Vault-13

ISHARES GOLD TRUST IAU

ISHARES · ETP · CUSIP 464285105

11 institutional holders +3 vs Q1 2026
415,923415.9k shares reported held*
$31.4mreported value*
3 new 1 added 3 reduced 0 sold out net sold ≈ $237.5k (-3.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $75.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 14Q4 22: 13Q1 23: 12Q2 23: 10Q3 23: 8Q4 23: 8Q1 24: 8Q2 24: 7Q3 24: 6Q4 24: 6Q1 25: 6Q2 25: 6Q3 25: 7Q4 25: 7Q1 26: 8Q2 26: 1111Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202214
Q4 202213
Q1 202312
Q2 202310
Q3 20238
Q4 20238
Q1 20248
Q2 20247
Q3 20246
Q4 20246
Q1 20256
Q2 20256
Q3 20257
Q4 20257
Q1 20268
Q2 202611

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 0 bought or addedQ3 24: 3 cut or sold outQ4 24: 2 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ2 25: 3 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 0 cut or sold outQ4 25: 3 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 2 cut or sold outQ2 26: 4 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202403
Q4 202422
Q1 202523
Q2 202533
Q3 202530
Q4 202531
Q1 202642
Q2 202643

Biggest buyers

JOHN G ULLMAN & ASSOCIATES INC New +4,004+4.0k
RMG Wealth Management LLC New +1,147+1.1k
Spire Wealth Management Added +305+305
Brooklyn FI, LLC New +300+300

Biggest sellers

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.06% of their portfolio BOSTON, MA 397,825397.8k $30.0m $30.0m 1.06% Reduced -8.6k -8,601
2 Sterling Investment Advisors, Ltd. 0.05% of their portfolio BERWYN, PA 4,3524.4k $328.6k $328.6k 0.05% Unchanged
3 JOHN G ULLMAN & ASSOCIATES INC 0.04% of their portfolio CORNING, NY 4,0044.0k $302.3k $302.3k 0.04% New
4 A. D. Beadell Investment Counsel, Inc. 0.17% of their portfolio MEQUON, WI 3,6003.6k $271.0k $271.0k 0.17% Unchanged
5 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 3,0573.1k $234.6k $234.6k 0.01% Added +305 +305
6 RMG Wealth Management LLC 0.01% of their portfolio PLATTEVILLE, WI 1,1471.1k $95.2k $95.2k 0.01% New
7 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.01% of their portfolio WILLIAMSVILLE, NY 672672 $50.0k $50.0k 0.01% Reduced -9 -9
8 Your Advocates Ltd., LLP 0.01% of their portfolio HOUSTON, TX 526526 $39.7k $39.7k 0.01% Reduced -291 -291
9 Byrne Asset Management LLC 0.02% of their portfolio KINGSTON, NJ 440440 $33.2k $33.2k 0.02% Unchanged
10 Brooklyn FI, LLC 0.00% of their portfolio NEW YORK, NY 300300 $23.3k $23.3k 0.00% New
11 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $18 $18 0.00% Unchanged