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iShares Gold Trust Micro (IAUM) Institutional Ownership

iShares Gold Trust Micro logo
$42.30 -0.03 (-0.06%)
As of 02:51 PM Eastern
This is a fair market value 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)
188
Total
Institutional Inflows
(last 12 months)
$1.55B
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$488.08M
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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
7/10/2026 Heck Capital Advisors LLC584,557$23.39M1.4%-76.0%0.371%
7/9/2026 Bay Rivers Group8,677$347K0.1%+3.6%0.006%
7/9/2026 Tactive Advisors LLC39,508$1.58M0.4%+7.2%0.025%
7/9/2026 Chemistry Wealth Management LLC47,264$1.89M0.3%+25.0%0.030%
7/8/2026 Archer Investment Management LLC12,238$490K0.2%+137.1%0.008%
7/7/2026 SFM LLC220,012$8.80M4.5%+1.5%0.140%
7/7/2026 Epiq 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%
5/19/2026 Alaska 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%
5/18/2026 EverSource 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%
5/7/2026AlTi Global Inc.1,339,049$63.51M1.4%-1.5%0.841%
5/7/2026 Scarborough Advisors LLC24,325$1.14M0.1%-72.8%0.015%
5/6/2026 Bauman 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%
5/2/2026 CAP Partners LLC6,251$292K0.2%-34.5%0.004%
5/2/2026 International Assets Investment Management LLC750$36K0.0%N/A0.000%
5/1/2026 Castle Wealth Management LLC126,968$5.93M1.9%-6.0%0.080%
5/1/2026 Capital Squared Financial LLC4,566$213K0.2%N/A0.003%
5/1/2026Fifth Third Bancorp834,143$38.95M0.1%+4.7%0.524%
5/1/2026 Walled Lake Planning & Wealth Management LLC24,358$1.14M0.3%+66.4%0.015%
4/30/2026 Kestra Advisory Services LLC95,080$4.44M0.0%+199.6%0.060%
4/30/2026 Sumitomo Mitsui Trust Group Inc.26,834,927$1.25B0.8%+22.3%16.846%
4/28/2026 Westfuller Advisors LLC35,165$1.64M0.7%+61.5%0.022%
4/28/2026 B.O.S.S. Retirement Advisors LLC4,605$215K0.1%-20.9%0.003%
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4/28/2026 Walkner Condon Financial Advisors LLC7,031$328K0.0%N/A0.004%
4/28/2026 Retirement Financial Solutions LLC27,750$1.30M0.4%-8.3%0.017%
4/27/2026 PFG Investments LLC5,138$240K0.0%N/A0.003%
4/27/2026World Investment Advisors274,866$12.84M0.2%+18.8%0.173%
4/27/2026 Bedminster LLC6,832$319K0.3%+3.3%0.004%
4/24/2026 School Employees Retirement Board of Ohio2,875,749$134.30M54.8%+11.8%1.805%
4/24/2026 Family Investment Center Inc.17,851$834K0.2%-12.3%0.011%
4/24/2026 Fairman Group LLC596$28K0.0%+508.2%0.000%
4/23/2026 Mayflower Financial Advisors LLC18,285$854K0.1%+3.3%0.011%
4/23/2026 Networth Advisors LLC3,921$183K0.1%-5.2%0.002%
4/23/2026Vicus Capital133,915$6.25M0.5%-87.6%0.084%
4/22/2026 Rooted 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%
4/20/2026 Blue Trust Inc.1,606,389$75.02M0.9%-8.2%1.008%
4/20/2026 RFG Advisory LLC263,517$12.31M0.2%+100.4%0.165%
4/20/2026 Fifth Third Wealth Advisors LLC183,516$8.57M0.3%-5.7%0.115%
4/20/2026 Apella Capital LLC5,266$255K0.0%N/A0.003%
4/17/2026 Signal Advisors Wealth LLC17,611$822K0.1%+7.1%0.011%
4/17/2026 XML Financial LLC7,804$364K0.0%+59.1%0.005%
4/17/2026 Brookstone Capital Management12,195$570K0.0%N/A0.008%
4/16/2026 Tactive 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%
2/20/2026 Bauman 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%
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%
2/17/2026 Scarborough 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%
2/17/2026 Kovack 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%
2/17/2026Osaic Holdings Inc.115,701$4.97M0.0%+12.4%0.076%
2/17/2026Running Point Capital Advisors LLC83,773$3.60M1.0%+7.2%0.055%
2/17/2026&PARTNERS26,604$1.14M0.0%+4.0%0.017%
2/17/2026Royal Bank of Canada2,315$100K0.0%+38.8%0.002%
2/17/2026LFG Wealth Partners LLC6,685$287K0.2%N/A0.004%
2/16/2026Oarsman Capital Inc.44,976$1.93M0.3%-5.8%0.030%
2/16/2026Tableaux LLC178,527$7.68M1.3%-10.4%0.117%
2/16/2026Towarzystwo Funduszy Inwestycyjnych PZU SA7,000$301K0.1%+16.7%0.005%
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2/16/2026 Retirement Financial Solutions LLC30,260$1.30M0.4%+22.2%0.020%
2/16/2026MML Investors Services LLC204,493$8.79M0.0%+20.0%0.134%
2/16/2026Mariner LLC76,505$3.29M0.0%+46.1%0.050%
2/16/2026Focus Partners Wealth80,058$3.44M0.0%+377.7%0.053%
2/16/2026Arax Advisory Partners4,887$210K0.0%N/A0.003%
2/16/2026Carl Stuart Investment Advisor Inc.24,033$1.03M0.9%+66.4%0.016%
2/16/2026Adventist Health System Sunbelt Healthcare Corp3,329,462$143.14M4.3%-50.0%2.185%
2/16/2026Aptus Capital Advisors LLC20,105$864K0.0%+33.1%0.013%
2/13/2026 Kestra Advisory Services LLC31,731$1.36M0.0%-3.6%0.021%
2/13/2026Avos Capital Management LLC17,187$739K0.3%N/A0.011%


IAUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 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 230 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 38,032,128 shares in the last 24 months. This purchase volume represents approximately $1.55B in transactions.

Of the 75 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), Alaska Permanent Fund Corp ($614K), Sanctuary Advisors LLC ($420.54K), Myriad Asset Management US LP ($415.55K), and Quadrature Capital Ltd ($374.42K).

Institutional investors have sold a total of 11,424,978 shares in the last 24 months. This volume of shares sold represents approximately $488.08M in transactions.



This page (NYSEARCA:IAUM) was last updated on 8/6/2026 by MarketBeat.com Staff.
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