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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, Q4 2023

Institutional positions in iShares Gold Trust Micro as of Dec 31, 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
53
+10 vs. Q3 2023
Shares held
42.7M
+14.2M (+49.7%) vs. Q3 2023
Total value
$878.2M
+$351.8M (+66.8%) vs. Q3 2023
New holders
14
17 more added
Sold out
4
12 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 53 institutions
Q1 2021: 0 institutionsQ2 2021: 1 institutionQ3 2021: 7 institutionsQ4 2021: 4 institutionsQ1 2022: 11 institutionsQ2 2022: 17 institutionsQ3 2022: 16 institutionsQ4 2022: 26 institutionsQ1 2023: 24 institutionsQ2 2023: 36 institutionsQ3 2023: 44 institutionsQ4 2023: 53 institutionsQ1 2024: 55 institutionsQ2 2024: 72 institutionsQ3 2024: 76 institutionsQ4 2024: 96 institutionsQ1 2025: 131 institutionsQ2 2025: 158 institutionsQ3 2025: 192 institutionsQ4 2025: 244 institutionsQ1 2026: 281 institutionsQ2 2026: 261 institutions
Value heldQ4 2023: $878.2M
Q1 2021: $0Q2 2021: $8.85MQ3 2021: $229.5MQ4 2021: $775.9MQ1 2022: $873.5MQ2 2022: $648.5MQ3 2022: $641.7MQ4 2022: $784.4MQ1 2023: $231.9MQ2 2023: $706.2MQ3 2023: $527.4MQ4 2023: $878.2MQ1 2024: $623.7MQ2 2024: $634.8MQ3 2024: $733.5MQ4 2024: $580.4MQ1 2025: $870.4MQ2 2025: $1.24BQ3 2025: $2.11BQ4 2025: $2.63BQ1 2026: $3.17BQ2 2026: $2.68B
Institutions holding IAUM and their total value by quarter
QuarterHoldersValue
Q2 2026261$2.68B
Q1 2026281$3.17B
Q4 2025244$2.63B
Q3 2025192$2.11B
Q2 2025158$1.24B
Q1 2025131$870.4M
Q4 202496$580.4M
Q3 202476$733.5M
Q2 202472$634.8M
Q1 202455$623.7M
Q4 202353$878.2M
Q3 202344$527.4M
Q2 202336$706.2M
Q1 202324$231.9M
Q4 202226$784.4M
Q3 202216$641.7M
Q2 202217$648.5M
Q1 202211$873.5M
Q4 20214$775.9M
Q3 20217$229.5M
Q2 20211$8.85M
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding iShares Gold Trust Micro; share changes are against Q3 2023.

Institutions holding IAUM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jane Street Group, LLC13,442,813$276.9M0.34%+13,012,922+3,027.0%Added
Alaska Permanent Fund Corp10,601,000$218.4M3.60%00.0%Unchanged
Adventist Health System Sunbelt Healthcare Corp5,256,414$108.3M8.34%−5,100−0.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.4,400,000$90.6M0.07%00.0%Unchanged
AE Wealth Management LLC1,434,261$28.9M0.15%−484,352−25.2%Reduced
Teacher Retirement System of Texas1,300,000$26.8M0.18%00.0%Unchanged
BlackRock Inc.1,117,005$23.0M0.00%−13,634−1.2%Reduced
Bank of Montreal975,688$20.2M0.01%+757,839+347.9%Added
Bank of America Corp855,795$17.6M0.00%+145,726+20.5%Added
Greenline Partners, LLC607,387$12.5M2.12%−27,829−4.4%Reduced
JPMorgan Chase & Co589,781$12.1M0.00%+269,692+84.3%Added
MorganRosel Wealth Management, LLC331,471$6.83M2.64%+24,888+8.1%Added
Sinecera Capital, LLC271,387$5.66M6.72%+255,558+1,614.5%Added
Theory Financial LLC191,904$3.95M2.11%+2,734+1.4%Added
Castle Wealth Management LLC152,087$3.13M1.88%+3,794+2.6%Added
Versant Capital Management, Inc134,680$2.77M0.83%+11,853+9.7%Added
Fielder Capital Group LLC115,241$2.37M1.43%+115,241New
B.O.S.S. Retirement Advisors, LLC99,791$2.06M0.40%−824−0.8%Reduced
Signal Advisors Wealth, LLC92,218$1.90M0.66%+92,218New
Maripau Wealth Management LLC86,985$1.79M1.56%−20,556−19.1%Reduced
Atria Investments LLC85,833$1.77M0.03%−21,008−19.7%Reduced
Running Point Capital Advisors, LLC81,664$1.68M0.82%+81,664New
Oarsman Capital, Inc.71,707$1.48M0.39%+9,220+14.8%Added
Slagle Financial, LLC72,530$747.1K0.43%+38,286+111.8%Added
China Universal Asset Management Co., Ltd.31,000$638.6K0.12%+5,000+19.2%Added
Ardent Capital Management, Inc.28,500$587.1K0.31%00.0%Unchanged
Vicus Capital28,292$582.8K0.06%+7,308+34.8%Added
Neuberger Berman Group LLC28,000$576.8K0.00%00.0%Unchanged
Rooted Wealth Advisors, Inc.26,666$542.0K0.28%+1,516+6.0%Added
Kingdom Financial Group LLC.24,615$507.1K0.44%+2,988+13.8%Added
Plum Street Advisors, LLC19,647$404.7K0.27%+19,647New
Brookstone Capital Management19,581$403.4K0.01%+19,581New
Jackson Creek Investment Advisors LLC19,111$394.0K0.15%−1,112−5.5%Reduced
NavPoint Financial, Inc.18,020$371.2K0.34%+18,020New
Stifel Financial Corp17,958$369.9K0.00%+449+2.6%Added
Brinker Capital Investments, LLC13,661$276.5K0.00%+13,661New
Orion Portfolio Solutions, LLC13,661$276.5K0.00%+13,661New
Confluence Investment Management LLC11,760$242.3K0.00%+11,760New
Pineridge Advisors LLC10,951$225.6K0.07%+10,951New
Kelly Financial Services LLC2,997$61.7K0.02%+393+15.1%Added
Advisor Group Holdings, Inc.2,816$58.0K0.00%−16,932−85.7%Reduced
Timber Creek Capital Management LLC1,702$35.1K0.01%+1,702New
True Wealth Design, LLC1,462$30.1K0.01%00.0%Unchanged
NBC Securities, Inc.1,275$26.0K0.00%00.0%Unchanged
Royal Bank of Canada1,105$23.0K0.00%−208−15.8%Reduced
IFP Advisors, Inc910$18.7K0.00%+910New
PSI Advisors, LLC785$16.2K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group695$14.3K0.01%−1,264−64.5%Reduced
Newbridge Financial Services Group, Inc.459$9.46K0.00%00.0%Unchanged
Penserra Capital Management LLC367$7.00K0.00%+367New
Richard W. Paul & Associates, LLC339$6.98K0.00%−166−32.9%Reduced
Signaturefd, LLC100$2.06K0.00%00.0%Unchanged
Wells Fargo & Company49$1.01K0.00%+49New
Flow Traders U.S. LLC0$00.00%−92,571−100.0%Sold out
HRT Financial LP0$00.00%−55,546−100.0%Sold out
Toroso Investments, LLC0$00.00%−34,355−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−4,613−100.0%Sold out
Truadvice, LLC––––Not filed