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iShares Gold Trust Micro (IAUM) Institutional Ownership

iShares Gold Trust Micro logo
$33.48 +0.67 (+2.04%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$33.52 +0.05 (+0.13%)
As of 08/1/2025 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Gold Trust Micro (NYSEARCA:IAUM)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$560.43M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$424.41M
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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
8/1/2025Cedar Point Capital Partners LLC36,424$1.20M0.8%+13.2%0.038%
8/1/2025Rossby Financial LCC1,161$38K0.0%+1,558.6%0.001%
8/1/2025MorganRosel Wealth Management LLC299,558$9.88M2.7%+8.6%0.309%
8/1/2025Envestnet Asset Management Inc.104,735$3.46M0.0%+1,332.2%0.108%
7/31/2025 Fielder Capital Group LLC359,918$11.87M3.2%-15.3%0.371%
7/31/2025 Sumitomo Mitsui Trust Group Inc.9,300,000$306.81M0.2%+39.8%9.593%
7/31/2025 AlTi Global Inc.1,400,000$46.19M1.2%N/A1.444%
7/31/2025 CAP Partners LLC7,880$260K0.2%+9.0%0.008%
7/31/2025 Turning Point Benefit Group Inc.70,531$2.33M1.8%-8.5%0.073%
7/30/2025 Castle Wealth Management LLC147,059$4.85M1.8%-13.3%0.152%
7/30/2025 Brookstone Capital Management13,197$435K0.0%+11.1%0.014%
7/30/2025 Evermay Wealth Management LLC68,530$2.26M0.3%-18.4%0.071%
7/28/2025 Kiker Wealth Management LLC1,500$49K0.0%-34.8%0.002%
7/28/2025 RFG Advisory LLC476,293$15.71M0.4%+72.4%0.491%
7/25/2025 Atria Wealth Solutions Inc.167,703$5.53M0.1%-45.3%0.173%
7/25/2025 MGO One Seven LLC193,100$6.37M0.2%+21.2%0.199%
7/25/2025 CWM LLC1,450$48K0.0%-24.4%0.001%
7/25/2025 Carl Stuart Investment Advisor Inc.8,049$266K0.1%N/A0.008%
7/25/2025 Stonehage Fleming Financial Services Holdings Ltd90,315$2.98M0.1%+10.1%0.093%
7/25/2025 Fifth Third Wealth Advisors LLC116,297$3.84M0.2%+1,011.6%0.120%
7/24/2025 Williams & Novak LLC8,975$296K0.3%-11.1%0.009%
7/24/2025 Blue Trust Inc.1,385,449$45.71M0.5%+2,907.8%1.429%
7/23/2025 Raub Brock Capital Management LP185,660$6.13M1.3%N/A0.192%
7/21/2025 Ameritas Advisory Services LLC2,303$76K0.0%N/A0.002%
7/18/2025 Vicus Capital1,114,952$36.78M3.0%+0.1%1.150%
7/18/2025 B.O.S.S. Retirement Advisors LLC33,544$1.11M0.3%-21.9%0.035%
7/18/2025 Truist Financial Corp139,740$4.59M0.0%N/A0.144%
7/17/2025 Spectrum Strategic Capital Management LLC131,134$4.33M2.2%N/A0.136%
7/17/2025 Fifth Third Securities Inc.28,202$930K0.1%N/A0.029%
7/17/2025 SFM LLC218,143$7.20M4.6%+73.2%0.227%
7/15/2025 Signet Financial Management LLC97,971$3.23M0.4%+233.6%0.102%
7/15/2025 Traction Financial Partners LLC7,105$234K0.2%N/A0.007%
7/15/2025 Fifth Third Bancorp705,180$23.26M0.1%+22.7%0.733%
7/15/2025 Family Investment Center Inc.18,702$617K0.1%-31.8%0.019%
7/14/2025 U.S. Capital Wealth Advisors LLC7,360$243K0.0%N/A0.008%
7/14/2025 Painted Porch Advisors LLC10,500$346K0.1%N/A0.011%
7/14/2025 Rooted Wealth Advisors Inc.23,471$786K0.3%+4.6%0.024%
7/11/2025 Westfuller Advisors LLC22,359$738K0.4%-13.4%0.024%
7/11/2025 Deane Retirement Strategies Inc.2,072$68K0.0%-24.8%0.002%
7/10/2025 Myriad Asset Management US LP120,142$3.96M2.6%N/A0.127%
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7/10/2025 Wealth Enhancement Advisory Services LLC8,666$288K0.0%N/A0.009%
7/10/2025 Wedmont Private Capital31,795$1.05M0.0%+129.4%0.034%
7/10/2025 Signal Advisors Wealth LLC17,893$590K0.0%-7.0%0.019%
7/7/2025 Versant Capital Management Inc256,302$8.46M1.3%+10.4%0.276%
6/27/2025Goldman Sachs Group Inc.250,016$7.79M0.0%N/A0.271%
5/29/2025Plum Street Advisors LLC11,385$355K0.2%-13.3%0.014%
5/16/2025Goldman Sachs Group Inc.250,016$7.79M0.0%N/A0.322%
5/16/2025NewEdge Advisors LLC30,731$958K0.0%+15.4%0.040%
5/16/2025Greenline Partners LLC111,284$3.47M0.5%-19.5%0.143%
5/16/2025Ancora Advisors LLC103,179$3.22M0.1%N/A0.133%
5/15/2025MAI Capital Management8,028$250K0.0%N/A0.010%
5/15/2025Oarsman Capital Inc.48,450$1.51M0.3%-2.7%0.062%
5/14/2025Wealth Preservation Advisors LLC996$31K0.0%N/A0.001%
5/14/2025Napa Wealth Management149,777$4.67M2.6%N/A0.193%
5/14/2025Cedar Point Capital Partners LLC32,169$1.00M0.7%+19.3%0.041%
5/14/2025Smartleaf Asset Management LLC9,397$289K0.0%+214.3%0.012%
5/14/2025Alaska Permanent Fund Corp3,528,000$115.93M1.6%-46.1%4.543%
5/14/2025CW Advisors LLC76,355$2.38M0.0%-1.2%0.098%
5/13/2025Raymond James Financial Inc.116,613$3.64M0.0%+46.7%0.150%
5/13/2025Cresset Asset Management LLC29,160$909K0.0%N/A0.038%
5/13/2025Vestmark Advisory Solutions Inc.12,699$396K0.0%N/A0.016%
5/12/2025SouthState Corp3,955$123K0.0%N/A0.005%
5/12/2025AlphaCore Capital LLC612,704$19.10M1.6%N/A0.789%
5/9/2025 Atria Wealth Solutions Inc.306,321$9.55M0.1%N/A0.394%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd63,891$1.99M0.1%N/A0.082%
5/8/2025Howland Capital Management LLC93,780$2.92M0.1%N/A0.121%
5/8/2025 MGO One Seven LLC159,261$4.96M0.2%+8.6%0.205%
5/8/2025 CAP Partners LLC7,228$225K0.2%N/A0.009%
5/8/2025Arkadios Wealth Advisors9,148$285K0.0%N/A0.012%
5/8/2025XTX Topco Ltd10,236$319K0.0%N/A0.013%
5/7/2025 Fielder Capital Group LLC424,769$13.24M3.8%+9.3%0.547%
5/7/2025 Evermay Wealth Management LLC83,996$2.62M0.3%+2,126.8%0.108%
5/6/2025Cetera Investment Advisers32,187$1.00M0.0%+79.0%0.041%
5/6/2025Brookwood Investment Group LLC43,435$1.35M0.2%N/A0.056%
5/6/2025AE Wealth Management LLC316,900$9.88M0.1%+18.7%0.408%
5/6/2025Advisors Preferred LLC2,137$66K0.0%N/A0.003%
5/5/2025Archer Investment Corp5,915$184K0.0%N/A0.008%
5/5/2025Jackson Creek Investment Advisors LLC15,829$493K0.2%+6.2%0.020%
5/5/2025Hollencrest Capital Management1,786$56K0.0%N/A0.002%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd1,991,482$62.07M0.3%N/A2.565%
5/1/2025 CWM LLC1,919$60K0.0%+32.3%0.002%
4/30/2025Cerity Partners LLC17,533$547K0.0%+9.0%0.023%
4/30/2025Hunter Associates Investment Management LLC33,534$1.05M0.2%N/A0.043%
4/30/2025Slagle Financial LLC16,012$499K0.2%-5.6%0.021%
4/30/2025China Universal Asset Management Co. Ltd.272,500$8.49M0.8%-17.5%0.351%
4/29/2025World Investment Advisors223,243$6.96M0.2%N/A0.314%
4/29/2025 Silver Oak Securities Incorporated6,543$201K0.0%N/A0.009%
4/28/2025 Castle Wealth Management LLC169,527$5.28M2.1%-2.0%0.239%
4/25/2025MorganRosel Wealth Management LLC275,793$8.60M2.6%-14.1%0.388%
4/25/2025 Westfuller Advisors LLC25,815$805K0.5%+11.8%0.036%
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4/25/2025 Sumitomo Mitsui Trust Group Inc.6,650,000$207.28M0.1%+22.0%9.360%
4/24/2025Kingdom Financial Group LLC.8,925$278K0.2%-6.6%0.013%
4/24/2025 Family Investment Center Inc.27,439$855K0.2%+113.8%0.039%
4/22/2025 Cambridge Investment Research Advisors Inc.15,065$470K0.0%N/A0.021%
4/21/2025 Blue Trust Inc.46,062$1.44M0.0%+12.4%0.065%
4/18/2025Insigneo Advisory Services LLC27,997$873K0.1%+2.9%0.039%
4/17/2025 Vicus Capital1,113,568$34.71M3.2%+172.6%1.567%
4/17/2025Howard Bailey Securities LLC11,590$361K0.1%-5.1%0.016%
4/17/2025 RHS Financial LLC8,376$261K0.1%-16.3%0.012%
4/17/2025 Exchange Traded Concepts LLC5,479$171K0.0%-9.5%0.008%
(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, 125 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were Sumitomo Mitsui Trust Group Inc. ($306.81M), Alaska Permanent Fund Corp ($115.93M), Sumitomo Mitsui Trust Holdings Inc. ($81.18M), School Employees Retirement Board of Ohio ($59.51M), AlTi Global Inc. ($46.19M), Blue Trust Inc. ($45.71M), and Vicus Capital ($36.78M).Learn more on iShares Gold Trust Micro's institutional investors.

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

Of the 111 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. ($4.90M), School Employees Retirement Board of Ohio ($2.27M), OVERSEA CHINESE BANKING Corp Ltd ($2.06M), Bank of Montreal Can ($1.44M), Blue Trust Inc. ($1.41M), AlTi Global Inc. ($1.40M), and Vicus Capital ($1.11M).

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

Institutional investors have bought a total of 18,347,454 shares in the last 24 months. This purchase volume represents approximately $560.43M in transactions.

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

Of the 37 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 ($6.67M), Alaska Permanent Fund Corp ($4.88M), Jane Street Group LLC ($3.03M), Greenline Partners LLC ($275.71K), Atria Wealth Solutions Inc. ($138.62K), Bank of America Corp DE ($115.22K), and Fielder Capital Group LLC ($64.85K).

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

Institutional investors have sold a total of 15,557,213 shares in the last 24 months. This volume of shares sold represents approximately $424.41M in transactions.



This page (NYSEARCA:IAUM) was last updated on 8/2/2025 by MarketBeat.com Staff
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