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Security record

IAU

iShares Gold Trust · Financial Services · Asset Management

87.76 +0.3% mkt cap $69.24B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
88Tracked holders
-4Δ holders
230.50MShares held
$17.46BReported value
+2New positions
−6Exits
Falling Conviction score 31/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.3% · share flow -4.4% · net new positions -4.5%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 88 -4 230.50M $17.46B +2 −6
Q1 2026 94 +2 241.97M $21.22B +5 −3
Q4 2025 91 0 268.24M $21.77B +1 −1
Q3 2025 12 +2 83.34M $6.06B +2
Q2 2025 7 -1 31.41M $1.96B +1 −2
Q1 2025 6 +1 463.60K $27.33M +1
Q4 2024 5 0 485.65K $24.04M
Q3 2024 5 0 255.40K $12.69M +1 −1
Q2 2024 5 260.19K $11.43M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 27.85M -1.6% $2.10B 0.1% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 27.85M -1.6% $2.10B 0.1% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 27.85M -1.6% $2.10B 0.1% ▼ Trim 3 SEC ↗
4 Bank Of America Corp /De/ 27.85M -1.6% $2.10B 0.1% ▼ Trim 3 SEC ↗
5 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
6 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
7 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
8 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
9 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
10 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
11 Morgan Stanley 22.99M -1.1% $1.74B 0.1% ▼ Trim 4 SEC ↗
12 Fidelity (FMR) 13.82M -6.0% $1.04B 0.0% ▼ Trim 5 SEC ↗
13 Fidelity (FMR) 13.82M -6.0% $1.04B 0.0% ▼ Trim 5 SEC ↗
14 Fidelity (FMR) 13.82M -6.0% $1.04B 0.0% ▼ Trim 5 SEC ↗
15 Fidelity (FMR) 13.82M -6.0% $1.04B 0.0% ▼ Trim 5 SEC ↗
16 Fidelity (FMR) 13.82M -6.0% $1.04B 0.0% ▼ Trim 5 SEC ↗
17 Fidelity (FMR) 13.82M -6.0% $1.04B 0.0% ▼ Trim 5 SEC ↗
18 Wells Fargo & Company/Mn 12.83M -2.7% $968.74M 0.2% ▼ Trim 3 SEC ↗
19 Wells Fargo & Company/Mn 12.83M -2.7% $968.74M 0.2% ▼ Trim 3 SEC ↗
20 Wells Fargo & Company/Mn 12.83M -2.7% $968.74M 0.2% ▼ Trim 3 SEC ↗
21 Wells Fargo & Company/Mn 12.83M -2.7% $968.74M 0.2% ▼ Trim 3 SEC ↗
22 Wells Fargo & Company/Mn 12.83M -2.7% $968.74M 0.2% ▼ Trim 3 SEC ↗
23 UBS Group AG 12.42M -18.9% $937.46M 0.1% ▼ Trim 3 SEC ↗
24 UBS Group AG 12.42M -18.9% $937.46M 0.1% ▼ Trim 3 SEC ↗
25 UBS Group AG 12.42M -18.9% $937.46M 0.1% ▼ Trim 3 SEC ↗
26 UBS Group AG 12.42M -18.9% $937.46M 0.1% ▼ Trim 3 SEC ↗
27 UBS Group AG 12.42M -18.9% $937.46M 0.1% ▼ Trim 3 SEC ↗
28 LPL Financial LLC 10.95M +7.6% $827.03M 0.2% ▲ Add 3 SEC ↗
29 Envestnet Asset Management Inc 8.80M -2.1% $664.57M 0.2% ▼ Trim 3 SEC ↗
30 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
31 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
32 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
33 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
34 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
35 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
36 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
37 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
38 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
39 BlackRock (passive) 8.73M +1.3% $659.40M 0.0% ▲ Add 5 SEC ↗
40 Citigroup Inc 7.26M +2.0% $548.52M 0.3% ▲ Add 3 SEC ↗
41 Citigroup Inc 7.26M +2.0% $548.52M 0.3% ▲ Add 3 SEC ↗
42 Alliancebernstein L.P. 5.82M -0.4% $513.02M 0.2% ▼ Trim 3 SEC ↗
43 Ameriprise Financial Inc 6.79M -3.0% $510.03M 0.1% ▼ Trim 3 SEC ↗
44 Ameriprise Financial Inc 6.79M -3.0% $510.03M 0.1% ▼ Trim 3 SEC ↗
45 Ameriprise Financial Inc 6.79M -3.0% $510.03M 0.1% ▼ Trim 3 SEC ↗
46 Ameriprise Financial Inc 6.79M -3.0% $510.03M 0.1% ▼ Trim 3 SEC ↗
47 Northwestern Mutual Wealth… 6.32M -2.0% $477.25M 0.3% ▼ Trim 3 SEC ↗
48 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
49 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
50 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
51 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
52 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
53 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
54 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
55 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
56 JPMorgan Chase 5.50M -37.9% $415.69M 0.0% ▼ Trim 4 SEC ↗
57 Raymond James Financial Inc 5.35M -2.9% $404.10M 0.1% ▼ Trim 3 SEC ↗
58 Raymond James Financial Inc 5.35M -2.9% $404.10M 0.1% ▼ Trim 3 SEC ↗
59 Raymond James Financial Inc 5.35M -2.9% $404.10M 0.1% ▼ Trim 3 SEC ↗
60 Raymond James Financial Inc 5.35M -2.9% $404.10M 0.1% ▼ Trim 3 SEC ↗
61 Northern Trust Corp 5.26M -0.5% $397.21M 0.0% ▼ Trim 3 SEC ↗
62 Northern Trust Corp 5.26M -0.5% $397.21M 0.0% ▼ Trim 3 SEC ↗
63 Empower Advisory Group, LLC 5.24M -3.1% $395.50M 0.9% ▼ Trim 3 SEC ↗
64 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
65 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
66 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
67 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
68 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
69 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
70 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
71 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
72 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
73 Royal Bank Of Canada 3.74M -2.1% $282.70M 0.0% ▼ Trim 3 SEC ↗
74 HighTower Advisors, LLC 3.25M -1.3% $245.24M 0.2% ▼ Trim 3 SEC ↗
75 Sumitomo Mitsui Trust Group, Inc. 3.11M -13.8% $235.15M 0.1% ▼ Trim 3 SEC ↗
76 Commonwealth Equity Services, Llc 3.10M -3.2% $234.43M 0.3% ▼ Trim 3 SEC ↗
77 Truist Financial Corp 2.94M -43.7% $221.95M 0.3% ▼ Trim 3 SEC ↗
78 Truist Financial Corp 2.94M -43.7% $221.95M 0.3% ▼ Trim 3 SEC ↗
79 Truist Financial Corp 2.94M -43.7% $221.95M 0.3% ▼ Trim 3 SEC ↗
80 Cerity Partners LLC 2.93M -7.1% $221.47M 0.3% ▼ Trim 3 SEC ↗
81 Cerity Partners LLC 2.93M -7.1% $221.47M 0.3% ▼ Trim 3 SEC ↗
82 Cerity Partners LLC 2.93M -7.1% $221.47M 0.3% ▼ Trim 3 SEC ↗
83 Cerity Partners LLC 2.93M -7.1% $221.47M 0.3% ▼ Trim 3 SEC ↗
84 CIBC Bancorp USA Inc. 2.76M +2.1% $208.18M 0.3% ▲ Add 2 SEC ↗
85 CIBC Bancorp USA Inc. 2.76M +2.1% $208.18M 0.3% ▲ Add 2 SEC ↗
86 Stifel Financial Corp 2.23M +0.1% $168.14M 0.1% ▲ Add 3 SEC ↗
87 Stifel Financial Corp 2.23M +0.1% $168.14M 0.1% ▲ Add 3 SEC ↗
88 Stifel Financial Corp 2.23M +0.1% $168.14M 0.1% ▲ Add 3 SEC ↗
89 Stifel Financial Corp 2.23M +0.1% $168.14M 0.1% ▲ Add 3 SEC ↗
90 Stifel Financial Corp 2.23M +0.1% $168.14M 0.1% ▲ Add 3 SEC ↗
91 Captrust Financial Advisors 2.18M -9.8% $164.60M 0.3% ▼ Trim 3 SEC ↗
92 Captrust Financial Advisors 2.18M -9.8% $164.60M 0.3% ▼ Trim 3 SEC ↗
93 Rockefeller Capital Management L.P. 1.92M -2.7% $144.66M 0.2% ▼ Trim 3 SEC ↗
94 Rockefeller Capital Management L.P. 1.92M -2.7% $144.66M 0.2% ▼ Trim 3 SEC ↗
95 Rockefeller Capital Management L.P. 1.92M -2.7% $144.66M 0.2% ▼ Trim 3 SEC ↗
96 Rockefeller Capital Management L.P. 1.92M -2.7% $144.66M 0.2% ▼ Trim 3 SEC ↗
97 Rockefeller Capital Management L.P. 1.92M -2.7% $144.66M 0.2% ▼ Trim 3 SEC ↗
98 Osaic Holdings, Inc. 1.88M +5.3% $141.99M 0.2% ▲ Add 3 SEC ↗
99 Osaic Holdings, Inc. 1.88M +5.3% $141.99M 0.2% ▲ Add 3 SEC ↗
100 Osaic Holdings, Inc. 1.88M +5.3% $141.99M 0.2% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Rakuten Investment… $10.47M was 0.0%
Group One Trading Llc $2.02M was 0.1%
First Trust Advisors Lp $1.98M was 0.0%
Tidal Investments LLC $546,666 was 0.0%
Belvedere Trading LLC $402,186 was 0.1%
Parallax Volatility Advisers… $224,808 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,936 holders, 385.04M shares, $32.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API