iShares Gold Trust MicroIAUMETF

13F holders, Q4 2024 (December 31)
96holders +20
20new positions
6sold out
1famous investor
$26.19avg. 13F price*

At the end of Q4 2024, 96 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings, up 20 from Q3 2024. 20 opened new positions and 6 sold out. The largest holders were Alaska Permanent Fund Corp ($171.2M), Sumitomo Mitsui Trust Group, Inc. ($142.6M) and School Employees Retirement Board of Ohio ($59.5M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions20$13.6M
Exits6$13.9M

All 13F filers, Q3 2024 → Q4 2024: 1,918,322 shares bought and 7,831,099 shares sold, net −5,912,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Alaska Permanent Fund Corp 2.54% Reduce -3.9% 6,540,000 $171.2M
Sumitomo Mitsui Trust Group, Inc. 0.10% No change 5,450,000 $142.6M
School Employees Retirement Board of Ohio 30.94% Add +20.0% 2,274,084 $59.5M
Bank of America Corp. 0.00% Reduce -8.0% 1,324,284 $34.7M
Teacher Retirement System of Texas 0.12% No change 1,300,000 $34.0M
Fifth Third Bancorp 0.04% Add +20.2% 463,490 $12.1M
Vicus Capital 0.95% Add +730.2% 408,573 $10.7M
Fielder Capital Group LLC 3.17% Add +7.2% 388,508 $10.2M
China Universal Asset Management Co., Ltd. 0.81% Add +124.1% 330,500 $8.6M
MorganRosel Wealth Management, LLC 2.76% Reduce -1.3% 320,945 $8.4M
Sanctuary Advisors, LLC 0.05% Add +18.4% 264,067 $7.4M
AE Wealth Management LLC 0.06% Add +78.8% 266,915 $7.0M
Versant Capital Management, Inc 1.28% Add +9.6% 226,409 $5.9M
RFG Advisory, LLC 0.16% Add +13.1% 221,553 $5.8M
JPMorgan Chase & Co. 0.00% New 219,086 $5.7M
Castle Wealth Management LLC 1.78% Reduce -3.3% 172,901 $4.5M
Renaissance Technologies 0.01% Add +2.5% 158,100 $4.1M
Mgo One Seven LLC 0.15% Add +6.6% 146,603 $3.8M
Jane Street Group, LLC 0.01% Add +106.0% 145,229 $3.8M
Greenline Partners, LLC 0.51% Reduce -26.0% 138,319 $3.6M
Prospera Financial Services Inc 0.06% Add +13.9% 97,312 $2.5M
Turning Point Benefit Group, Inc. 2.32% — 93,345 $2.4M
Running Point Capital Advisors, LLC 0.75% Reduce -2.5% 83,716 $2.2M
Raymond James Financial Inc. 0.00% — 79,475 $2.1M
CW Advisors, LLC 0.03% Reduce -1.7% 77,263 $2.0M
Tableaux LLC 1.16% — 53,557 $1.4M
Scarborough Advisors, LLC 0.19% New 51,475 $1.3M
Oarsman Capital, Inc. 0.23% Reduce -1.3% 49,820 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.32% New 44,376 $1.2M
Sfm, LLC 0.79% New 42,591 $1.1M
Blue Trust, Inc. 0.01% Add +482.6% 40,987 $1.1M
Adventist Health System Sunbelt Healthcare Corp. 0.03% Reduce -99.4% 38,384 $1.0M
Rede Wealth, LLC 0.37% Add +1.8% 36,610 $958K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 29,846 $781K
Ardent Capital Management, Inc. 0.34% No change 28,500 $746K
Neuberger Berman Group LLC 0.00% No change 28,000 $733K
Insigneo Advisory Services, LLC 0.07% New 27,199 $712K
Cedar Point Capital Partners, LLC 0.48% Add +19.9% 26,956 $705K
NewEdge Advisors, LLC 0.00% New 26,623 $697K
Flow Traders U.S. LLC 0.03% Reduce -81.0% 25,202 $660K
Rooted Wealth Advisors, Inc. 0.25% Reduce -2.9% 24,486 $647K
Signal Advisors Wealth, LLC 0.07% Reduce -59.5% 23,965 $627K
Westfuller Advisors, LLC 0.38% Add +96.0% 23,087 $604K
Maripau Wealth Management LLC 0.33% Reduce -62.0% 20,992 $549K
Bison Wealth, LLC 0.06% — 20,168 $528K
Cetera Investment Advisers 0.00% Add +29.1% 17,978 $470K
Slagle Financial, LLC 0.20% Add +97.9% 16,965 $444K
Cerity Partners LLC 0.00% Add +9.3% 16,084 $421K
NavPoint Financial, Inc. 0.31% No change 15,218 $398K
Jackson Creek Investment Advisors LLC 0.12% Add +1.7% 14,910 $390K
Two Sigma Securities, LLC 0.07% New 14,292 $374K
Wedmont Private Capital 0.02% No change 13,860 $372K
IFP Advisors, Inc 0.01% No change 13,516 $354K
Plum Street Advisors, LLC 0.17% Reduce -19.1% 13,124 $343K
Family Investment Center, Inc. 0.09% New 12,834 $336K
Brookstone Capital Management 0.00% Reduce -3.7% 12,382 $324K
Howard Bailey Securities, LLC 0.12% Add +38.4% 12,213 $320K
Orion Porfolio Solutions, LLC 0.00% Reduce -22.4% 11,687 $306K
Orion Portfolio Solutions, LLC 0.00% Reduce -22.4% 11,687 $306K
RHS Financial, LLC 0.14% New 10,004 $262K
HUB Investment Partners, LLC 0.01% New 9,777 $256K
Riggs Capital Management LLC 0.25% — 9,600 $251K
Kingdom Financial Group LLC. 0.17% New 9,559 $250K
Csenge Advisory Group 0.01% New 8,526 $223K
MML Investors Services, LLC 0.00% Add +0.8% 7,726 $202K
Exchange Traded Concepts, LLC 0.00% Reduce -2.6% 6,051 $158K
Sound Income Strategies, LLC 0.01% No change 5,748 $150K
Pineridge Advisors LLC 0.05% Add +16.9% 4,978 $130K
Quest 10 Wealth Builders, Inc. 0.12% — 4,523 $118K
Tower Research Capital LLC (TRC) 0.00% New 3,850 $101K
Evermay Wealth Management LLC 0.01% No change 3,772 $99K
CoreFirst Bank & Trust 0.05% No change 3,000 $79K
Smartleaf Asset Management LLC 0.01% New 2,990 $78K
Cullen/Frost Bankers, Inc. 0.00% New 2,839 $74K
Deane Retirement Strategies, Inc. 0.03% Reduce -1.2% 2,623 $69K
Royal Bank of Canada 0.00% Add +80.5% 1,995 $52K
Bank of Montreal 0.00% No change 1,860 $49K
True Wealth Design, LLC 0.01% No change 1,462 $38K
Cwm, LLC 0.00% New 1,450 $38K
Osaic Holdings, Inc. 0.00% Reduce -27.4% 1,325 $35K
Comerica Bank 0.00% No change 1,012 $26K
Federation des caisses Desjardins du Quebec 0.00% No change 900 $24K
PNC Financial Services Group, Inc. 0.00% New 883 $23K
PSI Advisors, LLC 0.01% No change 785 $21K
Oliver Lagore Vanvalin Investment Group 0.00% No change 541 $14K
Reyes Financial Architecture, Inc. 0.01% — 495 $13K
FMR LLC 0.00% Reduce -19.5% 441 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 400 $10K
Capital Analysts, LLC 0.00% Add +55.3% 320 $8K
Transce3nd, LLC 0.00% — 185 $5K
Signaturefd, LLC 0.00% Add +50.0% 150 $4K
Tradewinds Capital Management, LLC 0.00% New 120 $3K
Farther Finance Advisors, LLC 0.00% No change 100 $3K
Richard W. Paul & Associates, LLC 0.00% Add +121.6% 82 $2K
CoreCap Advisors, LLC 0.00% No change 68 $2K
Lanark Financial, Inc. 0.00% — 1 $33

"% of holder's portfolio" is IAUM's weight in each manager's 13F, not the share of iShares Gold Trust Micro the manager owns.