iShares Gold Trust MicroIAUMETF
13F holders, Q2 2024 (June 30)72holders +17
21new positions
5sold out
1famous investor
$23.59avg. 13F price*
At the end of Q2 2024, 72 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings, up 17 from Q1 2024. 21 opened new positions and 5 sold out. The largest holders were Alaska Permanent Fund Corp ($205.5M), Adventist Health System Sunbelt Healthcare Corp. ($155.9M) and Sumitomo Mitsui Trust Group, Inc. ($102.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $12.6M |
| Exits | 5 | $7.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,198,438 shares bought and 3,856,439 shares sold, net −2,658,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Alaska Permanent Fund Corp | 3.04% | Reduce -20.7% | 8,410,000 | $205.5M |
| Adventist Health System Sunbelt Healthcare Corp. | 7.83% | Add +6.6% | 6,721,063 | $155.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | No change | 4,400,000 | $102.1M |
| School Employees Retirement Board of Ohio | 29.12% | — | 1,487,543 | $34.5M |
| Teacher Retirement System of Texas | 0.17% | No change | 1,300,000 | $30.2M |
| Bank of America Corp. | 0.00% | Add +3.7% | 1,021,835 | $23.7M |
| AE Wealth Management LLC | 0.10% | Reduce -11.8% | 444,207 | $10.3M |
| Greenline Partners, LLC | 1.35% | Reduce -34.3% | 382,797 | $8.9M |
| Fifth Third Bancorp | 0.03% | Add +4.5% | 341,626 | $7.9M |
| MorganRosel Wealth Management, LLC | 2.62% | Add +1.6% | 319,353 | $7.4M |
| Fielder Capital Group LLC | 2.11% | Add +36.0% | 236,357 | $5.5M |
| Versant Capital Management, Inc | 1.13% | Add +49.4% | 193,068 | $4.5M |
| Castle Wealth Management LLC | 1.96% | Add +3.0% | 176,238 | $4.1M |
| RFG Advisory, LLC | 0.12% | Add +1.2% | 164,016 | $3.8M |
| Mgo One Seven LLC | 0.15% | New | 135,794 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | New | 96,796 | $2.2M |
| Running Point Capital Advisors, LLC | 0.84% | Add +7.5% | 87,578 | $2.0M |
| Oarsman Capital, Inc. | 0.45% | Add +0.3% | 87,576 | $2.0M |
| HRT Financial LP | 0.01% | New | 80,492 | $1.9M |
| Maripau Wealth Management LLC | 1.12% | Reduce -22.0% | 70,447 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -18.3% | 70,124 | $1.6M |
| Sinecera Capital, LLC | 2.04% | Add +2.4% | 64,322 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Reduce -35.9% | 54,872 | $1.3M |
| Vicus Capital | 0.10% | Add +52.5% | 46,042 | $1.1M |
| Raymond James & Associates | 0.00% | New | 45,159 | $1.0M |
| Citadel Advisors | 0.00% | New | 42,471 | $985K |
| China Universal Asset Management Co., Ltd. | 0.13% | Add +28.1% | 41,000 | $951K |
| Jane Street Group, LLC | 0.00% | New | 36,948 | $857K |
| Rede Wealth, LLC | 0.75% | New | 35,103 | $814K |
| Ardent Capital Management, Inc. | 0.32% | No change | 28,500 | $661K |
| Neuberger Berman Group LLC | 0.00% | No change | 28,000 | $650K |
| Rooted Wealth Advisors, Inc. | 0.28% | Reduce -6.1% | 26,086 | $636K |
| Slagle Financial, LLC | 0.26% | Add +11.9% | 22,257 | $516K |
| Plum Street Advisors, LLC | 0.24% | Add +9.9% | 17,831 | $414K |
| Napa Wealth Management | 0.25% | New | 16,216 | $376K |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 14,484 | $355K |
| Kingdom Financial Group LLC. | 0.24% | Reduce -3.0% | 15,262 | $354K |
| NavPoint Financial, Inc. | 0.31% | Reduce -15.6% | 15,218 | $353K |
| Jackson Creek Investment Advisors LLC | 0.12% | Add +2.3% | 14,491 | $336K |
| Wedmont Private Capital | 0.02% | New | 13,860 | $334K |
| Prospera Financial Services Inc | 0.01% | New | 13,618 | $316K |
| IFP Advisors, Inc | 0.01% | Add +1385.4% | 13,517 | $314K |
| HighTower Advisors, LLC | 0.00% | New | 13,300 | $308K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.5% | 11,142 | $258K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -9.5% | 11,142 | $258K |
| Pineridge Advisors LLC | 0.06% | Reduce -9.6% | 6,970 | $162K |
| Exchange Traded Concepts, LLC | 0.00% | New | 5,405 | $125K |
| BlackRock Inc. | 0.00% | Reduce -99.5% | 5,000 | $116K |
| Sound Income Strategies, LLC | 0.01% | No change | 3,695 | $86K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,835 | $66K |
| Deane Retirement Strategies, Inc. | 0.03% | New | 2,169 | $50K |
| Kelly Financial Services LLC | 0.02% | Add +9.1% | 2,097 | $49K |
| Timber Creek Capital Management LLC | 0.01% | No change | 1,702 | $39K |
| US Bancorp \de | 0.00% | New | 1,484 | $34K |
| True Wealth Design, LLC | 0.01% | No change | 1,462 | $34K |
| Lanark Financial, Inc. | 0.00% | No change | 1,275 | $29K |
| Royal Bank of Canada | 0.00% | No change | 1,105 | $26K |
| Bank of Montreal | 0.00% | New | 1,060 | $25K |
| PSI Advisors, LLC | 0.01% | New | 785 | $18K |
| Wells Fargo & Company | 0.00% | Reduce -69.8% | 631 | $15K |
| FMR LLC | 0.00% | Add +9.4% | 547 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 541 | $13K |
| NFSG Corp | 0.00% | No change | 459 | $11K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +13.0% | 104 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -47.6% | 100 | $2K |
| Signaturefd, LLC | 0.00% | No change | 100 | $2K |
| Cypress Capital, LLC | 0.00% | New | 90 | $2K |
| Capital Analysts, LLC | 0.00% | New | 86 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +1.5% | 67 | $2K |
| Gradient Investments LLC | 0.00% | New | 59 | $1K |
| Avion Wealth | 0.00% | New | 62 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3 | $70 |
"% of holder's portfolio" is IAUM's weight in each manager's 13F, not the share of iShares Gold Trust Micro the manager owns.