iShares Gold Trust MicroIAUMETF

13F holders, Q2 2025 (June 30)
157holders +26
41new positions
15sold out
1famous investor
$32.98avg. 13F price*

At the end of Q2 2025, 157 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings, up 26 from Q1 2025. 41 opened new positions and 15 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($306.8M), Adventist Health System Sunbelt Healthcare Corp. ($114.3M) and Alaska Permanent Fund Corp ($95.6M). 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$141.5M
Exits15$27.4M

All 13F filers, Q1 2025 → Q2 2025: 11,669,372 shares bought and 1,983,117 shares sold, net +9,686,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 157 holders

Sumitomo Mitsui Trust Group, Inc. 0.19% Add +39.9% 9,300,000 $306.8M
Adventist Health System Sunbelt Healthcare Corp. 8.79% Add +49.9% 3,463,784 $114.3M
Alaska Permanent Fund Corp 5.67% Reduce -17.4% 2,914,000 $95.6M
School Employees Retirement Board of Ohio 42.88% No change 2,274,084 $75.0M
Bank of America Corp. 0.01% Add +14.2% 2,215,599 $73.1M
AlTi Global, Inc. 1.16% New 1,400,000 $46.2M
Blue Trust, Inc. 0.54% Add +2907.8% 1,385,449 $45.7M
Teacher Retirement System of Texas 0.18% No change 1,300,000 $42.9M
Vicus Capital 3.06% Add +0.1% 1,114,952 $36.8M
Fifth Third Bancorp 0.08% Add +22.7% 705,180 $23.3M
JPMorgan Chase & Co. 0.00% Add +12.2% 690,733 $22.8M
Vident Advisory, LLC 0.25% New 667,754 $22.0M
Sanctuary Advisors, LLC 0.13% Reduce -1.3% 621,396 $20.5M
AlphaCore Capital LLC 0.78% Add +0.9% 618,282 $20.4M
RFG Advisory, LLC 0.37% Add +72.4% 476,293 $15.7M
Quadrature Capital Ltd 0.27% New 466,896 $15.4M
AE Wealth Management LLC 0.11% Add +41.9% 449,599 $14.8M
Jane Street Group, LLC 0.02% New 417,287 $13.8M
China Universal Asset Management Co., Ltd. 1.28% Add +51.4% 412,500 $13.6M
United Community Bank 4.06% Add +883.2% 360,013 $11.9M
Fielder Capital Group LLC 3.17% Reduce -15.3% 359,918 $11.9M
Avestar Capital, LLC 0.73% New 303,920 $10.0M
MorganRosel Wealth Management, LLC 2.70% Add +8.6% 299,558 $9.9M
Versant Capital Management, Inc 1.28% Add +10.4% 256,302 $8.5M
Howland Capital Management LLC 0.31% Add +145.8% 230,535 $7.6M
Sfm, LLC 4.62% Add +73.2% 218,143 $7.2M
World Investment Advisors 0.16% Reduce -5.8% 210,409 $6.9M
Mgo One Seven LLC 0.21% Add +21.3% 193,100 $6.4M
Raub Brock Capital Management LP 1.33% New 185,660 $6.1M
Atria Wealth Solutions, Inc. 0.13% Reduce -45.3% 167,703 $5.5M
Raymond James Financial Inc. 0.00% Add +29.2% 150,685 $5.0M
Castle Wealth Management LLC 1.76% Reduce -13.3% 147,059 $4.9M
Tableaux LLC 2.68% Add +45.2% 141,511 $4.7M
Truist Financial Corp. 0.01% New 139,740 $4.6M
MML Investors Services, LLC 0.01% Add +1458.5% 138,862 $4.6M
Ancora Advisors LLC 0.09% Add +28.8% 132,866 $4.4M
Spectrum Strategic Capital Management, LLC 2.76% New 131,134 $4.3M
Myriad Asset Management US LP 2.63% New 120,142 $4.0M
Fifth Third Wealth Advisors LLC 0.16% Add +1011.6% 116,297 $3.8M
Napa Wealth Management 1.79% Reduce -24.3% 113,374 $3.7M
Greenline Partners, LLC 0.49% Reduce -1.8% 109,311 $3.6M
Envestnet Asset Management Inc. 0.00% Add +1332.2% 104,735 $3.5M
Signet Financial Management, LLC 0.41% Add +233.6% 97,971 $3.2M
Stonehage Fleming Financial Services Holdings Ltd 0.09% Add +10.1% 90,315 $3.0M
Flow Traders U.S. LLC 0.11% New 87,111 $2.9M
Scarborough Advisors, LLC 0.56% Reduce -6.4% 86,033 $2.8M
M Wealth Management, LLC 2.33% No change 76,528 $2.5M
CW Advisors, LLC 0.02% Reduce -0.5% 75,971 $2.5M
Running Point Capital Advisors, LLC 0.66% Reduce -4.1% 71,993 $2.4M
Turning Point Benefit Group, Inc. 1.76% Reduce -8.5% 70,531 $2.3M
Evermay Wealth Management LLC 0.28% Reduce -18.4% 68,530 $2.3M
Cetera Investment Advisers 0.00% Add +110.1% 67,624 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% No change 63,891 $2.1M
Mercer Global Advisors Inc. 0.00% New 61,166 $2.0M
Prospera Financial Services Inc 0.04% Reduce -21.1% 60,903 $2.0M
Citadel Advisors 0.00% Reduce -42.6% 58,663 $1.9M
Principal Securities, Inc. 0.03% New 53,109 $1.8M
Oarsman Capital, Inc. 0.25% Reduce -0.4% 48,240 $1.6M
Brookwood Investment Group LLC 0.23% Reduce -0.7% 43,142 $1.4M
Tactive Advisors, LLC 0.43% — 40,303 $1.3M
Fig Financial Advisory Services Inc. 0.89% Reduce -41.8% 40,253 $1.3M
Rede Wealth, LLC 0.45% Add +3.0% 37,625 $1.2M
Cedar Point Capital Partners, LLC 0.85% Add +13.2% 36,424 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.28% Reduce -21.9% 33,544 $1.1M
Hunter Associates Investment Management LLC 0.16% No change 33,534 $1.1M
Wedmont Private Capital 0.04% Add +129.4% 31,795 $1.1M
Choate Investment Advisors 0.02% New 30,932 $1.0M
NewEdge Advisors, LLC 0.01% Reduce -0.6% 30,549 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +99.5% 30,053 $991K
Ardent Capital Management, Inc. 0.45% No change 28,500 $940K
Fifth Third Securities, Inc. 0.07% New 28,202 $930K
Orion Porfolio Solutions, LLC 0.01% Add +110.8% 25,153 $830K
Stark Wealth Management LLC 1.18% New 25,630 $823K
HighTower Advisors, LLC 0.00% New 24,184 $798K
IFP Advisors, Inc 0.02% Add +77.3% 23,971 $791K
Rooted Wealth Advisors, Inc. 0.27% Add +4.6% 23,471 $786K
Kestra Advisory Services, LLC 0.00% Add +36.8% 22,872 $755K
Westfuller Advisors, LLC 0.42% Reduce -13.4% 22,359 $738K
Insigneo Advisory Services, LLC 0.06% Reduce -23.0% 21,562 $711K
Bison Wealth, LLC 0.05% Reduce -0.2% 18,731 $618K
Family Investment Center, Inc. 0.14% Reduce -31.8% 18,702 $617K
Cerity Partners LLC 0.00% Add +4.3% 18,283 $603K
Signal Advisors Wealth, LLC 0.05% Reduce -7.0% 17,893 $590K
Commonwealth Equity Services, LLC 0.00% Add +133.3% 16,654 $549K
NavPoint Financial, Inc. 0.30% No change 15,218 $502K
Maripau Wealth Management LLC 0.25% Reduce -8.1% 15,148 $500K
Mayflower Financial Advisors, LLC 0.07% New 14,969 $494K
Jackson Creek Investment Advisors LLC 0.13% Reduce -7.0% 14,718 $486K
Walled Lake Planning & Wealth Management, LLC 0.15% New 14,036 $463K
Brookstone Capital Management 0.01% Add +11.1% 13,197 $435K
Slagle Financial, LLC 0.17% Reduce -17.9% 13,143 $434K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -4.4% 12,141 $401K
HUB Investment Partners, LLC 0.01% Reduce -49.9% 11,728 $387K
Painted Porch Advisors LLC 0.14% New 10,500 $346K
Susquehanna International Group, LLP 0.00% New 9,981 $329K
Merit Financial Group, LLC 0.00% New 9,860 $325K
Howard Bailey Securities, LLC 0.10% Reduce -15.1% 9,837 $325K
Plum Street Advisors, LLC 0.14% Reduce -14.0% 9,796 $323K
Focus Partners Wealth 0.00% New 9,545 $315K
Atria Investments, Inc 0.00% New 9,082 $300K

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

Show all 157 holders