Public record / Tickers / IAU

IAU — ISHARES GOLD TRUST

Both disclosure regimes on one name: who in Congress filed about IAU, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming IAU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-03
filed 2022-03-03
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Donald S. Beyer, Jr. · $15.0K–$50.0K

Purchase · traded 2020-02-14 → filed 2020-02-22. Ranked over every IAU row by the provable lower bound, never a point estimate.

No member disclosed IAU in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated IAU rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IAU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IAU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-03-03Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 02-28 +3d$1K–$15K
2021-09-02Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 08-05 +28d$1K–$15K
2021-04-01Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 03-11 +21d$1K–$15K
2020-12-01Donald S. Beyer, Jr. D–VA-8Purchase · JT (jointly owned)Traded 11-03 +28d$1K–$15K
2020-08-09Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 07-14 +26d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in IAU

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed IAU in the trailing 12 months.

Congress ↔ notable managers · IAU

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Gotham Asset Management $65.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ISHARES GOLD TR

Merged timeline of congressional filings and notable-manager moves on IAU
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−45,461 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IAU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BANK OF AMERICA CORP /DE/$2.7B1
2MORGAN STANLEY$2.1B1
3UBS Group AG$1.3B1
4FMR LLC$1.3B1
5WELLS FARGO & COMPANY/MN$1.2B1
6ENVESTNET ASSET MANAGEMENT INC$804M1
7BlackRock, Inc.$800M1
8CITIGROUP INC$628M1
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$569M1
10RAYMOND JAMES FINANCIAL INC$520M1
11Empower Advisory Group, LLC$476M1
12ALLIANCEBERNSTEIN L.P.$474M1
13TRUIST FINANCIAL CORP$471M1
14NORTHERN TRUST CORP$466M1
15HRTG GPE, LLC$397M1
16ROYAL BANK OF CANADA$337M1
17HighTower Advisors, LLC$292M1
18COMMONWEALTH EQUITY SERVICES, LLC$289M1
19Cerity Partners LLC$284M1
20CIBC Bancorp USA Inc.$238M1
21AlTi Global, Inc.$202M1
22STIFEL FINANCIAL CORP$197M1
23Proficio Capital Partners LLC$183M1
24Permanens Capital L.P.$179M1
25Rockefeller Capital Management L.P.$175M1
26Alaska Permanent Fund Corp$171M1
27OSAIC HOLDINGS, INC.$163M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$159M1
29Cresset Asset Management, LLC$156M1
30Arnhold LLC$155M1
31CHARLES SCHWAB INVESTMENT MANAGEMENT INC$145M1
32TOCQUEVILLE ASSET MANAGEMENT L.P.$144M1
33Chevy Chase Trust Holdings, LLC$139M1
34Pennsylvania State University$139M1
35MOON CAPITAL MANAGEMENT LP$137M1
36SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$134M1
37MAINSTAY CAPITAL MANAGEMENT LLC /ADV$132M1
38Mariner, LLC$126M1
39Cetera Investment Advisers$125M1
40CITADEL ADVISORS LLC$120M1
41Heck Capital Advisors, LLC$119M1
42Baird Financial Group, Inc.$119M1
43ALLIANZ SE$119M1
44Blue Trust, Inc.$116M1
45MML INVESTORS SERVICES, LLC$108M1
46EMORY UNIVERSITY$104M1
47TWIN FOCUS CAPITAL PARTNERS, LLC$102M1
48Focus Partners Wealth$99.1M1
49FRANKLIN RESOURCES INC$97.6M1
50Dynasty Wealth Management, LLC$89.2M1
51DEUTSCHE BANK AG\$88.0M1
52Mirae Asset Global Investments Co., Ltd.$86.6M1
53BEACON INVESTMENT ADVISORY SERVICES, INC.$85.7M1
54Sanctuary Advisors, LLC$83.8M1
55CENTRAL TRUST Co$81.5M1
56MAI Capital Management$81.0M1
57Tanglewood Wealth Management, Inc.$80.9M1
58Vident Advisory, LLC$80.0M1
59Quadrature Capital Ltd$74.9M1
60OneDigital Investment Advisors LLC$74.6M1
61Creative Planning$74.5M1
62ASSETMARK, INC$74.3M1
63FIFTH THIRD BANCORP$72.5M1
64Circle Wealth Management, LLC$72.2M1
65ANDERSON HOAGLAND & CO$71.2M1
66ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$68.9M1
67Asset Management One Co., Ltd.$68.7M1
68CWM, LLC$67.6M1
69VCU Investment Management Co$67.2M1
70National Philanthropic Trust$67.0M1
71Gotham Asset Management, LLC$65.3M1
72CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$65.3M1
73NewEdge Advisors, LLC$64.5M1
74IEQ CAPITAL, LLC$63.0M1
75MERCER GLOBAL ADVISORS INC /ADV$60.2M1
76Oxbow Advisors, LLC$60.0M1
77Narwhal Capital Management$59.2M1
78AXXCESS WEALTH MANAGEMENT, LLC$59.2M1
79Biltmore Family Office, LLC$58.4M1
80BOK Financial Private Wealth, Inc.$58.2M1
81Capital Asset Advisory Services LLC$58.1M1
82Kestra Advisory Services, LLC$56.7M1
83Steward Partners Investment Advisory, LLC$56.4M1
84FOUNDATIONS INVESTMENT ADVISORS, LLC$55.4M1
85GenWealth Group, Inc.$55.1M1
86HSBC HOLDINGS PLC$55.0M1
87Evercore Wealth Management, LLC$54.7M1
88NATIONAL BANK OF CANADA /FI/$53.3M1
89Merit Financial Group, LLC$53.0M1
90Meridian Wealth Advisors, LLC$51.6M1
91Stratos Wealth Partners, LTD.$49.9M1
92Envestnet Portfolio Solutions, Inc.$48.3M1
93STUART INVESTMENT ADVISORS, INC.$48.2M1
94Strategic Point Investment Advisors, LLC$47.1M1
95BLAIR WILLIAM & CO/IL$46.7M1
96AlphaCore Capital LLC$45.6M1
97Equitable Holdings, Inc.$45.2M1
98Pictet Asset Management Holding SA$44.8M1
99ACORN FINANCIAL ADVISORY SERVICES INC /ADV$42.6M1
100Eurizon Asset Management Hungary Ltd.$42.5M1
101Beacon Pointe Advisors, LLC$41.4M1
102TD Waterhouse Canada Inc.$40.9M1
103Capital Group Private Client Services, Inc.$40.4M1
104LIFE LINE WEALTH MANAGEMENT LLC$38.1M1
105Argos Wealth Advisors, LLC$37.9M1
106Fielder Capital Group LLC$37.9M1
107BANK OF MONTREAL /CAN/$37.9M1
108WESCAP Management Group, Inc.$37.8M1
109SAGESPRING WEALTH PARTNERS, LLC$35.2M1
110VPR Management LLC$34.9M1
111WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$34.7M1
112MACKAY SHIELDS LLC$34.4M1
113BFSG, LLC$34.1M1
114FOURPATH CAPITAL MANAGEMENT, LLC$34.1M1
115West Family Investments, Inc.$34.1M1
116Independent Family Office, LLC$32.9M1
117JANE STREET GROUP, LLC$32.8M1
118Bank Julius Baer & Co. Ltd, Zurich$32.8M1
119Chemistry Wealth Management LLC$32.2M1
120Corient Private Wealth LLC$31.9M1
121CIBC WORLD MARKET INC.$31.5M1
122Concurrent Investment Advisors, LLC$31.3M1
123FIRST FOUNDATION ADVISORS$30.7M1
124Orion Porfolio Solutions, LLC$30.4M1
125Kingsview Wealth Management, LLC$30.3M1
126Summit Trail Advisors, LLC$30.2M1
127Perigon Wealth Management, LLC$30.2M1
128New Harbor Financial Group, LLC$30.1M1
129Mader & Shannon Wealth Management, Inc.$29.4M1
130MGO ONE SEVEN LLC$29.3M1
131Dakota Wealth Management$29.0M1
132Parcion Private Wealth LLC$29.0M1
133Avestar Capital, LLC$28.9M1
134CHATHAM CAPITAL GROUP, INC.$28.6M1
135LEAVELL INVESTMENT MANAGEMENT, INC.$28.5M1
136World Investment Advisors$28.1M1
137VCI Wealth Management LLC$28.0M1
138Checchi Capital Advisers, LLC$27.9M1
139Summit Financial, LLC$27.1M1
140Cardinal Point Capital Management ULC$26.7M1
141AMG National Trust Bank$26.7M1
142Vision Capital Management, Inc.$26.6M1
143BALDWIN WEALTH PARTNERS LLC/MA$26.0M1
144OPPENHEIMER ASSET MANAGEMENT INC.$25.9M1
145Modern Wealth Management, LLC$25.2M1
146JAMES INVESTMENT RESEARCH, INC.$25.1M1
147Coastal Bridge Advisors, LLC$25.0M1
148COMMERCE BANK$24.7M1
149Ashton Thomas Private Wealth, LLC$24.4M1
150STEPHENS INC /AR/$24.1M1
151Cypress Capital Group$24.0M1
152Savvy Advisors, Inc.$23.3M1
153Allworth Financial LP$22.9M1
154Brookstone Capital Management$22.5M1
155Cercano Management LLC$22.4M1
156OpenArc Corporate Advisory, LLC$22.4M1
157Pictet North America Advisors SA$21.9M1
158Cyndeo Wealth Partners, LLC$21.8M1
159SIGMA INVESTMENT COUNSELORS INC$21.8M1
160Hamilton Wealth, LLC$21.8M1
161UMB Bank, n.a.$21.7M1
162US BANCORP \DE\$21.6M1
163M&T BANK CORP$21.3M1
164SOFI WEALTH, LLC$21.3M1
165Mill Creek Capital Advisors, LLC$21.2M1
166TruWealth Advisors, LLC$21.2M1
167EVOLVE PRIVATE WEALTH, LLC$21.2M1
168Timber Creek Capital Management LLC$21.2M1
169CPA Asset Management Group, LLC$20.9M1
170BCWM, LLC$20.9M1
171Norris Financial Group, LLC$20.9M1
172Sterling Financial Planning, Inc.$20.7M1
173Faithward Advisors, LLC$20.6M1
174Private Advisor Group, LLC$20.4M1
175Sigma Planning Corp$19.9M1
176&PARTNERS$19.6M1
177JSF Financial, LLC$19.0M1
178EVOKE WEALTH, LLC$18.8M1
179Verger Capital Management LLC$18.8M1
180Leonard Rickey Investment Advisors P.L.L.C.$18.7M1
181BROWN ADVISORY INC$18.7M1
182NorthCrest Asset Manangement, LLC$18.7M1
183PRUDENTIAL PLC$18.7M1
184Lifeworks Advisors, LLC$18.4M1
185HB Wealth Management, LLC$18.2M1
186TRUE Private Wealth Advisors$18.1M1
187Hamilton Point Investment Advisors, LLC$18.1M1
188DT Investment Partners, LLC$17.9M1
189CSS LLC/IL$17.6M1
190AE Wealth Management LLC$17.6M1
191HOWLAND CAPITAL MANAGEMENT LLC$17.5M1
192Forza Wealth Management, LLC$17.4M1
193SAGE RHINO CAPITAL LLC$17.2M1
194White Lighthouse Investment Management Inc.$17.1M1
195KESTRA PRIVATE WEALTH SERVICES, LLC$17.1M1
196Greenline Partners, LLC$16.8M1
197Purkiss Capital Advisors LLC$16.5M1
198AQR CAPITAL MANAGEMENT LLC$16.4M1
199Advocacy Wealth Management, LLC$16.3M1
200Resonant Capital Advisors, LLC$16.3M1
201Three Bridge Wealth Advisors, LLC$16.3M1
202Wealth Management Partners, LLC$16.1M1
203Private Harbour Investment Management & Counsel, LLC$16.0M1
204Van Hulzen Asset Management, LLC$16.0M1
205Wealth Quarterback LLC$16.0M1
206Prospera Financial Services Inc$15.8M1
207Kaydan Wealth Management, Inc.$15.7M1
208Regency Capital Management Inc.\DE$15.5M1
209Legend Financial Advisors, Inc.$15.5M1
210NTV ASSET MANAGEMENT LLC$15.5M1
211Atria Investments, Inc$15.4M1
212Clear Harbor Asset Management, LLC$15.4M1
213BRAVE ASSET MANAGEMENT INC$15.2M1
214EFG International AG$15.1M1
215Apollon Wealth Management, LLC$14.8M1
216RFG Advisory, LLC$14.8M1
217Well Done, LLC$14.8M1
218Stonebridge Financial Group, LLC$14.6M1
219Beacon Harbor Wealth Advisors, Inc.$14.6M1
220UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.3M1
221Spectrum Asset Management, Inc. (NB/CA)$14.1M1
222STEPHEN J. GARRY & ASSOCIATES, LLC$14.1M1
223Mesirow Financial Investment Management, Inc.$14.0M1
224Upper Left Wealth Management, LLC$14.0M1
225NOMURA ASSET MANAGEMENT CO LTD$13.9M1
226Broussard Financial Group LLC$13.9M1
227Patriot Financial Group Insurance Agency, LLC$13.6M1
228Sowell Financial Services LLC$13.6M1
229BSW Wealth Partners$13.5M1
230Morton Capital Management LLC/CA$13.4M1
231Signet Investment Advisory Group, Inc.$13.3M1
232E Fund Management Co., Ltd.$13.2M1
233Harbour Wealth Management Group, Inc.$13.2M1
234MinichMacGregor Wealth Management, LLC$13.2M1
235ROGCO, LP$13.0M1
236SAPIENT CAPITAL LLC$13.0M1
237Grove Bank & Trust$12.9M1
238Wills Financial Group LLC$12.9M1
239FLPUTNAM INVESTMENT MANAGEMENT CO$12.9M1
240Marino Management, LLC$12.7M1
241Bulltick Wealth Management, LLC$12.5M1
242DSG Capital Advisors, LLC$12.5M1
243SEEDS INVESTOR LLC$12.4M1
244Pathstone Holdings, LLC$12.3M1
245Spire Wealth Management$12.1M1
246JB Capital LLC$12.0M1
247LifePlan Financial, LLC$11.9M1
248Ascent Group, LLC$11.9M1
249FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$11.8M1
250Highland Financial Advisors, LLC$11.8M1
251Topor & Co. Korea$11.7M1
252Shepherd Financial Partners LLC$11.7M1
253Bigelow Investment Advisors, LLC$11.6M1
254JNBA Financial Advisors$11.5M1
255Townsend & Associates, Inc$11.4M1
256Vernal Point Advisors, LLC$11.4M1
257NewEdge Wealth, LLC$11.4M1
258MFA WEALTH ADVISORS, LLC$11.4M1
259IHT Wealth Management, LLC$11.4M1
260Roehl & Yi Investment Advisors, LLC$11.3M1
261Omnia Family Wealth, LLC$11.2M1
262Gerber Kawasaki Wealth & Investment Management$11.2M1
263Impact Investors, Inc$11.1M1
264Sumitomo Mitsui DS Asset Management Company, Ltd$11.1M1
265INDEPENDENT FINANCIAL GROUP, LLC$11.1M1
266Ariston Services Group$11.1M1
267Twin Tree Management, LP$11.0M1
268RENAISSANCE TECHNOLOGIES LLC$10.9M1
269CLEAR WAVE WEALTH MANAGEMENT LLC$10.9M1
270LifeWealth Investments, LLC$10.9M1
271MERIDIAN INVESTMENT COUNSEL INC.$10.8M1
272MBA Advisors LLC$10.7M1
273Oasis Advisors, LLC$10.7M1
274OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$10.6M1
275Exit Wealth Advisors, LLC.$10.6M1
276Compound Planning, Inc.$10.6M1
277VestGen Advisors, LLC$10.6M1
278AVAII WEALTH MANAGEMENT, LLC$10.6M1
279SFM, LLC$10.5M1
280Arlington Capital Management, Inc.$10.5M1
281Rakuten Investment Management, Inc.$10.5M1
282WEALTHSPAN PARTNERS, LLC$10.4M1
283Stablepoint Partners, LLC$10.4M1
284Baker Avenue Asset Management, LP$10.3M1
285Lido Advisors, LLC$10.2M1
286Stonehage Fleming Financial Services Holdings Ltd$10.2M1
287Southeast Asset Advisors, LLC$10.2M1
288Vivaldi Capital Management LP$10.2M1
289DIVERSIFY WEALTH MANAGEMENT, LLC$10.1M1
290LaSalle St. Investment Advisors, LLC$10.1M1
291Amundi$10.1M1
292Prairie Wealth Advisors, Inc.$10.1M1
293Plum Street Advisors, LLC$9.9M1
294Cauble & Harre Wealth Management, Inc.$9.8M1
295CPR Investments Inc.$9.6M1
296Waverly Advisors, LLC$9.6M1
297Waterloo Capital, L.P.$9.6M1
298Towneley Capital Management, Inc / DE$9.6M1
299Callan Family Office, LLC$9.5M1
300Raub Brock Capital Management LP$9.5M1
301Clear Creek Financial Management, LLC$9.4M1
302Braeburn Wealth Management LLC$9.4M1
303Rehmann Capital Advisory Group$9.4M1
304PRINCIPAL SECURITIES, INC.$9.4M1
305Accretive Wealth Partners, LLC$9.3M1
306Ackerman Capital Advisors, LLC$9.3M1
307Wealth Care LLC$9.3M1
308Pekin Hardy Strauss, Inc.$9.2M1
309FIDUCIARY FINANCIAL GROUP, LLC$9.2M1
310U.S. Capital Wealth Advisors, LLC$9.1M1
311SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.9M1
312WealthCare Investment Partners, LLC$8.9M1
313Bauman Advisory Group, LLC$8.9M1
314WEALTH ALLIANCE, LLC$8.9M1
315Maltin Wealth Management, Inc.$8.9M1
316Battery Global Advisors, LLC$8.9M1
317Ballentine Partners, LLC$8.9M1
318OKABENA INVESTMENT SERVICES INC$8.8M1
319DCF Advisers, LLC$8.8M1
320Bull Oak Capital, LLC$8.8M1
321ABLE Financial Group, LLC$8.8M1
322Summit Place Financial Advisors, LLC$8.7M1
323Quantinno Capital Management LP$8.6M1
324CAPITAL ADVISORS INC/OK$8.6M1
325Arax Advisory Partners$8.6M1
326GFS Advisors, LLC$8.5M1
327Apeiron RIA LLC$8.4M1
328KITCHING PARTNERS, LLC$8.4M1
329C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$8.3M1
330PATTON FUND MANAGEMENT, INC.$8.3M1
331Blueprint Investment Partners LLC$8.3M1
332CHOREO, LLC$8.2M1
333Cranbrook Wealth Management, LLC$8.2M1
334LARCH CAPITAL PARTNERS LLC$8.2M1
335Lineweaver Wealth Advisors, LLC$8.1M1
336GREAT VALLEY ADVISOR GROUP, INC.$8.1M1
337American Investment Services, Inc.$8.0M1
338JMAC ENTERPRISES LLC$8.0M1
339Bensler, LLC$8.0M1
340D L CARLSON INVESTMENT GROUP INC$8.0M1
341LIFELONG WEALTH ADVISORS, INC.$8.0M1
342Sharkey, Howes & Javer$7.9M1
343TABLEAUX LLC$7.9M1
344Pacific Capital Wealth Advisors, Inc.$7.8M1
345Kure Advisory, LLC$7.8M1
346BECK CAPITAL MANAGEMENT, LLC$7.8M1
347RiverGlades Family Offices LLC$7.8M1
348TriaGen Wealth Management LLC$7.8M1
349Madden Advisory Services, Inc.$7.7M1
350MA Private Wealth$7.7M1
351WELCH & FORBES LLC$7.7M1
352Inscription Capital, LLC$7.6M1
353Blueprint Financial Advisors LLC$7.5M1
354NavPoint Financial, Inc.$7.4M1
355Rochester Wealth Strategies, LLC$7.4M1
356Tikvah Management LLC$7.2M1
357Sage Investment Advisers LLC$7.2M1
358Choate Investment Advisors$7.2M1
359SteelPeak Wealth, LLC$7.2M1
360Fearless Solutions, LLC dba Best Invest$7.2M1
361DELTA FINANCIAL ADVISORS LLC$7.2M1
362Discipline Wealth Solutions, LLC$7.1M1
363SCOTIA CAPITAL INC.$7.1M1
364Briaud Financial Planning Inc$7.1M1
365Financial Sense Advisors, Inc.$7.1M1
366NOTTINGHAM ADVISORS, INC.$7.1M1
367Sequoia Financial Advisors, LLC$7.1M1
368FIDUCIARY TRUST CO$7.1M1
369O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.0M1
370Bellwether Advisors, LLC$7.0M1
371Triad Wealth Partners, LLC$7.0M1
372SageGuard Financial Group, LLC$7.0M1
373CCG WEALTH MANAGEMENT, LLC$6.9M1
374Sepio Capital, LP$6.8M1
375Leslie Global Wealth, LLC$6.8M1
376Vestmark Advisory Solutions, Inc.$6.7M1
377Evelyn Partners Asset Management Ltd$6.7M1
378Resona Asset Management Co.,Ltd.$6.7M1
379Firestone Capital Management$6.7M1
380LPL Financial LLC$6.7M1
381Gradient Investments LLC$6.6M1
382Independent Advisor Alliance$6.6M1
383Hilltop National Bank$6.6M1
384Knollwood Investment Advisory, LLC$6.6M1
385INSIGNEO ADVISORY SERVICES, LLC$6.6M1
386waypoint wealth counsel$6.6M1
387Fifth Third Wealth Advisors LLC$6.6M1
388Pacific Park Financial, Inc.$6.5M1
389WCG Wealth Advisors LLC$6.5M1
390Apollon Financial, LLC$6.5M1
391Argentarii, LLC$6.5M1
392EQ LLC$6.5M1
393Focus Partners Advisor Solutions, LLC$6.5M1
394Vontobel Holding Ltd.$6.5M1
395Marex Group Ltd$6.4M1
396D.A. DAVIDSON & CO.$6.4M1
397Fermata Advisors, LLC$6.3M1
398Pinnacle Financial Partners, Inc.$6.3M1
399Excelsior Advisor Network LLC$6.3M1
400Everest Financial Group LLC$6.2M1
401Gibson Capital, LLC$6.2M1
402Plan Group Financial, LLC$6.1M1
403Pacific Point Advisors, LLC$6.1M1
404Guardian Wealth Management, LLC$6.0M1
405Family Manage LLC$6.0M1
406Financial Alternatives, Inc$6.0M1
407Mutual Advisors, LLC$5.9M1
408CASTLE WEALTH MANAGEMENT LLC$5.9M1
409Beacon Bridge Wealth Partners, LLC$5.9M1
410Chicago Partners Investment Group LLC$5.8M1
411Wealthfront Advisers LLC$5.8M1
412Vise Technologies, Inc.$5.8M1
413FINANCIAL MANAGEMENT NETWORK INC$5.8M1
414Alvarez & Marsal Private Wealth Partners, LLC$5.7M1
415LEVEL FOUR ADVISORY SERVICES, LLC$5.7M1
416CI INVESTMENTS INC.$5.7M1
417Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$5.7M1
418Amplius Wealth Advisors, LLC$5.7M1
419Altiora Financial Group, LLC$5.7M1
420REGIONS FINANCIAL CORP$5.6M1
421Modera Wealth Management, LLC$5.6M1
422Garde Capital, Inc.$5.6M1
423Advisory Alpha, LLC$5.5M1
424Westover Capital Advisors, LLC$5.5M1
425SGL Investment Advisors, Inc.$5.4M1
426Ausdal Financial Partners, Inc.$5.4M1
427One Capital Management, LLC$5.4M1
428Per Stirling Capital Management, LLC.$5.3M1
429Smith Thornton Advisors LLC$5.3M1
430Ridge Creek Global, Inc$5.3M1
431Red Door Wealth Management, LLC$5.2M1
432WESPAC Advisors SoCal, LLC$5.2M1
433Allie Family Office LLC$5.2M1
434Emerald Investment Advisers, LLC$5.2M1
435ELEVATION POINT WEALTH PARTNERS, LLC$5.2M1
436HUB Investment Partners, LLC$5.1M1
437Sovran Advisors, LLC$5.0M1
438Snowden Capital Advisors LLC$5.0M1
439FIDELIS CAPITAL PARTNERS, LLC$5.0M1
440Trademark Financial Management, LLC$5.0M1
441Park Edge Advisors, LLC$4.9M1
442EP Wealth Advisors, LLC$4.8M1
443Banque Cantonale Vaudoise$4.8M1
444Global Wealth Management, LLC$4.8M1
445Avior Wealth Management, LLC$4.7M1
446Cushing Capital Partners, LLC$4.7M1
447Elevated Financial Group LLC$4.7M1
448Ameritas Advisory Services, LLC$4.7M1
449Insight Wealth Partners, LLC$4.7M1
450Keebeck Wealth Management$4.6M1
451Wealth Watch Advisors, INC$4.6M1
452Laird Norton Wetherby Trust Company, LLC$4.6M1
453Compagnie Lombard Odier SCmA$4.5M1
454MATHER GROUP, LLC.$4.5M1
455STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$4.5M1
456Strathmore Capital Advisors, Inc.$4.5M1
457Hilltop Holdings Inc.$4.5M1
458Robinson Value Management, Ltd.$4.5M1
459SIGNET FINANCIAL MANAGEMENT, LLC$4.5M1
460Alpha Zero LLC$4.4M1
461Pettinga Financial Advisors LLC$4.4M1
462Bellecapital International Ltd.$4.4M1
463Farrell Financial LLC$4.4M1
464LifePlan Investment Advisors, Inc.$4.4M1
465Tennessee Valley Asset Management Partners$4.4M1
466Bryn Mawr Trust Advisors, LLC$4.3M1
467Empowered Funds, LLC$4.3M1
468MILLENNIUM MANAGEMENT LLC$4.3M1
469SHRIER WEALTH MANAGEMENT, LLC$4.3M1
470Altman Advisors, Inc.$4.3M1
471Kelly Financial Services LLC$4.3M1
472BLUEDOOR PRIVATE WEALTH, LLC$4.2M1
473Northside Capital Management, LLC$4.2M1
474Midwest Capital Advisors, LLC$4.2M1
475Savant Capital, LLC$4.2M1
476Security Financial Services, INC.$4.2M1
477Connective Portfolio Management, LLC$4.1M1
478BAILARD, INC.$4.1M1
479NorthRock Partners, LLC$4.1M1
480PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$4.1M1
481DAHRING | CUSMANO LLC$4.1M1
482STABLEFORD CAPITAL II LLC$4.1M1
483Parkside Financial Bank & Trust$4.1M1
484Towerpoint Wealth, LLC$4.1M1
485Stone House Investment Management, LLC$4.1M1
486Kovack Advisors, Inc.$4.0M1
487AVALON CAPITAL MANAGEMENT$4.0M1
488Stokes Family Office, LLC$4.0M1
489BridgePort Financial Solutions, LLC$4.0M1
490Apella Capital, LLC$4.0M1
491BEACON FINANCIAL GROUP$3.9M1
492PATTON ALBERTSON MILLER GROUP, LLC$3.9M1
493Trek Financial, LLC$3.9M1
494Eagle Strategies LLC$3.9M1
495New Capital Management LP$3.9M1
496ARKANSAS FINANCIAL GROUP, INC.$3.9M1
497Gateway Wealth Partners, LLC$3.9M1
498Perennial Advisors, LLC$3.9M1
499TITLEIST ASSET MANAGEMENT, LLC$3.8M1
500Red Mountain Financial, LLC$3.8M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IAU

RETAINED WINDOW · ACTIVE HITS

Zero hits on IAU in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IAU · financials and macro

Financials — as filed PLANNED

IAU's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IAU on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing