Who owns IAUUSD?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IAUUSD from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 415,924 shares of IAUUSD worth $31.1M; the largest disclosed holder is PARTNERS CAPITAL INVESTMENT GROUP, LLP. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$31.1M
value, 2026 filers
415,924
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IAUUSD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 397,825 | $30.0M | 1.1% | — | -2.1% |
| 2 | Sterling Investment Advisors, Ltd. | 4,352 | $328,620 | 0.1% | — | 0.0% |
| 3 | JOHN G ULLMAN & ASSOCIATES INCNEW | 4,004 | $302,342 | 0.0% | — | new |
| 4 | A. D. Beadell Investment Counsel, Inc. | 3,600 | $271 | 0.2% | — | 0.0% |
| 5 | Spire Wealth Management | 3,057 | $234,594 | 0.0% | — | +11.1% |
| 6 | RMG Wealth Management LLCNEW | 1,147 | $95,178 | 0.0% | — | new |
| 7 | OGOREK ANTHONY JOSEPH /NY/ /ADVNEW | 672 | $50 | 0.0% | — | new |
| 8 | Your Advocates Ltd., LLP | 526 | $39,718 | 0.0% | — | -35.6% |
| 9 | Byrne Asset Management LLC | 440 | $33,224 | 0.0% | — | 0.0% |
| 10 | Brooklyn FI, LLCNEW | 300 | $23,307 | 0.0% | — | new |
| 11 | HUNTINGTON NATIONAL BANK | 1 | $18 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.