Filing Research | iShares Gold Trust ETF Institutional Holdings

Snapshot holdings

50 / 672 loaded

#		Instrument	quantity
1	EQUITABLE TRUST CO	Shares	1.7MSH	$125.2M
2	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.0MSH	$76.9M
3	FORBES J M & CO LLP	Shares	911.7KSH	$68.8M
4	ANDERSON HOAGLAND & CO	Shares	769.7KSH	$58.1M
5	Narwhal Capital Management	Shares	672.1KSH	$50.7M
6	EverSource Wealth Advisors, LLC	Shares	655.4KSH	$49.5M
7	GenWealth Group, Inc.	Shares	636.5KSH	$48.1M
8	Envestnet Portfolio Solutions, Inc.	Shares	575.9KSH	$43.5M
9	Strategic Point Investment Advisors, LLC	Shares	555.2KSH	$41.9M
10	IFP Advisors, Inc	Shares	555.1KSH	$41.9M
11	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	500.4KSH	$37.8M
12	Blue Trust, Inc.	Shares	460.5KSH	$34.8M
13	Merit Financial Group, LLC	Shares	448.2KSH	$33.8M
14	BFSG, LLC	Shares	398.0KSH	$30.1M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	587.7KSH	$29.4M
16	TRUE Private Wealth Advisors	Shares	389.3KSH	$29.4M
17	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	353.6KSH	$26.7M
18	Chemistry Wealth Management LLC	Shares	346.1KSH	$26.1M
19	Mader & Shannon Wealth Management, Inc.	Shares	334.1KSH	$25.2M
20	CHATHAM CAPITAL GROUP, INC.	Shares	312.4KSH	$23.6M
21	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	307.1KSH	$23.2M
22	AllGen Financial Advisors, Inc.	Shares	306.2KSH	$23.1M
23	BALDWIN WEALTH PARTNERS LLC/MA	Shares	301.7KSH	$22.8M
24	Farther Finance Advisors, LLC	Shares	299.9KSH	$22.6M
25	China Universal Asset Management Co., Ltd.	Shares	297.9KSH	$22.5M
26	Cardinal Point Capital Management ULC	Shares	295.3KSH	$22.3M
27	FIFTH THIRD SECURITIES, INC.	Shares	289.3KSH	$21.8M
28	Mirae Asset Global Investments Co., Ltd.	Shares	283.7KSH	$21.4M
29	JAMES INVESTMENT RESEARCH, INC.	Shares	282.0KSH	$21.3M
30	Wallington Asset Management, LLC	Shares	280.5KSH	$21.2M
31	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	265.3KSH	$20.0M
32	Brookstone Capital Management	Shares	258.3KSH	$19.5M
33	Pictet North America Advisors SA	Shares	248.0KSH	$18.7M
34	Cyndeo Wealth Partners, LLC	Shares	247.1KSH	$18.7M
35	CPA Asset Management Group, LLC	Shares	240.9KSH	$18.2M
36	Leonard Rickey Investment Advisors P.L.L.C.	Shares	223.5KSH	$16.9M
37	Forza Wealth Management, LLC	Shares	216.9KSH	$16.4M
38	NorthCrest Asset Manangement, LLC	Shares	205.9KSH	$16.0M
39	Wealth Management Partners, LLC	Shares	177.8KSH	$13.4M
40	Legend Financial Advisors, Inc.	Shares	177.0KSH	$13.4M
41	Upper Left Wealth Management, LLC	Shares	165.5KSH	$12.5M
42	Stonebridge Financial Group, LLC	Shares	165.2KSH	$12.5M
43	Mesirow Financial Investment Management, Inc.	Shares	161.0KSH	$12.2M
44	STEPHEN J. GARRY & ASSOCIATES, LLC	Shares	160.5KSH	$12.1M
45	SAPIENT CAPITAL LLC	Shares	158.8KSH	$12.0M
46	Apollon Wealth Management, LLC	Shares	157.7KSH	$11.9M
47	Grove Bank & Trust	Shares	156.6KSH	$11.8M
48	Parkside Investments, LLC	Shares	151.9KSH	$11.5M
49	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	150.6KSH	$11.4M
50	Morton Capital Management LLC/CA	Shares	150.1KSH	$11.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 720 loaded

#		Instrument
1	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+181.1K	+$12.1M	$23.2M
2	TRUE Private Wealth Advisors added	Shares	+183.6K	+$11.3M	$29.4M
3	True North Advisors, LLC new	Shares	+87.6K	+$6.6M	$6.6M
4	Brookwood Investment Group LLC added	Shares	+53.9K	+$3.8M	$5.4M
5	J.W. COLE ADVISORS, INC. new	Shares	+46.9K	+$3.5M	$3.5M
6	Forthright Family Wealth Advisory LLC new	Shares	+45.1K	+$3.4M	$3.4M
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+55.9K	+$3.0M	$11.4M
8	Foguth Wealth Management, LLC. added	Shares	+38.8K	+$2.8M	$4.1M
9	STRATEGIC INVESTMENT MANAGEMENT, LLC new	Shares	+33.2K	+$2.5M	$2.5M
10	Brookwood Investment Group LLC added	CALL	+34.6K	+$2.0M	$6.2M
11	Plancorp, LLC new	Shares	+20.5K	+$1.5M	$1.5M
12	Golden State Wealth Management, LLC added	Shares	+21.1K	+$1.5M	$2.3M
13	Deane Retirement Strategies, Inc. added	Shares	+33.1K	+$1.4M	$9.3M
14	MISSION WEALTH MANAGEMENT, LP added	Shares	+18.7K	+$1.2M	$2.6M
15	Skyline Advisors, Inc. added	Shares	+17.2K	+$1.1M	$2.7M
16	Mosley Wealth Management added	Shares	+9.8K	+$841.8K	$3.5M
17	Roger Wittlin Investment Advisory, LLC added	Shares	+15.5K	+$811.5K	$3.3M
18	GUIDANCE CAPITAL, INC added	Shares	+13.8K	+$763.3K	$2.9M
19	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+7.6K	+$571.5K	$571.5K
20	GREENWOOD GEARHART LLC new	Shares	+7.5K	+$564.7K	$564.7K
21	NWAM LLC added	Shares	+9.9K	+$557.3K	$1.9M
22	WESPAC Advisors SoCal, LLC added	Shares	+17.0K	+$535.4K	$5.7M
23	Redhawk Wealth Advisors, Inc. added	Shares	+9.8K	+$512.5K	$2.1M
24	CWA Asset Management Group, LLC added	Shares	+8.2K	+$501.7K	$1.3M
25	OLD NATIONAL BANCORP /IN/ added	Shares	+10.3K	+$484.8K	$2.5M
26	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+6.3K	+$474.3K	$474.3K
27	Independence Bank of Kentucky added	Shares	+5.7K	+$419.2K	$498.5K
28	RFG Advisory, LLC added	Shares	+10.3K	+$412.0K	$2.9M
29	Archford Capital Strategies, LLC added	Shares	+5.8K	+$398.5K	$683.3K
30	FSM Wealth Advisors, LLC added	Shares	+6.5K	+$385.5K	$1.1M
31	Balefire, LLC new	Shares	+5.1K	+$383.8K	$383.8K
32	BDFS Capital LLC added	Shares	+5.7K	+$373.4K	$752.5K
33	JOHNSON INVESTMENT COUNSEL INC added	Shares	+10.2K	+$365.5K	$3.2M
34	Archer Investment Management, LLC added	Shares	+7.9K	+$340.2K	$2.1M
35	CJM Wealth Advisers, Ltd. added	Shares	+6.6K	+$338.8K	$1.5M
36	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+21.6K	+$312.6K	$9.5M
37	55 North Private Wealth, LLC new	Shares	+3.9K	+$292.2K	$292.2K
38	DLK Investment Management, LLC new	Shares	+6.6K	+$291.7K	$291.7K
39	Verum Partners LLC new	Shares	+3.8K	+$290.5K	$290.5K
40	PARTHENON LLC new	Shares	+3.7K	+$279.4K	$279.4K
41	Carroll Advisory Group, LLC new	Shares	+3.3K	+$249.3K	$249.3K
42	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+4.9K	+$244.3K	$1.2M
43	Vanguard Capital Wealth Advisors new	Shares	+3.0K	+$227.6K	$227.6K
44	Pachira Investments Inc. added	Shares	+5.3K	+$226.4K	$1.4M
45	Encompass More Asset Management new	Shares	+3.0K	+$224.1K	$224.1K
46	ASPIRIANT, LLC added	Shares	+4.2K	+$202.5K	$1.0M
47	Mayflower Financial Advisors, LLC added	Shares	+6.0K	+$196.5K	$2.0M
48	Bison Wealth, LLC added	Shares	+5.2K	+$190.7K	$2.1M
49	Systelligence, LLC added	Shares	+8.3K	+$178.4K	$3.3M
50	Provenance Wealth Advisors, LLC added	Shares	+4.5K	+$147.8K	$1.5M

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