IAUM institutional holders

iShares Gold Trust Micro Shares · 268 reporting institutions · $2.5B reported value

Funds that can replace IAUM · IAUM return decomposition

Institutional holdings

Institutions reporting IAUM, largest first
InstitutionReported positionAdvisors at firmReport period
Sumitomo Mitsui Trust Group, Inc.$1.1B02026-06-30
School Employees Retirement Board of Ohio$158.7M02026-06-30
Bank of America Corp /de$136.3M02026-06-30
Blackrock, Inc.$97.6M02026-06-30
Asset Management One Co., Ltd.$97.3M02026-06-30
Blue Trust, Inc.$63.3M02026-06-30
Alti Global, Inc.$56.8M02026-06-30
Alphacore Capital LLC$42.9M692026-06-30
Raymond James Financial Inc$37.8M02026-06-30
Fifth Third Bancorp$33.7M02026-06-30
Bok Financial Private Wealth, Inc.$29.9M272026-06-30
Vident Advisory, LLC$27.1M62026-06-30
Heck Capital Advisors, LLC$23.4M242026-06-30
Mirae Asset Global Investments Co., Ltd.$20.8M02026-06-30
Goldman Sachs Group Inc$18.4M02026-06-30
Sanctuary Advisors, LLC$18.1M4012026-06-30
Jpmorgan Chase & Co$17.5M02026-06-30
Mai Capital Management$17.3M3082026-06-30
Fielder Capital Group LLC$15.8M82026-06-30
Avestar Capital, LLC$14.6M132026-06-30
Reliant Wealth Planning, LLC$14.2M62026-06-30
China Universal Asset Management Co., Ltd.$14.1M02026-06-30
United Community Bank$13.9M02026-06-30
Versant Capital Management, Inc.$13.8M112026-06-30
World Investment Advisors$12.6M3592026-06-30
Envestnet Pmc$11.8M602026-06-30
Adventist Health System Sunbelt Healthcare Corp$11.7M02026-06-30
Truist Financial Corp$11.6M02026-06-30
Howland Capital Management LLC$10.7M112026-06-30
Permanens Capital LP$10.6M42026-06-30
Sigma Investment Counselors Inc$9.6M102026-06-30
Mgo One Seven LLC$8.9M1182026-06-30
Sfm, LLC$8.8M62026-06-30
Captrust Financial Advisors$8.6M9622026-06-30
Lpl Financial LLC$8M23,4582026-06-30
Rfg Advisory, LLC$7.9M1912026-06-30
MML Investors Services, LLC$7.9M5,1202026-06-30
Raub Brock Capital Management, LP$7.8M62026-06-30
Fifth Third Wealth Advisors LLC$7.5M662026-06-30
Tableaux Wealth$7.3M52026-06-30
Ae Wealth Management LLC$7.3M4712026-06-30
Greenline Partners, LLC$6.8M32026-06-30
Savvy Advisors, Inc.$6.3M2142026-06-30
Amundi$5.9M02026-06-30
Vicus Capital$5.8M902026-06-30
Cerity Partners LLC$5.6M7772026-06-30
Bauman Advisory Group, LLC$5.6M52026-06-30
Napa Wealth Management$5.4M02025-09-30
Osaic Holdings, Inc.$5.2M02026-06-30
Castle Wealth Management LLC$5.1M52026-06-30
Commonwealth Equity Services, LLC$5.1M2,8632026-06-30
Spectrum Strategic Capital Management, LLC$5M42026-06-30
Stonehage Fleming Financial Services Holdings Ltd$4.8M02026-06-30
Arax Advisory Partners$4.6M2322026-06-30
Aqr Capital Management LLC$4.5M12026-06-30
Signet Financial Management, LLC$4.5M122026-03-31
Kestra Advisory Services, LLC$4.4M1,4792026-06-30
U.S. Capital Wealth Advisors, LLC$4.1M02026-03-31
Cetera Investment Advisers$4M10,3702026-06-30
Focus Partners Wealth$4M1,0482026-06-30
Summit Financial, LLC$3.9M2292026-06-30
Encompass More Asset Management$3.8M862026-06-30
Running Point Capital Advisors, LLC$3.6M02025-12-31
Mariner, LLC$3.5M02026-06-30
Atria Investments, Inc$3.4M62026-06-30
Susquehanna International Group, LLP$3.4M02026-06-30
Renaissance Technologies LLC$3.3M02026-06-30
Prospera Financial Services, Inc.$3.2M2702026-06-30
M Wealth Management, LLC$3.1M32026-06-30
Trek Financial, LLC$2.9M632026-06-30
Etf Architect$2.9M62026-06-30
Turning Point Benefit Group, Inc.$2.7M152026-06-30
Owl Creek Wealth Partners$2.7M32026-06-30
Stuart Investment Advisors, Inc.$2.7M22026-06-30
Firestone Capital Management$2.6M62026-06-30
Vise Technologies, Inc.$2.5M02026-06-30
Steelpeak Wealth, LLC$2.4M422026-06-30
Bokf, NA$2.4M02026-06-30
Sankala Group LLC$2.3M42026-06-30
Evermay Wealth Management LLC$2.2M232026-06-30
Cedar Point Capital Partners, LLC$2.2M62026-06-30
Choate Investment Advisors$2.1M152026-06-30
Stokes Family Office LLC$2.1M122026-06-30
Creative Planning$2M1,1712026-06-30
Nomura Asset Management Co Ltd$2M02026-06-30
Chemistry Wealth Management LLC$1.9M72026-06-30
Westfuller Advisors, LLC$1.8M82026-06-30
Oarsman Capital, Inc.$1.7M142026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
Beacon Pointe Advisors, LLC$1.6M4662026-06-30
Tactive Advisors, LLC$1.6M182026-06-30
M&T Bank Corp$1.5M02026-06-30
Insigneo Advisory Services, LLC$1.5M2252026-06-30
Red Tortoise LLC$1.5M02026-03-31
&partners$1.4M5552026-06-30
Alpha Cubed Investments, LLC$1.4M02025-12-31
Rockefeller Capital Management LP$1.3M3462026-06-30
Rooted Wealth Advisors, Inc.$1.3M82026-06-30
Tidal Investments LLC$1.3M02026-06-30
Wedmont Private Capital$1.3M122026-06-30
Farther Finance Advisors, LLC$1.3M3342026-06-30
Cushing Capital Partners, LLC$1.3M32026-06-30
Retirement Financial Solutions, LLC$1.3M152026-06-30
Bip Wealth, LLC$1.2M622026-06-30
Principal Securities, Inc.$1.2M1,4632026-06-30
Global Retirement Partners LLC$1.2M4912026-06-30
Brown Advisory Inc$1.2M02026-06-30
Hilton Capital Management, LLC$1.2M72026-06-30
Ardent Capital Management, Inc.$1.1M22026-06-30
Aptus Capital Advisors, LLC$1.1M212026-06-30
Walled Lake Planning & Wealth Management, LLC$974.6K52026-06-30
J. M. Brown & Associates Inc.$956.2K62026-06-30
Headlands Technologies LLC$955.9K02026-06-30
Vestmark Advisory Solutions, Inc.$909.7K82026-06-30
Upper Left Wealth Management, LLC$881.1K22026-06-30
Meridian Wealth Management, LLC$867.6K582026-06-30
Mayflower Advisors$839.5K272026-06-30
Scarborough Advisors, LLC$837.2K152026-06-30
Gotham Asset Management, LLC$836K52026-06-30
Smith, Moore & Co.$800.2K452026-06-30
Sound Portfolio Advisors, LLC$800K22026-06-30
Rede Wealth, LLC$795.3K22026-06-30
Oversea-Chinese Banking Corp Ltd$768.6K02026-06-30
Sivia Capital Partners, LLC$732.2K22026-06-30
Wealth Enhancement Advisory Services, LLC$716.4K1,0262026-06-30
McKinley Carter Wealth Services, Inc.$705.4K252026-06-30
Tudor Investment Corp Et Al$701.9K02026-06-30
Columbus MacRo, LLC$685.9K52026-06-30
A16z Perennial Management, LP$683.3K02026-06-30
Quantinno Capital Management LP$682.3K02026-06-30
New England Private Wealth Advisors LLC$677.4K122026-06-30
Signal Advisors Wealth, LLC$672.1K452026-06-30
Causey Wealth LLC$624.1K42026-06-30
Brand Asset Management Group, Inc.$620.7K152026-06-30
Navpoint Financial, Inc.$608.9K32026-06-30
Ifp Advisors, Inc$602.1K3182026-06-30
Townsend Financial Planning, LLC$599.2K32026-06-30
Regions Financial Corp$591.9K02026-06-30
Maripau Wealth Management LLC$586.1K222026-06-30
Brookstone Capital Management$545.1K3372026-06-30
Avos Capital Management, LLC$542.3K02026-06-30
Riverglades Family Offices, LLC$520.1K22026-06-30
Eversource Wealth Advisors, LLC$516.1K772026-06-30
Archer Investment Management, LLC$489.6K32026-06-30
Moneta Group Investment Advisors LLC$456.5K2562026-06-30
Precision Wealth Strategies, LLC$449.9K82026-06-30
S.A. Mason, LLC$440.5K42026-06-30
Fort Washington Investment Advisors Inc /oh$439.1K02026-06-30
Sfmg, LLC$436.1K162026-06-30
Family Investment Center, Inc.$432.3K122026-06-30
Compound Planning, Inc.$428.6K752026-06-30
Kovack Advisors, Inc.$428.2K2582026-06-30
CIBC World Market Inc.$425.8K02026-06-30
Alphastar Capital Management, LLC$425.3K1572026-06-30
Newedge Advisors$423.9K6012026-06-30
Painted Porch Advisors LLC$420.1K142026-06-30
Beckerman Wealth$413.8K42026-06-30
Stifel Financial Corp$411.6K02026-06-30
Merit Financial Group, LLC$397.5K2952026-06-30
Northwestern Mutual Wealth Management Co$394.6K02026-06-30
Arkadios Wealth Advisors$384K2262026-06-30
Towarzystwo Funduszy Inwestycyjnych Pzu SA$378.1K02026-06-30
Xml Financial, LLC$367.3K282026-06-30
Bay Rivers Group$347.2K42026-06-30
Kfg Wealth Management, LLC$333.4K492026-06-30
Chapman Financial Group, LLC$322K02026-06-30
Cresset Asset Management, LLC$305.4K2122026-06-30
W1m Asset Management Ltd$294.6K02026-06-30
Silver Oak Securities, Incorporated$294.2K1172026-06-30
Walkner Condon Financial Advisors LLC$291.6K152026-06-30
Frg Family Wealth Advisors LLC$291.4K02026-03-31
Mjp Associates Inc /adv$280.8K122026-06-30
Advisor Os, LLC$280.8K22026-06-30
Florida Financial Advisors, LLC$274.4K8572026-06-30
Mission Wealth Management, LP$273.4K1382026-06-30
Bedminster, LLC$270.8K22026-06-30
Lfg Wealth Partners, LLC$267.5K112026-06-30
Main Street Financial Solutions, LLC$266.1K412026-06-30
Plum Street Advisors, LLC$262.5K62026-06-30
Cap Partners, LLC$262.2K72026-06-30
Sjs Investment Services$249.5K192026-06-30
Excalibur Management Corp$249.1K72026-06-30
Daiwa Securities Group Inc.$248.5K02026-06-30
Sagespring Wealth Partners$246K1262026-06-30
Howe & Rusling Inc$243.4K102026-06-30
Royal Bank of Canada$240K02026-06-30
D'Orazio & Associates, Inc.$239.4K92026-06-30
Retirement Planning Group, LLC$238K02026-06-30
Orion Capital Management LLC$235.5K42026-06-30
Ep Wealth Advisors, LLC$233.8K3382026-06-30
Westbourne Investments, Inc.$231.2K52026-06-30
Cachetech Inc.$220.7K32026-06-30
Kingsbury Capital Investment Advisors LLC$218.7K62026-06-30
Kmt Wealth Management, LLC$218.7K12026-06-30
Sigma Planning Corp$218.6K4742026-06-30
Epiq Partners, LLC$217.3K52026-06-30
Apella Capital, LLC$216K1042026-06-30
Onedigital Investment Advisors LLC$210.1K3862026-06-30
Cullen/frost Bankers, Inc.$208.7K02026-06-30
Discipline Wealth Solutions, Inc.$206.8K192026-06-30
Bakeravenue$203.9K352026-06-30
Keystone Wealth Services, LLC$203.6K122026-06-30
Aspect Partners, LLC$201.5K52026-06-30
First Financial Bankshares Inc$201.3K02026-06-30
Fmr LLC$186.4K02026-06-30
Planvest Financial, Inc$150.5K62026-06-30
Alaska Permanent Fund Corp$148.4K02026-06-30
Fiduciary Financial Advisors$147.1K512026-06-30
Corefirst Bank & Trust$122.4K02026-06-30
Smartleaf Asset Management LLC$114.7K92026-06-30
Southstate Bank Corp$114.3K02026-06-30
Networth Advisors, LLC$112.2K62026-06-30
Morgan Stanley$109.1K23,1852026-06-30
Lanark Financial, Inc.$106.3K692026-06-30
US Bancorp$103K02026-06-30
Fyra Capital Management$102.9K72025-09-30
Kingdom Financial Group Llc.$98.5K152026-06-30
Heritage Wealth Advisors$70.5K152026-06-30
Cwm, LLC$67.7K6672026-03-31
Quest 10 Wealth Builders, Inc.$60.2K32026-06-30
Abound Wealth Management$59.3K162026-06-30
True Wealth Design, LLC$58.5K72026-06-30
Mather Group, Llc.$46.3K1102026-06-30
Imprint Wealth LLC$46.1K22026-06-30
Tradewinds Capital Management, LLC$43.9K72026-06-30
Rossby Financial, Lcc$41K312026-06-30
PNC Financial Services Group, Inc.$39.9K02026-06-30
Fairman Group, LLC$38.4K162026-06-30
Lloyd Advisory Services, Llc.$37.2K72026-06-30
Compass Financial Management LLC$37.1K462026-06-30
Bogart Wealth, LLC$33K242026-06-30
Advisornet Wealth Partners$30K582026-06-30
Decker Retirement Planning Inc.$26.4K102026-06-30
Marshall & Sterling Wealth Advisors Inc.$24.4K102026-06-30
Parallel Advisors, LLC$21.5K752026-06-30
Harbour Investments, Inc.$20K2472026-06-30
Triumph Capital Management$20K142026-06-30
National Bank of Canada /fi$20K02026-06-30
Reyes Financial Architecture, Inc.$19.8K52026-06-30
Private Trust Co NA$19K02026-06-30
International Assets Investment Management, LLC$16.1K1222026-06-30
Soa Wealth Advisors, Llc.$13.7K102026-06-30
Costello Asset Management, Inc.$12K22026-06-30
Ifg Advisory, LLC$10.9K1102026-06-30
Signaturefd, LLC$9.8K492026-06-30
Stone House Investment Management, LLC$9.8K192026-06-30
Archer Investment Corp$9.5K782026-06-30
Thrivent Financial for Lutherans$9.1K02026-06-30
Integrated Wealth Concepts LLC$7.9K4802026-06-30
Beacon Investment Advisory Services, Inc.$7.6K312026-06-30

The 250 largest of 268 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