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iShares Gold Trust Micro (IAUM) Institutional Ownership

$26.95 -0.12 (-0.44%)
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)
35
Total
Institutional Inflows
(last 12 months)
$131.54M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$143.34M
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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
1/17/2025Cedar Point Capital Partners LLC26,956$705K0.5%+19.9%0.054%
1/14/2025 Alaska Permanent Fund Corp6,540,000$171.15M2.5%-3.9%13.185%
1/14/2025 Signal Advisors Wealth LLC23,965$627K0.1%-59.4%0.048%
1/13/2025 Brookstone Capital Management12,382$324K0.0%-3.7%0.025%
1/3/2025 Versant Capital Management Inc226,409$5.93M1.3%+9.6%0.456%
11/25/2024Sanctuary Advisors LLC223,015$6.02M0.0%N/A0.450%
11/15/2024MML Investors Services LLC7,663$201K0.0%N/A0.015%
11/15/2024Orion Portfolio Solutions LLC15,062$395K0.0%+35.2%0.030%
11/15/2024Jane Street Group LLC70,482$1.85M0.0%-97.7%0.142%
11/15/2024Quadrature Capital Ltd435,344$11.43M0.3%N/A0.878%
11/14/2024Flow Traders U.S. LLC132,356$3.47M0.2%+141.2%0.267%
11/12/2024Running Point Capital Advisors LLC85,891$2.26M0.9%-1.9%0.173%
11/8/2024Prospera Financial Services Inc85,401$2.24M0.1%+527.1%0.172%
11/7/2024Napa Wealth Management11,866$311K0.1%-26.8%0.024%
11/7/2024Westfuller Advisors LLC11,777$309K0.2%N/A0.024%
11/5/2024Sumitomo Mitsui Trust Group Inc.5,450,000$143.06M0.1%+23.9%10.988%
11/1/2024Atria Investments Inc52,933$1.39M0.0%-24.5%0.107%
10/31/2024Castle Wealth Management LLC178,730$4.69M1.9%+1.4%0.360%
10/29/2024Cedar Point Capital Partners LLC22,477$590K0.4%N/A0.045%
10/25/2024Evermay Wealth Management LLC3,772$99K0.0%N/A0.008%
10/25/2024China Universal Asset Management Co. Ltd.147,500$3.87M0.4%+259.8%0.297%
10/23/2024 Alaska Permanent Fund Corp6,804,000$178.61M2.6%-19.1%13.718%
10/22/2024School Employees Retirement Board of Ohio1,894,435$49.73M28.3%+27.4%3.819%
10/22/2024Maripau Wealth Management LLC55,290$1.45M1.3%-21.5%0.111%
10/21/2024Vicus Capital49,216$1.29M0.1%+6.9%0.099%
10/19/2024Rede Wealth LLC35,970$944K0.4%+2.5%0.073%
10/18/2024Blue Trust Inc.7,035$185K0.0%N/A0.014%
10/17/2024RFG Advisory LLC195,827$5.14M0.2%+19.4%0.395%
10/10/2024Sound Income Strategies LLC5,748$151K0.0%+55.6%0.012%
10/10/2024Exchange Traded Concepts LLC6,213$163K0.0%+14.9%0.013%
10/10/2024MorganRosel Wealth Management LLC325,226$8.54M2.8%+1.8%0.656%
10/8/2024Sinecera Capital LLC79,783$2.09M2.5%+24.0%0.161%
10/8/2024 Brookstone Capital Management12,862$338K0.0%-11.2%0.026%
10/8/2024 Versant Capital Management Inc206,656$5.43M1.2%+7.0%0.417%
10/3/2024Deane Retirement Strategies Inc.2,654$70K0.0%+22.4%0.005%
8/14/2024Greenline Partners LLC382,797$8.90M1.4%-34.3%0.772%
8/13/2024AE Wealth Management LLC444,207$10.31M0.1%-11.8%0.896%
8/7/2024MGO One Seven LLC135,794$3.15M0.1%N/A0.274%
8/1/2024Fielder Capital Group LLC236,357$5.48M2.1%+36.0%0.477%
7/26/2024NavPoint Financial Inc.15,218$353K0.3%-15.5%0.031%
7/25/2024Rooted Wealth Advisors Inc.26,086$636K0.3%-6.1%0.053%
7/25/2024Pineridge Advisors LLC6,970$162K0.1%-9.6%0.014%
7/24/2024Slagle Financial LLC22,257$516K0.3%+11.9%0.045%
7/23/2024Vicus Capital46,042$1.07M0.1%+52.5%0.093%
7/22/2024Fifth Third Bancorp341,626$7.93M0.0%+4.5%0.689%
7/20/2024China Universal Asset Management Co. Ltd.41,000$951K0.1%+28.1%0.083%
7/18/2024Sinecera Capital LLC64,322$1.49M2.0%+2.4%0.130%
7/18/2024 Brookstone Capital Management14,484$355K0.0%-5.2%0.029%
7/16/2024 Wedmont Private Capital13,860$334K0.0%N/A0.028%
7/15/2024MorganRosel Wealth Management LLC319,353$7.41M2.6%+1.6%0.644%
7/15/2024RFG Advisory LLC164,016$3.81M0.1%+1.2%0.331%
7/9/2024School Employees Retirement Board of Ohio1,487,543$34.51M29.1%N/A2.999%
7/9/2024Deane Retirement Strategies Inc.2,169$50K0.0%N/A0.004%
7/8/2024 Versant Capital Management Inc193,068$4.48M1.1%+49.4%0.389%
5/17/2024Pineridge Advisors LLC7,714$171K0.1%-29.6%0.016%
5/16/2024Slagle Financial LLC19,888$441K0.2%-72.6%0.040%
4/29/2024Castle Wealth Management LLC171,158$3.80M2.0%+12.5%0.342%
4/29/2024China Universal Asset Management Co. Ltd.32,000$709K0.1%+3.2%0.065%
4/25/2024Fielder Capital Group LLC173,809$3.85M1.7%+50.8%0.347%
4/23/2024Fifth Third Bancorp326,809$7.25M0.0%N/A0.653%
4/18/2024MorganRosel Wealth Management LLC314,356$6.97M2.5%-5.2%0.649%
4/17/2024Vicus Capital30,188$669K0.1%+6.7%0.062%
4/15/2024Sinecera Capital LLC62,844$1.40M1.9%-76.8%0.130%
4/15/2024 Brookstone Capital Management15,284$339K0.0%-21.9%0.032%
4/15/2024Sound Income Strategies LLC3,695$82K0.0%N/A0.008%
4/11/2024RFG Advisory LLC162,095$3.59M0.1%N/A0.335%
4/10/2024 Signal Advisors Wealth LLC97,817$2.17M0.5%+6.1%0.202%
4/3/2024 Versant Capital Management Inc129,240$2.87M0.8%-4.0%0.267%
3/5/2024Slagle Financial LLC72,530$1.49M0.2%+111.8%0.150%
3/1/2024Pineridge Advisors LLC10,951$226K0.1%N/A0.023%
2/16/2024Oarsman Capital Inc.71,707$1.48M0.4%+14.8%0.148%
2/7/2024Theory Financial LLC191,904$3.95M2.1%+1.4%0.396%
2/7/2024Rooted Wealth Advisors Inc.26,666$542K0.3%+6.0%0.055%
2/6/2024Fielder Capital Group LLC115,241$2.37M1.4%N/A0.238%
2/6/2024NavPoint Financial Inc.18,020$371K0.3%N/A0.037%
2/5/2024Jackson Creek Investment Advisors LLC19,111$394K0.2%-5.5%0.039%
2/1/2024Vicus Capital28,292$583K0.1%+34.8%0.058%
1/31/2024Castle Wealth Management LLC152,087$3.13M1.9%+2.6%0.314%
1/26/2024B.O.S.S. Retirement Advisors LLC99,791$2.06M0.4%-0.8%0.206%
1/24/2024China Universal Asset Management Co. Ltd.31,000$639K0.1%+19.2%0.064%
1/19/2024MorganRosel Wealth Management LLC331,471$6.83M2.6%+8.1%0.685%
1/18/2024Sinecera Capital LLC271,387$5.66M5.9%+1,614.5%0.561%
1/17/2024Kingdom Financial Group LLC.24,615$507K0.4%+13.8%0.051%
1/11/2024 Brookstone Capital Management19,581$403K0.0%N/A0.040%
1/11/2024Timber Creek Capital Management LLC1,702$35K0.0%N/A0.004%
1/9/2024 Versant Capital Management Inc134,680$2.77M0.8%+9.7%0.278%
1/8/2024B.O.S.S. Retirement Advisors LLC90,542$1.87M0.4%-10.0%0.187%
11/21/2023Rooted Wealth Advisors Inc.25,150$497K0.3%+11.5%0.052%
11/16/2023Maripau Wealth Management LLC107,541$1.98M1.8%-4.5%0.222%
11/15/2023Theory Financial LLC189,170$3.49M2.0%+5.1%0.391%
11/13/2023True Wealth Design LLC1,462$27K0.0%N/A0.003%
11/9/2023Oliver Lagore Vanvalin Investment Group1,959$36K0.0%-53.2%0.004%
11/7/2023Atria Investments Inc106,841$1.97M0.0%+23.5%0.221%
11/6/2023Ardent Capital Management Inc.28,500$526K0.3%N/A0.059%
11/6/2023Castle Wealth Management LLC148,293$2.74M1.9%+9.5%0.306%
10/31/2023Teacher Retirement System of Texas1,300,000$23.99M0.2%-39.5%2.686%
10/31/2023China Universal Asset Management Co. Ltd.26,000$480K0.1%N/A0.054%
10/30/2023MorganRosel Wealth Management LLC306,583$5.66M2.4%N/A0.633%
10/30/2023Sumitomo Mitsui Trust Holdings Inc.4,400,000$81.18M0.1%-7.4%9.091%
10/27/2023Oarsman Capital Inc.62,487$1.15M0.5%-4.0%0.129%
(Data available from 1/1/2016 forward)

IAUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAUM shares?

During the previous two years, 60 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were Alaska Permanent Fund Corp ($171.15M), Sumitomo Mitsui Trust Group Inc. ($143.06M), Sumitomo Mitsui Trust Holdings Inc. ($81.18M), School Employees Retirement Board of Ohio ($49.73M), Bank of Montreal Can ($28.71M), Teacher Retirement System of Texas ($23.99M), and Quadrature Capital Ltd ($11.43M).Learn more on IAUM's institutional investors.

Which institutional investors have been buying iShares Gold Trust Micro stock?

Of the 54 institutional investors that purchased iShares Gold Trust Micro stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($10.60M), Sumitomo Mitsui Trust Holdings Inc. ($4.75M), School Employees Retirement Board of Ohio ($1.89M), Bank of Montreal Can ($1.44M), Sumitomo Mitsui Trust Group Inc. ($1.05M), AE Wealth Management LLC ($881.24K), and Quadrature Capital Ltd ($435.34K).

How much institutional buying is happening at iShares Gold Trust Micro?

Institutional investors have bought a total of 24,388,439 shares in the last 24 months. This purchase volume represents approximately $491.90M in transactions.

Which iShares Gold Trust Micro major shareholders have been selling company stock?

Of the 24 institutional investors that sold iShares Gold Trust Micro stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($3.03M), Alaska Permanent Fund Corp ($1.87M), Teacher Retirement System of Texas ($850K), Greenline Partners LLC ($468.71K), Sumitomo Mitsui Trust Holdings Inc. ($350K), AE Wealth Management LLC ($241.28K), and Sinecera Capital LLC ($208.54K).

How much institutional selling is happening at iShares Gold Trust Micro?

Institutional investors have sold a total of 7,376,463 shares in the last 24 months. This volume of shares sold represents approximately $177.58M in transactions.



This page (NYSEARCA:IAUM) was last updated on 1/17/2025 by MarketBeat.com Staff
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