ISHARES GOLD TRUST (IAU) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,919
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Sageworth#801 · 22,496 sh | 22,496 | $1.7M | 0.07% | 0.0% |
| 802 | WealthBridge Capital Management#802 · 22,422 sh | 22,422 | $1.7M | — | -4.1% |
| 803 | PFG Investments#803 · 22,260 sh | 22,260 | $1.7M | 0.07% | +9.3% |
| 804 | Davis Wealth Advisors#804 · 22,220 sh | 22,220 | $1.7M | 1.30% | -17.2% |
| 805 | Basecamp Wealth Advisors#805 · 22,091 sh | 22,091 | $1.7M | 0.31% | 0.0% |
| 806 | Moors & Cabot#806 · 22,022 sh | 22,022 | $1.7M | 0.06% | -12.3% |
| 807 | Hudson Oak Wealth Advisory#807 · 22,007 sh | 22,007 | $1.7M | — | 0.0% |
| 808 | Gladstone Institutional Advisory#808 · 21,876 sh | 21,876 | $1.7M | 0.05% | 0.0% |
| 809 | ACORN CREEK CAPITAL#809 · 21,865 sh | 21,865 | $1.7M | 0.55% | New |
| 810 | Terra Nova Asset Management#810 · 21,766 sh | 21,766 | $1.6M | — | 0.0% |
| 811 | Cadent Capital Advisors#811 · 21,564 sh | 21,564 | $1.6M | — | +1.9% |
| 812 | BANK OF NOVA SCOTIA#812 · 21,481 sh | 21,481 | $1.6M | <0.01% | 0.0% |
| 813 | Noble Wealth Management PBC#813 · 21,437 sh | 21,437 | $1.6M | — | -1.0% |
| 814 | Strategies Wealth Advisors#814 · 21,389 sh | 21,389 | $1.6M | 0.14% | +189.8% |
| 815 | MONEY CONCEPTS CAPITAL#815 · 21,387 sh | 21,387 | $1.6M | 0.07% | -2.9% |
| 816 | MONETA GROUP INVESTMENT ADVISORS#816 · 21,368 sh | 21,368 | $1.6M | 0.01% | -26.3% |
| 817 | SILVERLAKE WEALTH MANAGEMENT#817 · 21,115 sh | 21,115 | $1.6M | — | -22.2% |
| 818 | CM WEALTH ADVISORS#818 · 21,033 sh | 21,033 | $1.6M | 0.29% | 0.0% |
| 819 | J2 Capital Management#819 · 20,833 sh | 20,833 | $1.6M | — | -31.7% |
| 820 | Integrated Advisors Network#820 · 20,814 sh | 20,814 | $1.6M | — | +21.4% |
| 821 | Ifrah Financial Services#821 · 20,730 sh | 20,730 | $1.6M | — | -6.0% |
| 822 | Mirador Capital Partners#822 · 20,697 sh | 20,697 | $1.6M | — | +19.6% |
| 823 | Plancorp#823 · 20,517 sh | 20,517 | $1.5M | 0.04% | New |
| 824 | Westside Investment Management#824 · 20,433 sh | 20,433 | $1.5M | 0.20% | -0.2% |
| 825 | MassMutual Private Wealth & , FSB#825 · 20,276 sh | 20,276 | $1.5M | — | 0.0% |
| 826 | LAUREL OAK WEALTH MANAGEMENT#826 · 20,263 sh | 20,263 | $1.5M | — | +0.8% |
| 827 | Addison Capital#827 · 20,230 sh | 20,230 | $1.5M | 0.25% | +5.3% |
| 828 | FIRST NATIONAL BANK OF OMAHA#828 · 20,093 sh | 20,093 | $1.5M | 0.04% | 0.0% |
| 829 | WealthShield Partners#829 · 20,007 sh | 20,007 | $1.5M | 0.23% | -21.6% |
| 830 | Avory & Company#830 · 20,000 sh | 20,000 | $1.5M | — | 0.0% |
| 831 | Banco Santander, S.A.#831 · 20,000 sh | 20,000 | $1.5M | <0.01% | +30.7% |
| 832 | Sanibel Captiva Company#832 · 19,990 sh | 19,990 | $1.5M | 0.04% | +1.0% |
| 833 | Provenance Wealth Advisors#833 · 19,872 sh | 19,872 | $1.5M | 0.14% | +29.5% |
| 834 | Sunesis Advisors#834 · 19,800 sh | 19,800 | $1.5M | — | -4.9% |
| 835 | Private Wealth Asset Management#835 · 19,699 sh | 19,699 | $1.5M | 0.14% | -1.0% |
| 836 | IPG Investment Advisors#836 · 19,621 sh | 19,621 | $1.5M | 0.21% | +10.6% |
| 837 | Cobblestone Asset Management#837 · 19,520 sh | 19,520 | $1.5M | — | +24.6% |
| 838 | ALTERNA WEALTH MANAGEMENT#838 · 19,510 sh | 19,510 | $1.5M | — | -9.4% |
| 839 | CJM Wealth Advisers, Ltd.#839 · 19,447 sh | 19,447 | $1.5M | 0.39% | +51.8% |
| 840 | Port Capital#840 · 19,401 sh | 19,401 | $1.5M | 0.06% | +0.8% |
| 841 | Narus Financial Partners#841 · 19,239 sh | 19,239 | $1.5M | — | -4.9% |
| 842 | Robertson Stephens Wealth Management#842 · 19,225 sh | 19,225 | $1.5M | — | +1.8% |
| 843 | Jacobi Capital Management#843 · 19,162 sh | 19,162 | $1.4M | 0.07% | -0.4% |
| 844 | Strategic Wealth Partners, Ltd.#844 · 19,145 sh | 19,145 | $1.4M | 0.09% | -7.2% |
| 845 | MYECFO#845 · 19,065 sh | 19,065 | $1.4M | — | 0.0% |
| 846 | SlateStone Wealth#846 · 19,024 sh | 19,024 | $1.4M | 0.11% | -11.3% |
| 847 | Retirement Planning Group#847 · 19,030 sh | 19,030 | $1.4M | — | +348.0% |
| 848 | IFG Advisory#848 · 18,952 sh | 18,952 | $1.4M | 0.05% | New |
| 849 | ETF Store#849 · 18,940 sh | 18,940 | $1.4M | — | -4.3% |
| 850 | SigFig Wealth Management#850 · 18,924 sh | 18,924 | $1.4M | — | +14.3% |
| 851 | Simplicity Wealth#851 · 18,897 sh | 18,897 | $1.4M | — | -3.4% |
| 852 | Pachira Investments#852 · 18,853 sh | 18,853 | $1.4M | — | +38.8% |
| 853 | Blossom Wealth Management#853 · 18,846 sh | 18,846 | $1.4M | 2.01% | +2.2% |
| 854 | Maridea Wealth Management#854 · 18,786 sh | 18,786 | $1.4M | 0.15% | +43.0% |
| 855 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#855 · 18,714 sh | 18,714 | $1.4M | <0.01% | +1.9% |
| 856 | Braun-Bostich & Associates#856 · 18,746 sh | 18,746 | $1.4M | — | +5.2% |
| 857 | Arete Wealth Advisors#857 · 18,700 sh | 18,700 | $1.4M | 0.05% | -43.3% |
| 858 | SILVIA MCCOLL WEALTH MANAGEMENT#858 · 18,681 sh | 18,681 | $1.4M | — | 0.0% |
| 859 | Jordan Park#859 · 18,651 sh | 18,651 | $1.4M | — | 0.0% |
| 860 | Principle Wealth Partners#860 · 18,644 sh | 18,644 | $1.4M | 0.07% | 0.0% |
| 861 | TRANSCEND WEALTH COLLECTIVE#861 · 18,626 sh | 18,626 | $1.4M | 0.09% | +3.2% |
| 862 | CARY STREET PARTNERS FINANCIAL#862 · 18,566 sh | 18,566 | $1.4M | 0.03% | -1.0% |
| 863 | Lantern Wealth Advisors#863 · 18,562 sh | 18,562 | $1.4M | — | +167.0% |
| 864 | Ballew Advisors#864 · 18,035 sh | 18,035 | $1.4M | — | 0.0% |
| 865 | Forum Financial Management#865 · 18,494 sh | 18,494 | $1.4M | — | -0.2% |
| 866 | MILESTONE ASSET MANAGEMENT#866 · 18,395 sh | 18,395 | $1.4M | — | -28.3% |
| 867 | SIGNATUREFD#867 · 18,260 sh | 18,260 | $1.4M | — | -13.7% |
| 868 | Shared Vision Wealth Group#868 · 18,217 sh | 18,217 | $1.4M | 0.47% | +0.7% |
| 869 | 5th Street Advisors#869 · 18,130 sh | 18,130 | $1.4M | 0.52% | +1.9% |
| 870 | Comprehensive Money Management Services#870 · 18,070 sh | 18,070 | $1.4M | 0.86% | -10.0% |
| 871 | BRIGHT FINANCIAL ADVISORS#871 · 17,999 sh | 17,999 | $1.4M | — | +0.2% |
| 872 | Wealth Management Associates#872 · 17,841 sh | 17,841 | $1.3M | 0.37% | +0.9% |
| 873 | FWL INVESTMENT MANAGEMENT#873 · 17,840 sh | 17,840 | $1.3M | 0.25% | -6.5% |
| 874 | Fort Point Capital Partners#874 · 17,814 sh | 17,814 | $1.3M | 0.09% | 0.0% |
| 875 | Interactive Financial Advisors#875 · 17,799 sh | 17,799 | $1.3M | 0.82% | -0.8% |
| 876 | NOVEM GROUP#876 · 17,722 sh | 17,722 | $1.3M | — | +0.4% |
| 877 | Alaska Wealth Advisors#877 · 17,578 sh | 17,578 | $1.3M | 0.14% | -6.5% |
| 878 | DAVENPORT#878 · 17,505 sh | 17,505 | $1.3M | — | -37.5% |
| 879 | ASHTON THOMAS SECURITIES#879 · 17,487 sh | 17,487 | $1.3M | — | -36.0% |
| 880 | Wealthstar Advisors#880 · 17,448 sh | 17,448 | $1.3M | — | +17.6% |
| 881 | TWIN PEAKS WEALTH ADVISORS#881 · 17,417 sh | 17,417 | $1.3M | 0.30% | +18.2% |
| 882 | NLB Skladi, upravljanje premozenja, d.o.o.#882 · 17,391 sh | 17,391 | $1.3M | — | +2.8% |
| 883 | S.A. Mason#883 · 17,372 sh | 17,372 | $1.3M | — | 0.0% |
| 884 | Bay Harbor Wealth Management#884 · 17,341 sh | 17,341 | $1.3M | 0.30% | -0.4% |
| 885 | Capital Investment Advisors#885 · 17,239 sh | 17,239 | $1.3M | — | -1.2% |
| 886 | CWA Asset Management Group#886 · 17,178 sh | 17,178 | $1.3M | — | +90.4% |
| 887 | S#887 · 17,174 sh | 17,174 | $1.3M | 0.07% | 0.0% |
| 888 | ERn Financial#888 · 17,059 sh | 17,059 | $1.3M | 0.21% | +10.2% |
| 889 | Financial Engines Advisors L.L.C.#889 · 16,987 sh | 16,987 | $1.3M | <0.01% | +3.6% |
| 890 | Meadow Creek Wealth Advisors#890 · 16,846 sh | 16,846 | $1.3M | 0.78% | New |
| 891 | TRU INDEPENDENCE ASSET MANAGEMENT 2#891 · 16,821 sh | 16,821 | $1.3M | 0.69% | +370.0% |
| 892 | Essex Financial Services#892 · 16,614 sh | 16,614 | $1.3M | 0.06% | -0.7% |
| 893 | MONOGRAPH WEALTH ADVISORS#893 · 16,540 sh | 16,540 | $1.2M | 0.10% | -0.1% |
| 894 | VIMA#894 · 16,531 sh | 16,531 | $1.2M | — | — |
| 895 | Curated Wealth Partners#895 · 16,522 sh | 16,522 | $1.2M | — | 0.0% |
| 896 | Avidian Wealth Solutions#896 · 16,497 sh | 16,497 | $1.2M | — | +1.2% |
| 897 | Maia Wealth#897 · 16,451 sh | 16,451 | $1.2M | — | -3.2% |
| 898 | TriCert Investment Counsel#898 · 16,420 sh | 16,420 | $1.2M | 0.12% | — |
| 899 | Ellis Investment Partners#899 · 16,348 sh | 16,348 | $1.2M | — | -0.1% |
| 900 | EVERMAY WEALTH MANAGEMENT#900 · 16,329 sh | 16,329 | $1.2M | 0.13% | -1.7% |
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.