SEC 13F Intelligence

IAUUSDiShares Gold Trust

CUSIP 464285105 · Yahoo Finance ↗ · Google Finance ↗

Ishares Gold Trust (IAUUSD) has 9 institutional holders in Filings Flow’s 13F database, together reporting 981.5K shares worth $46M as of Q1 2026. The largest reported holders are Partners Capital Investment Group, LLP, Norris Financial Group, LLC, and Sterling Investment Advisors, Ltd..

Institutional Holders
9
Q1 2026
Reported Value
$46M
Ticker
IAUUSD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 544Q4 ’18Q1 ’19: 567Q2 ’19: 579Q2 ’19Q3 ’19: 606Q2 ’21: 62Q2 ’21Q4 ’21: 25Q4 ’22: 14Q4 ’22Q4 ’25: 6Q1 ’26: 9Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $8.5BQ4 ’18Q1 ’19: $8.0BQ2 ’19: $26.1BQ2 ’19Q3 ’19: $28.9BQ2 ’21: $565MQ2 ’21Q4 ’21: $276MQ4 ’22: $48MQ4 ’22Q4 ’25: $31MQ1 ’26: $46MQ1 ’26Q2 ’26: $462,128filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Norris Financial Group, LLC$108M AUM6.71%$9M562.4KQ1 2026OLDER
PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM1.35%$36M406.4KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.07%$383,6724.4KQ1 2026OLDER
First Nebraska Trust Co$591M AUM0.03%$194,31017.0KQ2 2026
Grey Fox Wealth Advisors, LLC$637M AUM0.02%$109,1551.5KQ3 2025OLDER
Your Advocates Ltd., LLP$328M AUM0.02%$72,027817Q1 2026OLDER
Byrne Asset Management LLC$185M AUM0.02%$33,224440Q2 2026
Spire Wealth Management$3.3B AUM0.01%$234,5943.1KQ2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$181Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.