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IAUM

iShares Gold Trust Micro
$41.06 +0.80 (+1.99%) At close · Jul 2
Shares
157,400,000

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 277
Total Value: $3,169,879,147
Total Shares: 67,926,982
Showing 1–100 of 277 holdings by value · page 1 of 3

Institutional Ownership Trend

21 quarters

Superinvestors Holding IAUM

All superinvestors →
Joel Greenblatt $975,843

Holder Concentration

Across 278 13F filers
Top Holder
39.5%
Jun 2023 → Mar 2026 · range 24.0% – 39.5%
of institutional value
Top 5
57.8%
Jun 2023 → Mar 2026 · range 53.9% – 84.3%
of institutional value
Top 10
68.9%
Jun 2023 → Mar 2026 · range 67.6% – 97.3%
of institutional value
HHI
1,694
Jun 2023 → Mar 2026 · range 915 – 2,235
Moderately concentrated
Showing 100 of 277
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega Sumitomo Mitsui Trust Group, Inc. $1,253,191,090 39.53% 26,834,927
Small Alaska Permanent Fund Corp $173,210,300 5.46% 3,709,000
Mega BANK OF AMERICA CORP /DE/ Bank $159,907,291 5.04% 3,424,139
Small SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Pension $134,297,478 4.24% 2,875,749
Small Heck Capital Advisors, LLC $113,743,454 3.59% 2,435,620
Large Vident Advisory, LLC $78,641,584 2.48% 1,683,974
Mid Blue Trust, Inc. $75,018,366 2.37% 1,606,389
Micro ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP $68,947,132 2.18% 1,476,384
Large Asset Management One Co., Ltd. $66,673,216 2.10% 1,427,692
Mid AlTi Global, Inc. $62,533,588 1.97% 1,339,049
Small BOK Financial Private Wealth, Inc. $52,801,355 1.67% 1,130,650
Mid Quadrature Capital Ltd $46,314,444 1.46% 991,744
Mid AlphaCore Capital LLC $43,908,927 1.39% 940,234
Mega BlackRock, Inc. $39,390,983 1.24% 843,490
Large FIFTH THIRD BANCORP Bank $38,954,478 1.23% 834,143
Small Myriad Asset Management Advisors LLC $36,303,225 1.15% 777,371
Large Mirae Asset Global Investments Co., Ltd. $34,558,000 1.09% 740,000
Mega RAYMOND JAMES FINANCIAL INC $34,312,684 1.08% 734,747
Mega GOLDMAN SACHS GROUP INC $30,691,286 0.97% 657,201
Mid Ancora Advisors LLC $30,052,243 0.95% 643,517
Mid Sanctuary Advisors, LLC $19,602,511 0.62% 419,754
Mega JPMORGAN CHASE & CO $19,335,900 0.61% 414,045
Small Fielder Capital Group LLC $18,394,663 0.58% 393,890
Small United Community Bank Bank $17,575,264 0.55% 376,344
Small Avestar Capital, LLC $17,174,065 0.54% 367,753
Micro Reliant Wealth Planning $15,737,106 0.50% 336,983
Mid China Universal Asset Management Co., Ltd. $15,551,100 0.49% 333,000
Mid MAI Capital Management $14,709,892 0.46% 314,987
Small Versant Capital Management, Inc $13,819,814 0.44% 345,409
Micro Myriad Asset Management US LP $12,853,801 0.41% 275,242
Mid HOWLAND CAPITAL MANAGEMENT LLC $12,844,601 0.41% 275,045
Mid World Investment Advisors $12,836,242 0.40% 274,866
Small Permanens Capital L.P. $12,405,901 0.39% 265,651
Small RFG Advisory, LLC $12,306,243 0.39% 263,517
Mid AE Wealth Management LLC $11,831,537 0.37% 253,352
Mega ENVESTNET ASSET MANAGEMENT INC $11,797,774 0.37% 252,629
Small SIGMA INVESTMENT COUNSELORS INC $11,418,150 0.36% 244,500
Large Thrivent Financial for Lutherans $11,188,105 0.35% 239,574
Large TRUIST FINANCIAL CORP $11,143,600 0.35% 238,621
Mid MGO ONE SEVEN LLC $10,228,607 0.32% 219,028
Micro SFM, LLC $10,127,221 0.32% 216,857
Small Raub Brock Capital Management LP $9,476,364 0.30% 202,920
Micro Bauman Advisory Group, LLC $8,916,290 0.28% 190,927
Mid Fifth Third Wealth Advisors LLC $8,570,197 0.27% 183,516
Large MML INVESTORS SERVICES, LLC $8,189,545 0.26% 175,365
Small Greenline Partners, LLC $7,960,061 0.25% 170,451
Micro TABLEAUX LLC $7,874,834 0.25% 168,626
Small Spectrum Strategic Capital Management, LLC $6,887,736 0.22% 147,489
Mega LPL Financial LLC $6,656,851 0.21% 142,545
Mid Jump Financial, LLC $6,329,344 0.20% 135,532
Mega Amundi $6,319,864 0.20% 135,329
Small VICUS CAPITAL $6,253,830 0.20% 133,915
Large Cerity Partners LLC $6,032,519 0.19% 129,176
Large COMMONWEALTH EQUITY SERVICES, LLC $5,998,101 0.19% 128,439
Mega CITADEL ADVISORS LLC $5,943,742 0.19% 127,275
Micro CASTLE WEALTH MANAGEMENT LLC $5,929,405 0.19% 126,968
Large Focus Partners Wealth $5,852,770 0.18% 125,327
Large OSAIC HOLDINGS, INC. $5,397,538 0.17% 115,579
Mid Stonehage Fleming Financial Services Holdings Ltd $5,291,483 0.17% 113,308
Micro MorganRosel Wealth Management, LLC $5,140,922 0.16% 110,084
Mid OVERSEA-CHINESE BANKING Corp Ltd $4,908,216 0.15% 105,101
Mid Summit Financial, LLC $4,522,428 0.14% 96,840
Small SIGNET FINANCIAL MANAGEMENT, LLC $4,467,882 0.14% 95,672
Large Kestra Advisory Services, LLC $4,440,236 0.14% 95,080
Large Cetera Investment Advisers $4,137,900 0.13% 88,606
Mid U.S. Capital Wealth Advisors, LLC $4,090,733 0.13% 87,596
Mid Atria Investments, Inc $3,857,326 0.12% 82,598
Small Stokes Family Office, LLC Family Office $3,737,120 0.12% 80,024
Large Mariner, LLC $3,730,536 0.12% 79,883
Micro M Wealth Management, LLC $3,573,857 0.11% 76,528
Micro Turning Point Benefit Group, Inc. $3,501,986 0.11% 74,989
Large NOMURA ASSET MANAGEMENT CO LTD $2,895,400 0.09% 62,000
Mid SteelPeak Wealth, LLC $2,784,534 0.09% 59,626
Micro Owl Creek Wealth Partners LLC $2,706,778 0.09% 57,961
Large Empowered Funds, LLC $2,606,327 0.08% 55,810
Mid Savvy Advisors, Inc. $2,606,046 0.08% 55,804
Mid Prospera Financial Services Inc $2,519,044 0.08% 53,941
Mid Choate Investment Advisors $2,507,696 0.08% 53,698
Micro Cedar Point Capital Partners, LLC $2,377,310 0.07% 50,906
Small EVERMAY WEALTH MANAGEMENT LLC $2,341,584 0.07% 50,141
Mid BOKF, NA $2,171,036 0.07% 46,489
Large Cambridge Investment Research Advisors, Inc. $2,138,953 0.07% 45,802
Mid Vise Technologies, Inc. $2,124,056 0.07% 45,483
Large CAPTRUST FINANCIAL ADVISORS $2,120,553 0.07% 45,408
Large Creative Planning $2,081,278 0.07% 44,567
Small Heirloom Wealth Management $2,067,829 0.07% 44,279
Small OARSMAN CAPITAL, INC. $2,003,756 0.06% 42,907
Large HighTower Advisors, LLC $1,858,006 0.06% 39,786
Small Chemistry Wealth Management LLC $1,765,306 0.06% 37,801
Small Tactive Advisors, LLC $1,721,735 0.05% 36,868
Micro Sankala Group LLC $1,720,007 0.05% 36,831
Large Tidal Investments LLC $1,646,361 0.05% 35,254
Micro Westfuller Advisors, LLC $1,642,205 0.05% 35,165
Large &PARTNERS $1,606,760 0.05% 34,406
Small INSIGNEO ADVISORY SERVICES, LLC $1,576,592 0.05% 33,760
Small HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $1,566,037 0.05% 33,534
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,559,639 0.05% 33,397
Micro STUART INVESTMENT ADVISORS, INC. $1,538,017 0.05% 32,934
Mid Wedmont Private Capital $1,533,020 0.05% 32,827
Large TUDOR INVESTMENT CORP ET AL $1,458,581 0.05% 31,233
Key facts CIK 1759124 CUSIP 46436F103 13F (30d) 2 filings 2 filers

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