ISHARES GOLD TRUST IAU
$77.51
+2.0% 52w: $61.62 – $101.57
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data61.6281.59101.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.0K
+40 QoQ
13F value
$34.74B
-2.6% QoQ
Smart-money holders
74
signal tier ≥ 2
New smart buyers
10
Q1 2026
Options barometer
2.5×
$342.0M calls / $136.1M puts
Institutional value by quarter
Number of holders
Who owns IAU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 28.3M | $2.49B | 0.2% | -6.5% |
| MORGAN STANLEY | Bank broker | 23.3M | $2.05B | 0.1% | -6.6% |
| UBS Group AG | Bank broker | 15.3M | $1.35B | 0.2% | +70.8% |
| FMR LLC | Long only active | 14.7M | $1.30B | 0.1% | -34.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 13.2M | $1.16B | 0.2% | +0.4% |
| LPL Financial LLC | Bank broker | 10.2M | $897.5M | 0.2% | -25.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.0M | $792.2M | 0.2% | -53.4% |
| BlackRock, Inc. | Index provider | 8.6M | $760.2M | 0.0% | +19.9% |
| JPMORGAN CHASE & CO | Bank broker | 8.9M | $752.9M | 0.1% | -25.2% |
| CITIGROUP INC | Bank broker | 7.1M | $627.7M | 0.4% | -1.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.0M | $618.9M | 0.1% | -3.7% |
| WealthNavi Inc. | Wealth advisor | 6.9M | $610.2M | 5.3% | -2.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.4M | $568.6M | 0.4% | -2.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.5M | $486.1M | 0.1% | -2.4% |
| Empower Advisory Group, LLC | Wealth advisor | 5.4M | $476.4M | 1.2% | -2.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 5.8M | $474.1M | 0.2% | -8.0% |
| NORTHERN TRUST CORP | Index provider | 5.3M | $465.9M | 0.1% | +16.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 5.2M | $460.0M | 0.6% | -11.6% |
| HRTG GPE, LLC | Wealth advisor | 4.5M | $397.5M | 50.9% | +42.5% |
| ROYAL BANK OF CANADA | Bank broker | 3.8M | $337.0M | 0.1% | -2.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 3.6M | $318.9M | 1.2% | -2.4% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 3.6M | $318.6M | 0.2% | -45.3% |
| Employees Retirement System of Texas | Other | 3.3M | $290.4M | 3.0% | +1247.0% |
| HighTower Advisors, LLC | Diversified mechanical | 3.3M | $290.1M | 0.3% | -2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.2M | $282.7M | 0.4% | -9.4% |
| Cerity Partners LLC | Diversified mechanical | 3.2M | $278.5M | 0.4% | -3.8% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 2.7M | $237.8M | 0.3% | — |
| Erste Asset Management GmbH | Other | 2.7M | $225.5M | 2.1% | +2.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 2.4M | $213.0M | 0.4% | +0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.2M | $196.2M | 0.2% | -8.5% |
| Proficio Capital Partners LLC | Wealth advisor | 2.1M | $182.7M | 9.8% | -2.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 2.0M | $173.6M | 0.3% | -1.5% |
| Permanens Capital L.P. | Wealth advisor | 1.9M | $166.2M | 21.4% | +68.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $162.6M | 0.0% | +0.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.8M | $158.7M | 0.0% | +265.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8M | $157.4M | 0.2% | -14.2% |
| Cresset Asset Management, LLC | Wealth advisor | 1.8M | $156.2M | 0.7% | +2.7% |
| Arnhold LLC ★2 | Fundamental diversified | 1.8M | $154.9M | 11.4% | Held |
| EQUITABLE TRUST CO | Other | 1.7M | $150.1M | 6.9% | -2.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.7M | $149.0M | 0.0% | -23.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.6M | $144.8M | 0.0% | +11.8% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Other | 1.6M | $144.2M | 2.1% | -6.8% |
| Chevy Chase Trust Holdings, LLC | Other | 1.6M | $138.9M | 0.4% | -2.3% |
| Pennsylvania State University | Wealth advisor | 1.6M | $138.8M | 72.5% | -9.1% |
| GM Advisory Group, LLC | Wealth advisor | 1.6M | $138.4M | 5.3% | +2.8% |
| AlTi Global, Inc. | Wealth advisor | 1.6M | $138.1M | 3.0% | -1.3% |
| MOON CAPITAL MANAGEMENT LP | Wealth advisor | 1.6M | $137.5M | 83.0% | Held |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 1.5M | $131.4M | 10.1% | +2.5% |
| Mariner, LLC | Diversified mechanical | 1.4M | $122.5M | 0.1% | -4.2% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $121.1M | 0.1% | -40.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding IAU
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD