IAUM · iShares Gold Trust Micro

$44.43 -1.50 (-3.27%) At close · Aug 28

Market Cap

$7.29B

158.80M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 259

Total Value: $2,658,821,389

Total Shares: 66,453,925

Showing 1–100 of 259 holdings by value · page 1 of 3

Institutional Ownership Trend

21 quarters

Superinvestors Holding IAUM

All superinvestors →

Joel Greenblatt $836,048

Holder Concentration

Across 259 13F filers · Δ vs Mar 31, 2026

Top Holder

42.5%

+3.0 pts

Top 5

62.8%

+5.0 pts

Top 10

74.0%

+5.1 pts

HHI

1,952

Moderately concentrated+259

Quarterly Activity

vs Mar 31, 2026

New

Increased

114

Decreased

Sold Out

Unchanged

Holder count: -21

Institutional value: -16.2%

Shares held: -2.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+1,594,997	2,438,487
Mega Sumitomo Mitsui Trust Group, Inc.	+1,400,000	28,234,927
Small SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	+1,089,942	3,965,691
Large Asset Management One Co., Ltd.	+1,003,173	2,430,865
Mega RAYMOND JAMES FINANCIAL INC	+209,306	944,053

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Heck Capital Advisors, LLC	−1,851,063	584,557
Micro ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	−1,185,129	291,255
Large Vident Advisory, LLC	−1,007,591	676,383
Small BOK Financial Private Wealth, Inc.	−382,682	747,968
Large Mirae Asset Global Investments Co., Ltd.	−220,000	520,000

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Encompass More Asset Management	94,367	$3,775,623
Large RENAISSANCE TECHNOLOGIES LLC	81,791	$3,272,457
Small Trek Financial, LLC	73,521	$2,941,575
Large M&T Bank Corp	37,374	$1,495,333
Mid BIP Wealth, LLC	31,072	$1,243,190

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Quadrature Capital Ltd	991,744	$46,314,444
Small Myriad Asset Management Advisors LLC	777,371	$36,303,225
Mid Ancora Advisors LLC	643,517	$30,052,243
Micro Myriad Asset Management US LP	275,242	$12,853,801
Mid Jump Financial, LLC	135,532	$6,329,344

Filter: New 31 Increased 114 Reduced 62 Sold out 52 Unchanged 52

Showing 100 of 259

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Sumitomo Mitsui Trust Group, Inc.

$1,129,679,429

42.49%

28,234,927

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	28,234,927	$1,129,679,429	100.0%	Defined

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

$158,667,296

5.97%

3,965,691

Alaska Permanent Fund Corp

$148,397,090

5.58%

3,709,000

BANK OF AMERICA CORP /DE/

$136,323,231

5.13%

3,407,229

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	98,619	$3,945,746	2.9%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,531,218	$61,264,032	44.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,777,392	$71,113,453	52.2%	Defined

BlackRock, Inc.

$97,563,864

3.67%

2,438,487

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,438,487	$97,563,864	100.0%	Sole

Asset Management One Co., Ltd.

$97,258,908

3.66%

2,430,865

Blue Trust, Inc.

$63,338,109

2.38%

1,583,057

AlTi Global, Inc.

$56,776,150

2.14%

1,419,049

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TIEDEMANN ADVISORS, LLC	49	$1,960	0.0%	Defined
Held directly	1,419,000	$56,774,190	100.0%	Defined

AlphaCore Capital LLC

$42,875,876

1.61%

1,071,629

RAYMOND JAMES FINANCIAL INC

$37,771,560

1.42%

944,053

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	315,118	$12,607,871	33.4%	Defined
Raymond James Financial Services Advisors, Inc.	628,935	$25,163,689	66.6%	Defined

FIFTH THIRD BANCORP

$33,703,383

1.27%

842,374

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	842,374	$33,703,383	100.0%	Defined

BOK Financial Private Wealth, Inc.

$29,926,199

1.13%

747,968

Vident Advisory, LLC

$27,062,083

1.02%

676,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	676,383	$27,062,083	100.0%	Defined

Heck Capital Advisors, LLC

$23,388,125

0.88%

584,557

Mirae Asset Global Investments Co., Ltd.

$20,805,200

0.78%

520,000

GOLDMAN SACHS GROUP INC

$18,444,649

0.69%

461,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	419,379	$16,779,353	91.0%	Defined
GOLDMAN SACHS INTERNATIONAL	41,622	$1,665,296	9.0%	Defined

Sanctuary Advisors, LLC

$18,063,034

0.68%

451,463

JPMORGAN CHASE & CO

$17,516,976

0.66%

437,815

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	53,229	$2,129,691	12.2%	Defined
55I, LLC	384,586	$15,387,285	87.8%	Other

MAI Capital Management

$17,328,010

0.65%

433,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	15,209	$608,512	3.5%	Defined
Held directly	417,883	$16,719,498	96.5%	Sole

Fielder Capital Group LLC

$15,814,232

0.59%

395,257

Avestar Capital, LLC

$14,626,295

0.55%

365,566

Reliant Wealth Planning

$14,167,300

0.53%

354,094

China Universal Asset Management Co., Ltd.

$14,123,530

0.53%

353,000

United Community Bank

$13,897,953

0.52%

347,362

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UNITED COMMUNITY BANKS INC	347,362	$13,897,953	100.0%	Defined

Versant Capital Management, Inc

$13,819,814

0.52%

345,409

ENVESTNET ASSET MANAGEMENT INC

$11,836,998

0.45%

295,851

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

$11,653,112

0.44%

291,255

TRUIST FINANCIAL CORP

$11,574,372

0.44%

289,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	289,287	$11,574,372	100.0%	Defined

World Investment Advisors

$10,859,874

0.41%

271,429

HOWLAND CAPITAL MANAGEMENT LLC

$10,725,920

0.40%

268,081

Permanens Capital L.P.

$10,628,696

0.40%

265,651

SIGMA INVESTMENT COUNSELORS INC

$9,571,112

0.36%

239,218

Thrivent Financial for Lutherans

$9,057,023

0.34%

226,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	226,369	$9,057,023	100.0%	Sole

MGO ONE SEVEN LLC

$8,870,977

0.33%

221,719

SFM, LLC

$8,802,680

0.33%

220,012

CAPTRUST FINANCIAL ADVISORS

$8,614,553

0.32%

215,310

LPL Financial LLC

$8,031,607

0.30%

200,740

RFG Advisory, LLC

$7,938,384

0.30%

198,410

MML INVESTORS SERVICES, LLC

$7,921,459

0.30%

197,987

Raub Brock Capital Management LP

$7,841,559

0.29%

195,990

Fifth Third Wealth Advisors LLC

$7,534,923

0.28%

188,326

TABLEAUX LLC

$7,336,513

0.28%

183,367

AE Wealth Management LLC

$7,303,744

0.27%

182,548

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
B.O.S.S. Retirement Advisors, LLC	651	$26,046	0.4%	Other
Pineridge Advisors LLC	2,786	$111,467	1.5%	Other
Held directly	179,111	$7,166,231	98.1%	Sole

Greenline Partners, LLC

$6,819,744

0.26%

170,451

Savvy Advisors, Inc.

$6,289,932

0.24%

157,209

Amundi

$5,909,316

0.22%

147,696

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	147,696	$5,909,316	100.0%	Defined

VICUS CAPITAL

$5,825,255

0.22%

145,595

Cerity Partners LLC

$5,589,196

0.21%

139,695

Bauman Advisory Group, LLC

$5,577,914

0.21%

139,413

OSAIC HOLDINGS, INC.

$5,230,545

0.20%

130,731

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	39,095	$1,564,190	29.9%	Defined
CW Advisors, LLC	90,786	$3,632,347	69.4%	Sole
Osaic Advisory Services, LLC	850	$34,008	0.7%	Defined

CASTLE WEALTH MANAGEMENT LLC

$5,146,246

0.19%

128,624

COMMONWEALTH EQUITY SERVICES, LLC

$5,082,230

0.19%

127,024

Spectrum Strategic Capital Management, LLC

$5,005,811

0.19%

125,114

Stonehage Fleming Financial Services Holdings Ltd

$4,759,068

0.18%

118,947

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Stonehage Fleming Investment Management Ltd	104,879	$4,196,208	88.2%	Defined
Held directly	14,068	$562,860	11.8%	Other

Arax Advisory Partners

$4,637,279

0.17%

115,903

AQR CAPITAL MANAGEMENT LLC

$4,545,055

0.17%

113,598

Kestra Advisory Services, LLC

$4,362,650

0.16%

109,039

Cetera Investment Advisers

$4,018,404

0.15%

100,435

Focus Partners Wealth

$3,989,317

0.15%

99,708

Summit Financial, LLC

$3,891,612

0.15%

97,266

Encompass More Asset Management

$3,775,623

0.14%

94,367

Mariner, LLC

$3,468,466

0.13%

86,690

Atria Investments, Inc

$3,380,404

0.13%

84,489

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$3,353,758

0.13%

83,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	83,823	$3,353,758	100.0%	Other

RENAISSANCE TECHNOLOGIES LLC

$3,272,457

0.12%

81,791

Prospera Financial Services Inc

$3,243,490

0.12%

81,067

M Wealth Management, LLC

$3,081,290

0.12%

77,013

Trek Financial, LLC

$2,941,575

0.11%

73,521

Empowered Funds, LLC

$2,917,609

0.11%

72,922

Turning Point Benefit Group, Inc.

$2,673,748

0.10%

66,827

Owl Creek Wealth Partners LLC

$2,668,626

0.10%

66,699

STUART INVESTMENT ADVISORS, INC.

$2,664,625

0.10%

66,599

Firestone Capital Management

$2,632,137

0.10%

65,787

Vise Technologies, Inc.

$2,462,855

0.09%

61,556

SteelPeak Wealth, LLC

$2,394,758

0.09%

59,854

BOKF, NA

$2,376,353

0.09%

59,394

EVERMAY WEALTH MANAGEMENT LLC

$2,155,098

0.08%

53,864

Cedar Point Capital Partners, LLC

$2,150,417

0.08%

53,747

Choate Investment Advisors

$2,148,456

0.08%

53,698

Sankala Group LLC

$2,131,892

0.08%

53,284

Stokes Family Office, LLC

$2,071,037

0.08%

51,763

Creative Planning

$2,026,986

0.08%

50,662

NOMURA ASSET MANAGEMENT CO LTD

$2,000,500

0.08%

50,000

Cambridge Investment Research Advisors, Inc.

$1,960,249

0.07%

48,994

Chemistry Wealth Management LLC

$1,891,032

0.07%

47,264

Westfuller Advisors, LLC

$1,793,488

0.07%

44,826

OARSMAN CAPITAL, INC.

$1,678,859

0.06%

41,961

HighTower Advisors, LLC

$1,675,778

0.06%

41,884

Beacon Pointe Advisors, LLC

$1,582,875

0.06%

39,562

Tactive Advisors, LLC

$1,580,715

0.06%

39,508

M&T Bank Corp

$1,495,333

0.06%

37,374

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wilmington Trust Company	37,374	$1,495,333	100.0%	Defined

INSIGNEO ADVISORY SERVICES, LLC

$1,489,412

0.06%

37,226

&PARTNERS

$1,448,121

0.05%

36,194

Rockefeller Capital Management L.P.

$1,344,496

0.05%

33,604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	33,604	$1,344,496	100.0%	Defined

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

$1,341,695

0.05%

33,534

Rooted Wealth Advisors, Inc.

$1,332,533

0.05%

33,305

Tidal Investments LLC

$1,327,571

0.05%

33,181

Farther Finance Advisors, LLC

$1,319,209

0.05%

32,972

Cushing Capital Partners, LLC

$1,317,249

0.05%

32,923

Wedmont Private Capital

$1,296,724

0.05%

32,410

Key facts CIK 1759124 CUSIP 46436F103 13F (30d) 171 filings 169 filers