iShares Gold Trust MicroIAUMETF
13F holders, Q1 2024 (March 31)55holders
1famous investor
$22.21avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings. The largest holders were Alaska Permanent Fund Corp ($235.0M), Adventist Health System Sunbelt Healthcare Corp. ($139.7M) and Sumitomo Mitsui Trust Group, Inc. ($97.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Gold Trust Micro
- CUSIP
- 46436F103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $17.9M |
| Exits | 9 | $315.9M |
Ownership 55 holders
| Alaska Permanent Fund Corp | 3.46% | No change | 10,601,000 | $235.0M |
| Adventist Health System Sunbelt Healthcare Corp. | 8.14% | Add +19.9% | 6,303,484 | $139.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | No change | 4,400,000 | $97.5M |
| Teacher Retirement System of Texas | 0.18% | No change | 1,300,000 | $28.8M |
| BlackRock Inc. | 0.00% | Reduce -5.2% | 1,059,287 | $23.5M |
| Bank of America Corp. | 0.00% | Add +15.1% | 985,022 | $21.8M |
| Greenline Partners, LLC | 2.06% | Reduce -4.0% | 582,958 | $12.9M |
| AE Wealth Management LLC | 0.13% | Reduce -64.9% | 503,912 | $11.2M |
| Fifth Third Bancorp | 0.03% | New | 326,809 | $7.2M |
| MorganRosel Wealth Management, LLC | 2.49% | Reduce -5.2% | 314,356 | $7.0M |
| Fielder Capital Group LLC | 1.72% | Add +50.8% | 173,809 | $3.9M |
| Castle Wealth Management LLC | 1.98% | Add +12.5% | 171,158 | $3.8M |
| RFG Advisory, LLC | 0.12% | New | 162,095 | $3.6M |
| Versant Capital Management, Inc | 0.82% | Reduce -4.0% | 129,240 | $2.9M |
| Signal Advisors Wealth, LLC | 0.54% | Add +6.1% | 97,817 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 91,667 | $2.0M |
| Maripau Wealth Management LLC | 1.50% | Add +3.8% | 90,284 | $2.0M |
| Oarsman Capital, Inc. | 0.46% | Add +21.7% | 87,280 | $1.9M |
| Atria Investments, Inc | 0.03% | Reduce -0.0% | 85,797 | $1.9M |
| Flow Traders U.S. LLC | 0.10% | New | 85,543 | $1.9M |
| Running Point Capital Advisors, LLC | 0.81% | Reduce -0.3% | 81,460 | $1.8M |
| Sinecera Capital, LLC | 1.95% | Reduce -76.8% | 62,844 | $1.4M |
| Allie Family Office LLC | 0.72% | New | 29,100 | $1.2M |
| Financial Advocates Investment Management | 0.07% | New | 27,695 | $1.2M |
| China Universal Asset Management Co., Ltd. | 0.09% | Add +3.2% | 32,000 | $709K |
| Vicus Capital | 0.06% | Add +6.7% | 30,188 | $669K |
| Rooted Wealth Advisors, Inc. | 0.31% | Add +4.2% | 27,777 | $632K |
| Ardent Capital Management, Inc. | 0.32% | No change | 28,500 | $632K |
| Millennium Management | 0.00% | New | 28,423 | $630K |
| Neuberger Berman Group LLC | 0.00% | No change | 28,000 | $621K |
| Slagle Financial, LLC | 0.24% | Reduce -72.6% | 19,888 | $441K |
| Plum Street Advisors, LLC | 0.22% | Reduce -17.4% | 16,224 | $426K |
| NavPoint Financial, Inc. | 0.35% | No change | 18,020 | $400K |
| Kingdom Financial Group LLC. | 0.25% | Reduce -36.0% | 15,742 | $349K |
| Brookstone Capital Management | 0.01% | Reduce -21.9% | 15,284 | $339K |
| Jackson Creek Investment Advisors LLC | 0.11% | Reduce -25.9% | 14,159 | $314K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.9% | 12,311 | $273K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -9.9% | 12,311 | $273K |
| Pineridge Advisors LLC | 0.06% | Reduce -29.6% | 7,714 | $171K |
| Sound Income Strategies, LLC | 0.01% | New | 3,695 | $82K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 2,835 | $63K |
| Wells Fargo & Company | 0.00% | Add +4161.2% | 2,088 | $46K |
| Kelly Financial Services LLC | 0.02% | Reduce -35.8% | 1,923 | $43K |
| Timber Creek Capital Management LLC | 0.01% | No change | 1,702 | $38K |
| True Wealth Design, LLC | 0.01% | No change | 1,462 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 1,275 | $28K |
| Royal Bank of Canada | 0.00% | No change | 1,105 | $24K |
| IFP Advisors, Inc | 0.00% | No change | 910 | $20K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -22.2% | 541 | $12K |
| FMR LLC | 0.00% | New | 500 | $11K |
| NFSG Corp | 0.00% | No change | 459 | $10K |
| Farther Finance Advisors, LLC | 0.00% | New | 191 | $4K |
| Signaturefd, LLC | 0.00% | No change | 100 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -72.9% | 92 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 66 | $1K |
"% of holder's portfolio" is IAUM's weight in each manager's 13F, not the share of iShares Gold Trust Micro the manager owns.