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, Q3 2023
Institutional positions in iShares Gold Trust Micro as of Sep 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
- 44
- +8 vs. Q2 2023
- Shares held
- 28.6M
- −8.19M (−22.3%) vs. Q2 2023
- Total value
- $527.4M
- −$178.8M (−25.3%) vs. Q2 2023
- New holders
- 11
- 18 more added
- Sold out
- 3
- 11 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust Micro; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 10,601,000 | $195.6M | 3.68% | 00.0% | Unchanged |
| Adventist Health System Sunbelt Healthcare Corp | 5,261,514 | $97.1M | 5.45% | +1,757,200+50.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,400,000 | $81.2M | 0.07% | −350,000−7.4% | Reduced |
| AE Wealth Management LLC | 1,918,613 | $35.4M | 0.21% | +195,890+11.4% | Added |
| Teacher Retirement System of Texas | 1,300,000 | $24.0M | 0.16% | −850,000−39.5% | Reduced |
| BlackRock Inc. | 1,130,639 | $20.9M | 0.00% | −29,123−2.5% | Reduced |
| Bank of America Corp | 710,069 | $13.1M | 0.00% | +103,100+17.0% | Added |
| Greenline Partners, LLC | 635,216 | $11.7M | 2.21% | 00.0% | Unchanged |
| Jane Street Group, LLC | 429,891 | $7.93M | 0.01% | −8,774,524−95.3% | Reduced |
| JPMorgan Chase & Co | 320,089 | $5.91M | 0.00% | +319,973+275,838.8% | Added |
| MorganRosel Wealth Management, LLC | 306,583 | $5.66M | 2.36% | +306,583 | New |
| Bank of Montreal | 217,849 | $4.17M | 0.00% | −1,219,151−84.8% | Reduced |
| Theory Financial LLC | 189,170 | $3.49M | 2.05% | +9,121+5.1% | Added |
| Castle Wealth Management LLC | 148,293 | $2.74M | 1.95% | +12,890+9.5% | Added |
| Versant Capital Management, Inc | 122,827 | $2.27M | 0.72% | +40,708+49.6% | Added |
| Maripau Wealth Management LLC | 107,541 | $1.98M | 1.83% | −5,077−4.5% | Reduced |
| Atria Investments LLC | 106,841 | $1.97M | 0.04% | +20,317+23.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 100,615 | $1.86M | 0.40% | +20,098+25.0% | Added |
| Flow Traders U.S. LLC | 92,571 | $1.71M | 0.08% | +92,571 | New |
| Oarsman Capital, Inc. | 62,487 | $1.15M | 0.48% | −2,623−4.0% | Reduced |
| HRT Financial LP | 55,546 | $1.02M | 0.01% | +5,414+10.8% | Added |
| Truadvice, LLC | 46,572 | $900.7K | 0.35% | +20,811+80.8% | Added |
| Toroso Investments, LLC | 34,355 | $633.9K | 0.02% | +34,355 | New |
| Slagle Financial, LLC | 34,244 | $631.8K | 0.39% | +5,012+17.1% | Added |
| Ardent Capital Management, Inc. | 28,500 | $525.8K | 0.30% | +28,500 | New |
| Neuberger Berman Group LLC | 28,000 | $516.6K | 0.00% | +28,000 | New |
| Rooted Wealth Advisors, Inc. | 25,150 | $497.0K | 0.31% | +2,602+11.5% | Added |
| China Universal Asset Management Co., Ltd. | 26,000 | $479.7K | 0.14% | +26,000 | New |
| Kingdom Financial Group LLC. | 21,627 | $399.0K | 0.38% | +5,834+36.9% | Added |
| Vicus Capital | 20,984 | $387.2K | 0.04% | +20,984 | New |
| Jackson Creek Investment Advisors LLC | 20,223 | $373.0K | 0.16% | −20.0% | Reduced |
| Advisor Group Holdings, Inc. | 19,748 | $364.4K | 0.00% | +10,390+111.0% | Added |
| Stifel Financial Corp | 17,509 | $323.0K | 0.00% | −106−0.6% | Reduced |
| Sinecera Capital, LLC | 15,829 | $292.0K | 0.39% | +1,516+10.6% | Added |
| Exchange Traded Concepts, LLC | 4,613 | $85.1K | 0.00% | +4,613 | New |
| Kelly Financial Services LLC | 2,604 | $48.0K | 0.02% | +697+36.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,959 | $36.1K | 0.01% | −2,229−53.2% | Reduced |
| True Wealth Design, LLC | 1,462 | $27.0K | 0.01% | +1,462 | New |
| Royal Bank of Canada | 1,313 | $24.0K | 0.00% | +208+18.8% | Added |
| NBC Securities, Inc. | 1,275 | $23.0K | 0.00% | +1,275 | New |
| PSI Advisors, LLC | 785 | $14.5K | 0.01% | +785 | New |
| Richard W. Paul & Associates, LLC | 505 | $9.32K | 0.00% | −50−9.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 459 | $8.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −14,642−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |