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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
Endowment Wealth Management, Inc.8,923$556K0.29%-9413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,906$555K0.03%-2,91213F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC8,875$553K0.44%new13F-HRTimeline
CAPITAL & PLANNING, LLC8,860$553K0.38%+4,12513F-HRTimeline
Three Cord True Wealth Management, LLC8,843$551K0.41%+12813F-HR/ATimeline
Exchange Bank8,785$548K0.43%+1,89213F-HRTimeline
Evolution Wealth Advisors, LLC8,740$545K0.08%+1,16513F-HRTimeline
Crestwood Advisors Group, LLC8,729$544K0.01%-4013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC8,690$542K0.01%013F-HRTimeline
KKM Financial LLC8,683$541K0.19%013F-HRTimeline
Capital Squared Financial LLC8,683$541K0.63%13F-HRTimeline
Berkeley Capital Partners, LLC8,677$541K0.14%-29413F-HRTimeline
ORG Partners LLC8,589$541K0.12%+4,25813F-HRTimeline
FARMERS TRUST CO8,566$534K0.1%-68013F-HRTimeline
Clarity Financial LLC8,520$531K0.06%+1,21313F-HRTimeline
SCS Capital Management LLC8,514$531K0.01%+83413F-HRTimeline
First Nebraska Trust Co8,500$530K0.05%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,479$529K0.24%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC8,466$528K<0.01%-30013F-HR/ATimelineGroup
Capital Planning Advisors, LLC8,464$528K0.08%013F-HRTimeline
Astoria Portfolio Advisors LLC.8,202$521K0.15%+2,46013F-HRTimeline
INGALLS & SNYDER LLC8,323$519K0.02%-6613F-HRTimeline
Reliant Wealth Planning8,317$519K0.2%013F-HRTimeline
Compass Ion Advisors, LLC8,276$516K0.06%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,163$509K0.03%-35013F-HRTimeline
Lakeridge Wealth Management LLC8,156$509K0.23%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,141$508K0.07%-4113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,117$506K0.01%-2,10713F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC8,110$506K0.26%-1,01013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,092$505K0.2%-36913F-HRTimeline
WBH ADVISORY INC8,058$502K0.04%-713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,052$502K0.04%new13F-HRTimeline
Disciplined Investors, L.L.C.8,030$501K0.39%+8013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.8,029$501K0.02%-4,34513F-HRTimelineGroup
Great Diamond Partners, LLC7,967$497K0.1%-26713F-HRTimeline
Retirement Wealth Solutions LLC7,913$493K0.36%-2,00213F-HRTimeline
SVB WEALTH LLC7,902$493K0.03%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,895$492K0.09%+1,23413F-HRTimeline
Northeast Financial Consultants Inc7,888$492K0.02%013F-HRTimeline
W ADVISORS, LLC7,888$492K0.28%-82913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,882$492K0.01%+3,95913F-HRTimelineGroup
Beckerman Institutional, LLC7,879$491K0.33%-1,26413F-HRTimeline
4WEALTH ADVISORS, INC.7,846$489K0.51%-1,57213F-HRTimeline
Stegent Equity Advisors, Inc.7,832$488K0.43%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC7,811$487K0.11%013F-HRTimeline
Tacita Capital Inc7,777$485K0.31%013F-HRTimeline
Patten Group, Inc.7,769$484K0.1%-36013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT7,760$484K0.03%013F-HRTimeline
ASPIRIANT, LLC7,716$481K0.02%+6013F-HRTimeline
McAdam, LLC7,687$479K0.03%+34113F-HRTimeline
BKM Wealth Management, LLC7,670$478K0.19%+4113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,628$476K0.07%-5213F-HRTimeline
Galvin, Gaustad & Stein, LLC7,598$474K0.04%+21913F-HRTimeline
SageView Advisory Group, LLC7,534$471K0.02%-63413F-HRTimeline
Belpointe Asset Management LLC7,522$469K0.02%-23013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,431$469K0.03%-1,16713F-HR/ATimeline
DOPKINS WEALTH MANAGEMENT, LLC7,513$469K0.21%013F-HRTimeline
WASHINGTON TRUST Co7,510$468K0.02%013F-HRTimeline
ARRIEN INVESTMENTS, INC.7,500$468K0.3%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,463$465K0.15%+2,46513F-HR/ATimeline
Kovack Advisors, Inc.7,459$465K0.05%+45013F-HRTimeline
Lansing Street Advisors7,459$465K0.14%-20613F-HRTimeline
Matrix Trust Co7,432$463K0.07%-12,81113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,423$463K0.04%-2,99513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC7,393$461K0.1%-1,55413F-HRTimelineGroup
Riverbend Wealth Management, LLC7,328$457K0.35%+4113F-HRTimeline
XML Financial, LLC7,307$456K0.04%-60013F-HRTimeline
GRIES FINANCIAL LLC7,303$455K0.08%-24913F-HRTimeline
Orcam Financial Group7,264$453K0.39%013F-HRTimeline
Journey Advisory Group, LLC7,260$453K0.04%-34013F-HRTimeline
First City Capital Management, Inc.7,243$452K0.26%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC7,240$451K0.25%+50013F-HRTimeline
Brooklyn Investment Group7,226$451K0.06%+1,89013F-HR/ATimeline
Wedmont Private Capital7,200$450K0.02%+3,68313F-HRTimeline
DURANTE & WATERS, LLC7,200$449K0.35%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,192$448K0.13%013F-HRTimeline
Williams & Novak Wealth Management, LLC7,184$448K0.38%-1,57213F-HRTimeline
Optivise Advisory Services LLC7,156$446K0.23%+65613F-HRTimeline
Manchester Capital Management LLC7,125$444K0.06%+70013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,123$444K0.05%new13F-HRTimeline
Solidarity Wealth, LLC7,087$442K0.1%013F-HRTimeline
HBK Sorce Advisory LLC7,084$442K0.01%-96513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,058$440K0.14%-1,11213F-HRTimeline
PUREfi Wealth, LLC7,046$439K0.35%+3,21513F-HRTimeline
Obermeyer Wealth Partners7,028$438K0.02%-10513F-HRTimeline
IPG Investment Advisors LLC7,007$437K0.09%013F-HRTimeline
Klingman & Associates, LLC6,993$436K0.02%-87313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,973$435K0.03%new13F-HRTimeline
Parallax Volatility Advisers, L.P.6,950$433K0.02%+3,00013F-HRTimeline
Empowered Funds, LLC6,945$433K<0.01%-43,77313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,933$432K0.04%013F-HRTimeline
Cambridge Advisors Inc.6,933$432K0.09%-1913F-HRTimeline
Nemes Rush Group LLC6,930$432K0.05%+7813F-HRTimeline
COZAD ASSET MANAGEMENT INC6,889$430K0.04%+1,83813F-HR/ATimeline
Indiana Trust & Investment Management Co6,885$429K0.14%013F-HRTimeline
Koa Wealth Management, LLC6,847$427K0.34%-90013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,830$426K0.26%+4313F-HRTimeline
Twin Lakes Capital Management, LLC6,829$426K0.26%013F-HRTimeline
Landing Point Financial Group, LLC6,826$426K0.27%+2,64713F-HRTimeline
Armstrong, Fleming & Moore, Inc6,820$425K0.23%new13F-HRTimeline
SMART Wealth LLC6,802$424K0.13%new13F-HRTimeline
Aries Wealth Management6,765$422K0.11%-8513F-HRTimeline
Sandy Cove Advisors, LLC6,757$421K0.15%+22213F-HRTimeline
Quadrant Private Wealth Management, LLC6,745$421K0.09%-1,85113F-HRTimeline
Sand Hill Global Advisors, LLC6,669$416K0.02%+7813F-HRTimeline
Kathleen S. Wright Associates Inc.6,649$415K0.16%+92413F-HRTimeline
Wynn Capital, LLC6,646$414K0.22%013F-HRTimeline
West Branch Capital LLC6,630$413K0.12%013F-HRTimeline
HUB Investment Partners, LLC6,621$413K0.01%+46313F-HRTimeline
Broadway Wealth Solutions, Inc.6,612$412K0.26%013F-HRTimeline
Copia Wealth Management6,608$412K0.35%-1,21113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,275$411K0.04%013F-HRTimeline
Archer Investment Corp6,592$411K0.1%-4,00313F-HRTimeline
CW Advisors, LLC6,581$410K<0.01%-26,28613F-HRTimeline
WESPAC Advisors SoCal, LLC6,577$410K0.09%-10013F-HRTimeline
LRI Investments, LLC6,548$408K0.03%+3,84713F-HRTimeline
Lantern Wealth Advisors, LLC6,534$407K0.24%13F-HRTimeline
Baker Ellis Asset Management LLC6,500$405K0.06%013F-HRTimeline
MRP Capital Investments, LLC6,500$405K0.28%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,475$404K0.09%-34,27013F-HRTimeline
Arbor Investment Advisors, LLC6,459$403K0.05%-40913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,437$401K0.03%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson6,434$401K<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC6,434$401K0.06%-10013F-HRTimeline
GWN SECURITIES INC.6,388$400K0.07%-1,34013F-HRTimeline
Schrum Private Wealth Management LLC6,415$400K0.32%013F-HRTimeline
Pullen Investment Management, LLC6,398$399K0.24%+54213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,358$396K0.05%-1,66613F-HRTimeline
PINKERTON WEALTH, LLC6,356$396K0.05%-4,32113F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC6,346$396K0.08%013F-HRTimeline
Genesis Wealth Advisors, LLC6,326$394K0.3%013F-HRTimeline
CWA Asset Management Group, LLC6,306$393K0.02%+8613F-HRTimeline
Legacy Edge Advisors, LLC6,259$390K0.05%-61613F-HRTimeline
Copperwynd Financial, LLC6,258$390K0.1%new13F-HRTimeline
LANARK FINANCIAL, INC.6,264$390K0.03%-10913F-HRTimeline
CGN Advisors LLC6,252$390K0.03%-87613F-HRTimeline
TCP Asset Management, LLC6,231$389K0.08%-7713F-HRTimeline
Vantage Point Financial LLC6,197$386K0.17%+45313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,194$386K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.6,170$385K0.05%-1,52413F-HRTimeline
Talon Private Wealth, LLC6,151$384K0.05%-11913F-HRTimeline
Sound Stewardship, LLC6,150$384K0.2%-61413F-HRTimeline
Nilsine Partners, LLC6,082$379K0.04%+813F-HRTimeline
Clay Northam Wealth Management, LLC6,065$378K0.24%-2313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,057$378K0.05%+82513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,036$376K0.03%+26813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,033$376K0.02%-5013F-HRTimelineGroup
Soltis Investment Advisors LLC6,001$374K0.03%+30313F-HRTimeline
Aspire Private Capital, LLC6,000$374K0.09%-1,67713F-HRTimeline
Visionary Wealth Advisors5,958$372K0.02%+34113F-HRTimeline
Tactive Advisors, LLC5,954$371K0.12%13F-HRTimeline
Berger Financial Group, Inc5,934$370K0.02%+1,10313F-HRTimeline
SSA SWISS ADVISORS AG5,774$369K0.18%-1,20613F-HRTimeline
Atlas Wealth Partners, LLC5,922$369K0.43%013F-HRTimeline
Magnus Financial Group LLC5,916$369K0.03%+1,78413F-HRTimeline
BLB&B Advisors, LLC5,913$369K0.02%-4,87713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.5,943$369K0.2%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.5,885$367K0.02%013F-HRTimeline
Empirical Asset Management, LLC5,882$367K0.11%+32113F-HRTimeline
Foundation Wealth Management, LLC5,877$366K0.26%+1,69413F-HRTimeline
Edge Financial Advisors LLC5,811$365K0.19%new13F-HRTimeline
Fortitude Family Office, LLC5,818$363K0.12%+1,59113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,818$363K0.17%013F-HRTimeline
VESTOR CAPITAL, LLC1,290$361K0.03%new13F-HRTimeline
Wealthfront Advisers LLC5,778$360K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,765$360K0.02%+3,20613F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC5,707$356K0.13%+1,62513F-HRTimeline
Certified Advisory Corp5,696$355K0.04%+48413F-HRTimeline
Pillar Financial Advisors, LLC5,670$354K0.24%013F-HRTimeline
Sound Income Strategies, LLC5,649$352K0.02%+1,47313F-HRTimeline
Summit Wealth Partners, LLC5,647$352K0.07%-5213F-HRTimeline
Crumly & Associates Inc.5,640$352K0.09%013F-HRTimeline
Christensen, King & Associates Investme…5,597$349K0.16%-28213F-HRTimeline
Embree Financial Group5,589$349K0.05%+36913F-HRTimeline
Fulton Bank, N.A.5,570$347K0.01%+2,04313F-HRTimeline
Summit Financial Wealth Advisors, LLC5,547$346K0.06%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,517$344K0.02%-12213F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,500$343K0.02%-1,24413F-HR/ATimelineGroup
Future Financial Wealth Managment LLC5,500$343K0.23%013F-HRTimeline
SANDERS MORRIS HARRIS LLC5,498$343K0.08%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,456$340K0.06%-32013F-HRTimeline
Asset Dedication, LLC5,427$338K0.02%+6413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,392$336K0.17%-83413F-HRTimeline
PRENTISS SMITH & CO INC5,391$336K0.2%013F-HRTimeline
BlueChip Wealth Advisors LLC5,277$329K0.15%013F-HRTimeline
One Charles Private Wealth Services, LLC5,269$329K0.09%013F-HRTimeline
Rosenberg Matthew Hamilton5,250$327K0.08%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC5,249$327K0.11%013F-HRTimeline
Tyler-Stone Wealth Management5,243$327K0.05%013F-HRTimeline
Stone Summit Wealth LLC5,223$326K0.1%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,195$324K0.01%013F-HRTimeline
Investment Advisory Group, LLC5,193$324K0.1%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,160$322K0.07%+25513F-HR/ATimeline
Lesa Sroufe & Co5,142$321K0.29%+11713F-HRTimeline
Avantax Planning Partners, Inc.5,131$320K0.01%new13F-HRTimeline
Private Advisory Group LLC5,112$319K0.03%-29213F-HRTimeline
Sincerus Advisory, LLC5,041$317K0.3%013F-HRTimeline
MKD WEALTH COACHES, LLC5,046$315K0.33%-313F-HRTimeline
WJ Wealth Management, LLC5,042$314K0.1%+6013F-HRTimeline
Aptus Capital Advisors, LLC5,039$314K<0.01%+5713F-HRTimeline