ISHARES GOLD TRUST hedge fund holdings
IAUNYSE$77.95-0.52 (-0.66%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
IAU · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 394 | 412 | $2.27B | $1.9B | 1,530 | Aug 14, 2025 |
| Q3 2025 | 611 | 226 | $4.08B | $1.71B | 1,643 | Nov 14, 2025 |
| Q4 2025 | 503 | 357 | $1.76B | $2.52B | 1,850 | Feb 14, 2026 |
| Q1 2026 | 445 | 681 | $2.2B | $5.76B | 1,904 | May 15, 2026 |
| Q2 2026 | 478 | 446 | $1.6B | $1.9B | 1,824 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,824 filersNew position
83$496M+6.57M sh
Increased
395$1.1B+14.6M sh
Reduced
300-$1.71B-22.7M sh
Out / sold
146-$184M-2.43M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Diameter Capital Partners LP | New Buy | +$254M | $254M | 20.48% | Aug 14, 2026 |
| Employees Retirement System of Texas | Reduce 79.85% | -$199M | $50.1M | 0.40% | Aug 14, 2026 |
| Harvard Management Co Inc | New Buy | +$150M | $150M | 3.51% | Aug 14, 2026 |
| CRCM LP | Added 110.23% | +$104M | $198M | 65.25% | Aug 18, 2026 |
| HRTG Gpe, LLC | Added 24.28% | +$82.7M | $423M | 17.05% | Aug 13, 2026 |
| Permanens Capital L.P. | Reduce 54.49% | -$77.6M | $64.8M | 6.66% | Aug 14, 2026 |
| Mainstay Capital Management LLC | Reduce 45.80% | -$51.5M | $61M | 4.51% | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Reduce 13.83% | -$37.8M | $235M | 0.13% | Jul 30, 2026 |
| West Family Investments, Inc. | Sell 100% | -$34.1M | $0 | 0.00% | Aug 10, 2026 |
| Pictet Asset Management Holding SA | Added 70.32% | +$28M | $67.9M | 0.06% | Jul 30, 2026 |
| Cercano Management LLC | Sell 100% | -$22.4M | $0 | 0.00% | Aug 14, 2026 |
| Norris Financial Group, LLC | Sell 100% | -$20.9M | $0 | 0.00% | Aug 5, 2026 |
| WealthNavi Inc. | Reduce 3.88% | -$20.3M | $502M | 3.94% | Jul 23, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$18.2M | $0 | 0.00% | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 41.67% | -$17.8M | $24.9M | 0.25% | Aug 11, 2026 |
| Parker Investment Management, LLC | Reduce 83.20% | -$17.3M | $3.49M | 0.27% | Aug 14, 2026 |
| VCU Investment Management Co | Added 27.32% | +$15.7M | $73.2M | 94.96% | Aug 10, 2026 |
| New Harbor Financial Group, LLC | Reduce 60.23% | -$15.5M | $10.2M | 1.62% | Jul 23, 2026 |
| Brave Asset Management Inc | Sell 100% | -$15.2M | $0 | 0.00% | Jul 8, 2026 |
| DT Investment Partners, LLC | Reduce 98.70% | -$15.1M | $199K | 0.01% | Jul 27, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | Sell 100% | -$14.6M | $0 | 0.00% | Aug 7, 2026 |
| TRUE Private Wealth Advisors | Added 89.27% | +$13.9M | $29.4M | 2.54% | Jul 23, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Added 143.64% | +$13.7M | $23.2M | 0.16% | Jul 22, 2026 |
| First Command Advisory Services, Inc. | Reduce 17.52% | -$13.6M | $64.1M | 0.38% | Aug 10, 2026 |
| Kaydan Wealth Management, Inc. | Reduce 97.20% | -$13.1M | $376K | 0.11% | Jul 24, 2026 |
| Empower Advisory Group, LLC | Reduce 3.08% | -$12.6M | $396M | 0.94% | Aug 12, 2026 |
| MinichMacGregor Wealth Management, LLC | Reduce 97.05% | -$10.9M | $333K | 0.05% | Jul 16, 2026 |
| Assetmark, Inc | Added 16.92% | +$10.8M | $74.4M | 0.13% | Jul 30, 2026 |
| Rakuten Investment Management, Inc. | Sell 100% | -$10.5M | $0 | 0.00% | Aug 18, 2026 |
| Tanglewood Wealth Management, Inc. | Reduce 14.95% | -$10.4M | $58.9M | 5.01% | Jul 27, 2026 |
| Debussy Capital Management LP | Sell 100% | -$10.2M | $0 | Not reported | Aug 14, 2026 |
| Flow Traders U.S. LLC | New Buy | +$9.68M | $9.68M | 0.40% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$9.56M | $9.56M | 0.16% | Aug 10, 2026 |
| Ariston Services Group | New Buy | +$9.47M | $9.47M | 5.22% | Jul 27, 2026 |
| Thrivent Financial for Lutherans | Added 75.97% | +$9.27M | $21.5M | 0.04% | Aug 14, 2026 |
| Prospera Financial Services Inc | Reduce 80.52% | -$9.19M | $2.22M | 0.03% | Jul 15, 2026 |
| Fourpath Capital Management, LLC | Reduce 31.38% | -$9.16M | $20M | 2.64% | Jul 22, 2026 |
| Proficio Capital Partners LLC | Added 5.71% | +$8.93M | $165M | 5.94% | Aug 17, 2026 |
| Arlington Capital Management, Inc. | Reduce 96.92% | -$8.7M | $276K | 0.17% | Jul 24, 2026 |
| Well Done, LLC | Reduce 63.53% | -$8.05M | $4.62M | 0.62% | Jul 24, 2026 |
| Oasis Advisors, LLC | Reduce 87.14% | -$8M | $1.18M | 0.77% | Jul 30, 2026 |
| Mfa Wealth Advisors, LLC | Reduce 82.08% | -$8M | $1.75M | 0.30% | Jul 13, 2026 |
| China Universal Asset Management Co., Ltd. | Reduce 24.37% | -$7.25M | $22.5M | 1.35% | Jul 24, 2026 |
| Oxbow Advisors, LLC | Added 13.80% | +$7.09M | $58.5M | 4.75% | Aug 7, 2026 |
| True North Advisors, LLC | New Buy | +$6.62M | $6.62M | 0.63% | Jul 22, 2026 |
| Capitolis Liquid Global Markets LLC | New Buy | +$6.49M | $6.49M | 0.03% | Aug 13, 2026 |
| AlTi Global, Inc. | Added 5.39% | +$6.38M | $125M | 2.58% | Aug 5, 2026 |
| Tocqueville Asset Management L.P. | Reduce 5.14% | -$6.34M | $117M | 1.55% | Aug 10, 2026 |
| Prudential PLC | Added 39.64% | +$6.33M | $22.3M | 0.12% | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 52.92% | -$6.16M | $5.48M | 0.56% | Jul 16, 2026 |
| Arkadios Wealth Advisors | Reduce 70.30% | -$5.84M | $2.47M | 0.04% | Aug 10, 2026 |
| IMC-Chicago, LLC | Added 273.91% | +$5.76M | $7.87M | 0.00% | Aug 6, 2026 |
| Roehl & Yi Investment Advisors, LLC | Added 139.36% | +$5.68M | $9.76M | 3.21% | Aug 14, 2026 |
| Capital Analysts, LLC | Reduce 51.31% | -$5.56M | $5.28M | 0.12% | Aug 5, 2026 |
| TSFG, LLC | Reduce 49.40% | -$5.37M | $5.5M | 0.69% | Jul 23, 2026 |
| Twin Tree Management, LP | Added 55.59% | +$5.25M | $14.7M | 0.28% | Aug 12, 2026 |
| Wealth Quarterback LLC | Added 38.14% | +$5.22M | $18.9M | 5.84% | Jul 27, 2026 |
| Baird Financial Group, Inc. | Reduce 5.09% | -$5.18M | $96.6M | 0.13% | Aug 12, 2026 |
| Xcelsior Advisor Partners LLC | Added 91.65% | +$4.95M | $10.4M | 1.36% | Aug 14, 2026 |
| Foundations Investment Advisors, LLC | Added 10.45% | +$4.94M | $52.2M | 0.54% | Aug 14, 2026 |
| Modern Wealth Management, LLC | Added 23.07% | +$4.89M | $26.1M | 0.31% | Aug 14, 2026 |
| Bensler, LLC | Reduce 70.08% | -$4.81M | $2.05M | 0.18% | Jul 23, 2026 |
| MacKay Shields LLC | Reduce 15.92% | -$4.69M | $24.8M | 0.83% | Jul 28, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Reduce 10.18% | -$4.61M | $40.7M | 0.14% | Aug 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Reduce 16.14% | -$4.53M | $23.5M | 0.06% | Aug 10, 2026 |
| MMBG Investment Advisors Co. | New Buy | +$4.52M | $4.52M | 0.36% | Aug 10, 2026 |
| Meridian Wealth Advisors, LLC | Added 9.63% | +$4.25M | $48.4M | 5.50% | Aug 14, 2026 |
| Allstate Corp | Sell 100% | -$4.25M | $0 | 0.00% | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Added 59.07% | +$4.22M | $11.4M | 0.56% | Jul 20, 2026 |
| Per Stirling Capital Management, LLC. | Reduce 91.90% | -$4.2M | $371K | 0.04% | Aug 14, 2026 |
| Rathbones Group PLC | Reduce 52.25% | -$4.19M | $3.83M | 0.01% | Jul 23, 2026 |
| 2UniFi Bank | Sell 100% | -$4.18M | $0 | Not reported | Aug 14, 2026 |
| First American Trust, FSB | Reduce 20.34% | -$4.13M | $16.2M | 0.97% | Aug 10, 2026 |
| MML Investors Services, LLC | Added 4.83% | +$4.13M | $89.6M | 0.18% | Aug 7, 2026 |
| Brookwood Investment Group LLC | Added 300.45% | +$4.07M | $5.42M | 0.61% | Jul 23, 2026 |
| Nations Financial Group Inc, /Ia/ | Reduce 87.07% | -$3.96M | $588K | 0.03% | Jul 23, 2026 |
| DWM Financial Group, Inc. | Added 36.06% | +$3.87M | $14.6M | 13.01% | Aug 14, 2026 |
| Eurizon Asset Management Hungary Ltd. | Added 10.59% | +$3.86M | $40.3M | 42.86% | Jul 30, 2026 |
| Nearwater Capital Markets, Ltd | Sell 100% | -$3.83M | $0 | 0.00% | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | Reduce 7.72% | -$3.82M | $45.7M | 0.52% | Aug 5, 2026 |
| Vise Technologies, Inc. | Added 104.13% | +$3.75M | $7.35M | 0.08% | Aug 11, 2026 |
| Keybank National Association | Added 1.34% | +$3.65M | $277M | 0.91% | Jul 28, 2026 |
| Beacon Investment Advisory Services, Inc. | Added 4.88% | +$3.58M | $76.9M | 2.86% | Jul 8, 2026 |
| Boston Research & Management Inc | Reduce 50.00% | -$3.54M | $3.54M | 0.78% | Aug 11, 2026 |
| GFS Advisors, LLC | Added 58.84% | +$3.5M | $9.46M | 0.50% | Aug 13, 2026 |
| LM Advisors LLC | Added 1012.99% | +$3.47M | $3.81M | 0.44% | Aug 12, 2026 |
| Insigneo Advisory Services, LLC | Added 78.56% | +$3.39M | $7.7M | 0.29% | Aug 14, 2026 |
| Equitable Trust Co | Reduce 2.63% | -$3.38M | $125M | 5.22% | Jul 23, 2026 |
| Cibc World Market Inc. | Reduce 12.31% | -$3.32M | $23.6M | 0.04% | Aug 13, 2026 |
| Sage Rhino Capital LLC | Reduce 21.22% | -$3.12M | $11.6M | 1.88% | Aug 3, 2026 |
| Compagnie Lombard Odier SCmA | Added 80.26% | +$3.11M | $6.99M | 0.08% | Jul 29, 2026 |
| KM Capital Management Ltd. | New Buy | +$3.08M | $3.08M | 1.45% | Aug 17, 2026 |
| JB Capital LLC | Added 29.39% | +$3.02M | $13.3M | 0.46% | Jul 29, 2026 |
| LaSalle St. Investment Advisors, LLC | Added 34.80% | +$3.01M | $11.7M | 1.43% | Aug 11, 2026 |
| Foguth Wealth Management, LLC. | Added 249.65% | +$2.92M | $4.1M | 0.47% | Jul 21, 2026 |
| Camden National Bank | Added 42.80% | +$2.87M | $9.58M | 1.25% | Jul 31, 2026 |
| Anderson Hoagland & Co | Reduce 4.70% | -$2.86M | $58.1M | 4.56% | Jul 6, 2026 |
| CENTRAL TRUST Co | Reduce 4.03% | -$2.82M | $67M | 1.21% | Jul 31, 2026 |
| LOM Asset Management Ltd | Sell 100% | -$2.78M | $0 | 0.00% | Aug 4, 2026 |
| Lineweaver Wealth Advisors, LLC | Reduce 39.45% | -$2.73M | $4.19M | 0.50% | Jul 9, 2026 |