IAU
iShares Gold Trust · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -1.0% ·
net new positions +16.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | -4 | 227.25M | $17.22B | +2 | −9 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 26.33M | — | $1.92B | 0.1% | n/c | 1 | SEC ↗ ×20 |
| 2 | Morgan Stanley ✦ | 24.84M | — | $1.81B | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 3 | Fidelity (FMR) ✦ | 21.99M | -13.5% | $1.60B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | BlackRock ✦ (passive) | 5.69M | +6.8% | $414.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 1.59M | — | $115.97M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | D. E. Shaw & Co. ✦ | 1.31M | New | $95.25M | 0.1% | New | 1 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 917.99K | +221.5% | $66.80M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 280.41K | +69.7% | $20.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 172.67K | -0.7% | $12.56M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 111.40K | New | $8.11M | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 98.52K | +334.3% | $7.17M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | Fisher Asset Management ✦ | 3.56K | -64.7% | $258,867 | 0.0% | ▼ Trim | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $95.25M | 0.1% |
| Renaissance Technologies | $8.11M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.