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, Q2 2024
Institutional positions in iShares Gold Trust Micro as of Jun 30, 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
- 72
- +17 vs. Q1 2024
- Shares held
- 26.9M
- −1.17M (−4.2%) vs. Q1 2024
- Total value
- $634.8M
- +$11.0M (+1.8%) vs. Q1 2024
- New holders
- 22
- 21 more added
- Sold out
- 5
- 16 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding iShares Gold Trust Micro; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3 | $70 | 0.00% | +3 | New |
| Avion Wealth | 62 | $1.00K | 0.00% | +62 | New |
| Gradient Investments LLC | 59 | $1.37K | 0.00% | +59 | New |
| CoreCap Advisors, LLC | 67 | $1.55K | 0.00% | +1+1.5% | Added |
| Capital Analysts, LLC | 86 | $2.00K | 0.00% | +86 | New |
| Cypress Capital, LLC | 90 | $2.09K | 0.00% | +90 | New |
| Signaturefd, LLC | 100 | $2.32K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $2.33K | 0.00% | −91−47.6% | Reduced |
| Richard W. Paul & Associates, LLC | 104 | $2.41K | 0.00% | +12+13.0% | Added |
| Newbridge Financial Services Group, Inc. | 459 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 541 | $12.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 547 | $12.7K | 0.00% | +47+9.4% | Added |
| Wells Fargo & Company | 631 | $14.6K | 0.00% | −1,457−69.8% | Reduced |
| PSI Advisors, LLC | 785 | $18.2K | 0.01% | +785 | New |
| Bank of Montreal | 1,060 | $24.7K | 0.00% | +1,060 | New |
| Royal Bank of Canada | 1,105 | $26.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,275 | $29.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,462 | $33.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,484 | $34.4K | 0.00% | +1,484 | New |
| Timber Creek Capital Management LLC | 1,702 | $39.5K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,097 | $48.6K | 0.02% | +174+9.0% | Added |
| Deane Retirement Strategies, Inc. | 2,169 | $50.3K | 0.03% | +2,169 | New |
| Advisor Group Holdings, Inc. | 2,835 | $65.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,695 | $85.7K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 5,000 | $116.0K | 0.00% | −1,054,287−99.5% | Reduced |
| Exchange Traded Concepts, LLC | 5,405 | $125.4K | 0.00% | +5,405 | New |
| Pineridge Advisors LLC | 6,970 | $161.7K | 0.06% | −744−9.6% | Reduced |
| Brinker Capital Investments, LLC | 11,142 | $258.5K | 0.00% | −1,169−9.5% | Reduced |
| Orion Portfolio Solutions, LLC | 11,142 | $258.5K | 0.00% | −1,169−9.5% | Reduced |
| HighTower Advisors, LLC | 13,300 | $308.0K | 0.00% | +13,300 | New |
| IFP Advisors, Inc | 13,517 | $313.6K | 0.01% | +12,607+1,385.4% | Added |
| Prospera Financial Services Inc | 13,618 | $315.9K | 0.01% | +13,618 | New |
| Wedmont Private Capital | 13,860 | $333.6K | 0.02% | +13,860 | New |
| Jackson Creek Investment Advisors LLC | 14,491 | $336.0K | 0.12% | +332+2.3% | Added |
| NavPoint Financial, Inc. | 15,218 | $353.1K | 0.31% | −2,802−15.5% | Reduced |
| Kingdom Financial Group LLC. | 15,262 | $354.1K | 0.24% | −480−3.0% | Reduced |
| Brookstone Capital Management | 14,484 | $355.1K | 0.01% | −800−5.2% | Reduced |
| Napa Wealth Management | 16,216 | $376.2K | 0.25% | +16,216 | New |
| Plum Street Advisors, LLC | 17,831 | $413.7K | 0.24% | +1,607+9.9% | Added |
| Slagle Financial, LLC | 22,257 | $516.4K | 0.26% | +2,369+11.9% | Added |
| Rooted Wealth Advisors, Inc. | 26,086 | $636.0K | 0.28% | −1,691−6.1% | Reduced |
| Neuberger Berman Group LLC | 28,000 | $649.6K | 0.00% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 28,500 | $661.2K | 0.32% | 00.0% | Unchanged |
| Rede Wealth, LLC | 35,103 | $814.4K | 0.75% | +35,103 | New |
| Jane Street Group, LLC | 36,948 | $857.2K | 0.00% | +36,948 | New |
| China Universal Asset Management Co., Ltd. | 41,000 | $951.2K | 0.13% | +9,000+28.1% | Added |
| Citadel Advisors LLC | 42,471 | $985.3K | 0.00% | +42,471 | New |
| Raymond James & Associates | 45,159 | $1.05M | 0.00% | +45,159 | New |
| Vicus Capital | 46,042 | $1.07M | 0.10% | +15,854+52.5% | Added |
| Flow Traders U.S. LLC | 54,872 | $1.27M | 0.06% | −30,671−35.9% | Reduced |
| Sinecera Capital, LLC | 64,322 | $1.49M | 2.04% | +1,478+2.4% | Added |
| Atria Investments LLC | 70,124 | $1.63M | 0.02% | −15,673−18.3% | Reduced |
| Maripau Wealth Management LLC | 70,447 | $1.63M | 1.12% | −19,837−22.0% | Reduced |
| HRT Financial LP | 80,492 | $1.87M | 0.01% | +80,492 | New |
| Oarsman Capital, Inc. | 87,576 | $2.03M | 0.45% | +296+0.3% | Added |
| Running Point Capital Advisors, LLC | 87,578 | $2.03M | 0.84% | +6,118+7.5% | Added |
| JPMorgan Chase & Co | 96,796 | $2.25M | 0.00% | +96,796 | New |
| We Are One Seven, LLC | 135,794 | $3.15M | 0.15% | +135,794 | New |
| RFG Advisory, LLC | 164,016 | $3.81M | 0.12% | +1,921+1.2% | Added |
| Castle Wealth Management LLC | 176,238 | $4.09M | 1.96% | +5,080+3.0% | Added |
| Versant Capital Management, Inc | 193,068 | $4.48M | 1.13% | +63,828+49.4% | Added |
| Fielder Capital Group LLC | 236,357 | $5.48M | 2.11% | +62,548+36.0% | Added |
| MorganRosel Wealth Management, LLC | 319,353 | $7.41M | 2.62% | +4,997+1.6% | Added |
| Fifth Third Bancorp | 341,626 | $7.93M | 0.03% | +14,817+4.5% | Added |
| Greenline Partners, LLC | 382,797 | $8.90M | 1.35% | −200,161−34.3% | Reduced |
| AE Wealth Management LLC | 444,207 | $10.3M | 0.10% | −59,705−11.8% | Reduced |
| Bank of America Corp | 1,021,835 | $23.7M | 0.00% | +36,813+3.7% | Added |
| Teacher Retirement System of Texas | 1,300,000 | $30.2M | 0.17% | 00.0% | Unchanged |
| School Employees Retirement Board of Ohio | 1,487,543 | $34.5M | 29.12% | +1,487,543 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,400,000 | $102.1M | 0.08% | 00.0% | Unchanged |
| Adventist Health System Sunbelt Healthcare Corp | 6,721,063 | $155.9M | 7.83% | +417,579+6.6% | Added |
| Alaska Permanent Fund Corp | 8,410,000 | $205.5M | 3.04% | −2,191,000−20.7% | Reduced |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −97,817−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −91,667−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −29,100−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −27,695−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −28,423−100.0% | Sold out |