ISHARES GOLD TRUST (IAUXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
9
Reporting holders
$31.1M
Reported value
0.0%
Held as options
+3
Holder change
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 |
|---|---|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $30.0M | 397,825 | 1.06% | 31q | -2.1%-$649.5K |
| Sterling Investment Advisors, Ltd. | $328.6K | 4,352 | 0.05% | 3q | HELD |
| JOHN G ULLMAN & ASSOCIATES INC | $302.3K | 4,004 | 0.04% | new | NEW |
| Spire Wealth Management | $234.6K | 3,057 | 0.01% | 5q | +11.1%+$23.4K |
| RMG Wealth Management LLC | $95.2K | 1,147 | 0.01% | new | NEW |
| Your Advocates Ltd., LLP | $39.7K | 526 | 0.01% | 24q | -35.6%-$22.0K |
| Byrne Asset Management LLC | $33.2K | 440 | 0.02% | 2q | HELD |
| Brooklyn FI, LLC | $23.3K | 300 | 0.00% | new | NEW |
| A. D. Beadell Investment Counsel, Inc. | $271 | 3,600 | 0.17% | 6q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $50 | 672 | 0.01% | 2q | -1.3% |
| HUNTINGTON NATIONAL BANK | $18 | 1 | 0.00% | 15q | HELD |
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 | 9 | $31.1M | 411,652 | 3 | 1 | 2 | 0.0% |
| Q1 2026 | 6 | $36.6M | 414,788 | 1 | 2 | 1 | 0.0% |
| Q4 2025 | 6 | $31.3M | 384,996 | 1 | 2 | 0 | 0.0% |
| Q3 2025 | 6 | $25.9M | 355,511 | 2 | 1 | 0 | 0.0% |
| Q2 2025 | 3 | $21.9M | 350,764 | 0 | 1 | 1 | 0.0% |
| Q1 2025 | 4 | $16.3M | 276,971 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 4 | $2.7M | 54,302 | 0 | 1 | 2 | 0.0% |
| Q3 2024 | 4 | $13.9M | 280,636 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 5 | $12.5M | 291,871 | 1 | 2 | 1 | 0.0% |
| Q1 2024 | 6 | $2.5M | 58,620 | 1 | 1 | 2 | 0.0% |
| Q4 2023 | 6 | $21.2M | 542,247 | 0 | 2 | 2 | 0.0% |
| Q3 2023 | 5 | $21.5M | 615,369 | 0 | 1 | 2 | 0.0% |
| Q2 2023 | 7 | $29.4M | 808,143 | 0 | 1 | 3 | 0.0% |
| Q1 2023 | 7 | $29.4M | 787,171 | 2 | 1 | 3 | 0.0% |
| Q4 2022 | 7 | $37.3M | 1,076,159 | 1 | 4 | 1 | 0.0% |
| Q3 2022 | 13 | $177.1M | 5,615,072 | 0 | 3 | 5 | 0.0% |
| Q2 2022 | 15 | $166.2M | 4,846,019 | 1 | 4 | 6 | 0.0% |
| Q1 2022 | 46 | $318.4M | 8,649,457 | 29 | 5 | 7 | 0.0% |
| Q4 2021 | 22 | $324.3M | 9,340,808 | 1 | 8 | 7 | 0.0% |
| Q3 2021 | 27 | $275.3M | 8,254,256 | 2 | 7 | 6 | 0.0% |
| Q2 2021 | 54 | $308.2M | 9,411,732 | 6 | 3 | 40 | 0.0% |
| Q1 2021 | 940 | $15.0B | 921,802,774 | 65 | 339 | 317 | 0.1% |
| Q4 2020 | 956 | $17.7B | 975,123,082 | 82 | 351 | 243 | 0.4% |
| Q3 2020 | 870 | $17.4B | 963,147,205 | 81 | 395 | 184 | 0.3% |
| Q2 2020 | 829 | $14.4B | 845,561,050 | 98 | 374 | 179 | 0.1% |
| Q1 2020 | 771 | $10.7B | 711,947,996 | 98 | 292 | 195 | 0.1% |
| Q4 2019 | 726 | $9.7B | 671,749,436 | 54 | 236 | 163 | 0.0% |
| Q3 2019 | 642 | $8.8B | 620,704,519 | 72 | 250 | 130 | 0.0% |
| Q2 2019 | 616 | $7.1B | 525,297,079 | 52 | 203 | 172 | 0.0% |
| Q1 2019 | 607 | $6.6B | 534,792,188 | 55 | 201 | 162 | 0.0% |
| Q4 2018 | 591 | $5.8B | 475,170,232 | 13 | 9 | 9 | 0.0% |