ISHARES GOLD TR (IAU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,841
Reporting holders
$29.7B
Reported value
48.3%
Of shares outstanding
3.0%
Held as options
-50
Holder change
Institutions report 381,083,603 shares against 788,600,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $2.1B | 27,854,432 | 0.14% | 21q | -1.6%-$33.2M |
| MORGAN STANLEY | $1.7B | 22,991,594 | 0.09% | 21q | -1.1%-$20.2M |
| FMR LLC | $1.0B | 13,824,915 | 0.05% | 21q | -6.0%-$66.7M |
| WELLS FARGO & COMPANY/MN | $970.9M | 12,829,309 | 0.16% | 21q | -51.4%-$1.0B |
| UBS Group AG | $937.5M | 12,415,020 | 0.12% | 9q | -18.9%-$217.8M |
| LPL Financial LLC | $827.0M | 10,952,646 | 0.19% | 17q | +7.6%+$58.3M |
| ENVESTNET ASSET MANAGEMENT INC | $664.6M | 8,801,039 | 0.16% | 21q | -2.1%-$14.0M |
| BlackRock, Inc. | $659.4M | 8,732,671 | 0.01% | 8q | +1.3%+$8.2M |
| CITIGROUP INC | $548.5M | 7,264,173 | 0.18% | 21q | +2.0%+$10.9M |
| ALLIANCEBERNSTEIN L.P. | $513.0M | 5,819,247 | 0.17% | 21q | HELD |
| AMERIPRISE FINANCIAL INC | $510.0M | 6,787,859 | 0.10% | 21q | -51.5%-$541.3M |
| Diameter Capital Partners LP | $508.0M | 6,727,200 | 20.48% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $477.3M | 6,320,401 | 0.25% | 21q | -2.0%-$9.8M |
| HRTG GPE, LLC | $423.1M | 5,603,339 | 17.05% | 4q | +24.3%+$82.7M |
| JPMORGAN CHASE & CO | $415.7M | 5,503,613 | 0.02% | 21q | -37.9%-$253.9M |
| RAYMOND JAMES FINANCIAL INC | $404.1M | 5,351,664 | 0.11% | 7q | -2.9%-$12.2M |
| NORTHERN TRUST CORP | $397.2M | 5,260,337 | 0.05% | 21q | HELD |
| Empower Advisory Group, LLC | $395.5M | 5,237,754 | 0.94% | 14q | -3.1%-$12.6M |
| CRCM LP | $296.8M | 3,929,963 | 66.20% | 10q | +214.4%+$202.4M |
| ROYAL BANK OF CANADA | $282.7M | 3,743,885 | 0.04% | 21q | -2.1%-$6.0M |
| KEYBANK NATIONAL ASSOCIATION/OH | $276.8M | 3,665,787 | 0.91% | 21q | +1.3%+$3.7M |
| JANE STREET GROUP, LLC | $267.0M | 1,126,052 | 0.02% | 16q | +202.2%+$178.6M |
| CITADEL ADVISORS LLC | $245.9M | 1,720,597 | 0.03% | 21q | +32.8%+$60.7M |
| HighTower Advisors, LLC | $245.2M | 3,247,846 | 0.24% | 21q | -1.3%-$3.3M |
| Sumitomo Mitsui Trust Group, Inc. | $235.1M | 3,114,126 | 0.13% | 17q | -13.8%-$37.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $234.4M | 3,104,618 | 0.29% | 21q | -3.2%-$7.7M |
| TRUIST FINANCIAL CORP | $221.9M | 2,939,343 | 0.27% | 21q | -43.7%-$172.0M |
| Cerity Partners LLC | $221.5M | 2,933,050 | 0.27% | 21q | -7.1%-$17.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $215.7M | 85,557 | 0.02% | 21q | -12.2%-$30.0M |
| CIBC Bancorp USA Inc. | $208.2M | 2,756,374 | 0.25% | 2q | +2.1%+$4.2M |
| Erste Asset Management GmbH | $198.1M | 2,623,650 | 1.54% | 6q | -1.2%-$2.4M |
| STIFEL FINANCIAL CORP | $168.1M | 2,226,695 | 0.14% | 21q | HELD |
| Proficio Capital Partners LLC | $165.5M | 2,191,169 | 5.94% | 21q | +5.7%+$8.9M |
| CAPTRUST FINANCIAL ADVISORS | $164.6M | 2,179,893 | 0.25% | 21q | -9.8%-$17.8M |
| CIBC WORLD MARKET INC. | $151.2M | 312,888 | 0.24% | new | NEW |
| HARVARD MANAGEMENT CO INC | $149.5M | 1,980,085 | 3.51% | new | NEW |
| Rockefeller Capital Management L.P. | $144.7M | 1,915,838 | 0.22% | 21q | -2.7%-$4.1M |
| OSAIC HOLDINGS, INC. | $142.0M | 1,880,448 | 0.17% | 21q | +5.3%+$7.1M |
| Bank of New York Mellon Corp | $138.9M | 1,840,038 | 0.02% | 21q | +8.8%+$11.3M |
| Cresset Asset Management, LLC | $133.7M | 1,770,971 | 0.48% | 21q | HELD |
| Arnhold LLC | $132.7M | 1,757,254 | 9.28% | 21q | HELD |
| GOLDMAN SACHS GROUP INC | $126.1M | 1,670,513 | 0.01% | 21q | -9.4%-$13.1M |
| Wealthspire Advisors, LLC | $125.3M | 1,659,286 | 0.69% | 21q | +5283.6%+$123.0M |
| EQUITABLE TRUST CO | $125.2M | 1,657,565 | 5.22% | 21q | -2.6%-$3.4M |
| AlTi Global, Inc. | $124.7M | 1,651,446 | 2.58% | 11q | +5.4%+$6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $124.3M | 1,646,017 | 0.02% | 3q | -8.6%-$11.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $122.0M | 1,616,153 | 0.02% | 21q | -1.6%-$2.0M |
| Sixth Street Partners Management Company, L.P. | $122.0M | 1,616,153 | 0.02% | new | NEW |
| Pennsylvania State University | $118.9M | 1,574,099 | 47.82% | 3q | HELD |
| MOON CAPITAL MANAGEMENT LP | $117.8M | 1,559,604 | 79.53% | 21q | HELD |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $117.2M | 1,551,830 | 1.55% | 21q | -5.1%-$6.3M |
| Chevy Chase Trust Holdings, LLC | $112.8M | 1,493,851 | 0.29% | 21q | -5.2%-$6.1M |
| Cetera Investment Advisers | $108.2M | 1,433,117 | 0.10% | 21q | +4.3%+$4.5M |
| Allianz SE | $104.3M | 1,381,533 | 1.10% | 10q | +2.6%+$2.7M |
| PNC Financial Services Group, Inc. | $101.0M | 1,337,852 | 0.05% | 21q | +3.3%+$3.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $100.2M | 1,327,258 | 0.06% | 21q | +94.5%+$48.7M |
| Baird Financial Group, Inc. | $96.6M | 1,279,618 | 0.13% | 21q | -5.1%-$5.2M |
| GROUP ONE TRADING LLC | $95.1M | options only | 0.13% | 21q | OPTIONS |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $90.3M | 1,195,340 | 9.18% | 21q | +2.9%+$2.5M |
| MML INVESTORS SERVICES, LLC | $89.6M | 1,186,238 | 0.18% | 21q | +4.8%+$4.1M |
| EMORY UNIVERSITY | $89.4M | 1,184,586 | 55.87% | 4q | HELD |
| NEUBERGER BERMAN GROUP LLC | $85.4M | 1,130,603 | 0.06% | 21q | HELD |
| Mariner, LLC | $85.3M | 1,129,781 | 0.09% | 21q | -18.7%-$19.6M |
| FRANKLIN RESOURCES INC | $81.1M | 1,074,602 | 0.02% | 21q | -3.0%-$2.5M |
| Focus Partners Wealth | $78.4M | 1,038,795 | 0.08% | 11q | -2.3%-$1.8M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $76.9M | 1,019,061 | 2.86% | 21q | +4.9%+$3.6M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $76.9M | 1,017,800 | 0.23% | 14q | HELD |
| Dynasty Wealth Management, LLC | $76.5M | 1,013,648 | 0.57% | 10q | HELD |
| Corient Private Wealth LP | $75.6M | 1,001,138 | 0.05% | 15q | +65.7%+$30.0M |
| ASSETMARK, INC | $74.4M | 985,621 | 0.13% | 21q | +16.9%+$10.8M |
| DEUTSCHE BANK AG\ | $74.0M | 980,233 | 0.02% | 21q | -1.8%-$1.3M |
| MAI Capital Management | $73.8M | 977,186 | 0.28% | 7q | +30.0%+$17.0M |
| VCU Investment Management Co | $73.2M | 969,928 | 94.96% | 13q | +27.3%+$15.7M |
| FORBES J M & CO LLP | $68.8M | 911,672 | 5.41% | 21q | -0.8%-$538.3K |
| Pictet Asset Management Holding SA | $67.9M | 899,141 | 0.06% | 9q | +70.3%+$28.0M |
| Merit Financial Group, LLC | $67.7M | 896,468 | 0.21% | 21q | +50.4%+$22.7M |
| CENTRAL TRUST Co | $67.0M | 887,292 | 1.21% | 21q | -4.0%-$2.8M |
| IMC-Chicago, LLC | $66.6M | 104,170 | 0.02% | 12q | +273.9%+$48.8M |
| BARCLAYS PLC | $66.5M | 880,867 | 0.01% | 18q | HELD |
| OneDigital Investment Advisors LLC | $66.3M | 877,484 | 0.56% | 21q | +4.0%+$2.5M |
| Permanens Capital L.P. | $64.8M | 858,088 | 6.66% | 21q | -54.5%-$77.6M |
| First Command Advisory Services, Inc. | $64.1M | 849,212 | 0.38% | 12q | -17.5%-$13.6M |
| Circle Wealth Management, LLC | $61.8M | 819,093 | 0.78% | 12q | HELD |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $61.0M | 807,662 | 4.51% | 6q | -45.8%-$51.5M |
| SIMPLEX TRADING, LLC | $60.0M | options only | 0.04% | 21q | OPTIONS |
| Creative Planning | $59.8M | 792,471 | 0.03% | 21q | -3.5%-$2.2M |
| Tanglewood Wealth Management, Inc. | $58.9M | 780,110 | 5.01% | 17q | -15.0%-$10.4M |
| Oxbow Advisors, LLC | $58.5M | 774,373 | 4.75% | 21q | +13.8%+$7.1M |
| ANDERSON HOAGLAND & CO | $58.1M | 769,660 | 4.55% | 9q | -4.7%-$2.9M |
| NewEdge Advisors, LLC | $57.1M | 756,577 | 0.17% | new | NEW |
| Sanctuary Advisors, LLC | $56.2M | 744,703 | 0.26% | 9q | +2.3%+$1.2M |
| JONES FINANCIAL COMPANIES LLLP | $56.2M | 733,498 | 0.02% | 11q | +13.2%+$6.5M |
| National Philanthropic Trust | $56.1M | 742,991 | 0.81% | 10q | -2.2%-$1.3M |
| Gotham Asset Management, LLC | $55.1M | 730,122 | 0.13% | 5q | HELD |
| Twin Tree Management, LP | $53.7M | 194,746 | 1.01% | 10q | +55.6%+$19.2M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $53.4M | 707,800 | 0.77% | 20q | -4.4%-$2.5M |
| AXXCESS WEALTH MANAGEMENT, LLC | $52.8M | 699,025 | 0.84% | 19q | +4.1%+$2.1M |
| Foundations Investment Advisors, LLC | $52.2M | 691,008 | 0.54% | 21q | +10.5%+$4.9M |
| Narwhal Capital Management | $50.7M | 672,087 | 3.50% | 21q | HELD |
| Capital Asset Advisory Services LLC | $49.9M | 660,237 | 1.80% | 21q | +3.0%+$1.4M |
Showing the largest 100 of 1,902 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,841 | $29.7B | 381,083,603 | 98 | 629 | 553 | 3.0% |
| Q1 2026 | 1,891 | $35.9B | 400,250,555 | 146 | 490 | 803 | 2.0% |
| Q4 2025 | 1,854 | $35.2B | 420,281,393 | 160 | 593 | 573 | 2.9% |
| Q3 2025 | 1,637 | $31.6B | 420,566,181 | 170 | 670 | 369 | 3.3% |
| Q2 2025 | 1,520 | $25.2B | 390,436,796 | 111 | 455 | 558 | 3.1% |
| Q1 2025 | 1,467 | $23.2B | 383,915,470 | 184 | 569 | 351 | 2.6% |
| Q4 2024 | 1,336 | $18.9B | 352,913,969 | 136 | 431 | 328 | 7.6% |
| Q3 2024 | 1,147 | $18.6B | 346,049,737 | 101 | 354 | 326 | 7.4% |
| Q2 2024 | 1,091 | $17.6B | 364,633,244 | 81 | 324 | 366 | 9.1% |
| Q1 2024 | 1,058 | $18.1B | 407,650,448 | 73 | 295 | 379 | 5.5% |
| Q4 2023 | 1,056 | $16.7B | 408,921,644 | 63 | 271 | 356 | 4.6% |
| Q3 2023 | 949 | $13.5B | 367,436,254 | 42 | 238 | 365 | 4.7% |
| Q2 2023 | 955 | $15.5B | 416,178,648 | 68 | 289 | 325 | 2.0% |
| Q1 2023 | 913 | $16.8B | 442,089,174 | 93 | 267 | 287 | 0.7% |
| Q4 2022 | 828 | $13.4B | 386,526,862 | 72 | 192 | 316 | 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% |