ISHARES GOLD TRUST (IAU) Institutional Shareholders
ISHARES GOLD TRUST (IAU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $30.99B in IAU holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IAU tracked by InsiderSet, reporting ownership valued at approximately $2.49B in its March 31, 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 $2.17B, representing an estimated loss of -13.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed IAU value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, 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
1,894
Total Reported Value
$30.99B
Largest Holder
Bank Of America Corp
Largest Position
$2.49B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | 0.18% | 28,294,059 | $2,494,404,258 | $2,169,871,385 | -$324,532,873 | -13.01% | |
| Morgan Stanley | 0.12% | 23,258,601 | $2,050,478,504 | $1,783,702,111 | -$266,776,393 | -13.01% | |
| Ubs Group Ag | 0.24% | 15,300,061 | $1,348,853,379 | $1,173,361,678 | -$175,491,701 | -13.01% | |
| Fmr Llc | 0.07% | 14,708,899 | $1,296,736,517 | $1,128,025,464 | -$168,711,053 | -13.01% | |
| Wells Fargo & Company/Mn | 0.23% | 13,187,635 | $1,162,621,930 | $1,011,359,728 | -$151,262,202 | -13.01% | |
| Lpl Financial Llc | 0.24% | 10,179,920 | $897,461,735 | $780,698,065 | -$116,763,670 | -13.01% | |
| Blackrock, Inc. | 0.01% | 8,623,425 | $760,241,149 | $661,330,463 | -$98,910,686 | -13.01% | |
| Envestnet Asset Management Inc | 0.16% | 8,801,039 | $664,566,194 | $674,951,681 | +$10,385,487 | +1.56% | |
| Ameriprise Financial Inc | 0.14% | 6,995,965 | $618,931,170 | $536,520,556 | -$82,410,614 | -13.31% | |
| Northwestern Mutual Wealth Management Co | 0.35% | 6,449,886 | $568,621,935 | $494,641,757 | -$73,980,178 | -13.01% | |
| Citigroup Inc | 0.25% | 7,264,173 | $548,517,704 | $557,089,427 | +$8,571,723 | +1.56% | |
| Raymond James Financial Inc | 0.15% | 5,513,280 | $486,050,679 | $422,813,443 | -$63,237,236 | -13.01% | |
| Empower Advisory Group, Llc | 1.24% | 5,404,160 | $476,430,727 | $414,445,030 | -$61,985,697 | -13.01% | |
| Alliancebernstein L.P. | 0.15% | 5,840,787 | $474,096,681 | $447,929,955 | -$26,166,726 | -5.52% | |
| Northern Trust Corp | 0.06% | 5,284,401 | $465,872,792 | $405,260,713 | -$60,612,079 | -13.01% | |
| Hrtg Gpe, Llc | 50.89% | 4,508,493 | $397,468,743 | $345,756,328 | -$51,712,415 | -13.01% | |
| Royal Bank Of Canada | 0.06% | 3,822,912 | $337,028,000 | $293,179,121 | -$43,848,879 | -13.01% | |
| Hightower Advisors, Llc | 0.31% | 3,290,890 | $290,124,309 | $252,378,354 | -$37,745,955 | -13.01% | |
| Pennsylvania State University | 72.69% | 3,305,431 | $279,304,786 | $253,493,503 | -$25,811,283 | -9.24% | |
| Cerity Partners Llc | 0.39% | 3,158,609 | $278,462,999 | $242,233,724 | -$36,229,275 | -13.01% | |
| Keybank National Association/Oh | 0.91% | 3,665,787 | $276,803,692 | $281,129,205 | +$4,325,513 | +1.56% | |
| Cibc Bancorp Usa Inc. | 0.32% | 2,700,347 | $237,832,780 | $207,089,611 | -$30,743,169 | -12.93% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | 3,114,126 | $235,147,654 | $238,822,323 | +$3,674,669 | +1.56% | |
| Commonwealth Equity Services, Llc | 0.29% | 3,104,618 | $234,429,700 | $238,093,154 | +$3,663,454 | +1.56% | |
| Truist Financial Corp | 0.27% | 2,939,343 | $221,949,825 | $225,418,215 | +$3,468,390 | +1.56% | |
| Captrust Financial Advisors | 0.37% | 2,416,160 | $212,992,237 | $185,295,310 | -$27,696,927 | -13.00% | |
| Erste Asset Management Gmbh | 1.54% | 2,623,650 | $198,111,812 | $201,207,719 | +$3,095,907 | +1.56% | |
| Stifel Financial Corp | 0.18% | 2,225,073 | $196,162,451 | $170,640,848 | -$25,521,603 | -13.01% | |
| Proficio Capital Partners Llc | 9.76% | 2,072,841 | $182,741,645 | $158,966,176 | -$23,775,469 | -13.01% | |
| Rockefeller Capital Management L.P. | 0.31% | 1,969,602 | $173,640,179 | $151,048,777 | -$22,591,402 | -13.01% | |
| Permanens Capital L.P. | 21.41% | 1,885,466 | $166,221,081 | $144,596,388 | -$21,624,693 | -13.01% | |
| Goldman Sachs Group Inc | 0.02% | 1,844,642 | $162,623,639 | $141,465,595 | -$21,158,044 | -13.01% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.03% | 1,800,107 | $158,697,433 | $138,050,206 | -$20,647,227 | -13.01% | |
| Osaic Holdings, Inc. | 0.23% | 1,785,793 | $157,432,594 | $136,952,465 | -$20,480,129 | -13.01% | |
| Cresset Asset Management, Llc | 0.68% | 1,771,218 | $156,150,561 | $135,834,708 | -$20,315,853 | -13.01% | |
| Bank Of New York Mellon Corp | 0.03% | 1,690,480 | $149,032,731 | $129,642,911 | -$19,389,820 | -13.01% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,642,015 | $144,760,042 | $125,926,130 | -$18,833,912 | -13.01% | |
| Tocqueville Asset Management L.P. | 2.14% | 1,635,839 | $144,215,566 | $125,452,493 | -$18,763,073 | -13.01% | |
| Chevy Chase Trust Holdings, Llc | 0.40% | 1,575,158 | $138,865,930 | $120,798,867 | -$18,067,063 | -13.01% | |
| Gm Advisory Group, Llc | 5.33% | 1,569,661 | $138,381,284 | $120,377,302 | -$18,003,982 | -13.01% | |
| Alti Global, Inc. | 3.01% | 1,566,989 | $138,145,765 | $120,172,386 | -$17,973,379 | -13.01% | |
| Moon Capital Management Lp | 83.01% | 1,559,604 | $137,494,689 | $119,606,031 | -$17,888,658 | -13.01% | |
| Arnhold Llc | 9.28% | 1,757,254 | $132,690,250 | $134,763,809 | +$2,073,559 | +1.56% | |
| Mainstay Capital Management Llc | 10.13% | 1,490,283 | $131,383,349 | $114,289,803 | -$17,093,546 | -13.01% | |
| Mariner, Llc | 0.14% | 1,389,406 | $122,489,735 | $106,553,546 | -$15,936,189 | -13.01% | |
| Cetera Investment Advisers | 0.13% | 1,373,536 | $121,090,909 | $105,336,476 | -$15,754,433 | -13.01% | |
| Baird Financial Group, Inc. | 0.19% | 1,348,186 | $118,856,078 | $103,392,384 | -$15,463,694 | -13.01% | |
| Allianz Se | 1.32% | 1,346,256 | $118,685,929 | $103,244,373 | -$15,441,556 | -13.01% | |
| Citadel Advisors Llc | 0.08% | 1,296,017 | $114,256,859 | $99,391,544 | -$14,865,315 | -13.01% | |
| Crcm Lp | 78.68% | 1,249,870 | $111,124,534 | $95,852,530 | -$15,272,004 | -13.74% |
Frequently asked questions about IAU
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Who owns the most IAU stock?
The largest holders of IAU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GOLD TRUST (IAU).
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Is IAU widely held by superinvestors?
Many widely followed stocks like IAU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IAU is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.