iShares Gold Trust MicroIAUMETF

13F holders, Q3 2025 (September 30)
191holders +34
51new positions
16sold out
2famous investors
$38.58avg. 13F price*

At the end of Q3 2025, 191 institutions reported holding iShares Gold Trust Micro (IAUM) in their 13F filings, up 34 from Q2 2025. 51 opened new positions and 16 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($698.2M), Adventist Health System Sunbelt Healthcare Corp. ($256.4M) and Alaska Permanent Fund Corp ($116.3M). 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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$102.6M
Exits16$22.2M

All 13F filers, Q2 2025 → Q3 2025: 19,116,753 shares bought and 1,571,284 shares sold, net +17,545,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

Sumitomo Mitsui Trust Group, Inc. 0.40% Add +95.0% 18,134,927 $698.2M
Adventist Health System Sunbelt Healthcare Corp. 11.15% Add +92.3% 6,660,684 $256.4M
Alaska Permanent Fund Corp 6.97% Add +0.1% 2,916,000 $116.3M
Bank of America Corp. 0.01% Add +22.0% 2,703,033 $104.1M
School Employees Retirement Board of Ohio 51.08% Add +13.2% 2,573,324 $99.1M
Blue Trust, Inc. 0.79% Add +31.6% 1,823,937 $70.2M
AlTi Global, Inc. 1.26% No change 1,400,000 $53.9M
Teacher Retirement System of Texas 0.20% No change 1,300,000 $50.0M
Vicus Capital 3.19% Reduce -2.8% 1,084,004 $41.7M
JPMorgan Chase & Co. 0.00% Add +24.0% 856,687 $33.0M
Sanctuary Advisors, LLC 0.19% Add +35.2% 840,296 $32.4M
Vident Advisory, LLC 0.30% Add +18.2% 789,199 $30.4M
Fifth Third Bancorp 0.09% Add +8.2% 762,747 $29.4M
Heck Capital Advisors, LLC 2.12% New 712,000 $27.4M
Myriad Asset Management US LP 14.46% Add +475.0% 690,792 $26.6M
AlphaCore Capital LLC 0.89% Add +11.1% 686,638 $26.4M
Ancora Advisors LLC 0.46% Add +351.6% 599,977 $23.1M
AE Wealth Management LLC 0.13% Add +16.6% 524,172 $20.2M
Raymond James Financial Inc. 0.01% Add +209.4% 466,155 $17.9M
China Universal Asset Management Co., Ltd. 1.22% Reduce -7.3% 382,500 $14.7M
United Community Bank 4.55% Add +6.1% 381,921 $14.7M
Fielder Capital Group LLC 3.16% Add +0.1% 360,207 $13.9M
Asset Management One Co., Ltd. 0.03% New 303,294 $11.7M
Avestar Capital, LLC 0.82% Reduce -1.7% 298,849 $11.5M
Amundi 0.00% New 283,451 $11.2M
Howland Capital Management LLC 0.37% Add +9.1% 251,501 $9.7M
MorganRosel Wealth Management, LLC 2.48% Reduce -17.1% 248,249 $9.6M
Versant Capital Management, Inc 1.24% Reduce -7.8% 236,175 $9.1M
Sigma Investment Counselors Inc. 0.47% New 234,627 $9.0M
Sfm, LLC 5.07% Add +3.8% 226,491 $8.7M
Truist Financial Corp. 0.01% Add +58.2% 221,082 $8.5M
World Investment Advisors 0.17% Add +4.2% 219,185 $8.4M
Raub Brock Capital Management LP 1.72% Add +11.9% 207,700 $8.0M
Mgo One Seven LLC 0.18% Add +6.2% 205,050 $7.9M
Envestnet Asset Management Inc. 0.00% Add +94.8% 204,003 $7.9M
Stokes Family Office, LLC 0.74% New 202,548 $7.8M
Tableaux LLC 3.07% Add +40.9% 199,350 $7.7M
U.S. Capital Wealth Advisors, LLC 0.19% Add +2395.6% 183,673 $7.1M
MML Investors Services, LLC 0.02% Add +22.7% 170,414 $6.6M
Renaissance Technologies 0.01% New 159,300 $6.1M
Castle Wealth Management LLC 1.89% Reduce -1.2% 145,264 $5.6M
Napa Wealth Management 2.54% Add +24.0% 140,626 $5.4M
Fifth Third Wealth Advisors LLC 0.19% Add +16.6% 135,565 $5.2M
RFG Advisory, LLC 0.10% Reduce -72.3% 131,828 $5.1M
Citadel Advisors 0.00% Add +123.4% 131,032 $5.0M
Spectrum Strategic Capital Management, LLC 3.01% Reduce -0.2% 130,814 $5.0M
Greenline Partners, LLC 0.55% Add +8.3% 118,333 $4.6M
Signet Financial Management, LLC 0.49% Add +12.6% 110,336 $4.2M
Osaic Holdings, Inc. 0.01% Add +2292.2% 102,982 $3.9M
Stonehage Fleming Financial Services Holdings Ltd 0.11% Add +11.9% 101,024 $3.9M
Quadrature Capital Ltd 0.04% Reduce -80.2% 92,477 $3.6M
Nomura Asset Management Co. Ltd. 0.01% New 92,000 $3.5M
Scarborough Advisors, LLC 0.61% Add +4.4% 89,839 $3.5M
LPL Financial LLC 0.00% Add +1195.6% 88,150 $3.4M
Running Point Capital Advisors, LLC 0.81% Add +8.5% 78,128 $3.0M
M Wealth Management, LLC 2.59% No change 76,528 $2.9M
Cetera Investment Advisers 0.00% Add +9.7% 74,154 $2.9M
Thrivent Financial for Lutherans 0.01% New 72,019 $2.8M
Wedmont Private Capital 0.10% Add +117.3% 69,102 $2.7M
Turning Point Benefit Group, Inc. 1.61% Reduce -1.9% 69,163 $2.7M
Evermay Wealth Management LLC 0.30% Reduce -1.1% 67,805 $2.6M
Prudential PLC 0.02% New 66,127 $2.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% No change 63,891 $2.5M
Mercer Global Advisors Inc. 0.00% Add +1.1% 61,866 $2.4M
Atria Investments, Inc 0.03% Add +574.6% 61,272 $2.4M
Principal Securities, Inc. 0.04% Add +12.4% 59,722 $2.3M
SteelPeak Wealth, LLC 0.08% New 59,475 $2.3M
NorthCoast Asset Management LLC 0.01% New 56,328 $2.2M
Brookwood Investment Group LLC 0.28% Add +28.4% 55,387 $2.1M
Mariner, LLC 0.00% New 52,350 $2.0M
Prospera Financial Services Inc 0.03% Reduce -20.3% 48,555 $1.9M
Oarsman Capital, Inc. 0.26% Reduce -1.0% 47,745 $1.8M
Cedar Point Capital Partners, LLC 0.98% Add +6.1% 38,650 $1.5M
Retirement Financial Solutions, LLC 0.45% New 37,328 $1.4M
Tactive Advisors, LLC 0.40% Reduce -8.2% 37,016 $1.4M
NewEdge Advisors, LLC 0.01% Add +13.2% 34,580 $1.3M
Hunter Associates Investment Management LLC 0.18% No change 33,534 $1.3M
Kestra Advisory Services, LLC 0.01% Add +43.9% 32,901 $1.3M
MAI Capital Management 0.01% Add +307.3% 32,698 $1.3M
Westfuller Advisors, LLC 0.57% Add +45.5% 32,542 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.8% 32,409 $1.2M
Red Tortoise LLC 0.52% New 31,072 $1.2M
HighTower Advisors, LLC 0.00% Add +28.2% 31,004 $1.2M
Choate Investment Advisors 0.02% No change 30,932 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.27% Reduce -12.6% 29,332 $1.1M
Ardent Capital Management, Inc. 0.47% No change 28,500 $1.1M
Cerity Partners LLC 0.00% Add +50.1% 27,444 $1.1M
Fifth Third Securities, Inc. 0.07% Reduce -3.2% 27,312 $1.1M
&partners 0.01% Add +267.6% 25,576 $985K
Insigneo Advisory Services, LLC 0.07% Add +16.0% 25,005 $963K
IFP Advisors, Inc 0.02% Add +1.8% 24,405 $940K
Rooted Wealth Advisors, Inc. 0.28% Add +2.4% 24,039 $931K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% New 20,517 $790K
Family Investment Center, Inc. 0.15% Add +2.1% 19,104 $736K
Orion Porfolio Solutions, LLC 0.01% Reduce -24.3% 19,039 $733K
Smith, Moore & Co. 0.05% New 18,518 $713K
Creative Planning 0.00% New 18,159 $699K
Commonwealth Equity Services, LLC 0.00% Add +8.3% 18,029 $694K
Signal Advisors Wealth, LLC 0.06% Reduce -1.8% 17,577 $677K
Mayflower Financial Advisors, LLC 0.08% Add +14.3% 17,102 $658K

"% 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 191 holders