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iShares Gold Trust Micro (IAUM) Institutional Ownership

iShares Gold Trust Micro logo
$45.79 -0.72 (-1.55%)
As of 04:10 PM Eastern

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)
69
Total
Institutional Outflows
(last 12 months)
$466.72M
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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
8/23/2026 Wedmont Private Capital32,410$1.33M0.0%-1.3%0.021%
8/23/2026 Avos Capital Management LLC13,555$542K0.5%+18.0%0.009%
8/22/2026 Compass Financial Management LLC919$37K0.0%N/A0.001%
8/22/2026 United Community Bank347,362$13.90M4.5%-7.7%0.221%
8/21/2026 KFG Wealth Management LLC8,333$333K0.0%N/A0.005%
8/21/2026 Orion Capital Management LLC5,887$236K0.1%+67.1%0.004%
8/21/2026 Firestone Capital Management65,787$2.63M0.5%+112.6%0.042%
8/21/2026 XML Financial LLC9,179$367K0.0%+17.6%0.006%
8/20/2026 Oarsman Capital Inc.41,961$1.68M0.1%-2.2%0.027%
8/20/2026 Headlands Technologies LLC23,891$956K0.1%+36.6%0.015%
8/12/2026 Compass Financial Management LLC919$37K0.0%N/A0.001%
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%
6/3/2026 NewEdge Advisors LLC8,596$401K0.0%-75.4%0.005%
5/28/2026 Maripau 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%
5/19/2026 NewEdge Advisors LLC8,596$401K0.0%-75.4%0.005%
5/19/2026 Bank of America Corp DE3,424,139$159.91M0.0%+17.1%2.149%
5/18/2026 Amundi135,329$6.32M0.0%-21.2%0.085%
5/18/2026 EverSource Wealth Advisors LLC8,968$419K0.0%+79.2%0.006%
5/18/2026 Royal Bank of Canada4,598$215K0.0%+98.6%0.003%
5/18/2026 Reliant Wealth Planning336,983$15.74M4.8%+5,313.4%0.212%
5/18/2026 Empowered Funds LLC55,810$2.61M0.0%N/A0.035%
5/15/2026 Adventist Health System Sunbelt Healthcare Corp1,476,384$68.95M2.4%-55.7%0.927%
5/13/2026 Cetera Investment Advisers88,606$4.14M0.0%+9.5%0.056%
5/12/2026 CacheTech Inc.5,509$257K0.0%N/A0.003%
5/7/2026 Florida Financial Advisors LLC6,573$307K0.1%-39.7%0.004%
5/7/2026 AlTi 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%
5/5/2026 SouthState Bank Corp2,858$133K0.0%-47.2%0.002%
5/5/2026 Advisors Preferred LLC829$39K0.0%+532.8%0.001%
5/5/2026 Sanctuary Advisors LLC419,754$19.60M0.1%-48.4%0.263%
Why Boston Ships In Natural Gas It Already Has at Home (Ad)

A tanker called the Iberica Knutsen once sailed 2,272 miles from Trinidad and Tobago to deliver liquefied natural gas to Boston. The odd part: the Marcellus Shale, one of the largest natural gas reserves in the world, sits just a few hundred miles away. Porter Stansberry spent years digging into why this happens and what it means for the American energy system.tc pixel

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5/4/2026 Beckerman 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%
5/1/2026 Fifth 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%
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%
4/27/2026 World 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%
4/23/2026 Vicus 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%
4/21/2026 Stuart Investment Advisors Inc.32,934$1.54M0.7%+37.0%0.021%
4/21/2026 Silver 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%
3/17/2026 Rockefeller Capital Management L.P.5,347$230K0.0%-42.3%0.004%
3/13/2026 World Investment Advisors231,326$9.95M0.2%+5.5%0.152%
3/9/2026 Corient Private Wealth LLC7,170$308K0.0%N/A0.005%
3/2/2026 Sankala Group LLC35,826$1.54M1.3%N/A0.024%
2/20/2026 Bauman Advisory Group LLC111,164$4.78M3.9%N/A0.073%
2/19/2026 Corient Private Wealth LLC7,170$308K0.0%N/A0.005%
2/18/2026 Mercer Global Advisors Inc. ADV43,465$1.87M0.0%-29.7%0.029%
2/18/2026 Vident Advisory LLC1,711,783$73.59M0.7%+116.9%1.124%
2/18/2026 Beacon Pointe Advisors LLC16,291$700K0.0%+73.3%0.011%
2/18/2026 NewEdge Advisors LLC34,921$1.50M0.0%+1.0%0.023%
2/18/2026 Stokes Family Office LLC198,386$8.53M0.8%-2.1%0.130%
2/18/2026 Tudor Investment Corp ET AL44,068$1.89M0.0%N/A0.029%
2/18/2026 Main Street Financial Solutions LLC6,650$286K0.0%N/A0.004%
2/17/2026 Scarborough Advisors LLC89,419$3.84M0.6%-0.5%0.059%
2/17/2026 Cetera Investment Advisers80,945$3.48M0.0%+9.2%0.053%
2/17/2026 Imprint Wealth LLC2,094$90K0.4%+82.4%0.001%
2/17/2026 Townsend Financial Planning LLC9,183$395K0.4%N/A0.006%
Why Boston Ships In Natural Gas It Already Has at Home (Ad)

A tanker called the Iberica Knutsen once sailed 2,272 miles from Trinidad and Tobago to deliver liquefied natural gas to Boston. The odd part: the Marcellus Shale, one of the largest natural gas reserves in the world, sits just a few hundred miles away. Porter Stansberry spent years digging into why this happens and what it means for the American energy system.tc pixel

Uncover the full story behind Boston's costly LNG imports
2/17/2026 Kovack Advisors Inc.26,656$1.15M0.1%N/A0.017%
2/17/2026 Amundi171,747$7.38M0.0%-39.4%0.113%
2/17/2026 Jump Financial LLC15,100$649K0.0%N/A0.010%
2/17/2026 Osaic 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%
2/17/2026 Royal Bank of Canada2,315$100K0.0%+38.8%0.002%
2/17/2026 LFG Wealth Partners LLC6,685$287K0.2%N/A0.004%
2/16/2026 Oarsman Capital Inc.44,976$1.93M0.3%-5.8%0.030%
2/16/2026 Tableaux LLC178,527$7.68M1.3%-10.4%0.117%


IAUM Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 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 233 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 35,369,128 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 69 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), Quadrature Capital Ltd ($374.42K), and RFG Advisory LLC ($344.82K).

Institutional investors have sold a total of 10,770,977 shares in the last 24 months. This volume of shares sold represents approximately $466.72M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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