IAU Institutional Ownership & Shareholders
ISHARES GOLD TRUST (IAU) is currently held by 1,912 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.62B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IAU tracked by InsiderSet, reporting ownership valued at approximately $2.10B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.14B, representing an estimated gain of +1.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed IAU value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES GOLD TRUST (IAU).
This page ranks the largest institutional IAU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,912
Total Reported Value
$28.62B
Largest Holder
Bank Of America Corp
Largest Position
$2.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.14% | 27,854,432 | $2,103,288,161 | $2,144,791,264 | +$41,503,103 | +1.97% | |
| Morgan Stanley | 0.09% | 22,991,594 | $1,736,095,432 | $1,770,352,738 | +$34,257,306 | +1.97% | |
| Fmr Llc | 0.10% | 26,120,610 | $1,540,071,192 | $2,011,286,970 | +$471,215,778 | +30.60% | |
| Wells Fargo & Company/Mn | 0.17% | 12,829,309 | $968,741,113 | $987,856,793 | +$19,115,680 | +1.97% | |
| Ubs Group Ag | 0.15% | 12,415,020 | $937,458,161 | $955,956,540 | +$18,498,379 | +1.97% | |
| Lpl Financial Llc | 0.19% | 11,616,763 | $907,269,217 | $894,490,751 | -$12,778,466 | -1.41% | |
| Envestnet Asset Management Inc | 0.16% | 8,801,039 | $664,566,194 | $677,680,003 | +$13,113,809 | +1.97% | |
| Blackrock, Inc. | 0.01% | 8,732,671 | $659,403,967 | $672,415,667 | +$13,011,700 | +1.97% | |
| Citigroup Inc | 0.30% | 7,989,678 | $623,993,853 | $615,205,206 | -$8,788,647 | -1.41% | |
| Alliancebernstein L.P. | 0.17% | 5,819,247 | $513,024,816 | $448,082,019 | -$64,942,797 | -12.66% | |
| Ameriprise Financial Inc | 0.10% | 6,787,859 | $510,027,218 | $522,665,143 | +$12,637,925 | +2.48% | |
| Hrtg Gpe, Llc | 17.05% | 5,603,339 | $423,108,128 | $431,457,103 | +$8,348,975 | +1.97% | |
| Jpmorgan Chase & Co | 0.02% | 5,503,613 | $415,688,018 | $423,778,201 | +$8,090,183 | +1.95% | |
| Raymond James Financial Inc | 0.11% | 5,351,664 | $404,104,076 | $412,078,128 | +$7,974,052 | +1.97% | |
| Northern Trust Corp | 0.05% | 5,260,337 | $397,208,047 | $405,045,949 | +$7,837,902 | +1.97% | |
| Empower Advisory Group, Llc | 0.94% | 5,237,754 | $395,502,814 | $403,307,058 | +$7,804,244 | +1.97% | |
| Keybank National Association/Oh | 0.93% | 3,666,632 | $286,364,250 | $282,330,664 | -$4,033,586 | -1.41% | |
| Royal Bank Of Canada | 0.05% | 3,743,885 | $282,701,000 | $288,279,145 | +$5,578,145 | +1.97% | |
| Diameter Capital Partners Lp | 27.03% | 3,363,600 | $253,985,436 | $258,997,200 | +$5,011,764 | +1.97% | |
| Cerity Partners Llc | 0.27% | 2,931,703 | $221,372,908 | $225,741,131 | +$4,368,223 | +1.97% | |
| Commonwealth Equity Services, Llc | 0.28% | 2,794,500 | $218,250,462 | $215,176,500 | -$3,073,962 | -1.41% | |
| Cibc Bancorp Usa Inc. | 0.26% | 2,756,374 | $208,180,786 | $212,240,798 | +$4,060,012 | +1.95% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | 2,577,457 | $201,299,392 | $198,464,189 | -$2,835,203 | -1.41% | |
| Erste Asset Management Gmbh | 1.54% | 2,623,650 | $198,111,812 | $202,021,050 | +$3,909,238 | +1.97% | |
| Truist Financial Corp | 0.23% | 2,433,241 | $190,036,143 | $187,359,557 | -$2,676,586 | -1.41% | |
| Stifel Financial Corp | 0.14% | 2,226,695 | $168,138,256 | $171,455,515 | +$3,317,259 | +1.97% | |
| Proficio Capital Partners Llc | 5.94% | 2,191,169 | $165,455,145 | $168,720,013 | +$3,264,868 | +1.97% | |
| Captrust Financial Advisors | 0.25% | 2,179,893 | $164,603,736 | $167,851,761 | +$3,248,025 | +1.97% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.03% | 1,800,107 | $158,697,433 | $138,608,239 | -$20,089,194 | -12.66% | |
| Harvard Management Co Inc | 3.51% | 1,980,085 | $149,516,218 | $152,466,545 | +$2,950,327 | +1.97% | |
| Bank Of New York Mellon Corp | 0.02% | 1,903,027 | $148,626,418 | $146,533,079 | -$2,093,339 | -1.41% | |
| Rockefeller Capital Management L.P. | 0.22% | 1,915,838 | $144,664,927 | $147,519,526 | +$2,854,599 | +1.97% | |
| Osaic Holdings, Inc. | 0.17% | 1,880,448 | $141,989,823 | $144,794,496 | +$2,804,673 | +1.98% | |
| Gm Advisory Group, Llc | 5.33% | 1,569,661 | $138,381,284 | $120,863,897 | -$17,517,387 | -12.66% | |
| Arnhold Llc | 9.81% | 1,757,254 | $137,241,537 | $135,308,558 | -$1,932,979 | -1.41% | |
| Cresset Asset Management, Llc | 0.49% | 1,770,971 | $133,726,008 | $136,364,767 | +$2,638,759 | +1.97% | |
| Citadel Advisors Llc | 0.07% | 1,720,597 | $129,922,279 | $132,485,969 | +$2,563,690 | +1.97% | |
| Goldman Sachs Group Inc | 0.01% | 1,670,513 | $126,140,437 | $128,629,501 | +$2,489,064 | +1.97% | |
| Equitable Trust Co | 5.28% | 1,606,065 | $125,433,677 | $123,667,005 | -$1,766,672 | -1.41% | |
| Wealthspire Advisors, Llc | 0.69% | 1,659,286 | $125,292,726 | $127,765,022 | +$2,472,296 | +1.97% | |
| Alti Global, Inc. | 2.58% | 1,651,446 | $124,700,700 | $127,161,342 | +$2,460,642 | +1.97% | |
| Pennsylvania State University | 48.85% | 1,574,099 | $122,937,132 | $121,205,623 | -$1,731,509 | -1.41% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,616,153 | $122,035,713 | $124,443,781 | +$2,408,068 | +1.97% | |
| Moon Capital Management Lp | 79.53% | 1,559,604 | $117,765,698 | $120,089,508 | +$2,323,810 | +1.97% | |
| Tocqueville Asset Management L.P. | 1.55% | 1,551,830 | $117,178,683 | $119,490,910 | +$2,312,227 | +1.97% | |
| Chevy Chase Trust Holdings, Llc | 0.29% | 1,493,851 | $112,800,689 | $115,026,527 | +$2,225,838 | +1.97% | |
| Cetera Investment Advisers | 0.10% | 1,433,117 | $108,214,711 | $110,350,009 | +$2,135,298 | +1.97% | |
| Allianz Se | 1.10% | 1,381,533 | $104,319,557 | $106,378,041 | +$2,058,484 | +1.97% | |
| Pnc Financial Services Group, Inc. | 0.06% | 1,315,850 | $102,767,884 | $101,320,450 | -$1,447,434 | -1.41% | |
| Crcm Lp | 65.20% | 1,313,821 | $99,206,624 | $101,164,217 | +$1,957,593 | +1.97% |
Frequently asked questions about IAU
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Who are the largest institutional holders of IAU?
The largest institutional holders of IAU reported in the latest SEC Form 13F filings include Bank Of America Corp , Morgan Stanley , Fmr Llc , Wells Fargo & Company/Mn , and Ubs Group Ag . InsiderSet ranks institutional holders by their latest reported IAU position.
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What is IAU institutional ownership?
This page tracks IAU positions reported by institutional investment managers through SEC Form 13F. ISHARES GOLD TRUST (IAU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own IAU?
InsiderSet currently tracks 1,912 institutional managers reporting IAU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IAU shareholders.
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How much IAU stock do institutions own?
Institutional investment managers disclosed approximately $28.62B in IAU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was IAU institutional ownership last updated?
The latest IAU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional IAU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IAU position after the reporting date.
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Are institutions buying or selling IAU?
Institutional buying and selling can be analyzed by comparing IAU positions across consecutive 13F reporting periods. InsiderSet's IAU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IAU ownership changes.
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How has IAU institutional ownership changed over time?
InsiderSet tracks IAU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.