iShares Gold Trust MicroIAUMETF

13F holders, Q3 2024 (September 30)
76holders +4
15new positions
12sold out
1famous investor
$26.26avg. 13F price*

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

0100200300 Q1 2024: 55Q1 2024Q2 2024: 72Q2 2024Q3 2024: 76Q3 2024Q4 2024: 96Q4 2024Q1 2025: 131Q1 2025Q2 2025: 157Q2 2025Q3 2025: 191Q3 2025Q4 2025: 243Q4 2025Q1 2026: 279Q1 2026Q2 2026: 258Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$27.5M
Exits12$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.