Skip to content
Disclosery

IAU ISHARES GOLD TR

Follow

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
VICUS CAPITAL37,386$2.33M0.19%-1,19913F-HRTimeline
TRUE Private Wealth Advisors37,259$2.32M0.26%-1,45613F-HRTimeline
Centerline Wealth Advisors, LLC37,199$2.32M1.14%new13F-HRTimeline
EWA, LLC37,161$2.32M0.73%-2,94613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV37,150$2.32M0.16%+16,34113F-HRTimeline
Alaethes Wealth, LLC37,132$2.32M0.69%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC36,920$2.3M0.2%-2,29113F-HRTimeline
Main Street Financial Solutions, LLC36,817$2.3M0.17%+2,17213F-HRTimeline
RFG Advisory, LLC36,703$2.29M0.05%+6,61713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC36,527$2.28M0.44%013F-HRTimelineGroup
Sterling Capital Management LLC36,493$2.28M0.03%+10,90413F-HR/ATimeline
Regal Investment Advisors LLC36,005$2.25M0.17%-21,88713F-HRTimeline
WORMSER FRERES GESTION35,960$2.24M1.33%+25713F-HRTimeline
Valued Retirements, Inc.35,801$2.23M2.52%-17713F-HRTimeline
Glenmede Investment Management, LP35,554$2.22M0.01%13F-HRTimeline
OFC FINANCIAL PLANNING, LLC35,366$2.21M2.34%-5113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC35,269$2.2M0.07%-25013F-HRTimeline
Perkins Coie Trust Co35,110$2.19M0.37%-2,23713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,083$2.19M<0.01%-213F-HRTimelineGroup
EASTERN BANK35,054$2.19M0.04%+3,13913F-HRTimeline
Sagace Wealth Management LLC35,024$2.18M1.63%new13F-HRTimeline
Grant Street Asset Management, Inc.34,946$2.18M0.49%+31,52513F-HRTimeline
BAILARD, INC.34,692$2.16M0.05%+75013F-HRTimeline
Western Wealth Management, LLC34,422$2.15M0.13%+2,74413F-HRTimeline
Five Pine Wealth Management34,108$2.13M1.57%-2,90713F-HRTimeline
One Wealth Advisors, LLC34,101$2.13M0.3%+9313F-HRTimeline
AlphaStar Capital Management, LLC34,071$2.12M0.15%new13F-HRTimeline
Bay Harbor Wealth Management, LLC33,934$2.12M0.61%-13,24913F-HRTimeline
BANK OZK33,666$2.1M0.8%-1,40013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC33,555$2.09M0.62%+11,27613F-HRTimeline
New England Private Wealth Advisors LLC33,681$2.08M0.3%013F-HRTimeline
Legacy Financial Group LLC33,064$2.06M0.29%-38,99513F-HRTimeline
Holistic Financial Partners32,987$2.06M0.9%013F-HRTimeline
OAK FAMILY ADVISORS, LLC32,763$2.04M0.74%-6,05913F-HRTimeline
Sage Mountain Advisors LLC32,683$2.04M0.13%013F-HRTimeline
Flywheel Private Wealth LLC32,405$2.02M1.62%+46513F-HRTimeline
Braun-Bostich & Associates Inc.32,136$2M1.37%-1,67613F-HRTimeline
Bridgewealth Advisory Group, LLC31,931$1.99M0.51%+17,13613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC31,836$1.99M0.42%-44213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC31,834$1.99M0.01%+92413F-HR/ATimelineGroup
Roundview Capital LLC31,783$1.98M0.13%-2513F-HRTimeline
Relyea Zuckerberg Hanson LLC31,505$1.96M0.23%013F-HRTimeline
LOM Asset Management Ltd31,500$1.96M0.66%13F-HR/ATimeline
Compagnie Lombard Odier SCmA31,419$1.96M0.03%-9,20213F-HRTimeline
Keebeck Wealth Management31,290$1.95M0.26%-6,86913F-HRTimeline
Naviter Wealth, LLC31,180$1.94M0.24%+36013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC30,695$1.91M1.45%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP30,555$1.91M0.14%-6,19713F-HRTimelineGroup
BURNS J W & CO INC/NY30,486$1.9M0.23%+6,89513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC30,425$1.9M1.57%-71513F-HRTimeline
Sharp Wealth Advisory, LLC30,411$1.9M1.22%+8,95113F-HRTimeline
Financial Advocates Investment Manageme…30,332$1.89M0.15%-46,36813F-HRTimeline
Cobblestone Asset Management LLC30,178$1.88M0.99%-18,69913F-HRTimeline
MATHER GROUP, LLC.30,109$1.88M0.02%+12,82613F-HRTimeline
Clearstead Advisors, LLC30,067$1.87M0.03%-42013F-HRTimeline
Clearstead Trust, LLC30,048$1.87M0.35%+57613F-HRTimeline
4J Wealth Management LLC29,911$1.87M1.26%+25313F-HRTimeline
MainStreet Investment Advisors LLC29,861$1.86M0.26%+57513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,836$1.86M0.04%+5,05313F-HRTimelineGroup
JSF Financial, LLC29,660$1.85M0.44%+7913F-HRTimeline
Columbus Macro, LLC29,353$1.83M0.22%-6,05613F-HRTimeline
TPG Advisors LLC29,348$1.83M1.32%+45113F-HRTimeline
MassMutual Private Wealth & Trust, FSB29,269$1.83M0.05%-42313F-HRTimeline
Parkside Financial Bank & Trust29,222$1.82M0.2%+1,16113F-HRTimeline
Signal Advisors Wealth, LLC29,023$1.81M0.14%-4,04213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…28,880$1.8M0.06%+1,07913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED28,732$1.79M0.15%-3,02113F-HRTimeline
AlphaCore Capital LLC28,568$1.78M0.07%+9,14513F-HRTimeline
Sound View Wealth Advisors Group, LLC28,562$1.78M0.13%+10413F-HRTimeline
SigFig Wealth Management, LLC28,800$1.78M0.06%-10,27013F-HRTimeline
Citizens National Bank Trust Department28,275$1.76M0.35%+3,07113F-HRTimeline
L.M. KOHN & COMPANY28,082$1.75M0.47%+9,35813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd28,000$1.75M0.12%+10,00013F-HRTimelineGroup
COURAGE CAPITAL MANAGEMENT LLC28,000$1.75M2.58%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC27,990$1.75M0.04%-2,65613F-HRTimeline
EP Wealth Advisors, LLC27,963$1.74M0.01%+1,20113F-HRTimeline
Moors & Cabot, Inc.27,921$1.74M0.08%+42813F-HRTimeline
5T Wealth, LLC27,917$1.74M0.89%+2,72213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,808$1.73M<0.01%-2,99513F-HRTimelineGroup
Capital Advisors Wealth Management, LLC27,697$1.73M0.27%new13F-HRTimeline
Csenge Advisory Group27,459$1.71M0.09%-4,08613F-HRTimeline
TBH Global Asset Management, LLC27,315$1.7M0.36%-69,58813F-HRTimeline
Empirical Financial Services, LLC d.b.a…27,173$1.69M0.04%-76613F-HRTimeline
Marks Group Wealth Management, Inc27,096$1.69M0.16%+1,33113F-HRTimeline
Alesco Advisors, LLC, An ESL Co27,037$1.69M0.05%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC27,016$1.68M0.29%+81613F-HRTimeline
Centurion Wealth Management LLC26,755$1.67M0.48%+8,26913F-HRTimeline
Freedom Investment Management, Inc.26,547$1.66M0.13%-2,31313F-HRTimeline
Forthright Family Wealth Advisory LLC26,493$1.65M1.05%-39713F-HRTimeline
DAVENPORT & Co LLC26,491$1.65M0.01%+11,56113F-HRTimeline
Focus Financial Network, Inc.26,342$1.64M0.06%-12,64613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC26,328$1.64M1.35%+56913F-HRTimeline
Americana Partners, LLC26,166$1.63M0.06%+2,15813F-HRTimeline
Comprehensive Money Management Services…25,967$1.62M1.23%-1,50613F-HRTimeline
Bleakley Financial Group, LLC25,948$1.62M0.04%+5,09913F-HRTimeline
Coppell Advisory Solutions LLC26,206$1.62M0.19%+3,40313F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC25,849$1.61M0.14%+4,13213F-HRTimeline
WealthPlan Investment Management, LLC25,814$1.61M0.12%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding25,714$1.6M+2,262Timeline
WESPAC Advisors, LLC25,686$1.6M1.12%+65613F-HRTimeline
Shared Vision Wealth Group LLC25,754$1.6M0.8%-4,66713F-HRTimeline
STOCK YARDS BANK & TRUST CO25,530$1.59M0.05%-8213F-HRTimeline
True Vision MN LLC25,454$1.59M0.88%-9,38713F-HRTimeline
Pinnacle Financial Partners Inc25,433$1.59M0.03%-25,88913F-HRTimeline
Boyce & Associates Wealth Consulting, I…25,379$1.58M1.44%-2,47013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC25,323$1.58M0.38%-10,16413F-HRTimeline
MYECFO, LLC25,256$1.57M0.77%-29413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC25,216$1.57M0.48%-40013F-HRTimeline
Greenhouse Wealth Management, LLC25,196$1.57M1.01%013F-HRTimeline
SlateStone Wealth, LLC25,156$1.57M0.15%-28513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,119$1.57M0.1%-1,95413F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC24,989$1.56M0.99%+10,26213F-HRTimeline
Ifrah Financial Services, Inc.24,865$1.55M0.42%-1,16313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC24,727$1.54M0.03%013F-HRTimelineGroup
Venturi Wealth Management, LLC24,722$1.54M0.08%-7913F-HRTimeline
Claro Advisors Inc.24,718$1.54M0.25%-3,82813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24,666$1.54M0.01%013F-HRTimelineGroup
PFG Investments, LLC24,642$1.54M0.09%-2,77913F-HRTimeline
Bristlecone Advisors, LLC24,597$1.53M0.13%-5,65613F-HRTimeline
WealthBridge Capital Management, LLC24,467$1.53M0.39%013F-HRTimeline
Latitude Advisors, LLC24,387$1.52M0.76%new13F-HRTimeline
Montis Financial, LLC24,378$1.52M0.42%013F-HRTimeline
Worth Asset Management, LLC24,302$1.52M0.75%-2,74513F-HRTimeline
Composition Wealth, LLC23,880$1.49M0.03%+20,27213F-HRTimeline
J. W. Coons Advisors, LLC23,691$1.48M0.33%013F-HRTimeline
First PREMIER Bank23,414$1.46M0.35%+7,00013F-HRTimeline
Independent Advisor Alliance23,334$1.46M0.04%+5,04613F-HRTimeline
Wilmington Savings Fund Society, FSB23,277$1.45M0.03%+11,61013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA23,132$1.44M0.26%013F-HRTimeline
WealthShield Partners, LLC23,108$1.44M0.17%-4,07413F-HRTimeline
Tudor Financial Inc.23,094$1.44M0.82%new13F-HRTimeline
PBMares Wealth Management LLC23,075$1.44M0.26%-1,16713F-HRTimeline
Midwest Financial Group LLC23,018$1.44M0.75%013F-HRTimeline
Bradley & Co. Private Wealth Management…22,983$1.43M0.88%013F-HRTimeline
Spectrum Planning & Advisory Services I…22,961$1.43M0.93%+12,36213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.22,703$1.42M0.22%+4,81413F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,682$1.41M<0.01%-4,25413F-HRTimelineGroup
ETF Store, Inc.22,627$1.41M1.63%-9913F-HRTimeline
Sageworth Trust Co22,496$1.4M0.08%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,200$1.38M0.11%-94813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…22,070$1.38M<0.01%-1,88413F-HRTimelineGroup
Azimuth Capital Investment Management L…22,024$1.37M0.05%013F-HRTimeline
Bison Wealth, LLC21,776$1.37M0.11%+4,41713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,897$1.37M0.02%-4,70013F-HRTimelineGroup
MAS Advisors LLC21,891$1.37M2.23%new13F-HRTimeline
Arete Wealth Advisors, LLC21,835$1.36M0.1%-51,70613F-HRTimeline
Terra Nova Asset Management LLC21,766$1.36M0.95%013F-HRTimeline
Blossom Wealth Management21,715$1.35M2.4%+66513F-HRTimeline
SWP FINANCIAL LLC21,699$1.35M0.74%-2,56313F-HRTimeline
SAX WEALTH ADVISORS, LLC21,604$1.35M0.08%+43613F-HRTimeline
Jacobi Capital Management LLC21,596$1.35M0.09%+35413F-HRTimeline
COUNTRY CLUB BANK21,763$1.34M0.08%-3,10713F-HRTimeline
United Asset Strategies, Inc.21,445$1.34M0.11%-8,64313F-HRTimeline
Sharper & Granite LLC21,065$1.33M0.51%-3,85513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC21,383$1.33M0.01%-1,39313F-HRTimelineGroup
Strategic Wealth Partners, Ltd.21,357$1.33M0.1%13F-HRTimeline
Valeo Financial Advisors, LLC21,347$1.33M0.03%+4,82013F-HR/ATimeline
WEALTHGARDEN F.S. LLC21,465$1.33M1.1%+2,97813F-HRTimeline
Certus Wealth Management, LLC21,091$1.32M0.85%+2,40713F-HRTimeline
PRIVATE TRUST CO NA20,999$1.31M0.12%-75313F-HRTimeline
Port Capital LLC20,850$1.3M0.06%-50013F-HRTimeline
Foguth Wealth Management, LLC.20,842$1.3M0.28%-11,38013F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC20,785$1.3M0.03%+18,03513F-HRTimelineGroup
IFG Advisory, LLC20,747$1.29M0.06%-4,48513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC20,640$1.29M1.03%-1,80113F-HRTimeline
Keystone Wealth Services, LLC20,628$1.29M0.31%+8,85213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,598$1.28M+13,132Timeline
Apella Capital, LLC20,400$1.28M0.03%new13F-HRTimeline
Westside Investment Management, Inc.20,568$1.28M0.24%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC20,530$1.28M0.6%-7,73213F-HRTimeline
Simmons Bankin group Simmons Bank20,506$1.28M0.09%-1,87413F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC20,279$1.26M0.09%013F-HRTimeline
Advus Financial Partners, LLC20,255$1.26M0.5%+4,60513F-HR/ATimeline
MOULTON WEALTH MANAGEMENT, INC20,052$1.26M0.95%-60,17213F-HRTimeline
Northwest Capital Management Inc20,174$1.26M0.68%+3,55113F-HRTimeline
DOHJ, LLC20,176$1.25M0.36%-78413F-HRTimeline
Mayflower Financial Advisors, LLC20,095$1.25M0.17%-40313F-HRTimeline
TOWNSQUARE CAPITAL LLC20,028$1.25M0.12%-43,37313F-HRTimeline
Avory & Company, LLC20,000$1.25M0.76%013F-HRTimeline
OLD NATIONAL BANCORP /IN/19,826$1.24M0.02%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.19,739$1.23M0.58%-5,15713F-HRTimeline
Florida Trust Wealth Management Co19,719$1.23M0.04%+2,41513F-HRTimeline
Advyzon Investment Management, LLC19,709$1.23M0.27%+8,26813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.13,904$1.23M0.7%13F-HRTimeline
CERTUITY, LLC19,534$1.22M0.11%013F-HRTimeline
Twelve Points Wealth Management LLC19,182$1.2M0.32%-89,51313F-HRTimeline
Kilter Group LLC18,933$1.18M0.54%-5,80813F-HRTimeline
Fort Point Capital Partners LLC18,926$1.18M0.12%-4513F-HRTimeline
Mraz, Amerine & Associates, Inc.18,862$1.18M0.19%-2,10013F-HRTimeline
Riggs Asset Managment Co. Inc.18,776$1.17M0.29%+86013F-HRTimeline
Global Wealth Management, LLC18,488$1.17M0.64%+43013F-HRTimeline
Douglass Winthrop Advisors, LLC18,680$1.16M0.02%013F-HRTimeline
Jordan Park Trust Co LLC18,651$1.16M1.08%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding18,621$1.16M-2,220Timeline
Principle Wealth Partners LLC18,557$1.16M0.07%+1,34813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST18,551$1.16M0.12%+30013F-HRTimeline
FFG Partners, LLC18,413$1.15M0.38%-10,44313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,361$1.14M0.01%-3713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…18,437$1.14M<0.01%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.18,286$1.14M0.63%013F-HRTimeline