ISHARES GOLD TR (IAU)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
94
Reporting holders
$331.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,817
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pennsylvania State University | $122.9M | 1,574,099 | 48.85% | 4q | HELD |
| Farther Finance Advisors, LLC | $26.2M | 335,926 | 0.19% | 16q | +12.0%+$2.8M |
| Grove Bank & Trust | $14.2M | 182,412 | 1.42% | 18q | +16.5%+$2.0M |
| Stonebridge Financial Group, LLC | $13.0M | 166,274 | 0.96% | 8q | +0.6%+$80.1K |
| SAPIENT CAPITAL LLC | $12.9M | 164,792 | 0.17% | 12q | -48.1%-$11.9M |
| AVAII WEALTH MANAGEMENT, LLC | $11.0M | 140,871 | 3.15% | 18q | +7.0%+$721.0K |
| Global Wealth Strategies & Associates | $10.3M | 131,360 | 1.88% | 16q | +4.0%+$393.8K |
| Deane Retirement Strategies, Inc. | $9.5M | 121,909 | 3.90% | 12q | -1.4%-$132.3K |
| Silverleafe Capital Partners, LLC | $9.2M | 118,419 | 2.63% | 14q | +1.5%+$139.1K |
| Towneley Capital Management, Inc / DE | $8.7M | 111,036 | 1.72% | 12q | HELD |
| Kure Advisory, LLC | $7.5M | 96,080 | 3.47% | 12q | +9.5%+$650.4K |
| Apeiron RIA LLC | $6.8M | 86,364 | 1.54% | 18q | +13.4%+$799.9K |
| Gradient Investments LLC | $5.7M | 72,902 | 0.08% | 22q | +3.1%+$170.4K |
| STABLEFORD CAPITAL II LLC | $5.7M | 72,455 | 1.96% | 14q | +56.7%+$2.0M |
| Versant Capital Management, Inc | $5.3M | 68,284 | 0.46% | 22q | +0.9%+$47.8K |
| FINANCIAL MANAGEMENT NETWORK INC | $4.9M | 62,447 | 0.70% | 22q | HELD |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.3M | 55,255 | 2.83% | 4q | +2.9%+$122.7K |
| Cadent Capital Advisors, LLC | $4.0M | 51,608 | 0.86% | 22q | +139.3%+$2.3M |
| TITLEIST ASSET MANAGEMENT, LLC | $3.9M | 49,719 | 0.25% | 15q | +10.3%+$362.1K |
| Apella Capital, LLC | $3.0M | 38,899 | 0.04% | 6q | -3.9%-$121.8K |
| EASTERN BANK | $2.8M | 35,705 | 0.04% | 9q | -11.7%-$370.6K |
| RFG - Bristol Wealth Advisors, LLC | $1.7M | 22,003 | 0.41% | 8q | -9.2%-$173.2K |
| Noble Wealth Management PBC | $1.7M | 21,503 | 0.75% | 7q | HELD |
| Valeo Financial Advisors, LLC | $1.6M | 21,064 | 0.03% | 22q | -55.2%-$2.0M |
| Mirador Capital Partners LP | $1.6M | 20,502 | 0.19% | 22q | -0.9%-$15.2K |
| MassMutual Private Wealth & Trust, FSB | $1.5M | 19,305 | 0.04% | 22q | -4.8%-$75.8K |
| SigFig Wealth Management, LLC | $1.5M | 18,965 | 0.04% | 8q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.5M | 18,681 | 0.88% | 16q | HELD |
| Ballew Advisors, Inc | $1.4M | 18,035 | 0.70% | 18q | HELD |
| Avidian Wealth Enterprises, LLC | $1.3M | 17,012 | 0.04% | 9q | +3.1%+$40.2K |
| Asempa Wealth Advisors | $1.3M | 16,792 | 1.01% | 4q | +3.6%+$46.1K |
| MFA WEALTH ADVISORS, LLC | $1.3M | 16,289 | 0.22% | 10q | -29.6%-$534.1K |
| Wedmont Private Capital | $1.2M | 15,907 | 0.03% | 7q | +0.6%+$7.5K |
| Venture Visionary Partners LLC | $1.1M | 13,961 | 0.03% | 5q | -12.2%-$152.1K |
| CoreCap Advisors, LLC | $1.1M | 13,774 | 0.03% | 9q | +2.2%+$23.3K |
| Green Ridge Wealth Planning LLC | $904.4K | 11,580 | 0.36% | 4q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $903.8K | 11,573 | 0.24% | 7q | -6.5%-$62.6K |
| Exchange Bank | $879.3K | 11,259 | 0.54% | 8q | HELD |
| CENTRAL BANK & TRUST CO | $797.8K | 10,216 | 0.11% | 22q | -3.7%-$30.5K |
| INSPIRION WEALTH ADVISORS, LLC | $792.9K | 10,153 | 0.09% | 16q | HELD |
| Balefire, LLC | $786.1K | 10,065 | 0.12% | 2q | +98.0%+$389.1K |
| Hamilton Capital, LLC | $757.9K | 9,704 | 0.04% | 21q | HELD |
| First Heartland Consultants, Inc. | $737.0K | 9,437 | 0.05% | 10q | -7.8%-$62.6K |
| Councilor Wealth, LLC | $729.1K | 9,335 | 0.30% | 12q | HELD |
| DOLIVER ADVISORS, LP | $719.7K | 9,215 | 0.16% | 15q | HELD |
| Capital Advisors Wealth Management, LLC | $693.0K | 8,873 | 0.08% | 6q | -61.1%-$1.1M |
| AMERICAN NATIONAL BANK & TRUST | $595.0K | 7,618 | 0.05% | 17q | -38.8%-$376.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $587.6K | 7,524 | 0.01% | 3q | +6.9%+$38.0K |
| Galvin, Gaustad & Stein, LLC | $564.8K | 7,232 | 0.04% | 17q | HELD |
| Retirement Wealth Solutions LLC | $498.7K | 6,386 | 0.26% | 8q | +3.6%+$17.4K |
| Sound Income Strategies, LLC | $476.2K | 6,132 | 0.02% | 13q | -20.1%-$119.5K |
| Rosenberg Matthew Hamilton | $463.8K | 5,938 | 0.08% | 18q | +13.1%+$53.7K |
| City Center Advisors, LLC | $462.4K | 5,921 | 0.35% | 7q | HELD |
| Williams & Novak Wealth Management, LLC | $455.6K | 5,834 | 0.27% | 12q | -1.5%-$7.0K |
| Tactive Advisors, LLC | $450.4K | 5,767 | 0.11% | 7q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $421.6K | 5,398 | 0.10% | new | NEW |
| Sincerus Advisory, LLC | $400.9K | 5,133 | 0.26% | 8q | HELD |
| Crumly & Associates Inc. | $399.6K | 5,117 | 0.07% | 8q | +6.7%+$25.0K |
| CHAPIN DAVIS, INC. | $353.4K | 4,525 | 0.07% | 9q | HELD |
| Atlas Brown,Inc. | $348.9K | 4,467 | 0.09% | 4q | +2.0%+$6.7K |
| ROCKLAND TRUST CO | $347.6K | 4,451 | 0.01% | 5q | -3.2%-$11.3K |
| Kaydan Wealth Management, Inc. | $303.7K | 3,888 | 0.10% | 12q | -21.9%-$85.0K |
| LifeGoal Investments, LLC | $294.7K | 3,774 | 0.09% | 4q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $285.7K | 3,658 | 0.02% | 3q | HELD |
| Montecito Bank & Trust | $283.5K | 3,630 | 0.04% | 6q | HELD |
| Echo45 Advisors LLC | $255.0K | 3,265 | 0.12% | new | NEW |
| GAMMA Investing LLC | $250.0K | 3,201 | 0.01% | 12q | +16.4%+$35.3K |
| KWMG, LLC | $240.5K | 3,080 | 0.02% | 5q | +0.5%+$1.2K |
| Weaver Consulting Group | $239.3K | 3,064 | 0.05% | 5q | HELD |
| Acropolis Investment Management, LLC | $224.1K | 2,870 | 0.01% | 4q | -48.9%-$214.1K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $218.9K | 2,803 | 0.03% | 5q | HELD |
| Attessa Capital LLC | $217.6K | 2,786 | 0.09% | 5q | HELD |
| MKD WEALTH COACHES, LLC | $213.9K | 2,739 | 0.18% | 11q | -41.1%-$149.6K |
| Lee, Kelleher & Klein Wealth Management | $200.8K | 2,571 | 0.10% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $162.2K | 2,077 | 0.02% | 4q | -50.3%-$164.3K |
| BURKETT FINANCIAL SERVICES, LLC | $135.1K | 1,730 | 0.04% | 12q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $86.3K | 1,105 | 0.01% | 16q | HELD |
| Horizons Wealth Management | $81.1K | 1,039 | 0.05% | 17q | -41.0%-$56.3K |
| Pacifica Partners Inc. | $47.5K | 605 | 0.01% | 10q | -17.0%-$9.7K |
| Miller Global Investments, LLC | $37.5K | 480 | 0.03% | 2q | HELD |
| Bangor Savings Bank | $34.9K | 447 | 0.00% | 5q | +81.0%+$15.6K |
| Trust Co | $33.3K | 426 | 0.00% | 9q | HELD |
| Hickory Point Bank & Trust | $32.9K | 421 | 0.02% | 3q | +171.6%+$20.8K |
| Dakota Community Bank & Trust NA | $29.3K | 375 | 0.08% | 3q | HELD |
| TOMPKINS FINANCIAL CORP | $18.0K | 230 | 0.00% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $16.4K | 210 | 0.00% | 3q | +33.8%+$4.1K |
| ATWOOD & PALMER INC | $15.6K | 200 | 0.00% | 5q | -6.1%-$1.0K |
| FIRST COMMUNITY TRUST NA | $15.6K | 200 | 0.01% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $15.3K | 196 | 0.01% | 4q | HELD |
| Bank of New Hampshire | $10.1K | 129 | 0.00% | new | NEW |
| GK Wealth Management LLC | $8.4K | 107 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $4.3K | 55 | 0.00% | 11q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $2.0K | 26 | 0.00% | new | NEW |
| CX Institutional | $782 | 10,019 | 0.02% | 9q | -0.9% |
| Roxbury Financial LLC | $781 | 10 | 0.00% | 6q | HELD |
| PROFESSIONAL ADVISORY SERVICES INC | $490 | 6,280 | 0.06% | 5q | -2.0% |
| Polaris Financial Partners | $3 | 33 | 0.00% | new | FIRST |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 94 | $331.2M | 4,240,859 | 7 | 29 | 25 | 0.0% |
| Q2 2026 | 1,911 | $31.8B | 406,371,114 | 101 | 659 | 570 | 3.2% |
| Q1 2026 | 1,963 | $37.3B | 416,687,099 | 150 | 507 | 827 | 1.9% |
| Q4 2025 | 1,930 | $36.7B | 439,274,883 | 165 | 610 | 595 | 2.8% |
| Q3 2025 | 1,711 | $33.6B | 446,489,341 | 178 | 697 | 385 | 3.4% |
| Q2 2025 | 1,597 | $26.5B | 410,392,346 | 114 | 472 | 588 | 3.1% |
| Q1 2025 | 1,552 | $24.6B | 406,463,908 | 195 | 599 | 368 | 2.6% |
| Q4 2024 | 1,415 | $22.5B | 425,799,979 | 146 | 459 | 341 | 6.6% |
| Q3 2024 | 1,227 | $19.5B | 364,926,546 | 103 | 375 | 352 | 7.3% |
| Q2 2024 | 1,173 | $18.5B | 383,432,662 | 86 | 346 | 390 | 8.9% |
| Q1 2024 | 1,145 | $19.0B | 427,007,050 | 78 | 316 | 404 | 5.4% |
| Q4 2023 | 1,147 | $17.5B | 428,881,560 | 72 | 289 | 385 | 4.5% |
| Q3 2023 | 1,038 | $14.3B | 388,098,986 | 45 | 261 | 394 | 4.6% |
| Q2 2023 | 1,059 | $16.3B | 437,068,096 | 76 | 322 | 355 | 2.1% |
| Q1 2023 | 1,028 | $17.7B | 465,207,522 | 102 | 296 | 327 | 0.8% |
| Q4 2022 | 1,001 | $16.4B | 472,854,767 | 81 | 233 | 386 | 0.3% |
| Q3 2022 | 943 | $15.1B | 476,706,900 | 52 | 243 | 381 | 0.3% |
| Q2 2022 | 996 | $16.9B | 494,527,865 | 142 | 294 | 307 | 0.3% |
| Q1 2022 | 913 | $16.5B | 445,400,031 | 108 | 320 | 246 | 0.5% |
| Q4 2021 | 956 | $16.2B | 463,986,878 | 78 | 247 | 310 | 0.4% |
| Q3 2021 | 851 | $15.8B | 470,389,432 | 94 | 284 | 249 | 0.2% |
| Q2 2021 | 824 | $15.9B | 472,123,897 | 814 | 0 | 7 | 0.3% |
| Q1 2021 | 11 | $60.3M | 3,093,929 | 3 | 2 | 1 | 13.6% |
| Q4 2020 | 12 | $57.0M | 2,490,321 | 2 | 2 | 0 | 18.0% |
| Q3 2020 | 8 | $35.7M | 1,473,731 | 2 | 1 | 0 | 21.2% |
| Q2 2020 | 7 | $29.2M | 1,457,144 | 0 | 1 | 1 | 9.3% |
| Q1 2020 | 7 | $27.6M | 1,454,544 | 0 | 1 | 1 | 13.5% |
| Q4 2019 | 10 | $26.4M | 1,615,214 | 0 | 2 | 0 | 3.8% |
| Q3 2019 | 8 | $24.6M | 1,555,829 | 3 | 1 | 2 | 2.4% |
| Q2 2019 | 6 | $4.3M | 141,456 | 0 | 3 | 0 | 6.5% |
| Q1 2019 | 7 | $4.7M | 138,017 | 3 | 0 | 0 | 17.1% |
| Q4 2018 | 4 | $1.1M | 9,269 | 0 | 0 | 2 | 89.4% |