iShares Gold Trust MicroIAUMETF
13F holders, Q1 2025 (March 31)131holders +35
43new positions
8sold out
2famous investors
$31.38avg. 13F price*
At the end of Q1 2025, 131 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings, up 35 from Q4 2024. 43 opened new positions and 8 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($207.3M), Alaska Permanent Fund Corp ($115.9M) and Adventist Health System Sunbelt Healthcare Corp. ($72.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $72.7M |
| Exits | 8 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 8,967,956 shares bought and 3,427,670 shares sold, net +5,540,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +22.0% | 6,650,000 | $207.3M |
| Alaska Permanent Fund Corp | 1.63% | Reduce -46.1% | 3,528,000 | $115.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.86% | Add +5918.6% | 2,310,184 | $72.0M |
| School Employees Retirement Board of Ohio | 41.09% | No change | 2,274,084 | $70.9M |
| Bank of America Corp. | 0.01% | Add +46.5% | 1,939,702 | $60.5M |
| Teacher Retirement System of Texas | 0.17% | No change | 1,300,000 | $40.5M |
| Vicus Capital | 3.23% | Add +172.6% | 1,113,568 | $34.7M |
| Sanctuary Advisors, LLC | 0.14% | Add +138.4% | 629,651 | $19.6M |
| JPMorgan Chase & Co. | 0.00% | Add +181.1% | 615,733 | $19.2M |
| AlphaCore Capital LLC | 1.62% | New | 612,704 | $19.1M |
| Fifth Third Bancorp | 0.07% | Add +24.0% | 574,557 | $17.9M |
| Renaissance Technologies | 0.03% | Add +250.1% | 553,500 | $17.3M |
| Fielder Capital Group LLC | 3.83% | Add +9.3% | 424,769 | $13.2M |
| AE Wealth Management LLC | 0.08% | Add +18.7% | 316,900 | $9.9M |
| Atria Wealth Solutions, Inc. | 0.12% | New | 306,321 | $9.5M |
| RFG Advisory, LLC | 0.23% | Add +24.7% | 276,259 | $8.6M |
| MorganRosel Wealth Management, LLC | 2.61% | Reduce -14.1% | 275,793 | $8.6M |
| China Universal Asset Management Co., Ltd. | 0.79% | Reduce -17.6% | 272,500 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 250,016 | $7.8M |
| Versant Capital Management, Inc | 1.21% | Add +2.6% | 232,202 | $7.2M |
| World Investment Advisors | 0.18% | New | 223,243 | $7.0M |
| Castle Wealth Management LLC | 2.07% | Reduce -1.9% | 169,527 | $5.3M |
| Mgo One Seven LLC | 0.19% | Add +8.6% | 159,261 | $5.0M |
| Napa Wealth Management | 2.63% | New | 149,777 | $4.7M |
| Sfm, LLC | 2.89% | Add +195.7% | 125,922 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +46.7% | 116,613 | $3.6M |
| Greenline Partners, LLC | 0.50% | Reduce -19.6% | 111,284 | $3.5M |
| Ancora Advisors LLC | 0.07% | New | 103,179 | $3.2M |
| Citadel Advisors | 0.00% | New | 102,290 | $3.2M |
| Tableaux LLC | 2.19% | Add +82.0% | 97,463 | $3.0M |
| Howland Capital Management LLC | 0.13% | New | 93,780 | $2.9M |
| Scarborough Advisors, LLC | 0.41% | Add +78.5% | 91,903 | $2.9M |
| Evermay Wealth Management LLC | 0.34% | Add +2126.8% | 83,996 | $2.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.09% | Add +174.8% | 82,001 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Reduce -20.7% | 77,191 | $2.4M |
| M Wealth Management, LLC | 2.22% | New | 76,528 | $2.4M |
| CW Advisors, LLC | 0.03% | Reduce -1.2% | 76,355 | $2.4M |
| Running Point Capital Advisors, LLC | 0.74% | Reduce -10.3% | 75,065 | $2.3M |
| Turning Point Benefit Group, Inc. | 2.14% | Reduce -17.4% | 77,060 | $2.3M |
| Fig Financial Advisory Services Inc. | 1.52% | New | 69,195 | $2.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.06% | New | 63,891 | $2.0M |
| Oarsman Capital, Inc. | 0.27% | Reduce -2.8% | 48,450 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +12.4% | 46,062 | $1.4M |
| Brookwood Investment Group LLC | 0.23% | — | 43,435 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.39% | Reduce -3.2% | 42,936 | $1.3M |
| United Community Bank | 0.43% | New | 36,615 | $1.1M |
| Rede Wealth, LLC | 0.40% | Reduce -0.2% | 36,532 | $1.1M |
| Hunter Associates Investment Management LLC | 0.16% | New | 33,534 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +79.0% | 32,187 | $1.0M |
| Cedar Point Capital Partners, LLC | 0.67% | Add +19.3% | 32,169 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +15.4% | 30,731 | $958K |
| Signet Financial Management, LLC | 0.12% | New | 29,366 | $915K |
| Cresset Asset Management, LLC | 0.00% | New | 29,160 | $909K |
| Ardent Capital Management, Inc. | 0.38% | No change | 28,500 | $888K |
| Insigneo Advisory Services, LLC | 0.09% | Add +2.9% | 27,997 | $873K |
| Family Investment Center, Inc. | 0.21% | Add +113.8% | 27,439 | $855K |
| Westfuller Advisors, LLC | 0.54% | Add +11.8% | 25,815 | $805K |
| HUB Investment Partners, LLC | 0.03% | Add +139.5% | 23,414 | $730K |
| Rooted Wealth Advisors, Inc. | 0.29% | Reduce -8.3% | 22,448 | $680K |
| Neuberger Berman Group LLC | 0.00% | Reduce -23.2% | 21,500 | $670K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -19.7% | 19,236 | $600K |
| Bison Wealth, LLC | 0.05% | Reduce -6.9% | 18,769 | $585K |
| Cerity Partners LLC | 0.00% | Add +9.0% | 17,533 | $547K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,723 | $521K |
| Maripau Wealth Management LLC | 0.29% | Reduce -21.4% | 16,491 | $514K |
| Slagle Financial, LLC | 0.22% | Reduce -5.6% | 16,012 | $499K |
| Jackson Creek Investment Advisors LLC | 0.16% | Add +6.2% | 15,829 | $493K |
| NavPoint Financial, Inc. | 0.33% | No change | 15,218 | $474K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,065 | $470K |
| Wedmont Private Capital | 0.02% | No change | 13,860 | $447K |
| IFP Advisors, Inc | 0.01% | No change | 13,516 | $421K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 12,699 | $396K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.1% | 11,933 | $372K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +2.1% | 11,933 | $372K |
| Brookstone Capital Management | 0.01% | Reduce -4.1% | 11,874 | $370K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -5.1% | 11,590 | $361K |
| Plum Street Advisors, LLC | 0.17% | Reduce -13.3% | 11,385 | $355K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 10,462 | $326K |
| XTX Topco Ltd | 0.02% | New | 10,236 | $319K |
| Williams & Novak, LLC | 0.31% | New | 10,092 | $314K |
| Smartleaf Asset Management LLC | 0.03% | Add +214.3% | 9,397 | $289K |
| Arkadios Wealth Advisors | 0.01% | New | 9,148 | $285K |
| Kingdom Financial Group LLC. | 0.20% | Reduce -6.6% | 8,925 | $278K |
| MML Investors Services, LLC | 0.00% | Add +15.3% | 8,910 | $278K |
| RHS Financial, LLC | 0.15% | Reduce -16.3% | 8,376 | $261K |
| MAI Capital Management | 0.00% | New | 8,028 | $250K |
| LPL Financial LLC | 0.00% | New | 7,526 | $235K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,313 | $228K |
| CAP Partners, LLC | 0.16% | New | 7,228 | $225K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,138 | $222K |
| Silver Oak Securities, Incorporated | 0.02% | New | 6,543 | $201K |
| FMR LLC | 0.00% | Add +1250.8% | 5,957 | $186K |
| Archer Investment Corp | 0.05% | New | 5,915 | $184K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -9.4% | 5,479 | $171K |
| Pineridge Advisors LLC | 0.06% | Add +1.1% | 5,031 | $157K |
| Arax Advisory Partners | 0.01% | New | 4,887 | $152K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Add +0.7% | 4,554 | $142K |
| SouthState Bank Corp | 0.01% | New | 3,955 | $123K |
| Osaic Holdings, Inc. | 0.00% | Add +144.4% | 3,239 | $101K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,839 | $88K |
"% of holder's portfolio" is IAUM's weight in each manager's 13F, not the share of iShares Gold Trust Micro the manager owns.