IAU institutional holders

iShares Gold Trust Shares · 1,990 reporting institutions · $28.9B reported value

Funds that can replace IAU · IAU return decomposition

Institutional holdings

Institutions reporting IAU, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$2.1B02026-06-30
Morgan Stanley$1.7B23,1852026-06-30
Fmr LLC$1B02026-06-30
Wells Fargo & Company/mn$968.7M02026-06-30
UBS Group AG$937.5M02026-06-30
Lpl Financial LLC$827M23,4582026-06-30
Envestnet Pmc$664.6M602026-06-30
Blackrock, Inc.$659.4M02026-06-30
Citigroup Inc$548.5M02026-06-30
Alliancebernstein LP$513M5172026-06-30
Ameriprise Financial Inc$510M02026-06-30
Northwestern Mutual Wealth Management Co$477.3M02026-06-30
Hrtg Gpe, LLC$423.1M02026-06-30
Jpmorgan Chase & Co$415.7M02026-06-30
Raymond James Financial Inc$404.1M02026-06-30
Northern Trust Corp$397.2M02026-06-30
Empower Advisory Group, LLC$395.5M1,9802026-06-30
Royal Bank of Canada$282.7M02026-06-30
Keybank National Association/oh$276.8M02026-06-30
Diameter Capital Partners LP$254M02026-06-30
Hightower Advisors, LLC$245.2M1,0462026-06-30
Sumitomo Mitsui Trust Group, Inc.$235.1M02026-06-30
Commonwealth Equity Services, LLC$234.4M2,8632026-06-30
CIBC Private Wealth Group LLC$222.1M02025-12-31
Truist Financial Corp$221.9M02026-06-30
Cerity Partners LLC$221.5M7772026-06-30
CIBC Bancorp USA Inc.$208.2M02026-06-30
Erste Asset Management GMBH$198.1M02026-06-30
Stifel Financial Corp$168.1M02026-06-30
Proficio Capital Partners LLC$165.5M22026-06-30
Captrust Financial Advisors$164.6M9622026-06-30
Harvard Management Co Inc$149.5M02026-06-30
Rockefeller Capital Management LP$144.7M3462026-06-30
Osaic Holdings, Inc.$142M02026-06-30
Bank of New York Mellon Corp$138.9M02026-06-30
Gm Advisory Group, LLC$138.4M02026-03-31
Cresset Asset Management, LLC$133.7M2122026-06-30
Arnhold LLC$132.7M22026-06-30
Citadel Advisors LLC$129.9M02026-06-30
Goldman Sachs Group Inc$126.1M02026-06-30
Wealthspire Advisors, LLC$125.3M2372026-06-30
Equitable Trust Co$125.2M02026-06-30
Alti Global, Inc.$124.7M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$124.3M02026-06-30
Charles Schwab Investment Management Inc$122M372026-06-30
Pennsylvania State University$118.9M02026-06-30
Moon Capital Management LP$117.8M02026-06-30
Tocqueville Asset Management LP$117.2M322026-06-30
Chevy Chase Trust Holdings, LLC$112.8M02026-06-30
Crcm LP$111.1M02026-03-31
Cetera Investment Advisers$108.2M10,3702026-06-30
Allianz Se$104.3M02026-06-30
PNC Financial Services Group, Inc.$101M02026-06-30
Baird Financial Group, Inc.$96.6M02026-06-30
Twin Focus Capital Partners, LLC$90.3M192026-06-30
MML Investors Services, LLC$89.6M5,1202026-06-30
Emory University$89.4M02026-06-30
Neuberger Berman Group LLC$85.4M02026-06-30
Mariner, LLC$85.3M02026-06-30
Jane Street Group, LLC$85M02026-06-30
Franklin Resources Inc$81.1M02026-06-30
Focus Partners Wealth$78.4M1,0482026-06-30
Beacon Investment Advisory Services, Inc.$76.9M312026-06-30
Public Employees Retirement System of Ohio$76.9M02026-06-30
Dynasty Wealth Management, LLC$76.5M142026-06-30
Assetmark, Inc$74.4M2202026-06-30
Deutsche Bank AG$74M02026-06-30
Mai Capital Management$73.8M3082026-06-30
Vcu Investment Management Co$73.2M02026-06-30
Forbes J M & Co LLP$68.8M82026-06-30
Pictet Asset Management Holding SA$67.9M02026-06-30
Cwm, LLC$67.6M6672026-03-31
Central Trust Co$67M02026-06-30
Barclays PLC$66.5M02026-06-30
Onedigital Investment Advisors LLC$66.3M3862026-06-30
Permanens Capital LP$64.8M42026-06-30
First Command Advisory Services$64.1M1,0122026-06-30
Circle Wealth Management, LLC$61.8M112026-06-30
Mainstay Capital Management LLC /adv$61M02026-06-30
Creative Planning$59.8M1,1712026-06-30
Tanglewood Wealth Management, Inc.$58.9M92026-06-30
Oxbow Advisors, LLC$58.5M102026-06-30
Anderson Hoagland & Co$58.1M72026-06-30
Newedge Advisors$57.1M6012026-06-30
Sanctuary Advisors, LLC$56.2M4012026-06-30
Jones Financial Companies LLLP$56.2M02026-06-30
National Philanthropic Trust$56.1M02026-06-30
Gotham Asset Management, LLC$55.1M52026-06-30
Cambridge Associates LLC /ma/ /adv$53.4M02026-06-30
Axxcess Wealth Management, LLC$52.8M382026-06-30
Foundations Investment Advisors, LLC$52.2M3022026-06-30
Narwhal Capital Management$50.7M112026-06-30
Mercer Global Advisors Inc /adv$50.4M02026-06-30
Capital Asset Advisory Services LLC$49.9M692026-06-30
Eversource Wealth Advisors, LLC$49.5M772026-06-30
HSBC Holdings PLC$49.1M02026-06-30
Biltmore Family Office, LLC$48.8M162026-06-30
Meridian Wealth Advisors, LLC$48.4M92026-06-30
Genwealth Group, Inc.$48.1M52026-06-30
Ieq Capital, LLC$48M1972026-06-30
Evercore Wealth Management, LLC$47.4M02026-06-30
Williams Jones Wealth Management, Llc.$45.7M212026-06-30
National Bank of Canada /fi$45.7M02026-06-30
Intellus Advisors LLC$44.5M92026-06-30
Kestra Advisory Services, LLC$44M1,4792026-06-30
Envestnet Portfolio Solutions, Inc.$43.5M32026-06-30
Comerica Bank$42M02025-12-31
Strategic Point Investment Advisors, LLC$41.9M62026-06-30
Ifp Advisors, Inc$41.9M3182026-06-30
TIAA-CREF Individual & Institutional Services, LLC$40.7M1,7212026-06-30
Eurizon Asset Management Hungary Ltd.$40.3M02026-06-30
Steward Partners Investment Advisory, LLC$40M4812026-06-30
Blair William & Co/il$39.6M3292026-06-30
TD Waterhouse Canada Inc.$39.3M02026-06-30
Cadinha & Co LLC$39M82026-06-30
Stuart Investment Advisors, Inc.$38.8M22026-06-30
Life Line Wealth Management LLC$38.1M52026-03-31
Corient Private Wealth LP$38.1M6742026-06-30
Acorn Financial Advisory Services Inc /adv$37.8M172026-06-30
Fifth Third Bancorp$37.5M02026-06-30
Zhang Financial LLC$35.3M202026-06-30
Blue Trust, Inc.$34.8M02026-06-30
Capital Group Private Client Services, Inc.$34.7M1062026-06-30
Merit Financial Group, LLC$33.8M2952026-06-30
Checchi Capital Advisers, LLC$33.6M82026-06-30
Argos Wealth Advisors LLC$33.3M82026-06-30
Beacon Pointe Advisors, LLC$32.6M4662026-06-30
Bank of Montreal /can$32.2M02026-06-30
Spinnaker Trust$31.9M02026-06-30
Wescap Management Group, Inc.$31.8M62026-06-30
Sagespring Wealth Partners$31.3M1262026-06-30
Bfsg, LLC$30.1M252026-06-30
Partners Capital Investment Group, LLP$30M12026-06-30
Vpr Management LLC$29.9M02026-06-30
Wealth Enhancement Advisory Services, LLC$29.4M1,0262026-06-30
Integrated Wealth Concepts LLC$29.4M4802026-06-30
True Private Wealth Advisors$29.4M112026-06-30
Pathstone Holdings, LLC$28.8M02026-06-30
Independent Family Office, LLC$28.4M32026-06-30
Concurrent Investment Advisors, LLC$28.3M3492026-06-30
Equitable Holdings, Inc.$28.1M02026-06-30
First Foundation Advisors$27.1M292026-06-30
Yeomans Consulting Group, Inc.$26.9M02025-12-31
Quent Capital, LLC$26.8M02026-06-30
Shah Wealth Advisors, LLC$26.8M42026-06-30
Leavell Investment Management, Inc.$26.7M252026-06-30
Waverly Advisors, LLC$26.7M2312026-06-30
Vci Wealth Management LLC$26.2M222026-06-30
Chemistry Wealth Management LLC$26.1M72026-06-30
Modern Wealth Management, LLC$26.1M1612026-06-30
Perigon Wealth Management, LLC$26M922026-06-30
Summit Trail Advisors, LLC$25.4M272026-06-30
Kingsview Wealth Management, LLC$25.3M1152026-06-30
Mader & Shannon Wealth Management, Inc.$25.2M82026-06-30
Dakota Wealth Management$24.9M02026-06-30
Stratos Wealth Partners, Ltd.$24.9M3862026-06-30
MacKay Shields LLC$24.8M72026-06-30
M&T Bank Corp$24.1M02026-06-30
Parcion Private Wealth LLC$24.1M142026-06-30
Orion Porfolio Solutions, LLC$24M1992026-06-30
Oppenheimer Asset Management$23.6M52026-06-30
CIBC World Market Inc.$23.6M02026-06-30
Chatham Capital Group Inc$23.6M02026-06-30
Prime Capital Financial$23.6M2652026-06-30
Bank Julius Baer & Co. Ltd, Zurich$23.5M02026-06-30
Vision Capital Management, Inc.$23.2M02026-06-30
Sumitomo Mitsui Ds Asset Management Company, Ltd$23.2M02026-06-30
Allgen Financial Advisors, Inc.$23.1M132026-06-30
Baldwin Wealth Partners Llc/ma$22.8M172026-06-30
Bokf, NA$22.7M02026-06-30
Farther Finance Advisors, LLC$22.6M3342026-06-30
China Universal Asset Management Co., Ltd.$22.5M02026-06-30
Sunbelt Securities, Inc.$22.4M632026-03-31
Prudential PLC$22.3M02026-06-30
Cardinal Point Capital Management Ulc$22.3M82026-06-30
Fifth Third Securities, Inc.$21.8M1,0142026-06-30
Coastal Bridge Advisors, LLC$21.5M392026-06-30
Mirae Asset Global Investments Co., Ltd.$21.4M02026-06-30
Ashton Thomas Private Wealth, LLC$21.3M962026-06-30
James Investment Research Inc$21.3M82026-06-30
Stephens Inc /ar$21.3M2432026-06-30
Mill Creek Capital Advisors, LLC$21.2M02026-03-31
Truwealth Advisors, LLC$21.2M02026-03-31
Wallington Asset Management, LLC$21.2M82026-06-30
Modus Advisors, LLC$20.9M42026-06-30
Amg National Trust Bank$20.6M02026-06-30
Commerce Bank$20.6M02026-06-30
Cypress Capital Group$20.3M02026-06-30
Evolve Private Wealth, LLC$20.1M192026-06-30
Fourpath Capital Management, LLC$20M72026-06-30
Allworth Financial, LP$19.9M3172026-06-30
Sofi Wealth, LLC$19.9M1102026-06-30
Openarc Corporate Advisory, LLC$19.7M1232026-06-30
Syon Capital LLC$19.6M122026-06-30
Brookstone Capital Management$19.5M3372026-06-30
Savvy Advisors, Inc.$19M2142026-06-30
Wealth Quarterback LLC$18.9M52026-06-30
Arax Advisory Partners$18.8M2322026-06-30
Summit Financial, LLC$18.7M2292026-06-30
Pictet North America Advisors SA$18.7M02026-06-30
Cyndeo Wealth Partners$18.7M202026-06-30
Hamilton Wealth, LLC$18.5M32026-06-30
Jsf Financial, LLC$18.5M122026-06-30
Timber Creek Capital Management, LLC$18.3M32026-06-30
Mgo One Seven LLC$18.3M1182026-06-30
Blue Ocean Capital$18.2M52026-06-30
Bcwm, LLC$18.2M72026-06-30
US Bancorp$18.1M02026-06-30
Ep Wealth Advisors, LLC$17.7M3382026-06-30
Sterling Financial Planning, Inc.$17.6M82026-06-30
Lifeworks Advisors, LLC$17.5M422026-06-30
Private Advisor Group, LLC$17.3M9272026-06-30
Faithward Advisors, LLC$17.2M182026-06-30
Umb Bank, N.A.$17.1M02026-06-30
Advisory Services Network$17M2532026-06-30
Verger Capital Management LLC$16.9M02026-06-30
Leonard Rickey Investment Advisors P.LLC$16.9M92026-06-30
Sigma Planning Corp$16.7M4742026-06-30
Fielder Capital Group LLC$16.5M82026-06-30
Forza Wealth Management, LLC$16.4M42026-06-30
First American Trust, Fsb$16.2M02026-06-30
Quest Investment Management, LLC$16.1M62026-06-30
Northcrest Asset Manangement, LLC$16M02026-06-30
&partners$15.8M5552026-06-30
Hb Wealth Management, LLC$15.7M1692026-06-30
Hamilton Point Investment Advisors, LLC$15.5M72026-06-30
Sage Private Wealth Group, LLC$15.5M102026-06-30
Huntington National Bank$15.4M02026-06-30
Brown Advisory Inc$15.3M02026-06-30
Css Llc/il$15.1M02026-06-30
Advocacy Wealth Management, LLC$14.9M302026-06-30
World Investment Advisors$14.9M3592026-06-30
White Lighthouse Investment Management Inc.$14.8M62026-06-30
Renaissance Technologies LLC$14.8M02026-06-30
Twin Tree Management, LP$14.7M22026-06-30
Detterbeck Wealth Management$14.6M22026-06-30
Gamco Investors, Inc. Et Al$14.1M102026-06-30
Resonant Capital Advisors, LLC$13.9M152026-06-30
Van Hulzen Asset Management, LLC$13.8M192026-06-30
Three Bridge Wealth Advisors, LLC$13.8M22026-06-30
Purkiss Capital Advisors LLC$13.8M52026-06-30
Private Harbour Investment Management & Counsel, LLC$13.6M12026-06-30
Aqr Capital Management LLC$13.6M12026-06-30
Kestra Private Wealth Services, LLC$13.5M2062026-06-30
Wealth Management Partners, LLC$13.4M92026-06-30
Regency Capital Management Inc.$13.4M02026-06-30
Legend Financial Advisors Inc$13.4M32026-06-30
Jb Capital LLC$13.3M262026-06-30
Efg International AG$13.2M02026-06-30
Clear Harbor Asset Management, LLC$13.2M172026-06-30

The 250 largest of 1,990 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30