,588 sh$3.1M-0.2%
Apella Capital#608 · 40,479 sh$3.1M0.0%
HIGHLINE WEALTH PARTNERS#609 · 41,162 sh$3.1M-0.7%
Strathmore Capital Advisors#610 · 40,238 sh$3.1M-20.6%
KM Capital Management Ltd.#611 · 40,749 sh$3.1MNew
Geneos Wealth Management#612 · 40,611 sh$3.1M0.0%
HighPoint Advisor Group#613 · 40,483 sh$3.1M+4.2%
EASTERN BANK#614 · 40,450 sh$3.1M-0.5%
NORTH DALLAS BANK#615 · 40,211 sh$3.0M+2.0%
Horst & Graben Wealth Management#616 · 39,910 sh$3.0M-2.3%
Alaethes Wealth#617 · 40,114 sh$3.0M+0.3%
Perennial Investment Advisors#618 · 39,920 sh$3.0M+6.5%
Nelson, Van Denburg & Campbell Wealth Management Group#619 · 39,784 sh$3.0M-26.0%
Freestone Capital#620 · 39,653 sh$3.0M0.0%
Regal Investment Advisors#621 · 39,637 sh$3.0M+16.7%
Red Mountain Financial#622 · 39,432 sh$3.0M-9.0%
PATRIOT INVESTMENT MANAGEMENT GROUP#623 · 39,188 sh$3.0M-16.2%
Alhambra Investment Partners#624 · 39,139 sh$3.0M+2.4%
Bedminster#625 · 39,118 sh$3.0M+8.6%
RFG Advisory#626 · 38,956 sh$2.9M+35.8%
UNIQUE WEALTH#627 · 38,947 sh$2.9M+3.6%
Cushing Capital Partners#628 · 38,750 sh$2.9M+2.0%
NewSquare Capital#629 · 38,616 sh$2.9M+1.5%
ADKINS SEALE CAPITAL MANAGEMENT#630 · 38,472 sh$2.9M+1.1%
Simmons Bank#631 · 38,467 sh$2.9M+36.9%
Hilltop#632 · 38,443 sh$2.9M-24.6%
Buttonwood Financial Group#633 · 38,354 sh$2.9M+6.4%
Point#634 · 38,330 sh$2.9M0.0%
Strategic Investment Solutions#635 · 38,277 sh$2.9M-4.8%
GUIDANCE CAPITAL#636 · 38,612 sh$2.9M+55.7%
Centerline Wealth Advisors#637 · 38,084 sh$2.9M+0.6%
GOULD ASSET MANAGEMENT#638 · 37,900 sh$2.9M-0.7%
Sharp Financial Services#639 · 37,671 sh$2.8M+7.1%
Miracle Mile Advisors#640 · 37,505 sh$2.8M+3.8%
Novak & Powell Financial Services#641 · 37,469 sh$2.8M-1.5%
ATX Financial Planning#642 · 37,203 sh$2.8M+12.0%
Walkner Condon Financial Advisors#643 · 37,179 sh$2.8M+0.1%
Wealthcare Advisory Partners#644 · 37,112 sh$2.8M-2.4%
WHITENER CAPITAL MANAGEMENT#645 · 37,083 sh$2.8M-1.4%
WORMSER FRERES GESTION#646 · 35,935 sh$2.8M+2.0%
Sagace Wealth Management#647 · 36,441 sh$2.8M+7.3%
ASL Financial#648 · 36,214 sh$2.7M-1.1%
Sterling Capital Management#649 · 36,196 sh$2.7M0.0%
PAX Financial Group#650 · 36,167 sh$2.7M+9.3%
TENET WEALTH PARTNERS#651 · 35,252 sh$2.7M—
REGIONS FINANCIAL#652 · 35,818 sh$2.7M-38.6%
TSA Wealth Managment#653 · 35,739 sh$2.7M-5.7%
MONECO Advisors#654 · 35,693 sh$2.7M-1.4%
Skyline Advisors#655 · 35,574 sh$2.7M+93.2%
Northstar Financial Companies#656 · 35,557 sh$2.7M+11.1%
BAILARD#657 · 35,451 sh$2.7M-24.5%
Empirical Financial Services, d.b.a. Empirical Wealth Ma#658 · 35,299 sh$2.7M+2.5%
ShoreHaven Wealth Partners#659 · 35,180 sh$2.7M+0.6%
One Wealth Advisors#660 · 34,894 sh$2.6M-3.1%
Cypress Wealth Services#661 · 34,847 sh$2.6M+2.2%
MISSION WEALTH MANAGEMENT#662 · 34,729 sh$2.6M+117.3%
Weil Company#663 · 34,528 sh$2.6M-1.6%
BROWN BROTHERS HARRIMAN#664 · 34,445 sh$2.6M+10.9%
Waldron Private Wealth#665 · 34,341 sh$2.6M0.0%
Inlet Private Wealth#666 · 34,284 sh$2.6M+0.1%
Naviter Wealth#667 · 34,186 sh$2.6M+24.4%
Interchange Capital Partners#668 · 34,162 sh$2.6M-21.4%
Stratos Wealth Advisors#669 · 34,054 sh$2.6M+6.0%
New England Private Wealth Advisors#670 · 33,681 sh$2.6M0.0%
Scarborough Advisors#671 · 32,359 sh$2.6M+15.8%
Citizens National Bank Department#672 · 33,772 sh$2.6M+1.6%
OLD NATIONAL BANCORP#673 · 33,693 sh$2.5M+44.2%
Arlington#674 · 33,600 sh$2.5M-8.6%
KANAWHA CAPITAL MANAGEMENT#675 · 33,544 sh$2.5M+16.6%
Confluence Wealth Services#676 · 33,481 sh$2.5M+1.0%
Five Pine Wealth Management#677 · 33,480 sh$2.5M+1.4%
Relyea Zuckerberg Hanson#678 · 33,316 sh$2.5M+4.7%
Sage Mountain Advisors#679 · 33,303 sh$2.5M+1.7%
EVERGREEN CAPITAL MANAGEMENT#680 · 33,281 sh$2.5M0.0%
Boyce & Associates Wealth Consulting#681 · 33,248 sh$2.5M+4.1%
OAK FAMILY ADVISORS#682 · 33,238 sh$2.5M+1.4%
STRATEGIC INVESTMENT MANAGEMENT#683 · 33,200 sh$2.5MNew
NVWM#684 · 33,077 sh$2.5M+10.7%
Advus Financial Partners#685 · 32,882 sh$2.5M+11.2%
Main Street Financial Solutions#686 · 32,818 sh$2.5M+8.2%
REGATTA CAPITAL GROUP#687 · 32,806 sh$2.5M+3.8%
Quadrature Capital Ltd#688 · 32,725 sh$2.5M-89.9%
Arkadios Wealth Advisors#689 · 32,678 sh$2.5M-70.3%
MOSAIC FAMILY WEALTH PARTNERS#690 · 32,530 sh$2.5M+25.1%
West Wealth Group#691 · 32,421 sh$2.4M+12.8%
ACCREDITED INVESTOR SERVICES#692 · 32,090 sh$2.4M0.0%
SILVER OAK SECURITIES#693 · 32,082 sh$2.4M+22.3%
FLYWHEEL PRIVATE WEALTH#694 · 32,013 sh$2.4M-0.3%
CARDIFF PARK ADVISORS#695 · 31,875 sh$2.4M-1.5%
CAPITAL & PLANNING#696 · 31,832 sh$2.4M+14.0%
Bank OZK#697 · 31,777 sh$2.4M0.0%
Americana Partners#698 · 31,758 sh$2.4M+5.7%
OFC FINANCIAL PLANNING#699 · 31,727 sh$2.4M-5.9%
PFG Advisors#700 · 31,654 sh$2.4M-8.6%

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.