Free Trial

iShares Gold Trust Micro (IAUM) Institutional Ownership

iShares Gold Trust Micro logo
$40.86 -0.69 (-1.66%)
Closing price 04:10 PM Eastern
Extended Trading
$40.97 +0.11 (+0.27%)
As of 07:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Gold Trust Micro (NYSEARCA:IAUM)

Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$471.17M
Get IAUM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Gold Trust Micro stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IAUM Institutional Buying and Selling by Quarter

iShares Gold Trust Micro Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Epiq Partners LLC6,161$255K0.1%+13.4%0.004%
10/2/2026 Versant Capital Management Inc313,333$12.98M1.1%-9.3%0.197%
9/25/2026Atomic Invest LLC2,980$119K0.0%+35.9%0.002%
9/9/2026Tidal Investments LLC33,181$1.33M0.0%-5.9%0.021%
9/9/2026RFG Advisory LLC198,410$7.94M0.1%-24.7%0.126%
9/9/2026NewEdge Advisors LLC10,594$424K0.0%+23.2%0.007%
9/9/2026IFP Advisors Inc15,049$602K0.0%-42.1%0.010%
8/23/2026Wedmont Private Capital32,410$1.33M0.0%-1.3%0.021%
8/23/2026Avos Capital Management LLC13,555$542K0.5%+18.0%0.009%
8/22/2026Compass Financial Management LLC919$37K0.0%N/A0.001%
8/22/2026United Community Bank347,362$13.90M4.5%-7.7%0.221%
8/21/2026KFG Wealth Management LLC8,333$333K0.0%N/A0.005%
8/21/2026Orion Capital Management LLC5,887$236K0.1%+67.1%0.004%
8/21/2026Firestone Capital Management65,787$2.63M0.5%+112.6%0.042%
8/21/2026XML Financial LLC9,179$367K0.0%+17.6%0.006%
8/20/2026Oarsman Capital Inc.41,961$1.68M0.1%-2.2%0.027%
8/20/2026Headlands Technologies LLC23,891$956K0.1%+36.6%0.015%
8/12/2026Compass Financial Management LLC919$37K0.0%N/A0.001%
7/10/2026Heck Capital Advisors LLC584,557$23.39M1.4%-76.0%0.371%
7/9/2026Bay Rivers Group8,677$347K0.1%+3.6%0.006%
7/9/2026Tactive Advisors LLC39,508$1.58M0.4%+7.2%0.025%
7/9/2026Chemistry Wealth Management LLC47,264$1.89M0.3%+25.0%0.030%
7/8/2026Archer Investment Management LLC12,238$490K0.2%+137.1%0.008%
7/7/2026SFM LLC220,012$8.80M4.5%+1.5%0.140%
7/7/2026Epiq Partners LLC5,432$217K0.1%N/A0.003%
7/2/2026 Versant Capital Management Inc345,409$13.82M1.2%+7.9%0.219%
6/3/2026NewEdge Advisors LLC8,596$401K0.0%-75.4%0.005%
5/28/2026Maripau Wealth Management LLC15,405$719K0.3%+11.1%0.010%
5/19/2026Alaska Permanent Fund Corp3,709,000$170.54M10.9%+25.4%2.328%
5/19/2026NewEdge Advisors LLC8,596$401K0.0%-75.4%0.005%
5/19/2026Bank of America Corp DE3,424,139$159.91M0.0%+17.1%2.149%
5/18/2026Amundi135,329$6.32M0.0%-21.2%0.085%
5/18/2026EverSource Wealth Advisors LLC8,968$419K0.0%+79.2%0.006%
5/18/2026Royal Bank of Canada4,598$215K0.0%+98.6%0.003%
5/18/2026Reliant Wealth Planning336,983$15.74M4.8%+5,313.4%0.212%
5/18/2026Empowered Funds LLC55,810$2.61M0.0%N/A0.035%
5/15/2026Adventist Health System Sunbelt Healthcare Corp1,476,384$68.95M2.4%-55.7%0.927%
5/13/2026Cetera Investment Advisers88,606$4.14M0.0%+9.5%0.056%
5/12/2026CacheTech Inc.5,509$257K0.0%N/A0.003%
5/7/2026Florida Financial Advisors LLC6,573$307K0.1%-39.7%0.004%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
5/7/2026AlTi Global Inc.1,339,049$63.51M1.4%-1.5%0.841%
5/7/2026Scarborough Advisors LLC24,325$1.14M0.1%-72.8%0.015%
5/6/2026Bauman Advisory Group LLC190,927$8.92M6.2%+71.8%0.120%
5/5/2026Signet Financial Management LLC95,672$4.47M0.5%-20.7%0.060%
5/5/2026SouthState Bank Corp2,858$133K0.0%-47.2%0.002%
5/5/2026Advisors Preferred LLC829$39K0.0%+532.8%0.001%
5/5/2026Sanctuary Advisors LLC419,754$19.60M0.1%-48.4%0.263%
5/4/2026Beckerman Institutional LLC10,043$469K0.2%+11.9%0.006%
5/2/2026CAP Partners LLC6,251$292K0.2%-34.5%0.004%
5/2/2026International Assets Investment Management LLC750$36K0.0%N/A0.000%
5/1/2026Castle Wealth Management LLC126,968$5.93M1.9%-6.0%0.080%
5/1/2026Capital Squared Financial LLC4,566$213K0.2%N/A0.003%
5/1/2026Fifth Third Bancorp834,143$38.95M0.1%+4.7%0.524%
5/1/2026Walled Lake Planning & Wealth Management LLC24,358$1.14M0.3%+66.4%0.015%
4/30/2026Kestra Advisory Services LLC95,080$4.44M0.0%+199.6%0.060%
4/30/2026Sumitomo Mitsui Trust Group Inc.26,834,927$1.25B0.8%+22.3%16.846%
4/28/2026Westfuller Advisors LLC35,165$1.64M0.7%+61.5%0.022%
4/28/2026B.O.S.S. Retirement Advisors LLC4,605$215K0.1%-20.9%0.003%
4/28/2026Walkner Condon Financial Advisors LLC7,031$328K0.0%N/A0.004%
4/28/2026Retirement Financial Solutions LLC27,750$1.30M0.4%-8.3%0.017%
4/27/2026PFG Investments LLC5,138$240K0.0%N/A0.003%
4/27/2026World Investment Advisors274,866$12.84M0.2%+18.8%0.173%
4/27/2026Bedminster LLC6,832$319K0.3%+3.3%0.004%
4/24/2026School Employees Retirement Board of Ohio2,875,749$134.30M54.8%+11.8%1.805%
4/24/2026Family Investment Center Inc.17,851$834K0.2%-12.3%0.011%
4/24/2026Fairman Group LLC596$28K0.0%+508.2%0.000%
4/23/2026Mayflower Financial Advisors LLC18,285$854K0.1%+3.3%0.011%
4/23/2026Networth Advisors LLC3,921$183K0.1%-5.2%0.002%
4/23/2026Vicus Capital133,915$6.25M0.5%-87.6%0.084%
4/22/2026Rooted Wealth Advisors Inc.28,379$1.36M0.3%+17.1%0.018%
4/21/2026Stuart Investment Advisors Inc.32,934$1.54M0.7%+37.0%0.021%
4/21/2026Silver Oak Securities Incorporated7,354$343K0.0%-49.6%0.005%
4/20/2026Blue Trust Inc.1,606,389$75.02M0.9%-8.2%1.008%
4/20/2026RFG Advisory LLC263,517$12.31M0.2%+100.4%0.165%
4/20/2026Fifth Third Wealth Advisors LLC183,516$8.57M0.3%-5.7%0.115%
4/20/2026Apella Capital LLC5,266$255K0.0%N/A0.003%
4/17/2026Signal Advisors Wealth LLC17,611$822K0.1%+7.1%0.011%
4/17/2026XML Financial LLC7,804$364K0.0%+59.1%0.005%
4/17/2026Brookstone Capital Management12,195$570K0.0%N/A0.008%
4/16/2026Tactive Advisors LLC36,868$1.72M0.5%+5.5%0.023%
3/17/2026Rockefeller Capital Management L.P.5,347$230K0.0%-42.3%0.004%
3/13/2026World Investment Advisors231,326$9.95M0.2%+5.5%0.152%
3/9/2026Corient Private Wealth LLC7,170$308K0.0%N/A0.005%
3/2/2026Sankala Group LLC35,826$1.54M1.3%N/A0.024%
2/20/2026Bauman Advisory Group LLC111,164$4.78M3.9%N/A0.073%
2/19/2026Corient Private Wealth LLC7,170$308K0.0%N/A0.005%
2/18/2026Mercer Global Advisors Inc. ADV43,465$1.87M0.0%-29.7%0.029%
2/18/2026Vident Advisory LLC1,711,783$73.59M0.7%+116.9%1.124%
2/18/2026Beacon Pointe Advisors LLC16,291$700K0.0%+73.3%0.011%
2/18/2026NewEdge Advisors LLC34,921$1.50M0.0%+1.0%0.023%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/18/2026Stokes Family Office LLC198,386$8.53M0.8%-2.1%0.130%
2/18/2026Tudor Investment Corp ET AL44,068$1.89M0.0%N/A0.029%
2/18/2026Main Street Financial Solutions LLC6,650$286K0.0%N/A0.004%
2/17/2026Scarborough Advisors LLC89,419$3.84M0.6%-0.5%0.059%
2/17/2026Cetera Investment Advisers80,945$3.48M0.0%+9.2%0.053%
2/17/2026Imprint Wealth LLC2,094$90K0.4%+82.4%0.001%
2/17/2026Townsend Financial Planning LLC9,183$395K0.4%N/A0.006%
2/17/2026Kovack Advisors Inc.26,656$1.15M0.1%N/A0.017%
2/17/2026Amundi171,747$7.38M0.0%-39.4%0.113%
2/17/2026Jump Financial LLC15,100$649K0.0%N/A0.010%


IAUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 247 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were Sumitomo Mitsui Trust Group Inc. ($1.25B), Alaska Permanent Fund Corp ($170.54M), Bank of America Corp DE ($159.91M), School Employees Retirement Board of Ohio ($134.30M), Blue Trust Inc. ($75.02M), Vident Advisory LLC ($73.59M), and Adventist Health System Sunbelt Healthcare Corp ($68.95M).Learn more on iShares Gold Trust Micro's institutional investors.

Of the 234 institutional investors that purchased iShares Gold Trust Micro's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Mitsui Trust Group Inc. ($22.43M), Adventist Health System Sunbelt Healthcare Corp ($3.20M), OVERSEA CHINESE BANKING Corp Ltd ($2.06M), Blue Trust Inc. ($1.85M), Vident Advisory LLC ($1.71M), AlTi Global Inc. ($1.40M), and Bank of America Corp DE ($1.26M).

Institutional investors have bought a total of 35,191,998 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 71 institutional investors that sold iShares Gold Trust Micro's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Adventist Health System Sunbelt Healthcare Corp ($5.18M), Heck Capital Advisors LLC ($1.85M), Vicus Capital ($981.04K), Sanctuary Advisors LLC ($420.54K), Myriad Asset Management US LP ($415.55K), RFG Advisory LLC ($409.93K), and Quadrature Capital Ltd ($374.42K).

Institutional investors have sold a total of 10,881,167 shares in the last 24 months. This volume of shares sold represents approximately $471.17M in transactions.



Institutional ownership data for NYSEARCA:IAUM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners