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Ishares Gold Trust (IAUUSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$339.9K (+$11.3K)
Filed 2026-10-27
John G Ullman & Associates Inc
DECREASED
Shares3,972 from 4,004
Change-32 (-1%)
Value$310.2K (+$7.9K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares3,810 from 3,057
Change+753 (+25%)
Value$297.6K (+$63.0K)
Filed 2026-10-30
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$281 (+$10)
Filed 2026-10-14
Your Advocates Ltd., LLP
INCREASED
Shares1,073 from 526
Change+547 (+104%)
Value$83.8K (+$44.1K)
Filed 2026-11-03
Byrne Asset Management LLC
DECREASED
Shares400 from 440
Change-40 (-9%)
Value$31.4K (-$1.8K)
Filed 2026-10-06
RMG Wealth Management LLC
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$95.2K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$23.3K)
Filed 2026-11-05
Partners Capital Investment Group, LLP
N/A
Shares— from 397,825
Change-397,825 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 672
Change-672 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sterling Investment Advisors, Ltd.
UNCHANGED4,3524,35200%$328.6K$339.9K+$11.3K2026-10-27
John G Ullman & Associates Inc
DECREASED3,9724,004-32-1%$302.3K$310.2K+$7.9K2026-11-04
Spire Wealth Management
INCREASED3,8103,057+753+25%$234.6K$297.6K+$63.0K2026-10-30
A. D. Beadell Investment Counsel, Inc.
UNCHANGED3,6003,60000%$271$281+$102026-10-14
Your Advocates Ltd., LLP
INCREASED1,073526+547+104%$39.7K$83.8K+$44.1K2026-11-03
Byrne Asset Management LLC
DECREASED400440-40-9%$33.2K$31.4K-$1.8K2026-10-06
RMG Wealth Management LLC
CLOSED01,147-1,147-100%$95.2K$0-$95.2K2026-10-26
Brooklyn FI, LLC
CLOSED0300-300-100%$23.3K$0-$23.3K2026-11-05
Partners Capital Investment Group, LLP
N/A—397,825-397,825-100%$30.0M———
Ogorek Anthony Joseph
N/A—672-672-100%$50———
Huntington National Bank
N/A—1-1-100%$18———
Showing 11 of 11 institutions