# ISHARES GOLD TR (IAU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IAU/

- Reporting holders: 94
- Reported value: $331.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Pennsylvania State University](https://holderbook.com/funds/2134719-pennsylvania-state-university/) | $122.9M | 1,574,099 | 48.8% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $26.2M | 335,926 | 0.2% | 16 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $14.2M | 182,412 | 1.4% | 18 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $13.0M | 166,274 | 1.0% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $12.9M | 164,792 | 0.2% | 12 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $11.0M | 140,871 | 3.2% | 18 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $10.3M | 131,360 | 1.9% | 16 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $9.5M | 121,909 | 3.9% | 12 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $9.2M | 118,419 | 2.6% | 14 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $8.7M | 111,036 | 1.7% | 12 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $7.5M | 96,080 | 3.5% | 12 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $6.8M | 86,364 | 1.5% | 18 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.7M | 72,902 | 0.1% | 22 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $5.7M | 72,455 | 2.0% | 14 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $5.3M | 68,284 | 0.5% | 22 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $4.9M | 62,447 | 0.7% | 22 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $4.3M | 55,255 | 2.8% | 4 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $4.0M | 51,608 | 0.9% | 22 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $3.9M | 49,719 | 0.3% | 15 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.0M | 38,899 | 0.0% | 6 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.8M | 35,705 | 0.0% | 9 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.7M | 22,003 | 0.4% | 8 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.7M | 21,503 | 0.8% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 21,064 | 0.0% | 22 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.6M | 20,502 | 0.2% | 22 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 94 | $331.2M |
| Q2 2026 | 1,911 | $31.8B |
| Q1 2026 | 1,963 | $37.3B |
| Q4 2025 | 1,930 | $36.7B |
| Q3 2025 | 1,711 | $33.6B |
| Q2 2025 | 1,597 | $26.5B |
| Q1 2025 | 1,552 | $24.6B |
| Q4 2024 | 1,415 | $22.5B |
| Q3 2024 | 1,227 | $19.5B |
| Q2 2024 | 1,173 | $18.5B |
| Q1 2024 | 1,145 | $19.0B |
| Q4 2023 | 1,147 | $17.5B |