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, Q1 2024
Institutional positions in iShares Gold Trust Micro as of Mar 31, 2024. 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
- 55
- +2 vs. Q4 2023
- Shares held
- 28.1M
- −14.6M (−34.2%) vs. Q4 2023
- Total value
- $623.7M
- −$254.5M (−29.0%) vs. Q4 2023
- New holders
- 11
- 12 more added
- Sold out
- 9
- 19 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding iShares Gold Trust Micro; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 10,601,000 | $235.0M | 3.46% | 00.0% | Unchanged |
| Adventist Health System Sunbelt Healthcare Corp | 6,303,484 | $139.7M | 8.14% | +1,047,070+19.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,400,000 | $97.5M | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,300,000 | $28.8M | 0.18% | 00.0% | Unchanged |
| BlackRock Inc. | 1,059,287 | $23.5M | 0.00% | −57,718−5.2% | Reduced |
| Bank of America Corp | 985,022 | $21.8M | 0.00% | +129,227+15.1% | Added |
| Greenline Partners, LLC | 582,958 | $12.9M | 2.06% | −24,429−4.0% | Reduced |
| AE Wealth Management LLC | 503,912 | $11.2M | 0.13% | −930,349−64.9% | Reduced |
| Fifth Third Bancorp | 326,809 | $7.25M | 0.03% | +326,809 | New |
| MorganRosel Wealth Management, LLC | 314,356 | $6.97M | 2.49% | −17,115−5.2% | Reduced |
| Fielder Capital Group LLC | 173,809 | $3.85M | 1.72% | +58,568+50.8% | Added |
| Castle Wealth Management LLC | 171,158 | $3.79M | 1.98% | +19,071+12.5% | Added |
| RFG Advisory, LLC | 162,095 | $3.59M | 0.12% | +162,095 | New |
| Versant Capital Management, Inc | 129,240 | $2.87M | 0.82% | −5,440−4.0% | Reduced |
| Signal Advisors Wealth, LLC | 97,817 | $2.17M | 0.54% | +5,599+6.1% | Added |
| Susquehanna International Group, LLP | 91,667 | $2.03M | 0.00% | +91,667 | New |
| Maripau Wealth Management LLC | 90,284 | $2.00M | 1.50% | +3,299+3.8% | Added |
| Oarsman Capital, Inc. | 87,280 | $1.93M | 0.46% | +15,573+21.7% | Added |
| Atria Investments LLC | 85,797 | $1.90M | 0.03% | −360.0% | Reduced |
| Flow Traders U.S. LLC | 85,543 | $1.90M | 0.10% | +85,543 | New |
| Running Point Capital Advisors, LLC | 81,460 | $1.81M | 0.81% | −204−0.2% | Reduced |
| Sinecera Capital, LLC | 62,844 | $1.40M | 1.95% | −208,543−76.8% | Reduced |
| Allie Family Office LLC | 29,100 | $1.22M | 0.72% | +29,100 | New |
| Financial Advocates Investment Management | 27,695 | $1.16M | 0.07% | +27,695 | New |
| China Universal Asset Management Co., Ltd. | 32,000 | $709.4K | 0.09% | +1,000+3.2% | Added |
| Vicus Capital | 30,188 | $669.3K | 0.06% | +1,896+6.7% | Added |
| Rooted Wealth Advisors, Inc. | 27,777 | $632.0K | 0.31% | +1,111+4.2% | Added |
| Ardent Capital Management, Inc. | 28,500 | $631.8K | 0.32% | 00.0% | Unchanged |
| Millennium Management LLC | 28,423 | $630.1K | 0.00% | +28,423 | New |
| Neuberger Berman Group LLC | 28,000 | $620.8K | 0.00% | 00.0% | Unchanged |
| Slagle Financial, LLC | 19,888 | $440.9K | 0.24% | −52,642−72.6% | Reduced |
| Plum Street Advisors, LLC | 16,224 | $425.9K | 0.22% | −3,423−17.4% | Reduced |
| NavPoint Financial, Inc. | 18,020 | $399.5K | 0.35% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 15,742 | $349.0K | 0.25% | −8,873−36.0% | Reduced |
| Brookstone Capital Management | 15,284 | $338.8K | 0.01% | −4,297−21.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 14,159 | $314.0K | 0.11% | −4,952−25.9% | Reduced |
| Brinker Capital Investments, LLC | 12,311 | $272.9K | 0.00% | −1,350−9.9% | Reduced |
| Orion Portfolio Solutions, LLC | 12,311 | $272.9K | 0.00% | −1,350−9.9% | Reduced |
| Pineridge Advisors LLC | 7,714 | $171.0K | 0.06% | −3,237−29.6% | Reduced |
| Sound Income Strategies, LLC | 3,695 | $81.9K | 0.01% | +3,695 | New |
| Advisor Group Holdings, Inc. | 2,835 | $62.9K | 0.00% | +19+0.7% | Added |
| Wells Fargo & Company | 2,088 | $46.3K | 0.00% | +2,039+4,161.2% | Added |
| Kelly Financial Services LLC | 1,923 | $42.6K | 0.02% | −1,074−35.8% | Reduced |
| Timber Creek Capital Management LLC | 1,702 | $37.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,462 | $32.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,275 | $28.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,105 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 910 | $20.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 541 | $12.0K | 0.00% | −154−22.2% | Reduced |
| FMR LLC | 500 | $11.1K | 0.00% | +500 | New |
| Newbridge Financial Services Group, Inc. | 459 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 191 | $4.28K | 0.00% | +191 | New |
| Signaturefd, LLC | 100 | $2.22K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 92 | $2.04K | 0.00% | −247−72.9% | Reduced |
| CoreCap Advisors, LLC | 66 | $1.46K | 0.00% | +66 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,442,813−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −975,688−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −589,781−100.0% | Sold out |
| Theory Financial LLC | 0 | $0 | 0.00% | −191,904−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −99,791−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −17,958−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −11,760−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |