Who owns ISHARES GOLD TRUST (IAU)
Which tracked institutional funds hold IAU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IAU is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1286 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IAU’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.2pp gap the other way — the median holder sizes IAU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IAU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1944 tracked filers holding IAU, 725 increased or opened the position and 1017 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IAU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1282
- BANK OF AMERICA CORP /DE/$2.5B
- MORGAN STANLEY$2.1B
- UBS Group AG$1.3B
- WELLS FARGO & COMPANY/MN$1.2B
- LPL Financial LLC$897M
- ENVESTNET ASSET MANAGEMENT INC$792M
Largest adds
- CITADEL ADVISORS LLC$16M
- BlackRock, Inc.$4M
- RENAISSANCE TECHNOLOGIES LLC$4M
Largest trims
- FMR LLC$244M
- MILLENNIUM MANAGEMENT LLC$3M
- AQR CAPITAL MANAGEMENT LLC$2M
- TUDOR INVESTMENT CORP ET AL$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 28,294,059 | $2.5B | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 23,258,601 | $2.1B | 7.6% | 2026-Q1 |
| UBS Group AG added | 15,300,061 | $1.3B | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 13,187,635 | $1.2B | 4.3% | 2026-Q1 |
| FMR LLC trimmed | 13,824,915 | $1.0B | 3.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 10,179,920 | $897M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,986,301 | $792M | 2.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,865,334 | $753M | 2.8% | 2026-Q1 |
| BlackRock, Inc. added | 8,732,671 | $659M | 2.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 7,119,652 | $628M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 6,995,965 | $619M | 2.3% | 2026-Q1 |
| WealthNavi Inc. trimmed | 6,921,771 | $610M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,449,886 | $569M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 5,513,280 | $486M | 1.8% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 5,404,160 | $476M | 1.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 5,840,787 | $474M | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,284,401 | $466M | 1.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 5,217,656 | $460M | 1.7% | 2026-Q1 |
| HRTG GPE, LLC added | 4,508,493 | $397M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,822,912 | $337M | 1.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 3,617,414 | $319M | 1.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 3,614,120 | $319M | 1.2% | 2026-Q1 |
| Employees Retirement System of Texas added | 3,293,500 | $290M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 3,290,890 | $290M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,206,296 | $283M | 1.0% | 2026-Q1 |
| Cerity Partners LLC trimmed | 3,158,609 | $278M | 1.0% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 2,700,347 | $238M | 0.9% | 2026-Q1 |
| Erste Asset Management GmbH added | 2,655,650 | $226M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 2,416,160 | $213M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 2,225,073 | $196M | 0.7% | 2026-Q1 |
| Proficio Capital Partners LLC trimmed | 2,072,841 | $183M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,969,602 | $174M | 0.6% | 2026-Q1 |
| Permanens Capital L.P. added | 1,885,466 | $166M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,844,642 | $163M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,800,107 | $159M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,785,793 | $157M | 0.6% | 2026-Q1 |
| Cresset Asset Management, LLC added | 1,771,218 | $156M | 0.6% | 2026-Q1 |
| Arnhold LLC | 1,757,254 | $155M | 0.6% | 2026-Q1 |
| EQUITABLE TRUST CO trimmed | 1,702,312 | $150M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,690,480 | $149M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,642,015 | $145M | 0.5% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 1,635,839 | $144M | 0.5% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC trimmed | 1,575,158 | $139M | 0.5% | 2026-Q1 |
| Pennsylvania State University trimmed | 1,574,099 | $139M | 0.5% | 2026-Q1 |
| GM Advisory Group, LLC added | 1,569,661 | $138M | 0.5% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 1,566,989 | $138M | 0.5% | 2026-Q1 |
| MOON CAPITAL MANAGEMENT LP | 1,559,604 | $137M | 0.5% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 1,490,283 | $131M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,720,597 | $130M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 1,389,406 | $122M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,373,536 | $121M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 1,348,186 | $119M | 0.4% | 2026-Q1 |
| Allianz SE added | 1,346,256 | $119M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,295,573 | $114M | 0.4% | 2026-Q1 |
| CRCM LP added | 1,249,870 | $111M | 0.4% | 2026-Q1 |
| EMORY UNIVERSITY trimmed | 1,184,463 | $104M | 0.4% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 1,161,576 | $102M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,132,631 | $100M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,131,583 | $100M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,107,322 | $98M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,062,868 | $93M | 0.3% | 2026-Q1 |
| First Command Advisory Services, Inc. trimmed | 1,029,567 | $91M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,017,800 | $90M | 0.3% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 1,011,766 | $89M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 997,905 | $88M | 0.3% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 971,659 | $86M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 960,561 | $85M | 0.3% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 924,593 | $82M | 0.3% | 2026-Q1 |
| FORBES J M & CO LLP trimmed | 918,801 | $81M | 0.3% | 2026-Q1 |
| Tanglewood Wealth Management, Inc. trimmed | 917,288 | $81M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 881,427 | $78M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 874,505 | $77M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 843,846 | $74M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 843,005 | $74M | 0.3% | 2026-Q1 |
| Creative Planning added | 821,163 | $72M | 0.3% | 2026-Q1 |
| Circle Wealth Management, LLC | 819,093 | $72M | 0.3% | 2026-Q1 |
| ANDERSON HOAGLAND & CO trimmed | 807,580 | $71M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 766,371 | $68M | 0.3% | 2026-Q1 |
| VCU Investment Management Co | 761,798 | $67M | 0.2% | 2026-Q1 |
| National Philanthropic Trust trimmed | 759,979 | $67M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 751,879 | $66M | 0.2% | 2026-Q1 |
| Hamilton Wealth, LLC added | 742,179 | $65M | 0.2% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 740,591 | $65M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 730,031 | $64M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 728,291 | $64M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 714,596 | $63M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 682,470 | $60M | 0.2% | 2026-Q1 |
| Oxbow Advisors, LLC trimmed | 680,458 | $60M | 0.2% | 2026-Q1 |
| Narwhal Capital Management trimmed | 671,733 | $59M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 671,507 | $59M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 3,451,986 | $251M | 0.9% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC added | 2,735,976 | $222M | 0.8% | 2025-Q4 stale |
| Silver Point Capital L.P. added | 1,945,000 | $158M | 0.6% | 2025-Q4 stale |
| Packer & Co Ltd trimmed | 1,830,100 | $149M | 0.6% | 2025-Q4 stale |
| Mizuho Bank, Ltd. added | 1,660,000 | $121M | 0.4% | 2025-Q3 stale |
| Money Design Co.,Ltd. added | 1,837,740 | $115M | 0.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 1,177,701 | $96M | 0.4% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 1,308,896 | $95M | 0.4% | 2025-Q3 stale |
| 1832 Asset Management L.P. trimmed | 1,043,630 | $76M | 0.3% | 2025-Q3 stale |
| Pureheart Capital Pte Ltd. trimmed | 840,000 | $61M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.