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