ISHARES GOLD TRUST (IAU) Institutional Ownership Changes & 13F Activity
ISHARES GOLD TRUST (IAU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Hamilton Wealth, Llc, M&T Bank Corp, Mirae Asset Global Investments Co., Ltd., and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +312,126 | +7345.9% | 316,375 | $27.89M | Q1 2026 | Sep 04, 2026 |
| Allie Family Office Llc | Sell | -3,369 | -5.4% | 58,492 | $5.19M | Q1 2026 | Sep 01, 2026 |
| Dakota Wealth Management | Sell | -13,594 | -4.0% | 328,928 | $29.00M | Q1 2026 | Aug 26, 2026 |
| Boston Research & Management Inc | Sell | -130 | -0.3% | 46,825 | $4.13M | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Sell | -239,594 | -28.9% | 589,772 | $51.99M | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +22,041 | — | 22,041 | $1.94M | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +444 | — | 444 | $39.14K | Q1 2026 | Aug 06, 2026 |
| Robinswood Financial Llc | Buy | +13 | +31.0% | 55 | $4.85K | Q1 2026 | Jul 13, 2026 |
| Verus Capital Partners, Llc | Sell | -18,331 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +50,680 | +0.4% | 13,187,635 | $1.16B | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Buy | +600 | +42.8% | 2,003 | $173.09K | Q1 2026 | Jul 01, 2026 |
| Steelhead Wealth Management Llc | Buy | +2,405 | — | 2,405 | $212.00K | Q1 2026 | Jun 16, 2026 |
| January Capital Advisors Llc | Buy | +24,635 | — | 24,635 | $2.17M | Q1 2026 | May 20, 2026 |
| Hobbs Group Advisors, Llc | Sell | -2,485 | -17.7% | 11,576 | $1.02M | Q1 2026 | May 20, 2026 |
| Norris Financial Group, Llc | Sell | -1,510 | -0.6% | 236,569 | $20.86M | Q1 2026 | May 20, 2026 |
| Leigh Baldwin & Co., Llc | Buy | +635 | +9.6% | 7,240 | $638.28K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +18,133 | +40.3% | 63,089 | $5.56M | Q1 2026 | May 19, 2026 |
| Mcilrath & Eck, Llc | Buy | +79 | +6.9% | 1,229 | $108.35K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -1,976,457 | -6.5% | 28,294,059 | $2.49B | Q1 2026 | May 18, 2026 |
| Hamilton Wealth, Llc | Buy | +729,342 | +5681.6% | 742,179 | $65.43M | Q1 2026 | May 18, 2026 |
| Amundi | Buy | +34,600 | +432.5% | 42,600 | $3.76M | Q1 2026 | May 18, 2026 |
| Capital & Planning, Llc | Buy | +27,919 | — | 27,919 | $2.46M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +18,407 | +126.5% | 32,954 | $2.90M | Q1 2026 | May 18, 2026 |
| Guardian Partners Inc. | Sell | -15,000 | -50.0% | 15,000 | $1.32M | Q1 2026 | May 18, 2026 |
| Alexander Labrunerie & Co., Inc. | Buy | +12,890 | +384.7% | 16,241 | $1.43M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -11,023 | -54.9% | 9,063 | $798.99K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -8,499 | -3.2% | 253,669 | $22.36M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Sell | -6,363 | -18.9% | 27,305 | $2.41M | Q1 2026 | May 18, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | Buy | +4,729 | — | 4,729 | $416.91K | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, Llc | Buy | +4,199 | — | 4,199 | $370.19K | Q1 2026 | May 18, 2026 |
Frequently asked questions about IAU activity
Which institutional owners are buying IAU?
Institutional owners buying IAU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IAU activity?
"Buy" means an investor increased their reported position in IAU compared to the prior reporting period. This reflects growing exposure to ISHARES GOLD TRUST (IAU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IAU increasing?
Institutional interest in IAU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.