Vault-13

ISHARES GOLD TR IAUM

SHARES REPRESENT · ETP · CUSIP 46436F103

159 institutional holders +27 vs Q1 2025
36,779,17136.8m shares reported held*
$1.2bnreported value*
42 new 47 added 44 reduced 15 sold out net bought ≈ $319.7m (+9.7m 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 ($22.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.98.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 17Q4 22: 27Q1 23: 25Q2 23: 37Q3 23: 45Q4 23: 54Q1 24: 56Q2 24: 73Q3 24: 77Q4 24: 97Q1 25: 132Q2 25: 159159Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202217
Q4 202227
Q1 202325
Q2 202337
Q3 202345
Q4 202354
Q1 202456
Q2 202473
Q3 202477
Q4 202497
Q1 2025132
Q2 2025159

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 28 bought or addedQ3 23: 14 cut or sold outQ4 23: 26 bought or addedQ4 23: 16 cut or sold outQ4 23Q1 24: 23 bought or addedQ1 24: 28 cut or sold outQ2 24: 42 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 44 bought or addedQ3 24: 29 cut or sold outQ4 24: 48 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 86 bought or addedQ1 25: 35 cut or sold outQ2 25: 89 bought or addedQ2 25: 59 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232814
Q4 20232616
Q1 20242328
Q2 20244221
Q3 20244429
Q4 20244828
Q1 20258635
Q2 20258959

Biggest buyers

Sumitomo Mitsui Trust Group, Inc. Added +2,650,000+2.6m
AlTi Global, Inc. New +1,400,000+1.4m
Blue Trust, Inc. Added +1,339,387+1.3m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +1,153,600+1.2m
Vident Advisory, LLC New +667,754+667.8k
Quadrature Capital Ltd New +466,896+466.9k
JANE STREET GROUP, LLC New +417,287+417.3k
United Community Bank Added +323,398+323.4k
Avestar Capital, LLC New +303,920+303.9k
BANK OF AMERICA CORP /DE/ Added +275,897+275.9k

Biggest sellers

Alaska Permanent Fund Corp Reduced -614,000-614.0k
RENAISSANCE TECHNOLOGIES LLC Sold out -553,500-553.5k
GOLDMAN SACHS GROUP INC Sold out -250,016-250.0k
Atria Wealth Solutions, Inc. Reduced -138,618-138.6k
Fielder Capital Group LLC Reduced -64,851-64.9k
CITADEL ADVISORS LLC Reduced -43,627-43.6k
NAPA WEALTH MANAGEMENT Reduced -36,403-36.4k
Cresset Asset Management, LLC Sold out -29,160-29.2k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Reduced -28,942-28.9k
CASTLE WEALTH MANAGEMENT LLC Reduced -22,468-22.5k

Insider purchases and sales in Q2 2025

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 in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sumitomo Mitsui Trust Group, Inc. 0.19% of their portfolio CHIYODA-KU, TOKYO, M0 9,300,0009.3m $306.8m $306.8m 0.19% Added +2.6m +2,650,000
2 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8.79% of their portfolio Altamonte Springs, FL 3,463,7843.5m $114.3m $114.3m 8.79% Added +1.2m +1,153,600
3 Alaska Permanent Fund Corp 5.67% of their portfolio JUNEAU, AK 2,914,0002.9m $95.6m $95.6m 5.67% Reduced -614.0k -614,000
4 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 42.88% of their portfolio COLUMBUS, OH 2,274,0842.3m $75.0m $75.0m 42.88% Unchanged
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,215,5992.2m $73.1m $73.1m 0.01% Added +275.9k +275,897
6 AlTi Global, Inc. 1.16% of their portfolio NEW YORK, NY 1,400,0001.4m $46.2m $46.2m 1.16% New
7 Blue Trust, Inc. 0.54% of their portfolio BRENTWOOD, TN 1,385,4491.4m $45.7m $45.7m 0.54% Added +1.3m +1,339,387
8 TEACHER RETIREMENT SYSTEM OF TEXAS 0.18% of their portfolio AUSTIN, TX 1,300,0001.3m $42.9m $42.9m 0.18% Unchanged
9 VICUS CAPITAL 3.06% of their portfolio STATE COLLEGE, PA 1,114,9521.1m $36.8m $36.8m 3.06% Added +1.4k +1,384
10 FIFTH THIRD BANCORP 0.08% of their portfolio CINCINNATI, OH 705,180705.2k $23.3m $23.3m 0.08% Added +130.6k +130,623
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 690,733690.7k $22.8m $22.8m 0.00% Added +75.0k +75,000
12 Vident Advisory, LLC 0.25% of their portfolio Alpharetta, GA 667,754667.8k $22.0m $22.0m 0.25% New
13 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 621,396621.4k $20.5m $20.5m 0.13% Reduced -8.3k -8,255
14 AlphaCore Capital LLC 0.78% of their portfolio LA JOLLA, CA 618,282618.3k $20.4m $20.4m 0.78% Added +5.6k +5,578
15 RFG Advisory, LLC 0.37% of their portfolio BIRMINGHAM, AL 476,293476.3k $15.7m $15.7m 0.37% Added +200.0k +200,034
16 Quadrature Capital Ltd 0.27% of their portfolio LONDON, X0 466,896466.9k $15.4m $15.4m 0.27% New
17 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 449,599449.6k $14.8m $14.8m 0.11% Added +132.7k +132,699
18 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 417,287417.3k $13.8m $13.8m 0.02% New
19 China Universal Asset Management Co., Ltd. 1.28% of their portfolio SHANGHAI, F4 412,500412.5k $13.6m $13.6m 1.28% Added +140.0k +140,000
20 United Community Bank 4.06% of their portfolio GREENVILLE, SC 360,013360.0k $11.9m $11.9m 4.06% Added +323.4k +323,398
21 Fielder Capital Group LLC 3.17% of their portfolio NASHVILLE, TN 359,918359.9k $11.9m $11.9m 3.17% Reduced -64.9k -64,851
22 Avestar Capital, LLC 0.73% of their portfolio New York, NY 303,920303.9k $10.0m $10.0m 0.73% New
23 MorganRosel Wealth Management, LLC 2.70% of their portfolio HIGHLANDS RANCH, CO 299,558299.6k $9.9m $9.9m 2.70% Added +23.8k +23,765
24 Versant Capital Management, Inc 1.28% of their portfolio PHOENIX, AZ 256,302256.3k $8.5m $8.5m 1.28% Added +24.1k +24,100
25 HOWLAND CAPITAL MANAGEMENT LLC 0.31% of their portfolio BOSTON, MA 230,535230.5k $7.6m $7.6m 0.31% Added +136.8k +136,755
26 SFM, LLC 4.62% of their portfolio MANCHESTER, NH 218,143218.1k $7.2m $7.2m 4.62% Added +92.2k +92,221
27 World Investment Advisors 0.16% of their portfolio LINCROFT, NJ 210,409210.4k $6.9m $6.9m 0.16% Reduced -12.8k -12,834
28 MGO ONE SEVEN LLC 0.21% of their portfolio Beachwood, OH 193,100193.1k $6.4m $6.4m 0.21% Added +33.8k +33,839
29 Raub Brock Capital Management LP 1.33% of their portfolio LARKSPUR, CA 185,660185.7k $6.1m $6.1m 1.33% New
30 Atria Wealth Solutions, Inc. 0.13% of their portfolio NEW YORK, NY 167,703167.7k $5.5m $5.5m 0.13% Reduced -138.6k -138,618
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 150,685150.7k $5.0m $5.0m 0.00% Added +34.1k +34,072
32 CASTLE WEALTH MANAGEMENT LLC 1.76% of their portfolio BOYNTON BEACH, FL 147,059147.1k $4.9m $4.9m 1.76% Reduced -22.5k -22,468
33 TABLEAUX LLC 2.68% of their portfolio STOCKBRIDGE, MA 141,511141.5k $4.7m $4.7m 2.68% Added +44.0k +44,048
34 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 139,740139.7k $4.6m $4.6m 0.01% New
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 138,862138.9k $4.6m $4.6m 0.01% Added +130.0k +129,952
36 Ancora Advisors LLC 0.09% of their portfolio Cleveland, OH 132,866132.9k $4.4m $4.4m 0.09% Added +29.7k +29,687
37 Spectrum Strategic Capital Management, LLC 2.76% of their portfolio CORVALLIS, OR 131,134131.1k $4.3m $4.3m 2.76% New
38 Myriad Asset Management US LP 2.63% of their portfolio WEST PALM BEACH, FL 120,142120.1k $4.0m $4.0m 2.63% New
39 Fifth Third Wealth Advisors LLC 0.16% of their portfolio Cincinnati, OH 116,297116.3k $3.8m $3.8m 0.16% Added +105.8k +105,835
40 NAPA WEALTH MANAGEMENT 1.79% of their portfolio Napa, CA 113,374113.4k $3.7m $3.7m 1.79% Reduced -36.4k -36,403
41 Greenline Partners, LLC 0.49% of their portfolio NEW YORK, NY 109,311109.3k $3.6m $3.6m 0.49% Reduced -2.0k -1,973
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 104,735104.7k $3.5m $3.5m 0.00% Added +97.4k +97,422
43 SIGNET FINANCIAL MANAGEMENT, LLC 0.41% of their portfolio PARSIPPANY, NJ 97,97198.0k $3.2m $3.2m 0.41% Added +68.6k +68,605
44 Stonehage Fleming Financial Services Holdings Ltd 0.09% of their portfolio ST. HELIER, Y9 90,31590.3k $3.0m $3.0m 0.09% Added +8.3k +8,314
45 FLOW TRADERS U.S. LLC 0.11% of their portfolio NEW YORK, NY 87,11187.1k $2.9m $2.9m 0.11% New
46 Scarborough Advisors, LLC 0.56% of their portfolio ANNAPOLIS, MD 86,03386.0k $2.8m $2.8m 0.56% Reduced -5.9k -5,870
47 M Wealth Management, LLC 2.33% of their portfolio San Diego, CA 76,52876.5k $2.5m $2.5m 2.33% Unchanged
48 CW Advisors, LLC 0.02% of their portfolio BOSTON, MA 75,97176.0k $2.5m $2.5m 0.02% Reduced -384 -384
49 Running Point Capital Advisors, LLC 0.66% of their portfolio EL SEGUNDO, CA 71,99372.0k $2.4m $2.4m 0.66% Reduced -3.1k -3,072
50 Turning Point Benefit Group, Inc. 1.76% of their portfolio FREDERICK, MD 70,53170.5k $2.3m $2.3m 1.76% Reduced -6.5k -6,529
51 EVERMAY WEALTH MANAGEMENT LLC 0.28% of their portfolio ARLINGTON, VA 68,53068.5k $2.3m $2.3m 0.28% Reduced -15.5k -15,466
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 67,62467.6k $2.2m $2.2m 0.00% Added +35.4k +35,437
53 OVERSEA-CHINESE BANKING Corp Ltd 0.06% of their portfolio SINGAPORE, U0 63,89163.9k $2.1m $2.1m 0.06% Unchanged
54 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 61,16661.2k $2.0m $2.0m 0.00% New
55 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 60,90360.9k $2.0m $2.0m 0.04% Reduced -16.3k -16,288
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 58,66358.7k $1.9m $1.9m 0.00% Reduced -43.6k -43,627
57 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 53,10953.1k $1.8m $1.8m 0.03% New
58 OARSMAN CAPITAL, INC. 0.25% of their portfolio MILWAUKEE, WI 48,24048.2k $1.6m $1.6m 0.25% Reduced -210 -210
59 Brookwood Investment Group LLC 0.23% of their portfolio PHOENIX, AZ 43,14243.1k $1.4m $1.4m 0.23% Reduced -293 -293
60 Tactive Advisors, LLC 0.43% of their portfolio Jacksonville, FL 40,30340.3k $1.3m $1.3m 0.43% First filing
61 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.89% of their portfolio OKLAHOMA CITY, OK 40,25340.3k $1.3m $1.3m 0.89% Reduced -28.9k -28,942
62 Rede Wealth, LLC 0.45% of their portfolio CHARLOTTESVILLE, VA 37,62537.6k $1.2m $1.2m 0.45% Added +1.1k +1,093
63 Cedar Point Capital Partners, LLC 0.85% of their portfolio Cedar Rapids, IA 36,42436.4k $1.2m $1.2m 0.85% Added +4.3k +4,255
64 B.O.S.S. Retirement Advisors, LLC 0.28% of their portfolio Lehi, UT 33,54433.5k $1.1m $1.1m 0.28% Reduced -9.4k -9,392
65 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.16% of their portfolio PITTSBURGH, PA 33,53433.5k $1.1m $1.1m 0.16% Unchanged
66 Wedmont Private Capital 0.04% of their portfolio WEST CHESTER, PA 31,79531.8k $1.1m $1.1m 0.04% Added +17.9k +17,935
67 Choate Investment Advisors 0.02% of their portfolio BOSTON, MA 30,93230.9k $1.0m $1.0m 0.02% New
68 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 30,54930.5k $1.0m $1.0m 0.01% Reduced -182 -182
69 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,05330.1k $991.0k $991.0k 0.00% Added +15.0k +14,988
70 Ardent Capital Management, Inc. 0.45% of their portfolio Cincinnati, OH 28,50028.5k $940.2k $940.2k 0.45% Unchanged
71 Fifth Third Securities, Inc. 0.07% of their portfolio Cincinnati, OH 28,20228.2k $930.4k $930.4k 0.07% New
72 Stark Wealth Management LLC 1.18% of their portfolio Bethlehem, PA 25,63025.6k $823.5k $823.5k 1.18% New
73 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 25,15325.2k $829.8k $829.8k 0.01% Added +13.2k +13,220
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,18424.2k $797.8k $797.8k 0.00% New
75 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 23,97124.0k $790.8k $790.8k 0.02% Added +10.5k +10,455
76 Rooted Wealth Advisors, Inc. 0.27% of their portfolio BOURBONNAIS, IL 23,47123.5k $785.6k $785.6k 0.27% Added +1.0k +1,023
77 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,87222.9k $754.5k $754.5k 0.00% Added +6.1k +6,149
78 Westfuller Advisors, LLC 0.42% of their portfolio New York, NY 22,35922.4k $737.6k $737.6k 0.42% Reduced -3.5k -3,456
79 INSIGNEO ADVISORY SERVICES, LLC 0.06% of their portfolio MIAMI, FL 21,56221.6k $711.3k $711.3k 0.06% Reduced -6.4k -6,435
80 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 18,73118.7k $617.9k $617.9k 0.05% Reduced -38 -38
81 Family Investment Center, Inc. 0.14% of their portfolio Saint Joseph, MO 18,70218.7k $617.0k $617.0k 0.14% Reduced -8.7k -8,737
82 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 18,28318.3k $603.2k $603.2k 0.00% Added +750 +750
83 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 17,89317.9k $590.3k $590.3k 0.05% Reduced -1.3k -1,343
84 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,65416.7k $549.0k $549.0k 0.00% Added +9.5k +9,516
85 NavPoint Financial, Inc. 0.30% of their portfolio Prior Lake, MN 15,21815.2k $502.0k $502.0k 0.30% Unchanged
86 MARIPAU WEALTH MANAGEMENT LLC 0.25% of their portfolio FORT WAYNE, IN 15,14815.1k $499.7k $499.7k 0.25% Reduced -1.3k -1,343
87 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 14,96915.0k $493.8k $493.8k 0.07% New
88 Jackson Creek Investment Advisors LLC 0.13% of their portfolio CASTLE ROCK, CO 14,71814.7k $486.0k $486.0k 0.13% Reduced -1.1k -1,111
89 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.15% of their portfolio HIGHLAND PARK, IL 14,03614.0k $463.0k $463.0k 0.15% New
90 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,19713.2k $435.4k $435.4k 0.01% Added +1.3k +1,323
91 Slagle Financial, LLC 0.17% of their portfolio Edwardsville, IL 13,14313.1k $433.6k $433.6k 0.17% Reduced -2.9k -2,869
92 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 12,14112.1k $400.5k $400.5k 0.01% Reduced -558 -558
93 HUB Investment Partners, LLC 0.01% of their portfolio AUSTIN, TX 11,72811.7k $386.9k $386.9k 0.01% Reduced -11.7k -11,686
94 Painted Porch Advisors LLC 0.14% of their portfolio SANTA BARBARA, CA 10,50010.5k $346.4k $346.4k 0.14% New
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,98110.0k $329.3k $329.3k 0.00% New
96 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 9,8609.9k $325.3k $325.3k 0.00% New
97 HOWARD BAILEY SECURITIES, LLC 0.10% of their portfolio FORT WAYNE, IN 9,8379.8k $324.5k $324.5k 0.10% Reduced -1.8k -1,753
98 Plum Street Advisors, LLC 0.14% of their portfolio NEW ORLEANS, LA 9,7969.8k $323.2k $323.2k 0.14% Reduced -1.6k -1,589
99 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,5459.5k $314.9k $314.9k 0.00% New
100 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 9,0829.1k $299.6k $299.6k 0.00% New