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Security record · archived quarter

IAU

iShares Gold Trust · Financial Services · Asset Management

86.37 -1.6% mkt cap $68.15B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
91Tracked holders
0Δ holders
268.24MShares held
$21.77BReported value
+1New positions
−1Exits
Stable Conviction score 53/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 87 -4 230.50M $17.46B +2 −7
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 30.27M $2.46B 0.2% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 30.27M $2.46B 0.2% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 30.27M $2.46B 0.2% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 30.27M $2.46B 0.2% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 30.27M $2.46B 0.2% n/c 1 SEC ↗
6 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
7 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
8 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
9 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
10 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
11 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
12 Morgan Stanley 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗
13 Fidelity (FMR) 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗
14 Fidelity (FMR) 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗
15 Fidelity (FMR) 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗
16 Fidelity (FMR) 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗
17 Fidelity (FMR) 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗
18 Fidelity (FMR) 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗
19 Envestnet Asset Management Inc 19.30M $1.57B 0.5% n/c 1 SEC ↗
20 LPL Financial LLC 13.74M $1.12B 0.3% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 13.14M $1.07B 0.2% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 13.14M $1.07B 0.2% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 13.14M $1.07B 0.2% n/c 1 SEC ↗
24 Wells Fargo & Company/Mn 13.14M $1.07B 0.2% n/c 1 SEC ↗
25 Wells Fargo & Company/Mn 13.14M $1.07B 0.2% n/c 1 SEC ↗
26 Wells Fargo & Company/Mn 13.14M $1.07B 0.2% n/c 1 SEC ↗
27 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
28 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
29 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
30 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
31 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
32 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
34 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
35 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
36 JPMorgan Chase 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗
37 UBS Group AG 8.96M $727.11M 0.1% n/c 1 SEC ↗
38 UBS Group AG 8.96M $727.11M 0.1% n/c 1 SEC ↗
39 UBS Group AG 8.96M $727.11M 0.1% n/c 1 SEC ↗
40 UBS Group AG 8.96M $727.11M 0.1% n/c 1 SEC ↗
41 Ameriprise Financial Inc 7.27M $590.23M 0.1% n/c 1 SEC ↗
42 Ameriprise Financial Inc 7.27M $590.23M 0.1% n/c 1 SEC ↗
43 Ameriprise Financial Inc 7.27M $590.23M 0.1% n/c 1 SEC ↗
44 Citigroup Inc 7.20M $584.53M 0.4% n/c 1 SEC ↗
45 Citigroup Inc 7.20M $584.53M 0.4% n/c 1 SEC ↗
46 Citigroup Inc 7.20M $584.53M 0.4% n/c 1 SEC ↗
47 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
48 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
49 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
50 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
51 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
52 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
53 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
54 BlackRock (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗
55 Sumitomo Mitsui Trust Group, Inc. 6.61M $536.45M 0.3% n/c 1 SEC ↗
56 Northwestern Mutual Wealth… 6.60M $535.40M 0.3% n/c 1 SEC ↗
57 Alliancebernstein L.P. 6.35M $515.57M 0.2% n/c 1 SEC ↗
58 Truist Financial Corp 5.90M $479.23M 0.6% n/c 1 SEC ↗
59 Truist Financial Corp 5.90M $479.23M 0.6% n/c 1 SEC ↗
60 Truist Financial Corp 5.90M $479.23M 0.6% n/c 1 SEC ↗
61 Raymond James Financial Inc 5.65M $458.49M 0.1% n/c 1 SEC ↗
62 Raymond James Financial Inc 5.65M $458.49M 0.1% n/c 1 SEC ↗
63 Raymond James Financial Inc 5.65M $458.49M 0.1% n/c 1 SEC ↗
64 Raymond James Financial Inc 5.65M $458.49M 0.1% n/c 1 SEC ↗
65 Empower Advisory Group, LLC 5.52M $448.08M 1.2% n/c 1 SEC ↗
66 Northern Trust Corp 4.54M $368.49M 0.0% n/c 1 SEC ↗
67 Northern Trust Corp 4.54M $368.49M 0.0% n/c 1 SEC ↗
68 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
69 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
70 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
71 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
72 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
73 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
74 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
75 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
76 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
77 Royal Bank Of Canada 3.90M $316.61M 0.1% n/c 1 SEC ↗
78 Commonwealth Equity Services, Llc 3.54M $287.20M 0.4% n/c 1 SEC ↗
79 HighTower Advisors, LLC 3.39M $275.23M 0.3% n/c 1 SEC ↗
80 Cerity Partners LLC 3.28M $266.43M 0.4% n/c 1 SEC ↗
81 Cerity Partners LLC 3.28M $266.43M 0.4% n/c 1 SEC ↗
82 Cerity Partners LLC 3.28M $266.43M 0.4% n/c 1 SEC ↗
83 Stifel Financial Corp 2.43M $197.43M 0.2% n/c 1 SEC ↗
84 Stifel Financial Corp 2.43M $197.43M 0.2% n/c 1 SEC ↗
85 Stifel Financial Corp 2.43M $197.43M 0.2% n/c 1 SEC ↗
86 Stifel Financial Corp 2.43M $197.43M 0.2% n/c 1 SEC ↗
87 Stifel Financial Corp 2.43M $197.43M 0.2% n/c 1 SEC ↗
88 Captrust Financial Advisors 2.41M $195.69M 0.4% n/c 1 SEC ↗
89 Captrust Financial Advisors 2.41M $195.69M 0.4% n/c 1 SEC ↗
90 Cetera Investment Advisers 2.32M $188.28M 0.2% n/c 1 SEC ↗
91 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
92 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
93 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
94 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
96 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 2.20M $178.93M 0.0% n/c 1 SEC ↗
99 Citadel Advisors 2.11M +129.7% $171.16M 0.1% ▲ Add 7 SEC ↗
100 Mml Investors Services, Llc 2.11M $171.00M 0.4% n/c 1 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

D. E. Shaw & Co. $95.25M was 0.1%

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: Q4 2025 · Methodology · Get this via the API