IAU iShares Gold Trust Shares
No fundamentals data yet for this ticker.
Institutional owners (13F) 2,036 filers · $20.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 100 (-99 vs prior Q) | 152 (+48 vs prior Q) | 704 (+160 vs prior Q) | 613 (-255 vs prior Q) | -5.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| UBS Group AG | $885,631,494 | 11,728,665 | 4.42% | Shares |
| LPL Financial LLC | $827,034,326 | 10,952,646 | 4.13% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $664,566,194 | 8,801,039 | 3.32% | Shares |
| BANK OF AMERICA CORP /DE/ | $616,239,526 | 8,161,032 | 3.08% | Shares |
| ALLIANCEBERNSTEIN L.P. | $513,024,816 | 5,819,247 | 2.56% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $477,253,473 | 6,320,401 | 2.38% | Shares |
| HRTG GPE, LLC | $423,108,128 | 5,603,339 | 2.11% | Shares |
| Empower Advisory Group, LLC | $395,502,814 | 5,237,754 | 1.97% | Shares |
| NORTHERN TRUST CORP | $367,726,451 | 4,869,904 | 1.84% | Shares |
| KEYBANK NATIONAL ASSOCIATION/OH | $275,851,736 | 3,653,180 | 1.38% | Shares |
| RAYMOND JAMES FINANCIAL INC | $259,013,462 | 3,430,188 | 1.29% | Shares |
| Diameter Capital Partners LP | $253,985,436 | 3,363,600 | 1.27% | Shares |
| HighTower Advisors, LLC | $245,244,826 | 3,247,846 | 1.22% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $235,147,654 | 3,114,126 | 1.17% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $234,429,700 | 3,104,618 | 1.17% | Shares |
| Erste Asset Management GmbH | $198,111,812 | 2,623,650 | 0.99% | Shares |
| CIBC Private Wealth Group LLC | $192,944,707 | 2,651,432 | 0.96% | Shares |
| JANE STREET GROUP, LLC | $173,620,143 | 2,299,300 | 0.87% | Call option |
| Proficio Capital Partners LLC | $165,455,145 | 2,191,169 | 0.83% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $158,697,433 | 1,800,107 | 0.79% | Shares |
| JPMORGAN CHASE & CO | $152,807,428 | 2,023,135 | 0.76% | Shares |
| HARVARD MANAGEMENT CO INC | $149,516,218 | 1,980,085 | 0.75% | Shares |
| TRUIST FINANCIAL CORP | $142,501,415 | 1,887,186 | 0.71% | Shares |
| GM Advisory Group, Inc. | $138,381,284 | 1,569,661 | 0.69% | Shares |
| Cresset Asset Management, LLC | $133,726,008 | 1,770,971 | 0.67% | Shares |
| Arnhold LLC | $132,690,250 | 1,757,254 | 0.66% | Shares |
| CITIGROUP INC | $130,383,721 | 1,726,708 | 0.65% | Shares |
| CITADEL ADVISORS LLC | $129,922,279 | 1,720,597 | 0.65% | Shares |
| Wealthspire Advisors, LLC | $125,292,726 | 1,659,286 | 0.63% | Shares |
| OSAIC HOLDINGS, INC. | $123,421,659 | 1,634,545 | 0.62% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $122,035,713 | 1,616,153 | 0.61% | Shares |
| AlTi Global, Inc. | $121,019,512 | 1,602,695 | 0.60% | Shares |
| Pennsylvania State University | $118,860,215 | 1,574,099 | 0.59% | Shares |
| MOON CAPITAL MANAGEMENT LP | $117,765,698 | 1,559,604 | 0.59% | Shares |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $117,178,683 | 1,551,830 | 0.58% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $115,560,504 | 1,530,400 | 0.58% | Call option |
| CIBC Bancorp USA Inc. | $113,895,433 | 1,508,349 | 0.57% | Shares |
| EQUITABLE TRUST CO | $113,141,768 | 1,498,368 | 0.56% | Shares |
| Chevy Chase Trust Holdings, LLC | $112,800,689 | 1,493,851 | 0.56% | Shares |
| Cetera Investment Advisers | $108,214,711 | 1,433,117 | 0.54% | Shares |
| Allianz SE | $104,319,557 | 1,381,533 | 0.52% | Shares |
| CRCM LP | $99,206,624 | 1,313,821 | 0.50% | Shares |
| Baird Financial Group, Inc. | $95,884,647 | 1,269,827 | 0.48% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $93,655,053 | 1,240,300 | 0.47% | Put option |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $90,260,123 | 1,195,340 | 0.45% | Shares |
| MML INVESTORS SERVICES, LLC | $89,572,856 | 1,186,238 | 0.45% | Shares |
| EMORY UNIVERSITY | $89,448,089 | 1,184,586 | 0.45% | Shares |
| GOLDMAN SACHS GROUP INC | $87,379,115 | 1,157,186 | 0.44% | Shares |
| JANE STREET GROUP, LLC | $83,707,215 | 1,108,558 | 0.42% | Shares |
| NEUBERGER BERMAN GROUP LLC | $80,620,139 | 1,067,675 | 0.40% | Shares |
| Focus Partners Wealth | $78,439,421 | 1,038,795 | 0.39% | Shares |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $76,949,297 | 1,019,061 | 0.38% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $76,854,078 | 1,017,800 | 0.38% | Shares |
| Dynasty Wealth Management, LLC | $76,540,552 | 1,013,648 | 0.38% | Shares |
| ASSETMARK, INC | $74,424,233 | 985,621 | 0.37% | Shares |
| VCU Investment Management Co | $73,239,263 | 969,928 | 0.37% | Shares |
| PNC Financial Services Group, Inc. | $69,306,627 | 917,847 | 0.35% | Shares |
| FORBES J M & CO LLP | $68,840,353 | 911,672 | 0.34% | Shares |
| Pictet Asset Management Holding SA | $67,912,075 | 899,141 | 0.34% | Shares |
| CWM, LLC | $67,563,282 | 766,371 | 0.34% | Shares |
| CITADEL ADVISORS LLC | $66,441,249 | 879,900 | 0.33% | Call option |
| OneDigital Investment Advisors LLC | $66,258,820 | 877,484 | 0.33% | Shares |
| Permanens Capital L.P. | $64,794,225 | 858,088 | 0.32% | Shares |
| Circle Wealth Management, LLC | $61,849,712 | 819,093 | 0.31% | Shares |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $60,986,558 | 807,662 | 0.30% | Shares |
| CENTRAL TRUST Co | $59,199,463 | 783,995 | 0.30% | Shares |
| Tanglewood Wealth Management, Inc. | $58,906,106 | 780,110 | 0.29% | Shares |
| Oxbow Advisors, LLC | $58,472,867 | 774,373 | 0.29% | Shares |
| ANDERSON HOAGLAND & CO | $58,117,027 | 769,660 | 0.29% | Shares |
| NewEdge Advisors, LLC | $57,129,369 | 756,577 | 0.29% | Shares |
| Sanctuary Advisors, LLC | $56,232,556 | 744,703 | 0.28% | Shares |
| National Philanthropic Trust | $56,103,250 | 742,991 | 0.28% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $55,781,009 | 728,592 | 0.28% | Shares |
| Gotham Asset Management, LLC | $55,131,512 | 730,122 | 0.28% | Shares |
| GenWealth Group, Inc. | $55,117,632 | 625,200 | 0.28% | Shares |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $53,445,978 | 707,800 | 0.27% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $52,783,375 | 699,025 | 0.26% | Shares |
| First Command Advisory Services, Inc. | $51,625,552 | 683,692 | 0.26% | Shares |
| Narwhal Capital Management | $50,749,289 | 672,087 | 0.25% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $50,371,870 | 667,089 | 0.25% | Shares |
| Capital Asset Advisory Services LLC | $49,854,494 | 660,237 | 0.25% | Shares |
| CITADEL ADVISORS LLC | $49,542,111 | 656,100 | 0.25% | Put option |
| EverSource Wealth Advisors, LLC | $49,103,851 | 650,296 | 0.25% | Shares |
| Biltmore Family Office, LLC | $48,750,218 | 645,613 | 0.24% | Shares |
| Meridian Wealth Advisors, LLC | $48,431,585 | 641,393 | 0.24% | Shares |
| IEQ CAPITAL, LLC | $47,968,337 | 635,258 | 0.24% | Shares |
| Williams Jones Wealth Management, LLC. | $45,737,464 | 605,714 | 0.23% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $45,423,770 | 601,799 | 0.23% | Shares |
| Intellus Advisors LLC | $44,525,529 | 589,664 | 0.22% | Shares |
| Kestra Advisory Services, LLC | $44,027,021 | 583,062 | 0.22% | Shares |
| Envestnet Portfolio Solutions, Inc. | $43,485,725 | 575,894 | 0.22% | Shares |
| Evercore Wealth Management, LLC | $41,963,248 | 555,731 | 0.21% | Shares |
| Strategic Point Investment Advisors, LLC | $41,921,499 | 555,178 | 0.21% | Shares |
| IFP Advisors, Inc | $41,918,319 | 555,136 | 0.21% | Shares |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $40,654,659 | 538,401 | 0.20% | Shares |
| Eurizon Asset Management Hungary Ltd. | $40,252,415 | 533,074 | 0.20% | Shares |
| Steward Partners Investment Advisory, LLC | $40,042,820 | 530,298 | 0.20% | Shares |
| BLAIR WILLIAM & CO/IL | $39,627,346 | 524,796 | 0.20% | Shares |
| TD Waterhouse Canada Inc. | $39,297,533 | 517,314 | 0.20% | Shares |
| CADINHA & CO LLC | $39,009,825 | 516,618 | 0.19% | Shares |
ETF ownership Held by 10 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| MAMB · Northern Lights Fund Trust IV | 6.02% | 131,675 NS | May 31, 2026 | N-PORT |
| LALT · First Trust Exchange-Traded Fund VI… | 3.83% | 29,291 NS | May 31, 2026 | N-PORT |
| VEGA · AdvisorShares Trust | 1.54% | 18,267 NS | June 30, 2026 | N-PORT |
| HECA · ETF Opportunities Trust | 1.19% | 51,842 NS | April 30, 2026 | N-PORT |
| GK · AdvisorShares Trust | 0.24% | 1,000 NS | June 30, 2026 | N-PORT |
| USAF · 2023 ETF Series Trust | 0.16% | 368 NS | June 30, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 42,764 SH | Aug. 25, 2026 | Daily |
| IDEV · iShares Trust | 0.01% | 908,357 SH | Aug. 25, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 785,198 SH | Aug. 25, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 24,532,095 SH | Aug. 19, 2026 | Daily |