iShares Gold Trust MicroIAUMETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 76 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings, up 4 from Q2 2024. 15 opened new positions and 12 sold out. The largest holders were Alaska Permanent Fund Corp ($178.6M), Adventist Health System Sunbelt Healthcare Corp. ($176.1M) and Sumitomo Mitsui Trust Group, Inc. ($143.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Gold Trust Micro
- CUSIP
- 46436F103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $27.5M |
| Exits | 12 | $5.6M |
All 13F filers, Q2 2024 → Q3 2024: 3,462,964 shares bought and 2,448,173 shares sold, net +1,014,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Alaska Permanent Fund Corp | 2.62% | Reduce -19.1% | 6,804,000 | $178.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 7.29% | Reduce -0.2% | 6,707,863 | $176.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Add +23.9% | 5,450,000 | $143.1M |
| School Employees Retirement Board of Ohio | 28.30% | Add +27.4% | 1,894,435 | $49.7M |
| Bank of America Corp. | 0.00% | Add +40.9% | 1,439,500 | $37.8M |
| Teacher Retirement System of Texas | 0.16% | No change | 1,300,000 | $34.1M |
| Quadrature Capital Ltd | 0.26% | New | 435,344 | $11.4M |
| Fifth Third Bancorp | 0.04% | Add +12.8% | 385,496 | $10.1M |
| Fielder Capital Group LLC | 3.14% | Add +53.3% | 362,304 | $9.5M |
| MorganRosel Wealth Management, LLC | 2.81% | Add +1.8% | 325,226 | $8.5M |
| Sanctuary Advisors, LLC | 0.04% | New | 223,015 | $6.0M |
| Versant Capital Management, Inc | 1.24% | Add +7.0% | 206,656 | $5.4M |
| RFG Advisory, LLC | 0.16% | Add +19.4% | 195,827 | $5.1M |
| Greenline Partners, LLC | 0.70% | Reduce -51.2% | 186,833 | $4.9M |
| Castle Wealth Management LLC | 1.87% | Add +1.4% | 178,730 | $4.7M |
| Renaissance Technologies | 0.01% | New | 154,300 | $4.1M |
| AE Wealth Management LLC | 0.04% | Reduce -66.4% | 149,257 | $3.9M |
| China Universal Asset Management Co., Ltd. | 0.43% | Add +259.8% | 147,500 | $3.9M |
| Mgo One Seven LLC | 0.16% | Add +1.3% | 137,576 | $3.6M |
| Flow Traders U.S. LLC | 0.18% | Add +141.2% | 132,356 | $3.5M |
| Running Point Capital Advisors, LLC | 0.87% | Reduce -1.9% | 85,891 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Add +527.1% | 85,401 | $2.2M |
| Sinecera Capital, LLC | 2.53% | Add +24.0% | 79,783 | $2.1M |
| CW Advisors, LLC | 0.03% | New | 78,586 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +90.8% | 70,482 | $1.9M |
| Signal Advisors Wealth, LLC | 0.22% | New | 59,096 | $1.6M |
| Maripau Wealth Management LLC | 1.26% | Reduce -21.5% | 55,290 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -24.5% | 52,933 | $1.4M |
| Oarsman Capital, Inc. | 0.24% | Reduce -42.4% | 50,457 | $1.3M |
| Vicus Capital | 0.11% | Add +6.9% | 49,216 | $1.3M |
| Raymond James & Associates | 0.00% | Add +0.0% | 45,161 | $1.2M |
| Rede Wealth, LLC | 0.36% | Add +2.5% | 35,970 | $944K |
| Ardent Capital Management, Inc. | 0.34% | No change | 28,500 | $748K |
| Neuberger Berman Group LLC | 0.00% | No change | 28,000 | $735K |
| Rooted Wealth Advisors, Inc. | 0.30% | Reduce -3.3% | 25,214 | $665K |
| Cedar Point Capital Partners, LLC | 0.41% | New | 22,477 | $590K |
| Susquehanna International Group, LLP | 0.00% | New | 17,000 | $446K |
| Plum Street Advisors, LLC | 0.22% | Reduce -9.0% | 16,224 | $426K |
| NavPoint Financial, Inc. | 0.32% | No change | 15,218 | $399K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +35.2% | 15,062 | $395K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +35.2% | 15,062 | $395K |
| Cerity Partners LLC | 0.00% | New | 14,717 | $386K |
| Jackson Creek Investment Advisors LLC | 0.11% | Add +1.1% | 14,655 | $385K |
| Cetera Investment Advisers | 0.00% | New | 13,920 | $365K |
| Wedmont Private Capital | 0.02% | No change | 13,860 | $365K |
| IFP Advisors, Inc | 0.01% | Reduce -0.0% | 13,516 | $355K |
| HighTower Advisors, LLC | 0.00% | No change | 13,300 | $350K |
| Brookstone Capital Management | 0.01% | Reduce -11.2% | 12,862 | $338K |
| Napa Wealth Management | 0.15% | Reduce -26.8% | 11,866 | $311K |
| Westfuller Advisors, LLC | 0.22% | — | 11,777 | $309K |
| Howard Bailey Securities, LLC | 0.09% | — | 8,827 | $232K |
| Slagle Financial, LLC | 0.10% | Reduce -61.5% | 8,571 | $225K |
| MML Investors Services, LLC | 0.00% | New | 7,663 | $201K |
| Blue Trust, Inc. | 0.00% | New | 7,035 | $163K |
| Exchange Traded Concepts, LLC | 0.00% | Add +14.9% | 6,213 | $163K |
| Sound Income Strategies, LLC | 0.01% | Add +55.6% | 5,748 | $151K |
| Pineridge Advisors LLC | 0.04% | Reduce -38.9% | 4,257 | $112K |
| Evermay Wealth Management LLC | 0.02% | New | 3,772 | $99K |
| CoreFirst Bank & Trust | 0.05% | New | 3,000 | $79K |
| Deane Retirement Strategies, Inc. | 0.03% | Add +22.4% | 2,654 | $70K |
| Bank of Montreal | 0.00% | Add +75.5% | 1,860 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.6% | 1,825 | $48K |
| True Wealth Design, LLC | 0.01% | No change | 1,462 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 1,275 | $33K |
| Royal Bank of Canada | 0.00% | No change | 1,105 | $29K |
| Comerica Bank | 0.00% | New | 1,012 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 900 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 785 | $21K |
| Wells Fargo & Company | 0.00% | Add +20.6% | 761 | $20K |
| FMR LLC | 0.00% | Add +0.2% | 548 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 541 | $14K |
| Capital Analysts, LLC | 0.00% | Add +139.5% | 206 | $5K |
| Signaturefd, LLC | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 100 | $3K |
| CoreCap Advisors, LLC | 0.00% | Add +1.5% | 68 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -64.4% | 37 | $971 |
"% of holder's portfolio" is IAUM's weight in each manager's 13F, not the share of iShares Gold Trust Micro the manager owns.