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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

259 managers (260 13F filers) reported a position in IAUM shares at 2026-06-30, 66,833,986 shares in all. 28 filers opened a position and 45 filers sold out during the quarter.

Managers
259
13F filers
260
New
28
Added
115
Reduced
63
Sold out
45
Shares held by filers
66,833,986

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …28,234,927$1.13B0.65%+1,400,00013F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…3,965,691$159M57.17%+1,089,94213F-HRTimeline
Alaska Permanent Fund Corp3,709,000$148M9.83%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,407,229$136M0.01%-16,91013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,438,487$97.6M<0.01%+1,594,99713F-HRTimelineGroup
Asset Management One Co., Ltd.2,430,865$97.3M0.25%+1,003,17313F-HRTimeline
Blue Trust, Inc.1,583,057$63.3M0.66%-23,33213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,419,049$56.8M1.17%+80,00013F-HRTimelineGroup
AlphaCore Capital LLC1,071,629$42.9M0.79%+131,39513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,030,700$41.2M+2,644Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC944,053$37.8M0.01%+209,30613F-HRTimelineGroup
BOK Financial Private Wealth, Inc.747,968$29.9M1.53%-382,68213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC676,383$27.1M0.2%-1,007,59113F-HRTimelineGroup
Heck Capital Advisors, LLC584,557$23.4M1.4%-1,851,06313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…520,000$20.8M0.04%-220,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC461,001$18.4M<0.01%-196,20013F-HRTimelineGroup
Sanctuary Advisors, LLC451,463$18.1M0.08%+31,70913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO437,815$17.5M<0.01%+23,77013F-HRTimelineGroup
MAI Capital Management433,092$17.3M0.07%+118,10513F-HRTimeline
Fielder Capital Group LLC395,257$15.8M3.42%+1,36713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC377,224$15.1M0.29%-266,29313F-HRTimelineGroup
Avestar Capital, LLC365,566$14.6M0.87%-2,18713F-HRTimeline
Reliant Wealth Planning354,094$14.2M3.9%+17,11113F-HRTimeline
China Universal Asset Management Co., L…353,000$14.1M0.84%+20,00013F-HRTimeline
United Community Bankin group United Community Bank347,362$13.9M4.3%-28,98213F-HRTimelineGroup
Versant Capital Management, Inc345,409$13.8M1.24%+25,24213F-HRTimeline
World Investment Advisors271,429$12.6M0.21%-3,43713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC295,851$11.8M<0.01%+43,22213F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…291,255$11.7M0.37%-1,185,12913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP289,287$11.6M0.01%+50,66613F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC268,081$10.7M0.39%-6,96413F-HRTimeline
Permanens Capital L.P.265,651$10.6M1.09%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC239,218$9.57M0.47%-5,28213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…226,369$9.06M0.02%-13,20513F-HRTimelineGroup
MGO ONE SEVEN LLC221,719$8.87M0.15%+2,69113F-HRTimeline
SFM, LLC220,012$8.8M4.51%+3,15513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS215,310$8.61M0.01%+169,90213F-HRTimeline
LPL Financial LLC200,740$8.03M<0.01%+58,19513F-HRTimeline
RFG Advisory, LLC198,410$7.94M0.12%-65,10713F-HRTimeline
MML INVESTORS SERVICES, LLC197,987$7.92M0.02%+22,62213F-HRTimeline
Raub Brock Capital Management LP195,990$7.84M2.16%-6,93013F-HRTimeline
TABLEAUX LLC183,367$7.34M3.09%+14,74113F-HRTimeline
AE Wealth Management LLC182,548$7.3M0.03%-70,80413F-HRTimeline
Greenline Partners, LLC170,451$6.82M0.69%013F-HRTimeline
Savvy Advisors, Inc.157,209$6.29M0.13%+101,40513F-HRTimeline
Amundiin group Amundi147,696$5.91M<0.01%+12,36713F-HRTimelineGroup
VICUS CAPITAL145,595$5.83M0.38%+11,68013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC139,695$5.59M0.01%+10,51913F-HRTimelineGroup
Bauman Advisory Group, LLC139,413$5.58M2.95%-51,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,731$5.23M0.01%+15,15213F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC128,624$5.15M1.52%+1,65613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,024$5.08M0.01%-1,41513F-HRTimeline
Spectrum Strategic Capital Management, …125,114$5.01M2.48%-22,37513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…118,947$4.76M0.16%+5,63913F-HRTimelineGroup
Arax Advisory Partners115,903$4.64M0.03%+114,47813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC113,598$4.55M<0.01%+88,80313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC109,039$4.36M0.01%+13,95913F-HRTimelineGroup
Cetera Investment Advisers100,435$4.02M<0.01%+11,82913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth99,708$3.99M<0.01%-25,61913F-HRTimelineGroup
Summit Financial, LLC97,266$3.89M0.04%+42613F-HRTimeline
Encompass More Asset Management94,367$3.78M0.55%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC86,690$3.47M<0.01%+6,80713F-HRTimelineGroup
Atria Investments, Inc84,489$3.38M0.03%+1,89113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,823$3.35M<0.01%+76,34813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC81,791$3.27M<0.01%new13F-HRTimeline
Prospera Financial Services Inc81,067$3.24M0.05%+27,12613F-HRTimeline
M Wealth Management, LLC77,013$3.08M2.42%+48513F-HRTimeline
Trek Financial, LLC73,521$2.94M0.15%new13F-HRTimeline
Empowered Funds, LLC72,922$2.92M0.02%+17,11213F-HRTimeline
Turning Point Benefit Group, Inc.66,827$2.69M1.16%-8,16213F-HRTimeline
Owl Creek Wealth Partners LLC66,699$2.67M0.78%+8,73813F-HRTimeline
STUART INVESTMENT ADVISORS, INC.66,599$2.66M1.07%+33,66513F-HRTimeline
Firestone Capital Management65,787$2.63M0.49%+34,84913F-HRTimeline
Vise Technologies, Inc.61,556$2.46M0.03%+16,07313F-HRTimeline
SteelPeak Wealth, LLC59,854$2.39M0.06%+22813F-HRTimeline
BOKF, NAin group BOKF, NA59,394$2.38M0.03%+12,90513F-HRTimelineGroup
Sankala Group LLC53,284$2.31M1.54%+16,45313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC53,864$2.16M0.22%+3,72313F-HRTimeline
Cedar Point Capital Partners, LLC53,747$2.15M1.24%+2,84113F-HRTimeline
Choate Investment Advisors53,698$2.15M0.04%013F-HRTimeline
Stokes Family Office, LLC51,763$2.07M0.24%-28,26113F-HRTimeline
Creative Planningin group Creative Planning50,662$2.03M<0.01%+6,09513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD50,000$2M<0.01%-12,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…48,994$1.96M<0.01%+3,19213F-HR/ATimeline
Chemistry Wealth Management LLC47,264$1.89M0.3%+9,46313F-HRTimeline
Westfuller Advisors, LLC44,826$1.79M0.65%+9,66113F-HRTimeline
OARSMAN CAPITAL, INC.41,961$1.68M0.18%-94613F-HRTimeline
HighTower Advisors, LLC41,884$1.68M<0.01%+2,09813F-HRTimeline
Beacon Pointe Advisors, LLC39,562$1.58M0.01%+13,37113F-HRTimeline
Tactive Advisors, LLC39,508$1.58M0.39%+2,64013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp37,374$1.5M<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC37,226$1.49M0.06%+3,46613F-HRTimeline
&PARTNERS36,194$1.45M0.01%+1,78813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,604$1.34M<0.01%+5,11713F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…33,534$1.34M0.15%013F-HRTimeline
Rooted Wealth Advisors, Inc.33,305$1.33M0.33%+4,92613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC33,181$1.33M<0.01%-2,07313F-HRTimelineGroup
Wedmont Private Capital32,410$1.33M0.04%-41713F-HRTimeline
Farther Finance Advisors, LLC32,972$1.32M0.01%+28,12613F-HRTimeline
Cushing Capital Partners, LLC32,923$1.32M0.91%+3,50713F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC31,752$1.27M0.31%+4,00213F-HRTimeline
BIP Wealth, LLC31,072$1.24M0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,005$1.24M0.01%-2,39213F-HRTimelineGroup
Global Retirement Partners, LLC30,467$1.22M0.02%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,456$1.22M<0.01%+25,57213F-HRTimelineGroup
Hilton Capital Management, LLC30,050$1.2M0.08%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC28,533$1.14M0.04%new13F-HRTimelineGroup
Ardent Capital Management, Inc.28,500$1.14M0.47%013F-HRTimeline
Aptus Capital Advisors, LLC26,716$1.07M0.01%+3,56813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…24,358$975K0.25%013F-HRTimeline
J. M. Brown & Associates Inc.23,898$956K0.55%13F-HRTimeline
Headlands Technologies LLC23,891$956K0.1%+6,39513F-HRTimeline
Betterment LLC22,776$911K<0.01%+5,22413F-HRTimeline
Vestmark Advisory Solutions, Inc.22,736$910K0.01%+4,65213F-HRTimeline
Upper Left Wealth Management, LLC22,021$881K0.49%new13F-HRTimeline
Meridian Wealth Management, LLC21,685$868K0.03%+5,53813F-HRTimeline
Mayflower Financial Advisors, LLC20,983$840K0.07%+2,69813F-HRTimeline
Scarborough Advisors, LLC19,952$837K0.1%-4,37313F-HRTimeline
Gotham Asset Management, LLC20,896$836K<0.01%013F-HRTimeline
SMITH, MOORE & CO.20,000$800K0.05%-35313F-HRTimeline
Sound Portfolio Advisors, LLC19,996$800K0.57%-1,05413F-HRTimeline
Rede Wealth, LLC19,877$795K0.26%+20013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …19,210$769K0.02%-85,89113F-HRTimelineGroup
Sivia Capital Partners, LLC18,301$732K0.09%+2,57413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,504$716K<0.01%+5,00913F-HRTimeline
McKinley Carter Wealth Services, Inc.17,630$705K0.04%+4,80713F-HRTimeline
TUDOR INVESTMENT CORP ET AL17,543$702K<0.01%-13,69013F-HRTimeline
Columbus Macro, LLC17,143$686K0.07%new13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…17,077$683K0.06%013F-HRTimelineGroup
Quantinno Capital Management LP17,054$682K<0.01%+5,20713F-HRTimeline
New England Private Wealth Advisors LLC16,772$677K0.07%013F-HRTimeline
Signal Advisors Wealth, LLC16,799$672K0.04%-81213F-HRTimeline
Causey Wealth LLC15,599$624K0.24%013F-HRTimeline
Brand Asset Management Group, Inc.15,513$621K0.14%-51513F-HRTimeline
NavPoint Financial, Inc.15,218$609K0.23%013F-HRTimeline
IFP Advisors, Inc15,049$602K0.01%-10,93413F-HRTimeline
Townsend Financial Planning, LLC14,975$599K0.52%+2,33513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,793$592K<0.01%+4,33613F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC14,648$586K0.21%-75713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,624$545K0.01%+1,42913F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,608$544K0.02%-7,83413F-HRTimeline
Avos Capital Management, LLC13,555$542K0.23%+2,06813F-HRTimeline
RiverGlades Family Offices LLC13,000$520K0.24%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,900$516K0.02%+3,93213F-HRTimelineGroup
Archer Investment Management, LLC12,238$490K0.17%+7,07713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,409$456K<0.01%+9013F-HRTimeline
Precision Wealth Strategies, LLC11,244$450K0.14%new13F-HRTimeline
S.A. Mason LLC11,010$441K0.14%+1,67313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,975$439K<0.01%new13F-HRTimeline
SFMG, LLC10,899$436K0.03%013F-HRTimeline
Family Investment Center, Inc.10,804$432K0.07%-7,04713F-HRTimeline
Compound Planning, Inc.10,713$429K0.01%new13F-HRTimeline
Kovack Advisors, Inc.10,705$428K0.02%-14,14913F-HRTimeline
CIBC WORLD MARKET INC.10,643$426K<0.01%013F-HRTimeline
AlphaStar Capital Management, LLC10,630$425K0.03%013F-HRTimeline
NewEdge Advisors, LLC10,594$424K<0.01%+1,99813F-HRTimeline
Painted Porch Advisors LLC10,500$420K0.18%013F-HRTimeline
Beckerman Institutional, LLC10,342$414K0.2%+29913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,287$412K<0.01%-45213F-HRTimelineGroup
Merit Financial Group, LLC9,934$397K<0.01%+7413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,862$395K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors9,598$384K0.01%-12913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…9,450$378K0.11%-3,00013F-HRTimeline
XML Financial, LLC9,179$367K0.03%+1,37513F-HRTimeline
Bay Rivers Group8,677$347K0.12%+30113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC8,333$333K0.04%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC8,049$322K0.21%+5,26913F-HRTimeline
Cresset Asset Management, LLC7,633$305K<0.01%+46613F-HRTimeline
W1M Asset Management Ltd7,362$295K<0.01%+8013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,354$294K0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC7,288$292K0.03%+25713F-HRTimeline
MJP ASSOCIATES INC /ADV7,017$281K0.03%-94513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,017$281K0.02%-94513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC6,858$274K0.05%+28513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,833$273K<0.01%new13F-HRTimeline
Bedminster, LLC6,768$271K0.23%-6413F-HRTimeline
LFG Wealth Partners, LLC6,685$267K0.13%013F-HRTimeline
Main Street Financial Solutions, LLC6,650$266K0.02%013F-HRTimeline
Plum Street Advisors, LLC6,560$262K0.08%-78213F-HRTimeline
CAP Partners, LLC6,554$262K0.13%+30313F-HRTimeline
SJS Investment Consulting Inc.6,236$250K0.03%-3,11213F-HRTimeline
EXCALIBUR MANAGEMENT CORP6,227$249K0.08%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.6,210$248K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC6,148$246K<0.01%+36913F-HRTimeline
HOWE & RUSLING INC6,084$243K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,018$240K<0.01%+1,42013F-HRTimelineGroup
D'Orazio & Associates, Inc.5,983$239K0.03%013F-HRTimeline
Retirement Planning Group, LLC5,949$238K0.01%013F-HRTimeline
Orion Capital Management LLC5,887$236K0.07%+2,36413F-HRTimeline
EP Wealth Advisors, LLC5,844$234K<0.01%+95513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,778$231K0.09%013F-HRTimeline
CacheTech Inc.5,516$221K0.04%+713F-HRTimeline
Kingsbury Capital Investment Advisors L…5,465$219K0.18%013F-HRTimeline
KMT WEALTH MANAGEMENT, LLC5,465$219K0.18%new13F-HRTimeline
Sigma Planning Corp5,464$219K0.01%new13F-HRTimeline
EPIQ PARTNERS, LLC5,432$217K0.09%new13F-HRTimeline
Apella Capital, LLC5,266$216K<0.01%013F-HRTimeline
OneDigital Investment Advisors LLC5,250$210K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,215$209K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC5,168$207K0.02%-2,00013F-HRTimeline