DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES GOLD TR (IAU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,923
Reporting holders
$30.2B
Reported value
49.1%
Of shares outstanding
2.1%
Calls
0.9%
Puts
-66
Holder change
Institutions report 387,086,946 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.
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 |
|---|---|---|---|---|---|
| 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 incl. $2.2M options PUT | 12,829,309 | 0.16% | 21q | -2.7%-$27.1M |
| 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 | -3.0%-$15.6M |
| WealthNavi Inc. | $502.4M | 6,653,240 | 3.94% | 15q | -3.9%-$20.3M |
| 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 |
| 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 incl. $181.9M options CALL+PUT | 1,126,052 | 0.02% | 16q | +202.2%+$178.6M |
| Diameter Capital Partners LP | $254.0M | 3,363,600 | 20.48% | new | NEW |
| CITADEL ADVISORS LLC | $245.9M incl. $116.0M options CALL+PUT | 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 incl. $209.2M options CALL+PUT | 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 |
| CRCM LP | $198.4M | 2,627,642 | 65.25% | 10q | +110.2%+$104.0M |
| 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 incl. $127.6M options CALL+PUT | 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 incl. $880 options CALL | 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 |
| Cambridge Investment Research Advisors, Inc. | $137.0M | 1,814,741 | 0.16% | 21q | +88.9%+$64.5M |
| Cresset Asset Management, LLC | $133.7M incl. $7.6K options PUT | 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 |
| 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 |
| Baird Financial Group, Inc. | $96.6M | 1,279,618 | 0.13% | 21q | -5.1%-$5.2M |
| GROUP ONE TRADING LLC | $95.1M CALL+PUT | 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 |
| 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 |
| Janney Montgomery Scott LLC | $68.3M | 904,231 | 0.13% | 17q | +3.4%+$2.2M |
| Pictet Asset Management Holding SA | $67.9M | 899,141 | 0.06% | 9q | +70.3%+$28.0M |
| CENTRAL TRUST Co | $67.0M | 887,292 | 1.21% | 21q | -4.0%-$2.8M |
| IMC-Chicago, LLC | $66.6M incl. $58.7M options CALL+PUT | 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 CALL+PUT | 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% | 21q | +4.0%+$2.2M |
| 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% | 11q | -2.2%-$1.3M |
| Gotham Asset Management, LLC | $55.1M | 730,122 | 0.13% | 5q | HELD |
| Twin Tree Management, LP | $53.7M incl. $39.0M options CALL+PUT | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $50.4M | 667,089 | 0.06% | 21q | -2.3%-$1.2M |
| Employees Retirement System of Texas | $50.1M | 663,500 | 0.40% | 3q | -79.9%-$198.6M |
Showing the largest 100 of 1,924 reported holders. The count of 1,923 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,923 managers that file Form 13F reported holding Ishares Gold Tr (IAU), $30.2B in all, or about 49% of the shares outstanding. 120 managers opened a position and 186 sold out completely, against 1,989 holders the quarter before. Largest holders: Bank Of America Corp /De/, Morgan Stanley and Fmr Llc. Largest new positions: Diameter Capital Partners Lp ($254.0M), Harvard Management Co Inc ($149.5M) and Cibc World Market Inc. ($71.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 859 | $4.4B | 56,621,840 | 59 | 342 | 199 | 0.0% |
| Q2 2026 | 1,923 | $30.2B | 387,086,946 | 103 | 651 | 580 | 3.0% |
| Q1 2026 | 1,989 | $35.5B | 396,559,777 | 155 | 507 | 843 | 2.0% |
| Q4 2025 | 1,943 | $36.8B | 439,917,349 | 166 | 611 | 597 | 2.7% |
| Q3 2025 | 1,719 | $33.6B | 446,850,198 | 180 | 699 | 386 | 3.4% |
| Q2 2025 | 1,603 | $26.6B | 412,584,627 | 114 | 475 | 590 | 3.1% |
| Q1 2025 | 1,558 | $24.7B | 408,159,852 | 196 | 600 | 371 | 2.6% |
| Q4 2024 | 1,422 | $22.6B | 427,735,999 | 146 | 462 | 343 | 6.5% |
| Q3 2024 | 1,233 | $19.7B | 367,023,701 | 103 | 375 | 354 | 7.2% |
| Q2 2024 | 1,179 | $18.6B | 385,585,910 | 87 | 350 | 392 | 8.8% |
| Q1 2024 | 1,156 | $19.1B | 429,473,302 | 79 | 319 | 409 | 5.4% |
| Q4 2023 | 1,158 | $17.6B | 431,939,917 | 72 | 291 | 389 | 4.5% |
| Q3 2023 | 1,048 | $14.4B | 390,820,671 | 45 | 264 | 398 | 4.6% |
| Q2 2023 | 1,071 | $16.4B | 439,916,651 | 76 | 324 | 359 | 2.1% |
| Q1 2023 | 1,043 | $17.8B | 468,564,425 | 104 | 300 | 333 | 0.8% |
| Q4 2022 | 1,016 | $16.6B | 478,208,954 | 82 | 234 | 408 | 0.3% |
| Q3 2022 | 947 | $70.1B | 2,244,398,936 | 51 | 241 | 385 | 0.1% |
| Q2 2022 | 1,004 | $83.7B | 2,451,600,927 | 142 | 297 | 311 | 0.1% |
| Q1 2022 | 956 | $86.3B | 2,338,890,668 | 137 | 324 | 254 | 0.1% |
| Q4 2021 | 977 | $67.9B | 1,951,386,145 | 79 | 254 | 318 | 0.1% |
| Q3 2021 | 872 | $63.8B | 1,909,895,564 | 96 | 291 | 254 | 0.1% |
| Q2 2021 | 874 | $66.5B | 1,973,237,616 | 820 | 19 | 21 | 0.1% |
| Q1 2021 | 946 | $75.8B | 4,658,878,940 | 68 | 336 | 320 | 0.0% |
| Q4 2020 | 965 | $84.9B | 4,680,774,897 | 84 | 353 | 242 | 0.1% |
| Q3 2020 | 877 | $87.8B | 4,877,802,215 | 83 | 397 | 187 | 0.1% |
| Q2 2020 | 834 | $59.5B | 3,500,016,251 | 98 | 376 | 182 | 0.0% |
| Q1 2020 | 776 | $55.3B | 3,665,441,465 | 99 | 291 | 196 | 0.0% |
| Q4 2019 | 735 | $77.5B | 5,346,391,985 | 54 | 236 | 165 | 0.0% |
| Q3 2019 | 647 | $73.4B | 5,201,694,212 | 75 | 251 | 132 | 0.0% |
| Q2 2019 | 621 | $65.7B | 4,862,761,870 | 52 | 207 | 171 | 0.0% |
| Q1 2019 | 613 | $14.0B | 1,127,432,110 | 58 | 201 | 162 | 0.0% |
| Q4 2018 | 595 | $12.7B | 1,038,833,283 | 13 | 9 | 11 | 0.0% |