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Disclosery

IAU ISHARES GOLD TR

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COM (fund), issuer CIK 1278680

1,578 managers (1,594 13F filers) reported a position in IAU shares at 2025-06-30, 404,827,622 shares in all. 113 filers opened a position and 71 filers sold out during the quarter.

Managers
1,578
13F filers
1,594
New
113
Added
502
Reduced
624
Sold out
71
Shares held by filers
404,827,622

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ascent Group, LLCin group Ascent Group, LLC243,055$15.2M0.59%-13,31713F-HRTimelineGroup
Timber Creek Capital Management LLC236,986$15.1M3.84%+3,75913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.240,586$15M0.67%+7,56013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP242,833$15M0.01%+55,99413F-HRTimelineGroup
Verger Capital Management LLC236,184$14.7M5.8%-6,77513F-HRTimeline
UMB Bank, n.a.230,628$14.4M0.22%+84413F-HR/ATimeline
NKCFO LLC229,200$14.3M5.97%013F-HRTimeline
Forza Wealth Management, LLC228,311$14.2M5.84%+32013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding225,088$14M+479Timeline
Legend Financial Advisors, Inc.219,061$13.7M9.08%-19,98913F-HRTimeline
Clear Harbor Asset Management, LLC214,692$13.4M1.01%-2,18013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…216,080$13.3M0.01%-15,42013F-HRTimelineGroup
Coastal Bridge Advisors, LLC212,689$13.3M1.1%+4,50613F-HRTimeline
ROGCO, LP211,142$13.2M4.96%-2,61413F-HRTimeline
SIMPLEX TRADING, LLC210,513$13.1M0.35%+52,08113F-HRTimeline
White Lighthouse Investment Management …209,523$13.1M2.13%-26,98513F-HRTimeline
Upper Left Wealth Management, LLC209,046$13M8.7%-14,10513F-HRTimeline
Arkos Global Advisors208,151$13M1.8%-11,09413F-HRTimeline
Fore Capital, LLC208,000$13M25.81%013F-HRTimeline
EVOKE WEALTH, LLC206,701$12.9M0.3%-1,00313F-HRTimeline
Sigma Planning Corp206,654$12.9M0.39%+13,29413F-HRTimeline
Wealth Management Partners, LLC203,565$12.8M4.53%-1,04013F-HRTimeline
HB Wealth Management, LLC204,655$12.8M0.1%+8,62113F-HRTimeline
Sowell Financial Services LLC201,779$12.6M0.51%-17,59813F-HRTimeline
Arlington Capital Management, Inc.200,457$12.5M10.86%-94,59113F-HRTimeline
Sunbelt Securities, Inc.252,262$12.5M1.1%-121,29013F-HRTimeline
Atria Wealth Solutions, Inc.199,582$12.4M0.28%-263,45213F-HRTimeline
Van Hulzen Asset Management, LLC198,945$12.4M1.04%-48,37013F-HRTimeline
Mill Creek Capital Advisors, LLC197,538$12.3M0.27%+180,71713F-HRTimeline
Private Harbour Investment Management &…197,409$12.3M12.75%-2,05213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC197,060$12.3M0.02%-6,96813F-HRTimelineGroup
DT Investment Partners, LLC196,862$12.3M1.1%-83013F-HRTimeline
Hamilton Point Investment Advisors, LLC196,770$12.3M2.02%+31,37413F-HRTimeline
Three Bridge Wealth Advisors, LLC196,444$12.3M3.23%-1,27013F-HRTimeline
Orion Porfolio Solutions, LLC195,759$12.2M0.1%+41,65613F-HR/ATimeline
Lifeworks Advisors, LLC194,483$12.1M1.81%-8,48213F-HRTimeline
NTV Asset Management LLC193,151$12M1.44%-1,23113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich189,274$11.8M0.04%-43,22213F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC187,590$11.7M2.6%-36113F-HRTimeline
Trek Financial, LLC187,291$11.7M0.78%+61,95613F-HRTimeline
Mesirow Financial Investment Management…186,499$11.6M0.23%-189,02913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC184,085$11.5M0.61%-13,22213F-HRTimeline
Silverleafe Capital Partners, LLC183,074$11.4M3.98%+15,32613F-HRTimeline
MGO ONE SEVEN LLC182,857$11.4M0.37%+19,24513F-HRTimeline
Atria Investments, Inc177,005$11M0.13%-123,80113F-HRTimeline
CSS LLC/IL176,840$11M0.7%+2,47013F-HRTimeline
Signet Investment Advisory Group, Inc.176,504$11M5.65%-61,99213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.174,204$10.9M2.71%-65,79513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)173,916$10.8M0.11%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD173,675$10.8M0.03%+89,87513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK171,989$10.7M0.06%+2,71613F-HRTimelineGroup
Morton Capital Management LLC/CA171,985$10.7M1.9%-16,92713F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC171,284$10.7M6.84%+34,50213F-HRTimeline
Advisory Services Network, LLC172,220$10.7M0.17%-66,20113F-HRTimeline
Regency Capital Management Inc.\DE171,052$10.7M5.6%-8,10413F-HRTimeline
Stonebridge Financial Group, LLC170,724$10.6M1.03%-8,29213F-HRTimeline
Modern Wealth Management, LLC169,212$10.6M0.26%-4,83913F-HR/ATimeline
&PARTNERS168,217$10.5M0.08%+105,97313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …167,843$10.5M0.49%+67,48513F-HRTimelineGroup
Lowe Wealth Advisors, LLC167,487$10.4M4.08%+26213F-HRTimeline
Gotham Asset Management, LLC165,240$10.3M0.06%new13F-HRTimeline
Shepherd Financial Partners LLC164,794$10.3M1.09%+24,77113F-HRTimeline
Townsend & Associates, Inc162,108$10.2M1.01%-58,29113F-HRTimeline
DSG Capital Advisors, LLC163,534$10.2M1.81%+4,27913F-HRTimeline
B&D White Capital Company, LLC163,249$10.2M1.55%new13F-HRTimeline
BRAVE ASSET MANAGEMENT INC162,598$10.1M2.76%+7,89213F-HRTimeline
LifePlan Financial, LLC161,217$10.1M8.33%-15,05613F-HRTimeline
Stablepoint Partners, LLC161,208$10.1M1.71%-2,85313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC159,746$9.96M8.61%+3,17813F-HRTimeline
Ballentine Partners, LLC158,942$9.91M0.15%013F-HRTimeline
Impact Investors, Inc158,287$9.87M6.98%-1,88613F-HRTimeline
EFG Private Wealth Management (Americas…156,174$9.74M1.8%-62,53413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)156,113$9.74M4.23%+1,73313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…153,684$9.58M0.5%+44913F-HRTimeline
BSW Wealth Partners153,429$9.57M1.31%+3,65013F-HRTimeline
CAPE ANN SAVINGS BANK152,780$9.53M5.69%-2,37013F-HRTimeline
Well Done, LLC152,691$9.52M1.79%-6,09213F-HRTimeline
Old Port Advisors151,816$9.47M2.58%+1,70913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC151,690$9.46M0.2%-5,65313F-HRTimelineGroup
Midwest Trust Co151,481$9.45M0.13%13F-HRTimeline
JNBA Financial Advisors151,425$9.44M0.91%-8,62713F-HRTimeline
SAPIENT CAPITAL LLC150,287$9.37M0.17%-35,58413F-HRTimeline
MinichMacGregor Wealth Management, LLC147,743$9.21M1.97%+143,91013F-HRTimeline
MA Private Wealth143,053$8.92M1.6%+139,16313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC135,680$8.46M0.03%-8,36613F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…135,608$8.46M0.04%013F-HRTimelineGroup
GROUP ONE TRADING LLC134,943$8.42M0.28%new13F-HRTimeline
Bigelow Investment Advisors, LLC134,163$8.37M3.69%+93513F-HRTimeline
MFA WEALTH ADVISORS, LLC133,809$8.34M1.96%-24,07213F-HRTimeline
Grove Bank & Trust133,052$8.3M1.03%+119,98113F-HRTimeline
Savvy Advisors, Inc.132,461$8.26M0.55%+21,65613F-HRTimeline
American Investment Services, Inc.132,434$8.26M2.11%-36,40513F-HRTimeline
GFS Advisors, LLC131,680$8.21M1.12%-1,00013F-HRTimeline
Maltin Wealth Management, Inc.129,987$8.11M3.65%-62813F-HRTimeline
Omnia Family Wealth, LLC129,410$8.07M2.92%-7,33113F-HRTimeline
Roehl & Yi Investment Advisors, LLC133,234$8.06M4.13%+8,01313F-HRTimeline
Greenline Partners, LLC129,145$8.05M1.09%-85113F-HRTimeline
Systelligence, LLC129,088$8.05M1.49%+8,99813F-HRTimeline
Cranbrook Wealth Management, LLC128,846$8.03M1.71%-4,52313F-HRTimeline
World Investment Advisors128,262$8M0.18%-77,97013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC127,720$7.96M3.54%+110,02213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…127,716$7.96M0.31%+11,79313F-HRTimeline
Ariston Services Group126,379$7.88M5.6%-34,14513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.125,985$7.86M2.14%+913F-HRTimeline
WEALTH ALLIANCE, LLC125,458$7.82M0.87%-17,42013F-HRTimeline
TruWealth Advisors, LLC122,955$7.67M0.42%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC122,567$7.64M0.21%+2,08113F-HRTimeline
Compound Planning, Inc.122,541$7.64M0.29%+5,26113F-HRTimeline
SENTINEL TRUST CO LBA122,316$7.63M0.83%-3,24013F-HRTimeline
Plum Street Advisors, LLC122,188$7.62M3.36%-14,00813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV122,092$7.61M3.67%-8,20513F-HRTimeline
NOTTINGHAM ADVISORS, INC.121,621$7.58M1.13%-28,55113F-HRTimeline
Highland Financial Advisors, LLC121,536$7.58M2.43%-10,73713F-HRTimeline
Rehmann Capital Advisory Group121,484$7.58M0.46%-8,77213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP121,215$7.56M1.13%-33,83313F-HRTimeline
Prairie Wealth Advisors, Inc.120,936$7.54M3.22%-2,59113F-HRTimeline
WealthCare Investment Partners, LLC119,913$7.54M2.71%-3,37213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC120,861$7.54M0.05%+3,57013F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding120,231$7.5M+14,923Timeline
WEALTHSPAN PARTNERS, LLC119,713$7.47M3.1%-45813F-HRTimeline
Sharkey, Howes & Javer118,490$7.39M0.99%-19,88313F-HRTimeline
AssuredPartners Investment Advisors, LLC118,041$7.36M1.8%+114,59113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC117,454$7.33M0.24%-5,92013F-HRTimelineGroup
FineMark National Bank & Trust117,426$7.32M0.25%+33513F-HRTimeline
Security Financial Services, INC.117,136$7.3M1.29%-7,81613F-HRTimeline
Callan Family Office, LLC116,996$7.3M0.23%+4,66913F-HRTimeline
LifeWealth Investments, LLC115,956$7.23M2.63%+24,44413F-HR/ATimeline
Global Wealth Strategies & Associates115,834$7.22M2.07%-12,08213F-HRTimeline
Buttonwood Financial Group, LLC114,728$7.22M3.66%-97113F-HRTimeline
Southeast Asset Advisors, LLC115,540$7.21M0.86%013F-HRTimeline
Icon Wealth Advisors, LLC115,473$7.2M0.51%-40,35213F-HRTimeline
Wills Financial Group LLC115,117$7.18M3.12%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.114,823$7.16M1.57%-11,73313F-HRTimeline
Towneley Capital Management, Inc / DE114,651$7.15M1.64%-26,67013F-HRTimeline
TSFG, LLC113,018$7.05M1.28%-4,19913F-HRTimeline
SEEDS INVESTOR LLC112,707$7.03M1.65%+14,37713F-HRTimeline
MBA Advisors LLC112,359$7.01M3.23%-27,07913F-HRTimeline
SBI Securities Co., Ltd.112,313$7M0.2%+3,24913F-HRTimeline
Palisades Hudson Asset Management, L.P.111,113$6.93M2.71%013F-HRTimeline
ABLE Financial Group, LLC111,049$6.93M1.67%-88513F-HRTimeline
Baker Avenue Asset Management, LP110,658$6.9M0.2%+7,45813F-HRTimeline
SOFI WEALTH, LLC110,351$6.88M0.42%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.109,536$6.83M2.27%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC108,225$6.75M0.08%+85,38913F-HRTimeline
Parkside Investments, LLC108,216$6.75M0.92%-106,35013F-HRTimeline
Battery Global Advisors, LLC108,116$6.74M3.32%-5,70013F-HRTimeline
Accretive Wealth Partners, LLC107,528$6.71M2.2%-2,02313F-HRTimeline
Redhawk Wealth Advisors, Inc.106,380$6.63M0.83%+97,27413F-HRTimeline
Summit Place Financial Advisors, LLC106,140$6.62M3.33%+2,93013F-HRTimeline
Ackerman Capital Advisors, LLC105,767$6.6M1.53%-6,02313F-HRTimeline
KITCHING PARTNERS, LLC105,409$6.57M6.67%+3,44613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …105,390$6.57M0.43%+3,62213F-HR/ATimeline
Strategic Blueprint, LLC105,185$6.56M0.32%+2,47813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …103,288$6.52M0.25%+1,99413F-HRTimelineGroup
CHOREO, LLC104,326$6.51M0.09%+8,11213F-HRTimeline
Rochester Wealth Strategies, LLC104,277$6.5M4.66%-5,92213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,889$6.48M0.03%-11,62213F-HRTimelineGroup
Parker Investment Management, LLC102,881$6.42M0.98%-575,51013F-HRTimeline
Wellspring Financial Advisors, LLC102,734$6.41M0.64%013F-HRTimeline
Kelly Financial Services LLC102,561$6.4M1.88%-3,00213F-HRTimeline
Farther Finance Advisors, LLC101,487$6.33M0.13%-54,93113F-HRTimeline
DCF Advisers, LLC100,000$6.24M3%013F-HRTimeline
Bulltick Wealth Management, LLC99,940$6.23M1.54%-89,32913F-HRTimeline
NewEdge Wealth, LLC96,713$6.2M0.1%-8,21613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC98,338$6.19M1.12%+23713F-HRTimeline
STABLEFORD CAPITAL II LLC98,087$6.17M2.32%-1,47213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…97,450$6.08M0.1%-7,16913F-HRTimelineGroup
Avestar Capital, LLC97,021$6.05M0.44%+4,37413F-HRTimeline
Pekin Hardy Strauss, Inc.96,656$6.03M0.69%+1,46313F-HRTimeline
AdvisorNet Financial, Inc96,379$6.01M0.39%-1,10013F-HRTimeline
Bull Oak Capital, LLC96,172$6M2.73%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…96,166$6M0.12%+45,87513F-HRTimelineGroup
Madden Advisory Services, Inc.95,786$5.97M2.55%-75013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.94,851$5.97M1.09%-7,02813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management95,579$5.96M0.21%-46,00013F-HRTimelineGroup
Kure Advisory, LLC94,760$5.91M3.92%+3,16213F-HR/ATimeline
CAMDEN NATIONAL BANK93,711$5.84M0.84%-57313F-HRTimeline
Stokes Family Office, LLC93,539$5.83M0.61%+2,49113F-HRTimeline
Crescent Grove Advisors, LLC93,287$5.82M0.56%+13,29613F-HRTimeline
Lineweaver Wealth Advisors, LLC92,692$5.78M0.91%+6,46513F-HRTimeline
Pettinga Financial Advisors LLC92,392$5.76M1.26%-3,45813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC91,693$5.72M0.01%-7,43413F-HRTimelineGroup
Stone House Investment Management, LLC90,098$5.62M1.03%-17,68013F-HRTimeline
RiverGlades Family Offices LLC89,535$5.58M3.66%-1,75213F-HRTimeline
Insight Wealth Partners, LLC89,476$5.58M3.09%-70,43013F-HRTimeline
Twin Tree Management, LP89,319$5.57M0.14%new13F-HRTimeline
Briaud Financial Planning Inc88,965$5.55M2.19%-17,88113F-HRTimeline
Fermata Advisors, LLC88,813$5.54M1.48%-12,15813F-HRTimeline
Inscription Capital, LLC88,807$5.54M0.8%-9613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC88,680$5.53M0.1%-3,16913F-HRTimelineGroup
Clear Creek Financial Management, LLC88,640$5.53M0.53%+74,93313F-HRTimeline
U.S. Capital Wealth Advisors, LLC88,020$5.49M0.16%+1,90513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC87,598$5.46M1%-7,79813F-HRTimeline
Global Retirement Partners, LLC87,151$5.43M0.13%13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC87,029$5.43M1.35%+70,37313F-HRTimeline
Welch & Forbes LLC86,883$5.42M0.07%-1,41913F-HRTimeline
Blue Investment Partners LLC86,111$5.37M1.88%+2,41913F-HRTimeline
FDx Advisors, Inc.85,794$5.35M1.63%-6,99413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC85,535$5.33M0.12%-98513F-HRTimeline
Davies Financial Advisors, Inc.85,503$5.33M4.14%-2,52713F-HRTimeline