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Security record · archived quarter

IAU

iShares Gold Trust · Financial Services · Asset Management

77.71 +0.3% mkt cap $61.66B quote delayed (FMP) · as of Oct 21 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 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
Q3 2026 2 0 1.18M $76.04M n/a n/a
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 n/a
Q2 2025 7 -1 31.41M $1.96B +1 −2
Q1 2025 6 +1 463.60K $27.33M +1 n/a
Q4 2024 5 0 485.65K $24.04M n/a n/a
Q3 2024 5 0 255.40K $12.69M +1 −1
Q2 2024 5 n/a 260.19K $11.43M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 30.27M n/a $2.46B 0.2% n/c 1 SEC ↗ ×5
2 Morgan Stanley ✦ 24.90M +0.2% $2.02B 0.1% ▲ Add 2 SEC ↗ ×7
3 Fidelity (FMR) ✦ 22.41M +1.9% $1.82B 0.1% ▲ Add 3 SEC ↗ ×6
4 Envestnet Asset Management Inc 19.30M n/a $1.57B 0.5% n/c 1 SEC ↗
5 LPL Financial LLC 13.74M n/a $1.12B 0.3% n/c 1 SEC ↗
6 Wells Fargo & Company/Mn 13.14M n/a $1.07B 0.2% n/c 1 SEC ↗ ×6
7 JPMorgan Chase ✦ 11.84M -55.0% $961.43M 0.1% ▼ Trim 2 SEC ↗ ×10
8 UBS Group AG 8.96M n/a $727.11M 0.1% n/c 1 SEC ↗ ×4
9 Ameriprise Financial Inc 7.27M n/a $590.23M 0.1% n/c 1 SEC ↗ ×3
10 Citigroup Inc 7.20M n/a $584.53M 0.4% n/c 1 SEC ↗ ×3
11 BlackRock ✦ (passive) 7.19M +26.3% $583.60M 0.0% ▲ Add 3 SEC ↗ ×8
12 Sumitomo Mitsui Trust Group, Inc. 6.61M n/a $536.45M 0.3% n/c 1 SEC ↗
13 Northwestern Mutual Wealth… 6.60M n/a $535.40M 0.3% n/c 1 SEC ↗
14 Alliancebernstein L.P. 6.35M n/a $515.57M 0.2% n/c 1 SEC ↗
15 Truist Financial Corp 5.90M n/a $479.23M 0.6% n/c 1 SEC ↗ ×3
16 Raymond James Financial Inc 5.65M n/a $458.49M 0.1% n/c 1 SEC ↗ ×4
17 Empower Advisory Group, LLC 5.52M n/a $448.08M 1.2% n/c 1 SEC ↗
18 Northern Trust Corp 4.54M n/a $368.49M 0.0% n/c 1 SEC ↗ ×2
19 Royal Bank Of Canada 3.90M n/a $316.61M 0.1% n/c 1 SEC ↗ ×10
20 Commonwealth Equity Services, Llc 3.54M n/a $287.20M 0.4% n/c 1 SEC ↗
21 HighTower Advisors, LLC 3.39M n/a $275.23M 0.3% n/c 1 SEC ↗
22 Cerity Partners LLC 3.28M n/a $266.43M 0.4% n/c 1 SEC ↗ ×3
23 Stifel Financial Corp 2.43M n/a $197.43M 0.2% n/c 1 SEC ↗ ×5
24 Captrust Financial Advisors 2.41M n/a $195.69M 0.4% n/c 1 SEC ↗ ×2
25 Cetera Investment Advisers 2.32M n/a $188.28M 0.2% n/c 1 SEC ↗
26 Bank of New York Mellon Corp 2.20M n/a $178.93M 0.0% n/c 1 SEC ↗ ×8
27 Citadel Advisors ✦ 2.11M +129.7% $171.16M 0.1% ▲ Add 7 SEC ↗
28 Mml Investors Services, Llc 2.11M n/a $171.00M 0.4% n/c 1 SEC ↗
29 Osaic Holdings, Inc. 2.08M n/a $169.01M 0.2% n/c 1 SEC ↗ ×4
30 Rockefeller Capital Management L.P. 2.00M n/a $162.28M 0.3% n/c 1 SEC ↗ ×3
31 Cwm, Llc 1.95M n/a $158.62M 0.4% n/c 1 SEC ↗
32 Goldman Sachs Group ✦ 1.84M +15.7% $149.61M 0.0% ▲ Add 2 SEC ↗ ×5
33 Chevy Chase Trust Holdings, LLC 1.61M n/a $130.83M 0.4% n/c 1 SEC ↗
34 Charles Schwab Investment… 1.47M n/a $119.27M 0.0% n/c 1 SEC ↗
35 Mariner, LLC 1.45M n/a $117.67M 0.1% n/c 1 SEC ↗ ×4
36 Baird Financial Group, Inc. 1.38M n/a $111.63M 0.2% n/c 1 SEC ↗ ×2
37 Corient Private Wealth LP 1.36M n/a $110.35M 0.1% n/c 1 SEC ↗ ×4
38 Hsbc Holdings Plc 1.29M n/a $104.93M 0.0% n/c 1 SEC ↗ ×8
39 Pnc Financial Services Group, Inc. 1.26M n/a $102.40M 0.1% n/c 1 SEC ↗ ×8
40 Franklin Resources Inc 1.17M n/a $95.34M 0.0% n/c 1 SEC ↗ ×5
41 Neuberger Berman Group LLC 1.16M n/a $94.40M 0.1% n/c 1 SEC ↗ ×2
42 Focus Partners Wealth 1.08M n/a $87.93M 0.1% n/c 1 SEC ↗
43 Assetmark, Inc 1.04M n/a $84.77M 0.2% n/c 1 SEC ↗
44 Deutsche Bank Ag\ 1.04M n/a $84.53M 0.0% n/c 1 SEC ↗ ×9
45 Mirae Asset Global Investments Co.… 829.37K n/a $67.32M 0.2% n/c 1 SEC ↗
46 Gotham Asset Management ✦ 796.39K +184.0% $64.64M 0.2% ▲ Add 3 SEC ↗
47 Creative Planning 790.81K n/a $64.19M 0.0% n/c 1 SEC ↗ ×2
48 Mercer Global Advisors Inc /Adv 779.16K n/a $63.28M 0.1% n/c 1 SEC ↗
49 National Bank Of Canada /Fi/ 636.12K n/a $51.62M 0.1% n/c 1 SEC ↗ ×2
50 UBS AM, a distinct business unit of… 493.22K n/a $40.03M 0.0% n/c 1 SEC ↗
51 Wealth Enhancement Advisory… 459.39K n/a $39.11M 0.1% n/c 1 SEC ↗
52 Pictet Asset Management Holding SA 461.22K n/a $37.64M 0.0% n/c 1 SEC ↗
53 TD Waterhouse Canada Inc. 439.10K n/a $35.63M 0.2% n/c 1 SEC ↗
54 Us Bancorp \De\ 423.09K n/a $34.34M 0.0% n/c 1 SEC ↗ ×4
55 Jones Financial Companies Lllp 410.37K n/a $33.31M 0.0% n/c 1 SEC ↗ ×2
56 Blair William & Co/Il 407.45K n/a $33.07M 0.1% n/c 1 SEC ↗
57 Bank Of Montreal /Can/ 400.13K n/a $32.48M 0.0% n/c 1 SEC ↗ ×6
58 Bank Julius Baer & Co. Ltd, Zurich 393.77K n/a $31.96M 0.1% n/c 1 SEC ↗
59 Jane Street Group, Llc 392.93K n/a $31.89M 0.0% n/c 1 SEC ↗ ×2
60 Cibc World Market Inc. 295.56K n/a $23.99M 0.0% n/c 1 SEC ↗
61 Tudor Investment Corp Et Al 252.91K n/a $20.53M 0.1% n/c 1 SEC ↗
62 Brown Advisory Inc 200.90K n/a $16.31M 0.0% n/c 1 SEC ↗ ×2
63 GAMCO Investors ✦ 187.17K +8.4% $15.19M 0.1% ▲ Add 7 SEC ↗
64 Nomura Asset Management Co Ltd 115.92K n/a $9.41M 0.0% n/c 1 SEC ↗ ×2
65 AQR Capital Management ✦ 112.05K +13.7% $9.10M 0.0% ▲ Add 7 SEC ↗ ×2
66 Lido Advisors, LLC 102.88K n/a $7.53M 0.0% n/c 1 SEC ↗ ×2
67 Millennium Management ✦ 82.92K New $6.73M 0.0% New 1 SEC ↗
68 Rakuten Investment Management, Inc. 72.57K n/a $5.24M 0.0% n/c 1 SEC ↗
69 Quantinno Capital Management LP 59.70K n/a $4.85M 0.0% n/c 1 SEC ↗
70 Belvedere Trading LLC 48.00K n/a $3.90M 0.7% n/c 1 SEC ↗
71 Wealthfront Advisers LLC 45.64K n/a $3.70M 0.0% n/c 1 SEC ↗
72 First Trust Advisors Lp 34.05K n/a $2.76M 0.0% n/c 1 SEC ↗
73 Asset Management One Co., Ltd. 30.05K n/a $2.44M 0.0% n/c 1 SEC ↗
74 Renaissance Technologies ✦ 21.90K -80.3% $1.78M 0.0% ▼ Trim 2 SEC ↗
75 Fifth Third Bancorp 21.88K n/a $1.78M 0.0% n/c 1 SEC ↗
76 Bank Of Nova Scotia 21.48K n/a $1.74M 0.0% n/c 1 SEC ↗
77 First Manhattan Co. Llc. 20.97K n/a $1.70M 0.0% n/c 1 SEC ↗
78 Financial Engines Advisors L.L.C. 17.78K n/a $1.44M 0.0% n/c 1 SEC ↗
79 Kayne Anderson Rudnick Investment… 17.37K n/a $1.41M 0.0% n/c 1 SEC ↗
80 Mitsubishi UFJ Asset Management… 16.12K n/a $1.31M 0.0% n/c 1 SEC ↗
81 Fisher Asset Management ✦ 10.27K +188.8% $833,970 0.0% ▲ Add 7 SEC ↗
82 Amundi 8.00K n/a $649,360 0.0% n/c 1 SEC ↗
83 Clearbridge Investments, LLC 7.70K n/a $625,090 0.0% n/c 1 SEC ↗
84 Squarepoint Ops LLC 6.20K n/a $503,335 0.0% n/c 1 SEC ↗
85 Lazard Asset Management Llc 5.70K n/a $462,831 0.0% n/c 1 SEC ↗
86 Sei Investments Co 3.85K n/a $312,670 0.0% n/c 1 SEC ↗
87 Parallax Volatility Advisers, L.P. 3.75K n/a $304,388 0.0% n/c 1 SEC ↗
88 First Eagle Investment Management… 3.12K n/a $253,332 0.0% n/c 1 SEC ↗
89 Janus Henderson Group Plc 2.92K n/a $236,611 0.0% n/c 1 SEC ↗
90 Barclays Plc 2.60K n/a $210,880 0.0% n/c 1 SEC ↗
91 Walleye Trading LLC 1.95K n/a $158,606 0.0% 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

Millennium Management $6.73M 0.0%

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