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Security record

IAUM

iShares Gold Trust Micro · Financial Services · Asset Management

41.81 +1.5% mkt cap $6.61B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
45Tracked holders
-2Δ holders
42.39MShares held
$1.70BReported value
+3New positions
−5Exits
Stable Conviction score 58/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.3% · share flow +11.3% · net new positions -4.4% — formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 45 -2 42.39M $1.70B +3 −5
Q1 2026 48 +6 38.09M $1.78B +10 −4
Q4 2025 42 +1 30.87M $1.33B +1 —
Q3 2025 5 +1 2.00M $77.18M +1 —
Q2 2025 2 -1 59.28K $1.96M — −1
Q1 2025 2 +1 655.79K $20.44M +1 —
Q4 2024 1 0 158.10K $4.14M — —
Q3 2024 1 0 154.30K $4.05M +1 −1
Q2 2024 1 — 42.47K $985,327 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Sumitomo Mitsui Trust Group, Inc. 28.23M +5.2% $1.13B 0.6% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 3.41M -0.5% $136.32M 0.0% ▼ Trim 3 SEC ↗ ×3
3 BlackRock ✦ (passive) 2.44M +189.1% $97.56M 0.0% ▲ Add 2 SEC ↗
4 Asset Management One Co., Ltd. 2.43M +70.3% $97.26M 0.2% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 944.05K +28.5% $37.77M 0.0% ▲ Add 3 SEC ↗ ×2
6 Fifth Third Bancorp 842.37K +1.0% $33.70M 0.1% ▲ Add 3 SEC ↗
7 Mirae Asset Global Investments Co.… 520.00K -29.7% $20.81M 0.0% ▼ Trim 3 SEC ↗
8 Goldman Sachs Group ✦ 461.00K -29.9% $18.44M 0.0% ▼ Trim 3 SEC ↗ ×2
9 JPMorgan Chase ✦ 437.81K +5.7% $17.52M 0.0% ▲ Add 4 SEC ↗ ×4
10 Envestnet Asset Management Inc 295.85K +17.1% $11.84M 0.0% ▲ Add 3 SEC ↗
11 Truist Financial Corp 289.29K +21.2% $11.57M 0.0% ▲ Add 3 SEC ↗
12 Captrust Financial Advisors 215.31K +374.2% $8.61M 0.0% ▲ Add 2 SEC ↗
13 LPL Financial LLC 200.74K +40.8% $8.03M 0.0% ▲ Add 3 SEC ↗
14 Mml Investors Services, Llc 197.99K +12.9% $7.92M 0.0% ▲ Add 3 SEC ↗
15 Amundi 147.70K +9.1% $5.91M 0.0% ▲ Add 3 SEC ↗
16 Cerity Partners LLC 139.69K +8.1% $5.59M 0.0% ▲ Add 3 SEC ↗
17 Osaic Holdings, Inc. 130.73K +13.1% $5.23M 0.0% ▲ Add 3 SEC ↗ ×3
18 Commonwealth Equity Services, Llc 127.02K -1.1% $5.08M 0.0% ▼ Trim 3 SEC ↗
19 AQR Capital Management ✦ 113.60K +358.1% $4.55M 0.0% ▲ Add 2 SEC ↗
20 Cetera Investment Advisers 100.44K +13.3% $4.02M 0.0% ▲ Add 3 SEC ↗
21 Focus Partners Wealth 99.71K -20.4% $3.99M 0.0% ▼ Trim 3 SEC ↗
22 Mariner, LLC 86.69K +8.5% $3.47M 0.0% ▲ Add 3 SEC ↗
23 Susquehanna International Group, Llp 83.82K +1021.4% $3.35M 0.0% ▲ Add 2 SEC ↗
24 Renaissance Technologies ✦ 81.79K New $3.27M 0.0% New 1 SEC ↗
25 Creative Planning 50.66K +13.7% $2.03M 0.0% ▲ Add 3 SEC ↗
26 Nomura Asset Management Co Ltd 50.00K -19.4% $2.00M 0.0% ▼ Trim 3 SEC ↗
27 HighTower Advisors, LLC 41.88K +5.3% $1.68M 0.0% ▲ Add 3 SEC ↗
28 Rockefeller Capital Management L.P. 33.60K +18.0% $1.34M 0.0% ▲ Add 3 SEC ↗
29 Tidal Investments LLC 33.18K -5.9% $1.33M 0.0% ▼ Trim 2 SEC ↗
30 Brown Advisory Inc 30.46K +523.6% $1.22M 0.0% ▲ Add 3 SEC ↗
31 Gotham Asset Management ✦ 20.90K 0.0% $836,049 0.0% Held 2 SEC ↗
32 Wealth Enhancement Advisory… 17.50K +40.1% $716,439 0.0% ▲ Add 3 SEC ↗
33 Tudor Investment Corp Et Al 17.54K -43.8% $701,895 0.0% ▼ Trim 3 SEC ↗
34 Quantinno Capital Management LP 17.05K +44.0% $682,331 0.0% ▲ Add 3 SEC ↗
35 Cibc World Market Inc. 10.64K 0.0% $425,826 0.0% Held 3 SEC ↗
36 Stifel Financial Corp 10.29K -4.2% $411,583 0.0% ▼ Trim 3 SEC ↗ ×2
37 Northwestern Mutual Wealth… 9.86K 0.0% $394,579 0.0% Held 3 SEC ↗
38 Daiwa Securities Group Inc. 6.21K New $248,462 0.0% New 1 SEC ↗
39 Royal Bank Of Canada 6.02K +30.9% $240,000 0.0% ▲ Add 3 SEC ↗ ×4
40 Fidelity (FMR) ✦ 4.66K +52.3% $186,367 0.0% ▲ Add 5 SEC ↗
41 Morgan Stanley ✦ 2.73K +202.3% $109,107 0.0% ▲ Add 4 SEC ↗
42 Us Bancorp \De\ 2.58K +157.5% $103,026 0.0% ▲ Add 2 SEC ↗
43 Pnc Financial Services Group, Inc. 997 0.0% $39,890 0.0% Held 3 SEC ↗ ×2
44 National Bank Of Canada /Fi/ 500 New $19,975 0.0% New 1 SEC ↗
45 Assetmark, Inc 139 0.0% $5,561 0.0% Held 2 SEC ↗

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

New buyers

Exited

Citadel Advisors $5.94M was 0.0%
Corient Private Wealth LP $461,023 was 0.0%
Hrt Financial Lp $441,000 was 0.0%
Neuberger Berman Group LLC $200,810 was 0.0%
Wells Fargo & Company/Mn $1,635 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 274 holders, 67.47M shares, $3.13B 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