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Security record · archived quarter

IAU

iShares Gold Trust · Financial Services · Asset Management

75.15 -0.7% mkt cap $59.57B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
94Tracked holders
+2Δ holders
241.97MShares held
$21.22BReported value
+5New positions
−3Exits
Falling Conviction score 33/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.2% · share flow -10.7% · net new positions +2.1% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 1.18M $76.04M n/a −1
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 28.29M -6.5% $2.49B 0.2% ▼ Trim 2 SEC ↗ ×4
2 Morgan Stanley ✦ 23.26M -6.6% $2.05B 0.1% ▼ Trim 3 SEC ↗ ×7
3 UBS Group AG 15.30M +70.8% $1.35B 0.2% ▲ Add 2 SEC ↗ ×4
4 Fidelity (FMR) ✦ 14.71M -34.4% $1.30B 0.1% ▼ Trim 4 SEC ↗ ×6
5 Wells Fargo & Company/Mn 13.19M +0.4% $1.16B 0.2% ▲ Add 2 SEC ↗ ×6
6 LPL Financial LLC 10.18M -25.9% $897.46M 0.2% ▼ Trim 2 SEC ↗
7 Envestnet Asset Management Inc 8.99M -53.5% $792.23M 0.2% ▼ Trim 2 SEC ↗
8 BlackRock ✦ (passive) 8.62M +19.9% $760.24M 0.0% ▲ Add 4 SEC ↗ ×8
9 JPMorgan Chase ✦ 8.87M -25.1% $752.93M 0.1% ▼ Trim 3 SEC ↗ ×10
10 Citigroup Inc 7.12M -1.1% $627.67M 0.4% ▼ Trim 2 SEC ↗ ×2
11 Ameriprise Financial Inc 7.00M -3.7% $618.93M 0.1% ▼ Trim 2 SEC ↗ ×4
12 Northwestern Mutual Wealth… 6.45M -2.2% $568.62M 0.3% ▼ Trim 2 SEC ↗
13 Raymond James Financial Inc 5.51M -2.4% $486.05M 0.1% ▼ Trim 2 SEC ↗ ×3
14 Empower Advisory Group, LLC 5.40M -2.1% $476.43M 1.2% ▼ Trim 2 SEC ↗
15 Alliancebernstein L.P. 5.84M -8.0% $474.10M 0.2% ▼ Trim 2 SEC ↗
16 Northern Trust Corp 5.28M +16.4% $465.87M 0.1% ▲ Add 2 SEC ↗ ×2
17 Truist Financial Corp 5.22M -11.6% $459.99M 0.6% ▼ Trim 2 SEC ↗ ×3
18 Royal Bank Of Canada 3.82M -2.0% $337.03M 0.1% ▼ Trim 2 SEC ↗ ×10
19 Sumitomo Mitsui Trust Group, Inc. 3.61M -45.3% $318.62M 0.2% ▼ Trim 2 SEC ↗
20 HighTower Advisors, LLC 3.29M -3.0% $290.12M 0.3% ▼ Trim 2 SEC ↗
21 Commonwealth Equity Services, Llc 3.21M -9.4% $282.67M 0.4% ▼ Trim 2 SEC ↗
22 Cerity Partners LLC 3.16M -3.8% $278.46M 0.4% ▼ Trim 2 SEC ↗ ×2
23 CIBC Bancorp USA Inc. 2.70M n/a $237.83M 0.3% n/c 1 SEC ↗ ×2
24 Captrust Financial Advisors 2.42M +0.2% $212.99M 0.4% ▲ Add 2 SEC ↗ ×2
25 Stifel Financial Corp 2.23M -8.5% $196.16M 0.2% ▼ Trim 2 SEC ↗ ×5
26 Rockefeller Capital Management L.P. 1.97M -1.5% $173.64M 0.3% ▼ Trim 2 SEC ↗ ×5
27 Goldman Sachs Group ✦ 1.84M +0.1% $162.62M 0.0% ▲ Add 3 SEC ↗ ×5
28 UBS AM, a distinct business unit of… 1.80M +265.0% $158.70M 0.0% ▲ Add 2 SEC ↗
29 Osaic Holdings, Inc. 1.79M -14.2% $157.43M 0.2% ▼ Trim 2 SEC ↗ ×3
30 Bank of New York Mellon Corp 1.69M -23.3% $149.03M 0.0% ▼ Trim 2 SEC ↗ ×8
31 Charles Schwab Investment… 1.64M +11.8% $144.76M 0.0% ▲ Add 2 SEC ↗
32 Chevy Chase Trust Holdings, LLC 1.58M -2.3% $138.87M 0.4% ▼ Trim 2 SEC ↗
33 Mariner, LLC 1.39M -4.2% $122.49M 0.1% ▼ Trim 2 SEC ↗ ×4
34 Cetera Investment Advisers 1.37M -40.8% $121.09M 0.1% ▼ Trim 2 SEC ↗
35 Baird Financial Group, Inc. 1.35M -2.0% $118.86M 0.2% ▼ Trim 2 SEC ↗ ×2
36 Citadel Advisors ✦ 1.30M -38.5% $114.26M 0.1% ▼ Trim 8 SEC ↗
37 Pnc Financial Services Group, Inc. 1.30M +2.7% $114.22M 0.1% ▲ Add 2 SEC ↗ ×8
38 Neuberger Berman Group LLC 1.13M -2.6% $99.85M 0.1% ▼ Trim 2 SEC ↗ ×2
39 Mml Investors Services, Llc 1.13M -46.3% $99.76M 0.3% ▼ Trim 2 SEC ↗
40 Franklin Resources Inc 1.11M -5.7% $97.62M 0.0% ▼ Trim 2 SEC ↗ ×5
41 Focus Partners Wealth 1.06M -1.9% $93.26M 0.1% ▼ Trim 2 SEC ↗
42 Deutsche Bank Ag\ 997.90K -4.2% $87.98M 0.0% ▼ Trim 2 SEC ↗ ×9
43 Barclays Plc 881.43K +33827.1% $77.71M 0.0% ▲ Add 2 SEC ↗ ×3
44 Assetmark, Inc 843.00K -19.3% $74.32M 0.2% ▼ Trim 2 SEC ↗
45 Creative Planning 821.16K +3.8% $72.39M 0.0% ▲ Add 2 SEC ↗ ×2
46 Cwm, Llc 766.37K -60.8% $67.56M 0.2% ▼ Trim 2 SEC ↗
47 Gotham Asset Management ✦ 730.03K -8.3% $64.36M 0.2% ▼ Trim 4 SEC ↗
48 Mercer Global Advisors Inc /Adv 682.47K -12.4% $60.17M 0.1% ▼ Trim 2 SEC ↗
49 Jones Financial Companies Lllp 647.98K +57.9% $55.06M 0.0% ▲ Add 2 SEC ↗ ×2
50 Hsbc Holdings Plc 624.50K -51.7% $55.03M 0.0% ▼ Trim 2 SEC ↗ ×4
51 National Bank Of Canada /Fi/ 605.14K -4.9% $53.32M 0.1% ▼ Trim 2 SEC ↗ ×2
52 Mirae Asset Global Investments Co.… 589.77K -28.9% $51.99M 0.1% ▼ Trim 2 SEC ↗
53 Blair William & Co/Il 530.16K +30.1% $46.74M 0.1% ▲ Add 2 SEC ↗
54 Pictet Asset Management Holding SA 527.92K +14.5% $44.84M 0.0% ▲ Add 2 SEC ↗
55 TD Waterhouse Canada Inc. 457.10K +4.1% $40.87M 0.1% ▲ Add 2 SEC ↗
56 Bank Of Montreal /Can/ 429.34K +7.3% $37.85M 0.0% ▲ Add 2 SEC ↗ ×6
57 Wealth Enhancement Advisory… 600.48K +30.7% $34.14M 0.1% ▲ Add 2 SEC ↗
58 Fifth Third Bancorp 381.00K +1641.4% $33.59M 0.1% ▲ Add 2 SEC ↗
59 Jane Street Group, Llc 372.59K -5.2% $32.85M 0.0% ▼ Trim 2 SEC ↗ ×3
60 Bank Julius Baer & Co. Ltd, Zurich 371.71K -5.6% $32.77M 0.1% ▼ Trim 2 SEC ↗
61 Cibc World Market Inc. 356.81K +20.7% $31.46M 0.1% ▲ Add 2 SEC ↗
62 Corient Private Wealth LP 604.03K -55.6% $31.41M 0.0% ▼ Trim 2 SEC ↗
63 Us Bancorp \De\ 244.88K -42.1% $21.59M 0.0% ▼ Trim 2 SEC ↗ ×3
64 Brown Advisory Inc 209.62K +4.3% $18.48M 0.0% ▲ Add 2 SEC ↗
65 GAMCO Investors ✦ 187.22K 0.0% $16.51M 0.2% ▲ Add 8 SEC ↗
66 AQR Capital Management ✦ 172.68K +54.1% $15.22M 0.0% ▲ Add 8 SEC ↗ ×2
67 Tudor Investment Corp Et Al 132.97K -47.4% $11.72M 0.1% ▼ Trim 2 SEC ↗
68 Nomura Asset Management Co Ltd 124.41K +7.3% $10.97M 0.0% ▲ Add 2 SEC ↗ ×2
69 Renaissance Technologies ✦ 123.97K +466.1% $10.93M 0.0% ▲ Add 3 SEC ↗
70 Rakuten Investment Management, Inc. 145.15K +100.0% $10.47M 0.0% ▲ Add 2 SEC ↗ ×2
71 Lido Advisors, LLC 116.26K +13.0% $10.25M 0.0% ▲ Add 2 SEC ↗ ×2
72 Susquehanna International Group, Llp 97.46K New $8.59M 0.0% New 1 SEC ↗
73 Quantinno Capital Management LP 91.77K +53.7% $8.09M 0.0% ▲ Add 2 SEC ↗
74 Wealthfront Advisers LLC 66.08K +44.8% $5.83M 0.0% ▲ Add 2 SEC ↗
75 Millennium Management ✦ 48.82K -41.1% $4.30M 0.0% ▼ Trim 2 SEC ↗
76 Amundi 42.60K +432.5% $3.76M 0.0% ▲ Add 2 SEC ↗ ×2
77 IMC-Chicago, LLC 27.86K New $2.46M 0.0% New 1 SEC ↗
78 First Manhattan Co. Llc. 23.37K +11.5% $2.06M 0.0% ▲ Add 2 SEC ↗
79 Asset Management One Co., Ltd. 23.25K -22.6% $2.05M 0.0% ▼ Trim 2 SEC ↗
80 Group One Trading Llc 22.86K New $2.02M 0.1% New 1 SEC ↗
81 First Trust Advisors Lp 22.48K -34.0% $1.98M 0.0% ▼ Trim 2 SEC ↗
82 Bank Of Nova Scotia 21.48K 0.0% $1.89M 0.0% Held 2 SEC ↗
83 Kayne Anderson Rudnick Investment… 18.37K +5.8% $1.59M 0.0% ▲ Add 2 SEC ↗
84 Financial Engines Advisors L.L.C. 16.39K -7.8% $1.45M 0.0% ▼ Trim 2 SEC ↗
85 Mitsubishi UFJ Asset Management… 13.84K -14.2% $1.22M 0.0% ▼ Trim 2 SEC ↗
86 Fisher Asset Management ✦ 9.51K -7.4% $838,542 0.0% ▼ Trim 8 SEC ↗
87 Clearbridge Investments, LLC 7.70K 0.0% $678,920 0.0% Held 2 SEC ↗
88 Tidal Investments LLC 6.36K New $546,666 0.0% New 1 SEC ↗
89 Belvedere Trading LLC 4.56K -90.5% $402,186 0.1% ▼ Trim 2 SEC ↗
90 Janus Henderson Group Plc 4.37K +49.9% $385,171 0.0% ▲ Add 2 SEC ↗
91 Sei Investments Co 3.93K +2.0% $346,390 0.0% ▲ Add 2 SEC ↗
92 First Eagle Investment Management… 2.87K -8.1% $252,843 0.0% ▼ Trim 2 SEC ↗
93 Parallax Volatility Advisers, L.P. 2.55K -32.0% $224,808 0.0% ▼ Trim 2 SEC ↗
94 Russell Investments Group, Ltd. 1 New $88 0.0% New 1 SEC ↗

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

New buyers

Exited

Squarepoint Ops LLC $503,335 was 0.0%
Lazard Asset Management Llc $462,831 was 0.0%
Walleye Trading LLC $158,606 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: Q1 2026 · Methodology · Get this via the API