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