iShares Gold Trust Micro
IAUM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001759124
No open-market purchases or sales by iShares Gold Trust Micro insiders were filed in the last 90 days; 261 institutions reported holding it in 13F filings for Q2 2026, worth $2.68B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in iShares Gold Trust Micro as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 36
- +12 vs. Q1 2023
- Shares held
- 36.8M
- +25.0M (+212.1%) vs. Q1 2023
- Total value
- $706.2M
- +$474.2M (+204.4%) vs. Q1 2023
- New holders
- 14
- 8 more added
- Sold out
- 2
- 11 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IAUM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 261 | $2.68B |
| Q1 2026 | 281 | $3.17B |
| Q4 2025 | 244 | $2.63B |
| Q3 2025 | 192 | $2.11B |
| Q2 2025 | 158 | $1.24B |
| Q1 2025 | 131 | $870.4M |
| Q4 2024 | 96 | $580.4M |
| Q3 2024 | 76 | $733.5M |
| Q2 2024 | 72 | $634.8M |
| Q1 2024 | 55 | $623.7M |
| Q4 2023 | 53 | $878.2M |
| Q3 2023 | 44 | $527.4M |
| Q2 2023 | 36 | $706.2M |
| Q1 2023 | 24 | $231.9M |
| Q4 2022 | 26 | $784.4M |
| Q3 2022 | 16 | $641.7M |
| Q2 2022 | 17 | $648.5M |
| Q1 2022 | 11 | $873.5M |
| Q4 2021 | 4 | $775.9M |
| Q3 2021 | 7 | $229.5M |
| Q2 2021 | 1 | $8.85M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust Micro; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 100 | $1.92K | 0.00% | +100 | New |
| JPMorgan Chase & Co | 116 | $2.23K | 0.00% | −30−20.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 459 | $8.80K | 0.00% | +459 | New |
| Richard W. Paul & Associates, LLC | 555 | $10.6K | 0.00% | −578−51.0% | Reduced |
| Royal Bank of Canada | 1,105 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,907 | $36.6K | 0.02% | −54−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,650 | $50.8K | 0.00% | +2,650 | New |
| Oliver Lagore Vanvalin Investment Group | 4,188 | $80.3K | 0.03% | +4,188 | New |
| Advisor Group Holdings, Inc. | 9,358 | $179.5K | 0.00% | +8,677+1,274.2% | Added |
| Susquehanna International Group, LLP | 12,909 | $247.6K | 0.00% | −411,324−97.0% | Reduced |
| Sinecera Capital, LLC | 14,313 | $274.5K | 0.29% | +14,313 | New |
| Kovack Advisors, Inc. | 14,642 | $280.8K | 0.04% | +14,642 | New |
| Kingdom Financial Group LLC. | 15,793 | $302.9K | 0.30% | +15,793 | New |
| Stifel Financial Corp | 17,615 | $337.9K | 0.00% | +17,615 | New |
| Jackson Creek Investment Advisors LLC | 20,225 | $388.0K | 0.16% | −1,459−6.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 22,548 | $432.0K | 0.29% | +5,062+28.9% | Added |
| Truadvice, LLC | 25,761 | $492.3K | 0.18% | +216+0.8% | Added |
| Slagle Financial, LLC | 29,232 | $560.7K | 0.35% | +29,232 | New |
| HRT Financial LP | 50,132 | $961.0K | 0.01% | −36,669−42.2% | Reduced |
| Oarsman Capital, Inc. | 65,110 | $1.25M | 0.55% | +4,135+6.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 80,517 | $1.54M | 0.33% | −1,733−2.1% | Reduced |
| Versant Capital Management, Inc | 82,119 | $1.58M | 0.50% | +27,573+50.5% | Added |
| Atria Investments LLC | 86,524 | $1.66M | 0.03% | +86,524 | New |
| Maripau Wealth Management LLC | 112,618 | $2.16M | 1.92% | −26,839−19.2% | Reduced |
| Castle Wealth Management LLC | 135,403 | $2.60M | 1.81% | +135,403 | New |
| Theory Financial LLC | 180,049 | $3.45M | 1.99% | −8,368−4.4% | Reduced |
| Bank of America Corp | 606,969 | $11.6M | 0.00% | +594,075+4,607.4% | Added |
| Greenline Partners, LLC | 635,216 | $12.2M | 2.28% | −6,242−1.0% | Reduced |
| BlackRock Inc. | 1,159,762 | $22.2M | 0.00% | +21,745+1.9% | Added |
| Bank of Montreal | 1,437,000 | $28.7M | 0.02% | +1,437,000 | New |
| AE Wealth Management LLC | 1,722,723 | $33.0M | 0.20% | −181,571−9.5% | Reduced |
| Teacher Retirement System of Texas | 2,150,000 | $41.2M | 0.28% | 00.0% | Unchanged |
| Adventist Health System Sunbelt Healthcare Corp | 3,504,314 | $67.2M | 3.71% | +3,444,800+5,788.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,750,000 | $91.1M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,204,415 | $176.5M | 0.24% | +9,204,415 | New |
| Alaska Permanent Fund Corp | 10,601,000 | $203.3M | 4.00% | +10,601,000 | New |
| Arcadia Wealth Management, LLC | 0 | $0 | 0.00% | −14,759−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |